Michael Harrington is a financial advisor at Charles Schwab in Radnor, PA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Charles Schwab and its affiliated Trust Bank since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services. The firm is notable for its scale, integrated service model, and multi-asset investment approach supported by in-house research and alternative investment options.

Ashley Mcclintock is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. Prior to joining Charles Schwab in 2022, Mcclintock spent 14 years with The Vanguard Group, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment review process.