Samantha Maher is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2019, following roles at Charles Schwab and Charles Schwab Bank beginning in 2015. Outside of her advisory work, she owns Hygge Wax, a retail business producing and marketing candles. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its Center for Financial Research.

Kevin Maher is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2016 and previously worked at Fidelity from 2012 to 2016. Outside of his advisory work, he is a co-owner of Hygge Wax, a retail business based in Chicago. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering integrated wrap fee advisory, brokerage, and custody services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory guidance with access to discretionary separate managed accounts and utilizes multi-asset model portfolios along with due diligence from its research team.