Maleehah Saya is a financial advisor with Charles Schwab in Richmond, TX, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Charles Schwab in 2019, Maleehah worked at the University of Texas at Dallas, GIS Corporation, and Kumon Education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Susanna Schlangen is a financial advisor with Charles Schwab in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior work includes roles at TD Ameritrade, NDX Systems U.S., Cox Global Associates, Geneos Wealth Management, and Trisperity Advisors. She has been with Charles Schwab since 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm’s investment approach combines non-discretionary advisory with access to discretionary separately managed accounts, employing multi-asset model portfolios complemented by due diligence on alternative investments.