Randall Fidler is a CFP® professional at Charles Schwab with 28 years of industry experience. He has previously worked at Morgan Stanley in various roles from 2007 to 2018 before joining Charles Schwab in 2018. Outside of his advisory role, he is a sole proprietor involved in managing rental properties. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering both non-discretionary advisory and discretionary separately managed accounts.

Colby Dalrymple is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held various roles outside the financial industry, including positions at Petes Ice Cream and Donuts and Willy T's. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of wealth advisory, brokerage, custody, and financial planning services through both non-discretionary and discretionary investment models.