Brian Mc Cormack is a CFP®-certified financial advisor with 33 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2016, and previously held roles at First Citizens Investor Services, CapFinancial Securities, BB&T Institutional Investment Advisers, and BB&T Asset Management. Mc Cormack serves on the boards of the NHC Industrial Pollution Control Authority, St. Mark Catholic School advisory council, and North Carolina Wesleyan College Advisory Council. 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 mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Matthew Minichello is a financial advisor with Charles Schwab in Wilmington, NC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior roles include positions at Mid Atlantic Capital Corporation, NewEdge Advisors, and Wells Fargo Clearing. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by integrated brokerage, custody, and financial planning solutions.