Joseph Leone is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, The Vanguard Group, and Charles Schwab Bank. Prior to his advisory career, he was employed at Empire Nutrition and Life Time. Charles Schwab serves a large client base primarily composed of 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 blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive alternative investment selection process.

Andrew Rigazio is a financial advisor with Charles Schwab in Manhasset, NY, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at TD Ameritrade and its affiliated investment management firm for a decade before joining Schwab. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a range of integrated brokerage, custody, and cash-sweep services.

Stacey Siegel is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 license and has worked at Charles Schwab since 2023, following prior roles at Captrust and The Burton Awards. Outside of her advisory role, she serves as a trustee for the Incorporated Village of East Hills and the Old Westbury Hebrew Congregation, and coordinates events for a local women’s professional networking group. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through a comprehensive wealth advisory program that combines non-discretionary and discretionary investment management, brokerage, custody, and financial planning services. The firm is notable for its large client base, integrated structure, and multi-asset strategic portfolio approach.

Christine Vignola is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Her prior roles include 25 years at Fidelity Brokerage Services, Inc., and brief tenures at Morgan Stanley and Douglas Elliman. 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 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 a multi-asset investment approach and centralized operational structure.

Daniel Obuchowski is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015 in Manhasset, NY. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Robert Drexel is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Equitable Advisors and operated a meat and deli market called Pellegrini Prime Meats. 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 affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash management services.

Michael Moerler is a financial advisor with Charles Schwab, holding a Series 66 designation and 25 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2019 and previously spent 11 years with Fidelity Brokerage Services LLC. 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 an integrated operational structure and multi-asset model portfolios.

Colin Nelson is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He is currently with Charles Schwab in Manhasset, NY, where he has worked since 2020, including time at Charles Schwab Bank, SSB. His previous work includes roles at Fidelity Investments and various positions outside the financial sector. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Joseph Ninivaggi is Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on understanding clients' financial goals and unique situations to develop and implement holistic wealth planning strategies. Joseph emphasizes leveraging Fidelity's brand, technology, and investment platform to serve his clients effectively. He has been with Fidelity Investments since 2017, holding positions as Financial Representative, Investment Consultant, Relationship Manager, and currently as Financial Consultant and Vice President. Prior to Fidelity, Joseph worked as a Relationship Banker at JPMorgan Securities from 2015 to 2016. Outside of his professional career, Joseph has interests in fitness, parenthood, pets, running, and traveling.

Thomas Franz is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2008. 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 and discretionary investment guidance, supported by multi-asset model portfolios and centralized operational infrastructure.