Jigisha Bengali is a financial advisor with Schwab Wealth Advisory in San Jose, CA, holding a Series 66 designation and having 10 years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Charles Schwab Bank, and Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.'s asset-allocation models and internal research tools to offer tailored recommendations without discretionary trading authority.

Marco Quintana is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and experience spanning roles at Schwab Wealth Advisory, Charles Schwab & Co., Inc., and the U.S. Treasury Department’s IRS. He began his advisory career in 2025 following 13 years at the IRS. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm employs Charles Schwab’s asset-allocation models and research tools to deliver tailored guidance on investments while requiring client authorization for trades.