Bridgewater, NJ Office

Polina Novozhilova is a CFP®-designated financial advisor at Charles Schwab with two years of industry experience. She has been affiliated with Charles Schwab and Charles Schwab Bank since 2023. Charles Schwab 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, offering a blend of non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach.

John Luke Bongiorno is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Bank of America and Merrill Lynch. Outside of finance, he has worked in the food service industry, including a role at Bridgewater Diner. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts.

Dominic Pinto is a financial advisor at Charles Schwab with 11 years of industry experience and holds a Series 66 designation. He previously worked at Bank of America, N.A. and Merrill for 10 years before joining Charles Schwab in 2025. 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 offers a range of multi-asset model portfolios backed by due diligence from its Center for Financial Research.

Viviana Lousado is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, Fidelity Investments, and Prudential Investment Management Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services. The firm is notable for its scale, integrated operational structure, and multi-asset model portfolio approach.

Jack Lind is a financial advisor with Charles Schwab in Bridgewater, NJ, holding Series 63 and Series 66 designations and 25 years of industry experience. He has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Lind has been with Charles Schwab and its affiliated entities since 2018. 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 multi-asset model portfolios and alternative investment options.