New York City, NY Office

Thomas Hippner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab, Bank of America, Merrill, and CheckMate Industries. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selections. The firm operates under a structure that compensates advisors through Charles Schwab & Co. and offers a range of investment options including mutual funds, ETFs, and separately managed accounts.

Annie Bui is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds a Series 66 designation and has worked within various Charles Schwab entities since 2023. Outside of advising, she has been involved in marketing ideation and execution for an advertising firm. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Andrew Fellouris is a CFP® professional with 14 years of experience in financial services. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at TD Ameritrade, Charles Schwab & Co., Charles Schwab Bank, Bank of America, Merrill, and Equitable Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research tools, with trades executed only upon client authorization.

Shane Manzi is a Series 66 licensed financial advisor with Schwab Wealth Advisory, based in New York City. He has three years of industry experience, including roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Prior to his current advisory role, his background includes work in diverse industries such as vineyard operations and mountain resort management. Schwab Wealth Advisory 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 offers guidance on asset allocation and investment selection based on internal research and standard asset-allocation models, with account reviews tailored to each client’s goals and risk tolerance.

Ryan Markoe is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2026. Prior to this, he spent five years at Citigroup and five years at SS&C Technologies. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Lorianne Rivas is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Schwab Wealth Advisory, where she has worked since 2025. Her prior experience includes positions at Reffsin Financial and Williams Jones Investment Management. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset allocation models and research tools, offering tailored recommendations reviewed at least annually.

Allie Trimble is a CFP® professional with six years of industry experience, currently advising at Schwab Wealth Advisory. She previously worked at The Vanguard Group and Kennedy Investment Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on proprietary asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Corryn Barry is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, she worked at Charles Schwab since 2021 and held various other roles including positions in TM Trenching and retail. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s asset-allocation models and internal research tools.

Joseph Domato is a Series 66-licensed financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2025 and previously spent five years with Ameriprise and one year with Northwestern Mutual. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm offers guidance on asset allocation and investment selection with trades executed only upon client authorization.

John Lombardi is a CFP® professional with 16 years of industry experience, currently serving at Schwab Wealth Advisory. His career includes roles at Charles Schwab & Co., LPL Financial, Lincoln Financial Securities, and several other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s internal research tools and standard asset-allocation models to guide investment selection and asset allocation.