New York City, NY Office

Thomas Hippner is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in New York, NY. His prior experience includes roles at Charles Schwab, Bank of America, Merrill, and CheckMate Industries. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Andrew Fellouris is a financial advisor with Schwab Wealth Advisory in New York, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Charles Schwab, Charles Schwab Bank, and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations but does not exercise discretionary trading authority, distinguishing its approach within the enterprise wealth management space.

Shane Manzi is a Series 66-licensed financial advisor at Schwab Wealth Advisory with three years of industry experience. He has worked within the Charles Schwab organization since 2023 and previously held positions outside the financial sector, including roles at Wolffer Estate Vineyard and Bromley Mountain Resort. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through proprietary asset allocation models and research tools while leaving final trading decisions to clients.

Ryan Markoe is a financial advisor at Schwab Wealth Advisory, Inc. in New York, NY, with a CFA® designation and Series 66 license. He has four years of industry experience, including prior roles at Citigroup and SS&C Technologies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem, delivering advice without discretionary trading authority and primarily serving individual investors rather than institutional clients.

Lorianne Rivas is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in New York City. Her prior experience includes roles at Reffsin Financial and Williams Jones Investment Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to offer investment recommendations while leaving final trading decisions to clients.

Allie Trimble is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Schwab Wealth Advisory Inc and Charles Schwab & Co., Inc., joining both firms in 2025. Prior to this, she spent five years at The Vanguard Group, Inc., and two years at Kennedy Investment Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations based on Schwab’s standard asset allocation models and research tools, with final trading decisions made by clients.

Corryn Barry is a financial advisor at Schwab Wealth Advisory with Series 63 and 66 licenses and three years of industry experience. She has been with Charles Schwab since 2021 and joined Schwab Wealth Advisory in 2025. Prior to her financial services career, she held positions in various service and retail roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients participating in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its services.

Joseph Domato is a financial advisor with Schwab Wealth Advisory in New York City, holding a Series 66 designation and with 10 years of industry experience. He previously worked at Ameriprise Financial and Northwestern Mutual in various advisory roles. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab's research tools and asset allocation models. The firm’s advisors recommend investments and allocations, while clients retain final trading decisions, with annual account reviews conducted by the advisory team.

John Lombardi is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at LPL Financial, Lincoln Financial Securities, and Citizens Securities. He has also been involved with the YMCA of Long Island. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.