Ben Watson
Sr. Manager, Trading & Derivatives Coaching at Charles Schwab & Co., Inc.
Ben Watson has been in the financial industry since 2005. He has a broad knowledge base and focuses on advanced educational topics such as Technical Analysis, Stocks, Intermarket Analysis, and ETFs. He has taught most available courses in their present format, as well as hosting the Investor Education Day events. Ben is a contributor on our media affiliate Schwab Network*. Ben holds the Series 7, Series 63, and Series 3 industry licenses.
*Schwab Network is brought to you by Charles Schwab Media Productions Company ("CSMPC"). CSMPC and Charles Schwab & Co., Inc. are separate but affiliated subsidiaries of The Charles Schwab Corporation. CSMPC is not a financial advisor, registered investment advisor, broker-dealer, or futures commissions merchant.
Daniel Newman
CEO at Futurum Group
Daniel is the CEO of Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world's largest technology brands, financial entities exploring technology innovation and its influence on the markets and enterprise. A top 5 globally ranked industry analyst, his insights and ideas are regularly cited on global and national media. A 7x Best-Selling Author, including his most recent book Human/Machine.
From the leading edge of AI to global technology policy, Daniel makes the connections between business, people, and tech that are required for companies to benefit most from their technology investments.
An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin, Texas, transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.
Joe Mazzola
Head Trading & Derivatives Strategist at Charles Schwab & Co., Inc.
Joe Mazzola is Schwab’s Head Trading & Derivatives Strategist. He is a former portfolio manager, options risk manager, and market maker for the Chicago Board Options Exchange and International Securities Exchange, with nearly 25 years of investment management experience assisting institutional and retail clients. Most recently as a portfolio manager at Shelton Capital, Joe co-managed client assets with option overlay strategies to take advantage of market volatility, manage risk, and optimize returns.
Joe is also the host of the weekly webcast, Liz Ann Live with Liz Ann Sonders. It can be found here every Monday.
Shay Boloor
Chief Market Strategist at Futurum Equities
Shay is a growth investor and market analyst focused on tech, quantum, AI, and the space economy. Creator of the Futurum Daily Signal, distributed to 180K+ followers on X with 50M+ monthly impressions. Shay appears regularly on global media outlets where he reflects on his portfolio ideas, analyses, and key trends.
In his role at Futurum Equities, the equities research arm of Futurum, Shay highlights select stock ideas and market insights, covering top market moving insights for retail investors, business, and financial audiences.
In early 2026, Futurum Equities helped launch the Defiance Retail Kings ETF (NASDAQ: RKNG), an actively managed ETF developed in collaboration with Futurum Equities, designed to capture stocks where surging bullish retail investor participation is driving momentum, leadership, and price discovery.
Other research products include the quarterly ‘AI 15’, Futurum Equities’ top market-moving AI names.
Tom White
Director, Schwab Network Content & Delivery at Charles Schwab & Co., Inc.
Tom White is a contributor and the Managing Editor of Content for the Schwab Network. Previously, he was the Chief Strategist of TradeWise (an affiliated options advisory service) for 9 years. Before that, he traded as a market-maker on the floor of the Chicago Board Options Exchange (CBOE) for over 15 years trading options in ETF’s, indices, and stocks. White, a 25-year trading veteran, appeared regularly on CNBC-Asia, BNN and CBOE TV, giving insights and commentary on financial markets, trading, and option strategies.