William Anderson is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He has four years of industry experience, including roles at Schwab Wealth Advisory since 2023, Charles Schwab since 2019, and Zink Distributing from 2015 to 2019. Schwab Wealth Advisory provides non‑discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice using Schwab’s asset allocation models and research tools.

Kevin Ziegler is a CFP® professional with five years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2022, and has prior experience at Wells Fargo Bank. In 2019, he took a year to travel extensively in Southeast Asia. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled 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.

Ryan Durham is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has six years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., GreenLeaf Apothecary, and CVS. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering 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, distinguishing its operating model from many enterprise wealth managers.

Joseph Buckingham is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at various entities within the Charles Schwab organization since 2000, including Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Schwab Wealth Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and personalized investment recommendations while leaving final trading decisions to clients.

Brendon Peters is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes prior roles at J.P. Morgan Securities, Regions Bank, Cetera, and PNC Investments. He is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not serve institutional client types or exercise discretionary trading authority.

Darren Clark is a CFP® professional with 12 years of experience in the financial industry. He has been with Schwab Wealth Advisory since 2014 and is also associated with Charles Schwab, where he has worked since 2010. Based in Orlando, FL, he holds Series 66 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset allocation models and research tools to recommend investments, conducting at least annual account reviews without discretionary trading authority.

Tanya Elling is a CFP®-credentialed financial advisor with seven years of industry experience. She is currently with Schwab Wealth Advisory and has worked at Charles Schwab & Co., Inc. since 2020. Her prior experience includes roles at KMS Financial Services, BCA Financial Services, and Fisher Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending allocations while clients make final trading decisions.

James Ashbridge is a CFP® with 17 years of industry experience, currently serving at Schwab Wealth Advisory in Orlando, FL. His prior roles include positions at TD Ameritrade Inc. and Aviance Capital Partners LLC. James holds the Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients participating in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Nicole Kinnamon is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 66 designations and has worked across several roles within Charles Schwab and affiliated entities since 2020. Prior to her financial services career, she was involved with Speakeasy Tattoo Industries, LLC for six years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations, utilizing Schwab’s research tools and asset allocation models while leaving final trading decisions to clients.

Matthew Martin is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes 24 years at TIAA and TIAA-CREF prior to joining Schwab Wealth Advisory in 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering guidance through standard asset allocation models and Schwab research tools. The firm structures its advisory services as an internal unit within Charles Schwab and does not charge clients directly for its services.

Amy Edwards is a CERTIFIED FINANCIAL PLANNER™ professional with 28 years of industry experience. She has been with Schwab Wealth Advisory Inc. since 2009 and also worked as a sole proprietor from 2015 to 2017. She holds the Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools. The firm conducts annual account reviews and does not exercise discretionary trading authority, distinguishing its approach from many other enterprise wealth managers.

Jeffrey Klein is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He has worked at Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab since 2016. Prior to entering the financial sector, he worked for the Colorado Department of Education from 2013 to 2016. Outside of his advisory role, he serves as an on-ice official for USA Hockey. 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. The firm conducts annual financial reviews and offers investment recommendations across various asset classes while leaving final trading decisions to clients.

Leslie Morgan is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Before joining Schwab in 2021, Leslie worked for 15 years at TIAA and TIAA-CREF. Outside of finance, Leslie is involved in backyard beekeeping and occasionally sells excess honey. 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 standard asset allocation models. The firm delivers advice through periodic reviews while clients retain final trading decisions.

Jeremy Crumbaugh is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and totaling 26 years of industry experience. He has been with Charles Schwab and its affiliated advisory unit since 1999, including 14 years specifically with Schwab Wealth Advisory. Outside of his financial advisory work, he is involved in the performing and fine arts as a songwriter, composer, and performer. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within Charles Schwab, delivering advice through standardized asset allocation models and research tools without exercising discretionary trading authority.

Michael Machado is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Janus Management Holdings Corp, AlphaSense, and ModernIR. He has been with Charles Schwab and Schwab Wealth Advisory since 2019. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab, utilizing standard asset allocation models and Schwab research tools, while leaving final trading decisions to clients.

Brendan Weaver is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Mutual of Omaha, and J.P. Morgan Chase. Brendan is based in Phoenix, AZ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s research tools and standard asset allocation models to deliver investment recommendations and conducts at least annual account reviews without discretionary trading authority.

Hunter Baumgartner is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 designations and three years of industry experience. He previously worked at the Credit Union of Denver and has a background outside finance, including six years at Virgilio's Pizzeria & Wine Bar. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through 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 and does not directly charge clients fees; it also distinguishes itself by lacking discretionary trading authority and by its affiliation with a registered futures commission merchant.

Richard Myers is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. His previous roles include positions at Robinhood Markets, Inc. and The Vanguard Group, Inc. He also worked at Grand Canyon University for four years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering 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 charge clients directly for its services.

Kevin Baumhart is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Westlake, TX. His career includes roles at Fidelity Investments and Cresset Asset Management, among others. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm serves individual clients with an emphasis on wealth management education and annual financial reviews, while leaving final investment decisions to clients.

Justin Longfellow is a CFP® with 20 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. His prior roles include positions at Charles Schwab & Co., Inc., JP Morgan Chase Bank, N.A., and Jp Morgan Securities, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations primarily based on Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.