Lynsey Hazelwood is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Schwab, she worked at ReJoyce Financial and held several roles outside of finance, including positions at Club Esprit, Tupelo Honey, Hooters, and Yard House. 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 combination of non-discretionary and discretionary investment advisory options supported by a multi-asset model portfolio approach.

Roderick Sogocio is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Charles Schwab since 1997. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 models with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kenneth Williams II is a CFP® with 19 years of industry experience, currently serving at Charles Schwab. He has been with Charles Schwab & Co., Inc. since 2007 and Charles Schwab Bank, SSB since 2013. Outside of his advisory role, he is the president and owner of a real estate business focused on small rental properties. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational support.

Daniel Sweeney is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at optionsXpress, Inc. and was involved in a brewery business for seven years. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services through an integrated platform that combines brokerage, advisory, custody, and cash-sweep capabilities.

Alan Molnar is a financial advisor with Charles Schwab in Indianapolis, IN, holding a Series 66 designation and 20 years of industry experience. His prior work includes five years at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. He has been with Charles Schwab and Charles Schwab Bank since 2021. Charles Schwab serves a large client base, 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 uses multi-asset model portfolios supported by centralized custody and operational infrastructure.

Brian Collins is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at The National Bank of Indianapolis, Enterprise Leasing, and Wells Fargo Clearing. Outside of his advisory work, he owns a vending machine business, managing inventory and finances. 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 provides integrated custody, brokerage, and advisory services.

Joseph Pich is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2018. His prior roles include internships and part-time positions during college. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Cory Kennedy is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Charles Schwab since 2016. 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 both non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and a formal alternative-investment process.

Cooper Feeney is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Charles Schwab, where he has held various roles since 2020, including positions at Charles Schwab Premier Bank and Charles Schwab Bank in Indianapolis, IN. Prior to Schwab, Feeney worked at The Bridgewater Club LLC and American Eagle Outfitters Inc. Outside of his financial advisory work, he was affiliated with Woodstock Country Club for five years. 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 and discretionary investment management, supported by multi-asset model portfolios, alternative investment due diligence, and an integrated operational structure.

Andrew Pianko is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Charles Schwab in Indianapolis, IN. He has been associated with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2014. Outside of his advisory work, he is involved with Circle City Athletics, where he has been active since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by strategic asset allocation and due diligence on alternative investments.

Steven Coons is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 11 years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash-sweep services on a large scale with centralized operations.

Joshua Witkowski is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory, Inc., Charles Schwab Bank, SSB, and Charles Schwab since 2016. He is based in Indianapolis, IN. 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 integrates non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investments program.

Lubasi Katundu is a financial advisor at Charles Schwab with two years of industry experience. Prior to joining Schwab in 2023, he worked for First National Bank Zambia Limited for ten years. Outside of his advisory role, he has been involved with Kohl's Ecommerce Fulfillment Center and the Indiana University School of Nursing. Charles Schwab serves a large client base, 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 centralized custody and operational infrastructure.

Scott Dieterle is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Charles Schwab since 1999, including tenure at Charles Schwab Bank and Optionsxpress, Inc. 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 multi-asset model portfolios supported by centralized custody and operational infrastructure.

Andrew Campbell is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Charles Schwab in various capacities since 2014, including roles at Charles Schwab Bank, SSB and Schwab Private Client Investment Advisory, Inc. He is based in Indianapolis, IN. 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 and discretionary investment guidance using multi-asset model portfolios, supported by centralized operational and supervisory structures.

Mark Zehrung is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Charles Schwab since 2014 and Charles Schwab Bank since 2015. Outside of his advisory role, he creates artwork that he displays in galleries and may sell. 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 both non-discretionary advice and access to discretionary separately managed accounts, combining extensive scale with an integrated approach to advisory, brokerage, custody, and cash management services.

Todd Machowiak is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 66 designation and has previously worked at optionsXpress, Inc. and FINRA. He is based in Indianapolis, IN. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

Clayton Witt is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2013, including two years at Schwab Private Client Investment Advisory, Inc. Witt is a partner in Riparian Retreat Stables LLC, an investment venture involving partial ownership of race horses alongside immediate family members. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and alternative investment services across a large client base.

Nicholas Van Fossen is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab, he worked at SNVF Capital for four years and Boyd Gaming for one year. 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 affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Caleb Riddle is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2021, he worked at Amazon and Donatos Pizza. He was also briefly affiliated with the Indianapolis Yacht Club in 2021. 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. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized supervision and custody.