Ian Mc Gonigle is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and was previously employed by Morgan Stanley from 2016 to 2017. Mc Gonigle holds a Series 66 credential 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 delivers annual financial reviews and investment recommendations but does not exercise discretionary trading authority, differentiating its approach within the Schwab ecosystem.

Dan Malone is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., based in Indianapolis, IN. He has one year of experience with Schwab Wealth Advisory and overall industry experience beginning in 2020, including prior roles at Charles Schwab & Co., Old National Bank, and Royal United Mortgage. Outside of finance, he operated Malone's Catering for ten years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes standard Schwab asset allocation models and research tools to recommend investments, with final trading decisions made by clients.

Andrew Kramer is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and has been associated with Charles Schwab since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and research tools while leaving final investment decisions to clients.

Mitchell Smyth is a CFP® and holds a Series 66 license, with 20 years of experience in the financial advisory industry. He has been with Schwab Wealth Advisory Inc and Charles Schwab since 2016. Smyth is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Mikel Hartman is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 63 and Series 66 registrations and having 13 years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2013 and 2015, respectively. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within Charles Schwab, focusing on individualized wealth management without discretionary trading authority.

Reece Beckman is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His prior roles include positions at Charles Schwab, Westpoint Financial Group, German American Investment Services, and German American Bank. He spent ten years in full-time education before entering the financial industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools, with final trading decisions made by clients.

Derrick Presley is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1996. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s standard 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.

Nathan Carmany is a CFP® professional with 25 years of industry experience, currently serving at Schwab Wealth Advisory since 2022. Prior to this, he worked at Watermark Wealth Management, LLC for six years and was involved with Uberkuhl Designs for a decade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through 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 Charles Schwab & Co., focusing on client education and tailored investment guidance without discretionary trading authority.

Brandon Sheets is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has been with Charles Schwab since 2016 and joined Schwab Wealth Advisory in 2021. In addition to his advisory role, he serves as interim CEO of Seat Warehouse LLC, overseeing its operations until its sale or closure. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing standard asset allocation models and Schwab research tools. The firm focuses on delivering investment recommendations and wealth management education while leaving final trading decisions to clients.

Jenny Carney is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab & Co. Inc. since 2006. Outside of her advisory role, she is involved in real estate through Carneys Castles LLC, which manages short-term rental properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem, with advisors recommending allocations but clients retaining final trading decisions.

Channing Longman is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, with prior roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is currently based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to recommend investments while clients retain final trading decisions.

David Gomez is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023. Prior to his current role, Mr. Gomez held positions at Ashley Furniture Industries and several other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab’s ecosystem and uses standard asset allocation models and Schwab research tools to support client decisions while maintaining a non-discretionary approach.

Landon Kellogg is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. Prior to his current role, he held positions at Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, Bank of America, Merrill Lynch, and Morgan Stanley. He also spent time working at the U.S. House of Representatives. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services that include annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools.

Maria Schuster is a CFP® professional at Schwab Wealth Advisory with six years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and previously held roles at Charles Schwab & Co., Inc., ROCKEFELLER & Co, Whitnell & Co., and JMG Financial Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools, and generally does not exercise discretionary trading authority.

Daniel Rickelman is a financial advisor at Schwab Wealth Advisory with 34 years of industry experience. He has been with Charles Schwab since 1992 and joined Schwab Wealth Advisory in 2019. Outside of his advisory role, he works as a clerk for middle school and high school athletic events. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and focuses on tailored investment recommendations without exercising discretionary trading authority.

Daniel Mette is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior work includes roles at Charles Schwab and Zionsville Community Schools. 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 based on 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 for its advisory services.

Nicholas Kirsch is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has been with Charles Schwab since 2007 and with Schwab Wealth Advisory since 2018. 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 guided by Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, with investment decisions made by clients and advisory recommendations provided through dedicated associates.

William Anderson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds a Series 66 designation and has three years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab and Zink Distributing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within 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, focusing on individualized advice without discretionary trading authority.

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.

Schyler Rahman is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab & Co., Inc. since 2022. Prior to that, he held positions at Grand Canyon Education, Inc. and Grand Canyon University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s standard asset allocation models and research tools to recommend investments, conducting annual account reviews without discretionary trading authority.