Charles Boggs is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2010 in various roles. His career also includes positions at Chase Investment Services Corp. and Wells Fargo Clearing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s services focus on asset allocation and investment selection guided by Charles Schwab & Co.’s standard models and research tools.

William Anderson is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. He has been with Schwab Wealth Advisory since 2023 and has worked at Charles Schwab since 2019. Prior to his advisory career, he was employed at Zink Distributing for four years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection based on Schwab’s standard models and internal research, with trades executed only with client authorization.

Ryan Durham is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Charles Schwab & Co., Inc., GreenLeaf Apothecary, and CVS. Ryan is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach relies on internal research tools and asset-allocation models, offering tailored recommendations while executing trades only with client approval.

Schyler Rahman is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. and Grand Canyon Education, Inc. prior to his current role. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools. The firm’s services focus on tailored recommendations without exercising discretionary trading authority, and it operates within a large-scale platform with specific compliance and operational structures.

Allen Duros is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has previous experience at Merrill Lynch, Edward Jones, Onyx Bridge Wealth Group, and Charles Schwab & Co. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Timothy Dennany is a Series 66-licensed advisor at Schwab Wealth Advisory with 14 years of industry experience. He has worked with Schwab Wealth Advisory since 2018 and has been associated with Charles Schwab since 2011. Outside of his advisory role, he serves as a consultant for Lawrence Apostolic Church in Indianapolis. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, with customized recommendations and annual reviews tailored to clients’ goals and risk tolerance.

Garrett Bianchi is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has worked at Charles Schwab and Co., Inc. since 2019 and previously held positions at River Pointe Country Club and Crooked Stick Golf Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, with tailored recommendations reviewed at least annually.

Nicholas Alexander is a CFP® professional affiliated with Schwab Wealth Advisory in Indianapolis, IN, with 11 years of industry experience. He has been with Charles Schwab since 2014, including six years at Schwab Private Client Investment Advisory, Inc. and one year at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Joseph English is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Schwab Wealth Advisory since 2020 and Charles Schwab since 2017, as well as earlier positions at Promus Wealth Management UBS and Northwestern Mutual. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with an emphasis on tailored recommendations and client authorization for trades.

Nolan Pugh is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2017, joining Schwab Wealth Advisory in 2021. Prior to his advisory career, he spent four years at the Krannert School of Management at Purdue University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset allocation models and research tools, with an emphasis on client goals and risk tolerance, and trades are executed only with client authorization.

Nicholas Pfledderer is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and two years of industry experience. He has been with Schwab Wealth Advisory since 2025 and previously worked at Charles Schwab Co., Inc. His background includes time at firms such as Adorant Group and Archon Tech, as well as periods devoted to full-time education. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm offers guidance on asset allocation and investment selection using Charles Schwab’s proprietary models and reviews accounts at least annually, with trades executed only upon client authorization.

David Kroner is a CFP® professional with 27 years of experience in the financial services industry. He has been with Charles Schwab and its affiliated entities since 2000 and currently serves as an advisor at Schwab Wealth Advisory Inc. in Indianapolis, IN, where he has worked since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and internal research tools, offering tailored recommendations that focus on asset allocation and investment selection without exercising discretionary trading authority.

Kaulen Jenkins 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 career includes roles at Charles Schwab and KeyCorp/Key Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm utilizes asset-allocation models and internal research tools to offer recommendations tailored to client goals and risk tolerance, with trade execution requiring client authorization.

Susan Bober is a Series 65-licensed advisor at Schwab Wealth Advisory with 11 years of industry experience, all spent with Charles Schwab-affiliated entities. She has worked at Schwab Wealth Advisory, Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to offer tailored recommendations reviewed at least annually.

Nicholas Sumpter is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory Inc. since 2016, with prior experience at Charles Schwab starting in 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s services emphasize asset allocation and investment selection based on Charles Schwab & Co.’s models and research tools, with client trades executed only upon authorization.

Jason Schnarr is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 63 designation and over 30 years of industry experience. He has been with Charles Schwab and its affiliates since 1995, including 18 years at Charles Schwab Bank and multiple years at Schwab Wealth Advisory. Outside of his advisory role, he owns a rental property management business in Miamisburg, Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with a focus on tailored, point-in-time wealth management consultations.

David Martin is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab & Co., Inc., Elite Back + Body Chiropractic, and RWJ Fitness & Wellness Center. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, offering guidance on asset allocation and investment selection based on Schwab’s proprietary models and research tools.

Ralph Baca is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Schwab Wealth Advisory since 2015, with prior roles at TIAA-CREF, Charles Schwab, Chase Investment Services, and E*TRADE Advisory Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm’s approach relies on Schwab’s asset-allocation models and research tools, offering tailored recommendations without discretionary trading authority.

Caroline Kirbish is a financial advisor at Schwab Wealth Advisory, holding a Series 66 license with two years of industry experience. Her prior roles include positions at Ameriprise Financial/Kuttin Wealth Management and Huntington National Bank. Outside of her advisory work, she serves as Vice President of the Irvington Historic Landmarks Foundation/Benton House Association, a nonprofit focused on maintaining historic properties in Indianapolis. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by proprietary asset-allocation models and internal research tools, with trades executed only upon client authorization.

Jacob Roberts is a CFP® professional with five years of industry experience, currently advising at Schwab Wealth Advisory Inc. He has previously worked at Charles Schwab and Regions Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm focuses on tailored recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.