Allen Duros is a CFP® certificant with 11 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. in Indianapolis, where he has worked since 2026. His prior roles include positions at Merrill Lynch and Edward Jones, among others. Schwab Wealth Advisory, Inc. 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 focuses on delivering annual financial reviews and investment recommendations without exercising discretionary trading authority.

Timothy Dennany is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked at Charles Schwab since 2011. Outside of his advisory work, he serves as a consultant for the Lawrence Apostolic Church, a religious organization, where he has been involved since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many other enterprise wealth managers.

Garrett Bianchi is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has been with the Schwab organization since 2019, including roles at both Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. Prior to his financial services career, he worked at Crooked Stick Golf Club and River Pointe Country Club. 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 based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc. and does not exercise discretionary trading authority over client accounts.

Nicholas Alexander is a CFP® with 11 years of industry experience, currently serving at Schwab Wealth Advisory since 2025. He has held previous roles within Charles Schwab-affiliated firms since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Joseph English is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and has been affiliated with Charles Schwab since 2017. Outside of finance, he has experience working in the parking services industry. Schwab Wealth Advisory 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 the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Nolan Pugh is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017. Prior to his advisory role, he spent four years at the Krannert School of Management at Purdue University. 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 research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its advisory approach from many enterprise wealth managers.

Nicholas Pfledderer is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 66 and Series 63 designations and two years of industry experience. His prior experience includes roles with Charles Schwab Co., Inc. and the Adorant Group, as well as periods devoted to full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset types. The firm’s advice is delivered using Charles Schwab’s asset allocation models and research tools, with investment decisions ultimately made by clients.

David Kroner is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2015. He has been affiliated with Charles Schwab since 2000. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s proprietary research tools and asset allocation models. The firm focuses on wealth management education, retirement planning, and investment recommendations, with final trading decisions made by clients.

Kaulen Jenkins is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Charles Schwab and its affiliated advisory unit since 2019. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on individual clients rather than institutional accounts.

Susan Bober is a financial advisor with Schwab Wealth Advisory, holding a Series 65 designation and based in Indianapolis, IN. She has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2015. 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 across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on model-based advice without exercising discretionary trading authority.

Nicholas Sumpter is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and affiliated with Charles Schwab since 2014. The firm provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on standard asset allocation models and Schwab research tools. Schwab Wealth Advisory operates as an internal advisory unit within the Schwab ecosystem, serving primarily individual clients without discretionary trading authority.

Jason Schnarr is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He has been with the Charles Schwab organization since 1995, holding roles at Charles Schwab, Charles Schwab Bank, SSB, and Schwab Wealth Advisory. Outside of his advisory work, he owns a real estate property management business in Miamisburg, Ohio. Schwab Wealth Advisory 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 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.

David Martin is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Charles Schwab & Co., Inc. and in chiropractic and wellness businesses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem and uses standard asset allocation models and research tools, leaving final trading decisions to clients.

Ralph Baca is a financial advisor with Schwab Wealth Advisory, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2015. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed trading decisions and annual account reviews.

Caroline Kirbish is a Series 66-credentialed financial advisor at Schwab Wealth Advisory with two years of industry experience. She previously worked at Ameriprise Financial/Kuttin Wealth Management and Huntington National Bank. Kirbish serves as Vice President of the Irvington Historic Landmarks Foundation/Benton House Association, assisting with fundraising and property maintenance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and retirement planning supported by Schwab’s research tools and asset allocation models.

Jacob Roberts is a CFP® professional with five years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has also worked at Charles Schwab and Regions Bank. His background includes a period as a full-time student and experience outside finance at Olive Garden. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, 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.

Sean Wolfe 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 with Charles Schwab and JPMorgan Chase in various advisory roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, 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 exercise discretionary trading authority.

Nathan Socrates is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has been associated with Charles Schwab & Co., Inc. since 2018. Prior to this, he was employed at Meridian Digital, LLC and spent time as a student. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and research tools while clients retain final trading decisions.

Lee Garrett is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has worked within the Charles Schwab ecosystem since 2020 and has held roles at TEKsystems, Academy Sports + Outdoors, and Indiana University earlier in his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on customized allocation recommendations and wealth management education using Schwab’s research tools and asset allocation models.

Bonnita Hughes is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Her work history includes roles at Charles Schwab, Charles Schwab Bank, OneAmerica Securities, and American United Life. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools and asset allocation models.