James Hudson is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2015, joining Schwab Wealth Advisory in 2018. 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 across a range of asset classes. The firm’s advice is delivered through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Anna Dickinson is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab in various roles since 1999, including time at Schwab Private Client Investment Advisory and Charles Schwab Bank. Prior to her current position, she spent nine years at Beach Body. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Hercel Leveringston is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Schwab Wealth Advisory and Charles Schwab since 2015. Leveringston serves as a board member for Dress For Success Indianapolis, a community organization supporting the empowerment of women. 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. The firm operates within the Schwab ecosystem and uses standard asset allocation models and research tools, with clients retaining final trading decisions.

Juan Gomez is a Series 66–licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He has seven years of industry experience, including roles at Charles Schwab and Jos. A. Bank Clothiers, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standardized asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews without exercising discretionary trading authority.

Susan Strelow is a CFP® professional with 32 years of industry experience, currently serving at Schwab Wealth Advisory. She has held various roles within Charles Schwab entities since 1996, including a decade at Schwab Private Client Investment Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal unit within the Schwab ecosystem and does not directly charge clients fees for advisory services.

Robert Venable is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2013. His prior experience includes roles at Charles Schwab, and he has been involved in real estate activities since 2007. Outside of his advisory work, he co-owns and manages a single-family rental property in Urbana, Illinois. 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 using proprietary Schwab research tools. The firm operates as an internal advisory unit within Charles Schwab, focusing on model-based advice without discretionary trading authority.

Tasneem Sharmeen is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds the Series 63 and Series 66 licenses. Her career history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Grand Canyon Education, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice via standard asset allocation models and Schwab research tools, while clients retain final trading decisions.

Carson Emmons is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. He has been associated with 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 annual financial reviews, retirement planning, and investment recommendations across a range of securities, delivered through Schwab’s proprietary asset allocation models and research tools.

Robert Hammond III is a CFP® with 30 years of industry experience, currently serving at Schwab Wealth Advisory since 2016. He holds the Series 63 and Series 65 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory 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 offers annual financial reviews and investment recommendations across various asset classes, with final trading decisions made by clients.

Husam Boraby is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab and Fidelity Investments during his career. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm offers financial reviews, retirement planning, and investment recommendations without exercising discretionary trading authority, operating as an internal advisory unit within the Schwab ecosystem.

Parker Brandenburg is a CFP® professional at Schwab Wealth Advisory with four years of industry experience. He has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Circle Financial Planning. Brandenburg is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and uses standardized asset allocation models and research tools, with final investment decisions made by clients.

Leah Harper is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Schwab Wealth Advisory since 2022 and has been with Charles Schwab since 2018. Outside of financial advising, she freelances as a writer on topics including art, design, art history, spirituality, and wine and food pairings. 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 utilizing Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not manage client accounts on a discretionary basis.

Jacob Warner is a CFP®-certified financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, bringing 18 years of industry experience. He has been with Schwab Wealth Advisory since 2014 and associated with Charles Schwab since 2007. 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 focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Nicholas Vladuchick is a financial advisor at Schwab Wealth Advisory with over 22 years of industry experience. He holds the Series 66 designation and has been with Schwab Wealth Advisory since 2014, having previously worked at Charles Schwab & Co., Inc. since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients 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 fees to clients.

Zachary Taylor 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, including roles at Wells Fargo Bank and Charles Schwab & Co. He has been with Schwab Wealth Advisory since 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to offer investment recommendations while clients retain final trading decisions, with reviews conducted at least annually.

Anthony Miller is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including over two decades with Charles Schwab and seven years with Schwab Wealth Advisory. He is based in Indianapolis, IN. 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 and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Zachariah Bickers is a CFP® with eight years of industry experience, currently affiliated with Schwab Wealth Advisory in Indianapolis, IN. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab since 2017. Prior to his financial services career, he was employed by Penske Automotive Group from 2010 to 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual account reviews without discretionary trading authority.

Evan Williams is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 66 and Series 63 licenses and has been with Schwab Wealth Advisory since 2018 and affiliated with Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across various asset classes. The firm delivers advice through Schwab’s proprietary asset allocation models and research tools, with final trading decisions made by clients.

Mitchell Bailey is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. Prior to this role, he worked at Charles Schwab and County Materials Corporation. 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 using Schwab’s proprietary tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many other enterprise wealth managers.

Timothy Friend is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, and R.D. Robinette & Associates. He is currently based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across various securities, with final trading decisions resting with clients.