Sean Wolfe is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and JP Morgan entities throughout his career. Wolfe is based in Indianapolis, IN. 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 Charles Schwab & Co.’s asset allocation models and research tools, with at least annual reviews and recommendations tailored to client goals and risk tolerance.

Nathan Socrates is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2018. Prior to his current role, he was employed at Meridian Digital, LLC and spent a year as a student. 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’s advice is based on proprietary asset-allocation models and internal research, offering customized recommendations with at-least-annual reviews, while trades require client authorization.

Lee Garrett is a CFP® certificant with five years of industry experience. He is currently affiliated with Schwab Wealth Advisory, Inc., where he has worked since 2022. Prior to this, he held positions at Charles Schwab & Co., Inc. and TEKsystems, among others. 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 using proprietary models and research tools, with trades requiring client authorization.

Bonnita Hughes is a financial advisor with Schwab Wealth Advisory Inc. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. Her prior work includes roles at Charles Schwab Bank, OneAmerica Securities, American United Life, Principal Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab & Co.’s asset-allocation models and internal research tools.

James Hudson is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Schwab Wealth Advisory since 2018, as well as Charles Schwab since 2015. Schwab Wealth Advisory, Inc. 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 utilizes Charles Schwab’s asset-allocation models and research tools to make tailored recommendations, with trades executed only upon client authorization.

Anna Dickinson is a financial advisor with Schwab Wealth Advisory Inc. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior roles include positions at Charles Schwab Bank, Beach Body, and Schwab Private Client Investment Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Hercel Leveringston is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory and Charles Schwab since 2015. Leveringston serves on the board of Dress For Success Indianapolis, a community organization focused on empowering women. Schwab Wealth Advisory serves clients enrolled in the SWA program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach includes asset allocation guidance and investment selection using Schwab’s internal research tools, with trades executed only upon client authorization.

Juan Gomez is a Series 66-licensed financial advisor at Schwab Wealth Advisory with seven years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2018 and previously held a role at Jos. A. Bank Clothiers. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client authorization required for trades and periodic reviews tailored to individual goals and risk tolerance.

Susan Strelow is a Certified Financial Planner (CFP®) at Schwab Wealth Advisory with 32 years of industry experience. She has been with Charles Schwab and its affiliated entities since 1996, including a decade 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 to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Robert Venable is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2013 and previously held a role at Merrill from 2006 to 2011. Outside of advisory work, he co-owns and manages a single-family rental property with a personal friend. Schwab Wealth Advisory, Inc. provides fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools. The firm offers non-discretionary guidance on asset allocation and investment selection, typically recommending separately managed accounts handled by third-party or affiliated managers.

Tasneem Sharmeen is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and having six years of industry experience. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Grand Canyon Education, Inc. 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. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance, and it operates with a distinctive compensation structure and compliance framework.

Carson Emmons is a CFP® professional with 11 years of industry experience, currently with Schwab Wealth Advisory Inc. since 2018 and also associated with Charles Schwab & Co., Inc. since 2015. He is based in Indianapolis, IN, and holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to individual goals and risk tolerance.

Robert Hammond III is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2016. His prior experience includes roles at USAA financial planning services and Osaic FA, Inc. He holds Series 63 and Series 65 licenses. 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’s advice is based on standardized asset-allocation models and internal research, offering tailored recommendations with at least annual reviews.

Husam Boraby is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, using standardized asset-allocation models and research tools, with trades executed only upon client authorization.

Parker Brandenburg is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Indianapolis, IN. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Circle Financial Planning. 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. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with customized recommendations aligned to clients' goals and risk tolerance.

Leah Harper is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. She has previously worked with Charles Schwab & Co., Inc. and Ivie and Associates. Outside of her advisory role, Harper engages in freelance writing on topics including art, design, art history, spirituality, and wine and food pairings. 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 & Co.-referred clients. The firm’s approach utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Jacob Warner is a CFP® professional with 18 years of industry experience. He has worked with Charles Schwab since 2007 and has been with Schwab Wealth Advisory Inc. since 2014. Based in Indianapolis, IN, he holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset allocation models and internal research tools, offering personalized recommendations without exercising discretionary trading authority.

Nicholas Vladuchick is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 22 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2014 and Charles Schwab & Co., Inc. since 2006, with prior experience at Stifel and Ameriprise. 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 referred clients. The firm’s approach includes guidance on asset allocation and investment selection based on internal research and standard models, with trades executed only upon client authorization.

Zachary Taylor is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses with eight years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and was previously with Wells Fargo Bank, NA for one year. Taylor has been with Schwab Wealth Advisory since 2020. Schwab Wealth Advisory 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’s guidance on asset allocation and investment selection utilizes Charles Schwab’s asset-allocation models and internal research tools, with investment decisions executed only with client authorization.

Anthony Miller is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has worked at Charles Schwab since 1999. 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 select Charles Schwab & Co.-referred clients. The firm relies on Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.