Michael Roberts is a CFP® certificant with five years of industry experience, currently advising at Schwab Wealth Advisory, Inc. in Indianapolis, IN. He previously held roles at Charles Schwab bank, Cetera Investment Services LLC, and worked outside the financial industry at DoorDash and Jewell Flooring. 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 across various asset classes. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, with discretionary management typically handled by affiliated or third-party money managers.

Melisa Benavidez is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 1997, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory Inc. since 2022. 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 planning, and investment recommendations using proprietary Schwab tools and models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, with discretionary management typically handled by affiliated or third-party managers.

Anne Martin is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Charles Schwab, Flix Brewhouse, and Allied Solutions. Outside of her advisory role, she donates extra breast milk through Tiny Treasures Milk Bank. 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 using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Avery Prince is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds the Series 66 designation and has prior experience at Amazon and American Income Life. Prince has been with Schwab Wealth Advisory and affiliated Charles Schwab entities since 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations but does not exercise discretionary trading authority.

Jason Pearce is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63, 65, and 66 licenses and bringing four years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and Shunk Gulley. 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 across various asset classes. The firm’s advice relies on Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Bradford Karcher is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. He has worked within Charles Schwab since 2017 and has prior experience at Marsh Supermarkets and Ball State University. Karcher serves on the Board of Directors for the Hamilton Southeastern High School Academy of Finance, contributing to decisions on program funding. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Nicholas Scherer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Charles Schwab and Capital Strategies Investment Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Charles Schwab's standard asset allocation models and research tools while leaving final trading decisions to clients.

Marc Srncik is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 1999, including Charles Schwab Bank, SSB, and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Sayre Ariishi is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and has worked at Schwab Wealth Advisory Inc., TD Ameritrade, Charles Schwab Bank, and Charles Schwab & Co. Prior to his finance career, he worked at United Parcel Service and in roles related to Indiana University Athletics. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations including stocks, bonds, mutual funds, ETFs, and separately managed accounts. The firm operates within the Schwab ecosystem and delivers advice using Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

James Kunkel is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked within the Schwab organization since 2000, including roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment recommendations but does not exercise discretionary trading authority, with a structure integrated within the Schwab ecosystem.

Zachary Springer is a CFP®-certified financial advisor at Schwab Wealth Advisory with six years of industry experience. He has been with Schwab Wealth Advisory since 2023 and has worked at Charles Schwab & Co., Inc. since 2019. 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, utilizing Schwab’s asset allocation models and research tools, and typically does not exercise discretionary trading authority.

Kent Miiller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His prior experience includes roles at Castle Wealth Advisors, Money Concepts Capital Corp., and United Capital. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s proprietary research tools and asset allocation models. The firm operates within the Schwab ecosystem and focuses on a non-discretionary advisory model, distinguishing itself from many enterprise wealth managers.

Christian Goza is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and six years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2025 and has been with Charles Schwab & Co., Inc. since 2019. His prior experience includes roles at Chase Bank and Marathon Gas. 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 across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice supported by Schwab’s proprietary research tools and asset allocation models.

Jesse Switzer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has been with Charles Schwab and its associated entities since 2007 and with Schwab Wealth Advisory since 2012. 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 leaving final trading decisions to clients, conducting at least annual reviews without discretionary trading authority.

Eric Kurth is a CFP® and CFA® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. He has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Jacob Mc Comb is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab and Huntington National Bank, among other positions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses standard asset allocation models and Schwab research tools, with final trading decisions made by clients, and operates as an internal advisory unit within the Schwab ecosystem.

Philip Thomas is a CFP® professional with 14 years of experience in the financial services industry. He is currently affiliated with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. in Indianapolis, IN. Thomas serves as a graduate advisor for the Iota Phi Theta Fraternity Incorporated, a nonprofit focused on philanthropy and educational services, and works as a FINRA arbitrator. 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 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.

Jeremy Stone is a CFP® credentialed financial advisor with 19 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Breyanna Kerley is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Schwab Wealth Advisory Inc. since 2024. Her prior experience includes roles at Charles Schwab & Co., DoorDash Inc., World Financial Group, and Navient. 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 within the Schwab ecosystem using standard asset allocation models and research tools, with trading decisions made by clients.

Shanitria Olusola is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana, bringing four years of industry experience. She has worked at Schwab Wealth Advisory since 2024 and Charles Schwab since 2019, with prior roles at Progressive Insurance and other companies. Outside of her advisory role, Olusola is involved in retail jewelry design as the owner of The Reigning Jewelry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual financial reviews and investment recommendations across various asset classes. The firm offers advice within the Schwab ecosystem, using standardized asset allocation models and research tools while clients retain final trading decisions.