Zachariah Bickers is a CFP®-certified financial advisor with Schwab Wealth Advisory in Indianapolis, IN, and has nine years of industry experience. He has worked at Charles Schwab since 2017 and previously at Penske Automotive Group from 2010 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored investment recommendations, with trades executed only upon client authorization.

Evan Williams is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. He has been affiliated with Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referred clients. The firm’s guidance is based on standardized asset-allocation models and internal research tools, with client authorization required for all trades.

Mitchell Bailey is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Indianapolis, IN. He has been with Charles Schwab and Schwab Wealth Advisory since 2017 and 2018, respectively, following two years at County Materials Corporation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, using proprietary asset-allocation models and research tools. The firm emphasizes client authorization for trades and typically recommends separately managed accounts offered through third-party or affiliated managers.

Timothy Friend is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, and R.D. Robinette & Associates. He has been with Charles Schwab and Schwab Wealth Advisory since 2018. 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 uses Charles Schwab’s asset-allocation models and research tools to offer personalized recommendations, while client authorization is required for trade execution.

Lincoln Straub is a financial advisor at Schwab Wealth Advisory with Series 66 registration and one year of industry experience. Prior to joining Schwab Wealth Advisory, he held positions at Charles Schwab & Co., Inc. and Indiana Members Credit Union. 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’s advice is based on internal asset-allocation models and research tools, with a focus on client goals and risk tolerance, while trades are executed only with client authorization.

Michael Roberts is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. His prior work includes roles at Charles Schwab bank and Cetera Investment Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Melisa Benavidez is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Charles Schwab in various capacities since 1997, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to individual client goals and risk tolerance.

Anne Martin is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022. Prior to her financial career, she spent five years at Flix Brewhouse and eight years at Allied Solutions. Anne donates extra breast milk to a milk bank as a compensated activity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Avery Prince is a financial advisor at Schwab Wealth Advisory with two years of industry experience and holds a Series 66 designation. Prior to joining the financial sector, Avery worked at Amazon for three years and has a background with American Income Life spanning nine years. Avery is based in Indianapolis, IN. 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 utilizes Charles Schwab’s asset-allocation models and internal research tools to guide investment selection and performs at-least-annual portfolio reviews tailored to client goals and risk tolerance.

Jason Pearce is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Shunk Gulley and Charles Schwab & Co., Inc. His current role includes providing non-discretionary fiduciary investment advice and financial planning. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering guidance on asset allocation and investment selection based on standard asset-allocation models and internal research tools. The firm focuses on at-least-annual reviews tailored to clients' goals and risk tolerances and operates without discretionary trading authority.

Bradford Karcher is a CFP® professional with eight years of industry experience, currently serving with Schwab Wealth Advisory in Indianapolis, IN. He has been with Charles Schwab and its affiliated entities since 2017 and previously worked at Marsh Supermarkets and Ball State University. He serves on the board of the Hamilton Southeastern High School Academy of Finance, where he participates in decisions regarding program funding and activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab. The firm’s approach utilizes standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Nicholas Scherer is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 2022. Prior to his advisory roles, his work experience includes positions at Simon Property Group and Capital Strategies Investment Group, along with periods of full-time education. 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 uses standard asset-allocation models and internal research tools to guide investment decisions, with trades executed only upon client authorization.

Marc Srncik is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including lengthy tenure at Charles Schwab and Charles Schwab Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach uses standardized asset allocation models and internal research tools to guide investment selection, with client authorization required for all trades.

Sayre Ariishi is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and six years of industry experience. Prior to joining Schwab Wealth Advisory, Ariishi worked with TD Ameritrade Investment Management, Charles Schwab Bank, and Charles Schwab & Co. His background also includes employment at United Parcel Service and roles at Indiana University. 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. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

James Kunkel is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and related entities since 2000, including Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Based in Indianapolis, IN, he has been with Schwab Wealth Advisory since 2022. 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 uses proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Zachary Springer is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab-related firms since 2019 and has held various roles including at New Horizons Financial Consult and Twin Lakes Recreation Center. 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 utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with annual reviews while client authorization is required for all trades.

Kent Miiller is a CFP® professional at Schwab Wealth Advisory with five years of industry experience. He previously worked at Castle Wealth Advisors, Money Concepts Capital Corp., United Capital, and Tri Green Tractor. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Christian Goza is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2019. His prior experience includes positions at Marathon Gas and Chase Bank. 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. The firm’s approach centers on asset allocation and investment selection guided by Schwab’s internal research tools, with personalized recommendations reviewed at least annually.

Jesse Switzer is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, Indiana. He holds the Series 63 and Series 66 designations and has 19 years of industry experience, including 14 years with Schwab Wealth Advisory and 19 years affiliated with Charles Schwab. 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. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with customized recommendations aligned to clients’ goals and risk tolerance.

Eric Kurth is a CFP® and CFA® professional with 17 years of experience in financial advising. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2016, following a three-year tenure at Spectrum Wealth Management. Kurth is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset allocation models and research tools. The firm emphasizes tailored recommendations with client authorization for trades and serves a broad client base through a structured, compliance-focused approach.