Jacob Mc Comb is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Huntington National Bank and Filer Credit Union. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations, while trades are executed only with client authorization.

Philip Thomas is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with Schwab Wealth Advisory Inc. in Indianapolis, having previously worked at Charles Schwab and Waddell & Reed. Thomas serves as a graduate advisor for the Iota Phi Theta Fraternity, a nonprofit organization focused on philanthropy and educational services. He also acts as a FINRA arbitrator, rendering decisions on securities-related disputes. 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 guidance is based on proprietary asset-allocation models and internal research, offering tailored recommendations with client authorization required for all trades.

Jeremy Stone is a Certified Financial Planner® with 19 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory Inc. since 2016 and previously held roles at TD Ameritrade and Edward Jones. 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 uses standard asset-allocation models and internal research tools to guide asset allocation and investment selection, with trades executed only upon client authorization.

Breyanna Kerley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Schwab Wealth Advisory since 2024 and Charles Schwab & Co., Inc. since 2021, with prior roles at DoorDash Inc., World Financial Group, and Navient. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) 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 tools, with a focus on client goals and risk tolerance, and it typically recommends separately managed accounts managed by third-party or affiliated money managers.

Shanitria Olusola is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 license and has worked at Charles Schwab since 2019, joining Schwab Wealth Advisory in 2024. Outside of her advisory role, she is involved in retail jewelry design as the owner of The Reigning Jewelry. 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 based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with trades executed only upon client authorization.

Bradley Beiswanger is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing five years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab & Co., Inc. since 2020. His prior experience includes roles at Union Savings Bank, First American Title Insurance Company, and Ball State University. 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-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Scott Cranston is a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with Schwab Wealth Advisory since 2022 and has worked at Charles Schwab & Co., Inc. since 2018. Prior to joining Schwab, he was affiliated with IUPUI from 2016 to 2018. 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 focuses on asset allocation and investment selection based on Schwab’s proprietary models and internal research, with an emphasis on client authorization for all trades.

Andrew Peters is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2008. 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 client authorization required for trades.

Drew Stuart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., and Mass Mutual Investors Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Leo Lyons is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Charles Schwab since 2023 and joined Schwab Wealth Advisory Inc. in 2025. Prior to this, he held roles at Accurity Consolidated, Trueblood Real Estate, and Giants Stadium LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily 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, offering tailored recommendations without exercising discretionary trading authority.

Carrie Allstatt is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has worked with various entities within Charles Schwab & Co. since 2004, including Schwab Private Client Investment Advisory, Inc. from 2012 to 2019. 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-referred clients. The firm uses proprietary asset-allocation models and internal research tools to guide investment selection, focusing on client goals and risk tolerance without exercising discretionary trading authority.

Sean Hansen is a CFP® professional with 16 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory, Inc. and has been with Charles Schwab in various capacities since 2017. Prior to that, he was involved with Creative Financial Designs and CFD Investments Inc. Outside of his advisory role, he owns a single-family rental property in Indianapolis. 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, using asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Sydney Bianchi is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Charles Schwab and its affiliates since 2019. Prior to joining Schwab, she held positions at Macy's and Indiana University-related organizations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s guidance focuses on asset allocation and investment selection aligned with client goals and risk tolerance, utilizing proprietary research tools and offering at-least-annual portfolio reviews.

Matt Lybarger is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He has held roles at Schwab Wealth Advisory Inc. since 2020 and at Charles Schwab & Co., Inc. since 2018, following two years at Scottrade. He holds Series 63 and Series 66 licenses. 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-referred clients. The firm’s approach is based on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Carey Muloma is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2009, including tenure at OptionsXpress, Inc. from 2016 to 2017. 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 Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, executing trades only with client authorization.

Martha Prather is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab since 2016. Her other business activities include involvement in a family real estate business. 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 and financial planning based on standardized asset-allocation models and internal research tools.

Kinley Kisselbaugh is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience and holds Series 63 and Series 66 licenses. Kinley has worked at Charles Schwab-affiliated firms since 2012, including Schwab Private Client Investment Advisory and currently Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, primarily involving mutual funds, ETFs, separately managed accounts, and alternative investments.

Trevor Aldrich is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Scotlynn Group and Charles Schwab & Co., Inc. Prior to his advisory career, he managed Aldrich Landscape Inc. for ten years. 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 approach is based on Schwab’s asset-allocation models and internal research, offering personalized recommendations without exercising discretionary trading authority.

Raquel Raiten is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked within Charles Schwab-affiliated firms since 2017. Her prior experience includes a role at State Collection Service. Schwab Wealth Advisory serves clients 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 Schwab’s asset-allocation models and internal research.

Robert Jackson IV is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Jackson has been with Charles Schwab since 2006 and with Schwab Wealth Advisory since 2020. 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 certain referred clients. The firm uses Charles Schwab’s standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.