Bradley Siddons is a CFP® professional with 14 years of experience in the financial industry. He currently works at Schwab Wealth Advisory, Inc. and has been with Charles Schwab and its affiliates since 2011. Prior to his current role, he spent seven years at Schwab Private Client Investment Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm utilizes Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions while receiving annual account reviews.

David Skelding is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2006. Schwab Wealth Advisory 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 based on standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Megan Gump is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and four years of industry experience. She has worked within various roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, and has experience outside finance including in the hospitality and coffee sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program. The firm delivers advice through Schwab’s asset allocation models and research tools, offering annual reviews and investment recommendations, while clients retain final trading decisions.

Chloe White is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc. and held various roles in education and nonprofit organizations. 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 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 directly charge clients fees for its advisory services.

Rylan Wistrom is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked within the Charles Schwab organization since 2015. Schwab Wealth Advisory, Inc. 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 a range of asset classes. The firm operates as an internal advisory unit within Charles Schwab, utilizing proprietary asset allocation models and research tools while leaving final trading decisions to clients.

Miranda Bonde is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. Her prior experience includes roles at Charles Schwab & Co., Gallagher Fiduciary Advisors, Osaic Wealth, Woodbury Financial Services, American United Life, OneAmerica Securities, LPL Financial, Futurity First, and ProEquities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement planning discussions, and investment recommendations using Schwab research tools and model allocations. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients, distinguishing its service approach from many other enterprise wealth managers.

Micah Dean is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2018. Prior to his financial services career, he held positions at Purdue University and Universal Studios Orlando. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm’s advice is guided by Charles Schwab's asset allocation models and research tools, with final trading decisions made by clients.

Christopher Dwulet is an advisor at Schwab Wealth Advisory with Series 66 and Series 63 designations and two years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and Charles Schwab & Co., Inc. since 2024. His prior experience includes roles at Ammo.com, Dream Connections International, and Q2 Solutions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, 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 charge clients directly for its advisory services.

Jonathan Wilkin is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Schwab Wealth Advisory since 2011 and 2015, respectively. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, 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 typically does not exercise discretionary trading authority.

Richard Peters is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN. He holds Series 63 and Series 66 credentials and has 14 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked at Charles Schwab since 2011. 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 asset allocation models and research tools. 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 enterprise wealth managers.

Melissa Oconnell is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and 14 years of industry experience. She previously worked at JP Morgan Securities and Noyes Advisors, among other firms. Outside of her advisory role, she works as a brand ambassador for Forte Event Marketing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering 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 directly charge clients fees for its advisory services.

Lukas Baumgartner is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked with Schwab Wealth Advisory Inc. since 2015 and with Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations utilizing Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

David Amstutz III is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Indianapolis, IN. He has been with Schwab Wealth Advisory since 2018 and has additional experience with Charles Schwab dating back to 2017. He is also affiliated with the University of Indianapolis since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many other enterprise wealth managers.

Alexander Jarrett is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab, Tetra Tech Engineering Services, and Golars Environmental. 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 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 clients fees or exercise discretionary trading authority.

Michael Felmet is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with Schwab Wealth Advisory since 2018, working within the Charles Schwab organization since 2016. 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 deliver investment recommendations while leaving final trading decisions to clients, conducting annual account reviews without discretionary trading authority.

Cara Brasor is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. She holds the CFP® and Series 63 designations. Her prior experience includes roles at Valeo Financial Advisors, Centerstone Investors, and IVA Funds Distributors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients participating in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using standard Schwab asset allocation models and research tools.

Benjamin Fisher is a CFP® professional at Schwab Wealth Advisory with 11 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2016 and has been affiliated with Charles Schwab since 2014. Based in Indianapolis, IN, he holds Series 63 and Series 66 licenses in addition to his CFP® designation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. 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 enterprise wealth managers.

Jeremy Nei is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 2007 and with Schwab Wealth Advisory since 2014. He holds the Series 63 and Series 66 designations. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

Zachary Babcock is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2018 and has been with Charles Schwab & Co., Inc. since 2016. He holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Allyson Bolinger is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has worked with Charles Schwab & Co., Inc. since 2019 and previously held roles at Indiana Mills and Manufacturing and Farm Credit Mid America. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client-directed trading decisions and conducting annual account reviews without discretionary trading authority.