Boyd Haley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and at Schwab Wealth Advisory since 2025. Outside of his advisory role, he performs auctioneer duties at Haley Auction Services, a business he has been involved with since 2016. 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 standard asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

Sean Mc Namara is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has worked within Charles Schwab-related entities since 2014, including nine years at Charles Schwab Bank. 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 approach is based on standardized asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Chadwick Kieper is a CFP® professional with five years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has been with Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory in 2024. His background includes service in the United States Marine Corps Reserve from 2014 to 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s approach centers on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Joseph Sparks is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Schwab Wealth Advisory, Charles Schwab & Co., FORVIS, LLC, and Ronin Inc. Outside of finance, he was involved with Anarchy Axe Throwing from 2019 to 2022. Schwab Wealth Advisory, Inc. 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 guidance is based on proprietary asset-allocation models and research tools, with tailored recommendations reviewed at least annually.

Brent Rattin is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2018, following prior roles at JP Morgan Securities and Zeiders Enterprises. Rattin 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 primarily for clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm uses Charles Schwab & Co.’s asset allocation models and internal research tools to tailor recommendations, with a focus on client authorization for trades and annual portfolio reviews.

Yousef Alduwairi is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been with Schwab Wealth Advisory since 2017 and also worked briefly at FedEx in 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Megan Layton is a CFP® and Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. She has five years of industry experience, including roles at Charles Schwab and Equitable Advisors. Prior to her career in financial advising, she held positions at various organizations, including Ball State University and the Indiana Department of Natural Resources. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. 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.

Tyrone Rivers is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has held positions at Charles Schwab, Fidelity Brokerage Services, Valic Financial Advisors, and TD Ameritrade. Outside of his advisory work, Tyrone maintains a blog that addresses cultural topics such as social interactions and the meaning of life. 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.

Joshua Gilbert is a CFP® and holds a Series 66 designation with 11 years of experience in the financial services industry. He has been with Charles Schwab and affiliated entities since 2014, currently serving as an advisor with Schwab Wealth Advisory in Indianapolis, IN. His prior roles include positions at Schwab Private Client Investment Advisory, Inc. and Valeo Financial Advisors. 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 services focus on asset allocation and investment selection using Schwab’s proprietary models and research, with client authorization required for all trades.

Ryan Buyer is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various entities of Charles Schwab since 2015. 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 guidance is based on standard asset-allocation models and internal research tools, with an emphasis on client authorization for trades and tailored recommendations aligned with individual goals and risk tolerance.

Amanda Legler is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her previous roles include positions at SYM Financial Advisors, Vertical Wealth, LLC, and Principal Financial Services. She is a council member of the Purdue University HTM Strategic Alliance Council, where she participates in discussions on educational program development. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients 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 without exercising discretionary trading authority.

Bradley Siddons is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has held roles within Charles Schwab affiliates since 2011. Based in Indianapolis, IN, Siddons has worked across multiple Schwab entities, including Schwab Private Client Investment Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, executing trades only with client authorization.

David Skelding is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 2006. Based in Indianapolis, IN, he has worked at Schwab Wealth Advisory Inc. since 2021. 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–referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to deliver tailored investment recommendations, focusing on trades executed only with client authorization.

Megan Gump is a financial advisor at Schwab Wealth Advisory with five years of industry experience and holds a Series 66 designation. Prior to her current role, she has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. She also has experience in the coffee and hospitality industry, including a role at Dark Side Coffee House. 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 Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and internal research tools, offering tailored recommendations while maintaining client authorization for trades.

Chloe White is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and two years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2023 and previously taught at several schools in Indianapolis. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using standard asset-allocation models and internal research tools to tailor recommendations to clients’ goals and risk tolerance.

Rylan Wistrom is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has been affiliated with Charles Schwab since 2015. 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 approach uses Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

Miranda Bonde is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her previous roles include positions 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 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 driven by Schwab’s asset-allocation models and internal research tools.

Micah Dean is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and has been with Schwab Wealth Advisory since 2021. Prior to joining Schwab, he held positions at Purdue University and Universal Studios Orlando. 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 utilizes proprietary asset-allocation models and research tools to offer tailored investment recommendations, while maintaining client authorization for all trades.

Christopher Dwulet is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and two years of industry experience. His prior work history includes roles at Ammo.com and Dream Connections International. 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 client goals and risk tolerance.

Jonathan Wilkin is a Series 66-credentialed financial advisor with 15 years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2015 and has been affiliated with Charles Schwab & Co., Inc. since 2011. Prior to that, he spent a year at Wells Fargo Advisors in 2010. 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 Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.