Richard Peters is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and has 14 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2017 and has worked at Charles Schwab since 2011. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance focuses on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools, with recommendations customized to client goals and risk tolerance.

Melissa Oconnell is a financial advisor with Schwab Wealth Advisory, Inc. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Noyes Advisors LLC. Outside of her advisory work, she is involved as a brand ambassador for Forte Event Marketing. 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 guidance is based on proprietary asset-allocation models and internal research, emphasizing tailored recommendations aligned with clients’ goals and risk tolerance.

Lukas Baumgartner is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2015, as well as Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and research, offering tailored recommendations reviewed at least annually.

David Amstutz III is a CFP® professional based in Indianapolis, IN, with nine years of industry experience. He has been with Schwab Wealth Advisory since 2018 and Charles Schwab since 2017. In addition to his financial advisory roles, he has been affiliated with the University of Indianapolis 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 select referrals. The firm employs Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, without exercising discretionary trading authority.

Alexander Jarrett is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2021, following roles in engineering and environmental services. 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’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with annual reviews while executing trades only with client authorization.

Michael Felmet is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has been associated with Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Cara Brasor is a Certified Financial Planner (CFP®) with 20 years of industry experience. She is currently with Schwab Wealth Advisory and has previously worked at Valeo Financial Advisors, Centerstone Investors, and IVA Funds Distributors. Outside of her advisory role, she is a manager of Brasor Investments, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with a focus on tailored recommendations aligned to client goals and risk tolerance.

Benjamin Fisher is a Certified Financial Planner® (CFP®) with 11 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory Inc. since 2016 and has been affiliated with Charles Schwab since 2014. Fisher holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. 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 investment guidance is grounded in standard asset-allocation models and internal research tools, with recommendations tailored annually to clients’ goals and risk tolerance.

Jeremy Nei is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2007 and with Schwab Wealth Advisory Inc. since 2014. 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 uses Charles Schwab’s asset allocation models and research tools, with client-specific recommendations reviewed at least annually.

Zachary Babcock is a CFP® professional with 10 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. throughout his career starting in 2016. 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 Charles Schwab’s asset-allocation models and research tools, with tailored recommendations that align with clients’ goals and risk tolerance.

Allyson Bolinger is a CFP® professional with five years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2023. Her background includes roles at Charles Schwab & Co., Inc., Indiana Mills and Manufacturing, Farm Credit Mid America, and Purdue 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 & Co.-referred clients, using proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Thomas Warren is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 10 years of experience, currently serving as an advisor at Schwab Wealth Advisory. His career includes roles at Charles Schwab and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab referrals, using proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Jacob Khairallah is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2021. Prior to his advisory roles, he held positions in the hospitality sector with Hilton Hotels & Resorts and DoubleTree by Hilton. 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 focuses on asset allocation and investment selection guided by Charles Schwab’s internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Thomas Hosty is a CFP® and ChFC® with 11 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked at Charles Schwab since 2017. His prior experience includes roles at Northwestern Mutual Wealth Management Company and MARK WISE Financial. 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 uses Charles Schwab's asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Kyle Nelson is a CFP® professional with 12 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory, Inc., having been with various Charles Schwab entities since 2016. His background includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. 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’s guidance is based on proprietary asset-allocation models and internal research tools, with a focus on individualized recommendations aligned to client goals and risk tolerance.

Anthony Jones is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Schwab Wealth Advisory since 2018, also working at Charles Schwab and previously at Ultimate Home Services. Outside of his advisory role, he owns TOJO Leather, a small business creating and selling personal leather goods. 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 offers guidance on asset allocation and investment selection using proprietary asset-allocation models and internal research, delivering tailored recommendations without exercising discretionary trading authority.

Matthew Boles is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2020. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.