Ethan Woodruff is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN, and has five years of industry experience. Prior to joining Schwab in 2025, he worked at Fidelity Investments for four years and Fifth Third Bank for five years. Outside of finance, he owned and operated the Holy Grail Bar from 2013 to 2019. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using 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.

Jacob Wash is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he worked at Charles Schwab & Co., Inc., PNC Bank, and several other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Trevyn Nafziger is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has been with Schwab Wealth Advisory since 2025 and has prior experience at Charles Schwab and PayServ Staffing. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations using Schwab's asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees but is compensated through Charles Schwab & Co. under a cost-and-expense arrangement.

Scott Chuchla is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has a longer tenure with Charles Schwab & Co., Inc. dating back to 2017. Earlier in his career, he was affiliated with St. Teresa of Avila Catholic Student Center. 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 various asset types. The firm delivers advice using Charles Schwab’s asset allocation models and research tools, with investment decisions made by clients and accounts reviewed annually.

Tracey Lehmer is a CFP® with 28 years of industry experience, currently serving at Schwab Wealth Advisory since 2012 and affiliated with Charles Schwab & Co., Inc. since 1997. She holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Tina White is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She has held roles at Charles Schwab since 2005 and previously worked at Schwab Private Client Investment Advisory, Inc. for nine years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Matthew Murray is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and associated with Charles Schwab since 2011. He holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on wealth management education and annual financial reviews without exercising discretionary trading authority.

Christopher Henson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. 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 recommend investments, with final trading decisions made by clients, and conducts at least annual account reviews.

Brian Alessandrini is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2017. He has been associated with Charles Schwab since 1999. 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 using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab, focusing on client education and periodic reviews without exercising discretionary trading authority.

Dana Gentile is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Schwab in 2021, Gentile worked at Deutsche Bank and The Northern Trust Company. 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 various asset classes. The firm delivers advice using Schwab’s standard asset allocation models and research tools, with final investment decisions made by clients.

Jeffrey Rodgers is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1995, including 14 years specifically at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients, distinguishing its approach from discretionary portfolio management.

Amy Faulk is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses. She has four years of industry experience, including roles at Charles Schwab and Enterprise Holdings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Darrell Woehler is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. He has held roles within the Charles Schwab organization since 2010, including over a decade at Schwab Private Client Investment Advisory, Inc. He holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, focusing on annual 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 charge clients directly for its advisory services.

Brendon Peters is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes prior roles at J.P. Morgan Securities, Regions Bank, Cetera, and PNC Investments. He is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not serve institutional client types or exercise discretionary trading authority.

Amy Edwards is a CERTIFIED FINANCIAL PLANNER™ professional with 28 years of industry experience. She has been with Schwab Wealth Advisory Inc. since 2009 and also worked as a sole proprietor from 2015 to 2017. She holds the Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools. The firm conducts annual account reviews and does not exercise discretionary trading authority, distinguishing its approach from many other enterprise wealth managers.

Jeremy Crumbaugh is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and totaling 26 years of industry experience. He has been with Charles Schwab and its affiliated advisory unit since 1999, including 14 years specifically with Schwab Wealth Advisory. Outside of his financial advisory work, he is involved in the performing and fine arts as a songwriter, composer, and performer. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within Charles Schwab, delivering advice through standardized asset allocation models and research tools without exercising discretionary trading authority.

Matthew Mc Michael is a CFP® with 26 years of industry experience, currently serving at Schwab Wealth Advisory since 2024. He has held roles at Optionsxpress, Inc. from 2011 to 2017 and has been with Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools without discretionary trading authority.

Conni Mc Ewen is a CFP® and Series 66-licensed advisor with 23 years of industry experience, currently with Schwab Wealth Advisory in Indianapolis, IN. She previously worked at J.P. Morgan Securities for 10 years before joining Schwab Wealth Advisory and Charles Schwab in 2022. Mc Ewen serves on the finance committee board of the Girl Scouts of Central Indiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models.

Owen Endris is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with Charles Schwab and Schwab Wealth Advisory since 2013 and 2015, respectively. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers investment recommendations across various asset classes and conducts at least annual account reviews without exercising discretionary trading authority.

John Rodenberger is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2000 and with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, while clients retain final trading decisions.