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Lauren C
Series 66
Indianapolis, IN
Schwab Wealth Advisory
Lauren Cook is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Schwab Wealth Advisory, where she has worked since 2021, following roles at Truist Advisory Services, BB&T Securities, Equity Services, and Thoroughbred Advisors/National Life Group. Based in Indianapolis, IN, she advises clients within Schwab's wealth management framework. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s services focus on asset allocation and investment selection using Schwab’s proprietary research and standard models, with trades requiring client authorization and reviews conducted at least annually.
Justin S
Series 63, Series 66
Indianapolis, IN
Schwab Wealth Advisory
Justin Stewart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 designations and has nine years of industry experience. He has been associated with Charles Schwab since 2015 and joined Schwab Wealth Advisory in 2025. 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 referred clients. The firm utilizes Charles Schwab’s standard asset-allocation models and internal research tools to deliver tailored recommendations based on clients’ goals and risk tolerance.
Janessa H
Series 63, Series 66
Indianapolis, IN
Schwab Wealth Advisory
Janessa Herrick is a financial advisor at Schwab Wealth Advisory with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory Inc. since 2025 and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.
Lauran R
Series 63, Series 65, Series 66
Indianapolis, IN
Schwab Wealth Advisory
Lauran Reynolds is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63, Series 65, and Series 66 licenses and eight years of industry experience. Her career includes roles at Charles Schwab since 2018 and three years at Winthrop Capital Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.'s asset-allocation models and research tools to guide investment decisions.
Brenda P
Series 63, Series 65
Indianapolis, IN
Schwab Wealth Advisory
Brenda Pierce is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. She holds Series 63 and Series 65 licenses and has 9 years of industry experience. Pierce has been with Schwab Wealth Advisory and Charles Schwab since 2015. 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 point-in-time wealth management consultations. The firm’s guidance is based on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.
Stephen K
CFP®, Series 66
Indianapolis, IN
Schwab Wealth Advisory
Stephen Krout is a CFP® and Series 66 professional with four years of industry experience. He is currently with Schwab Wealth Advisory, having previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Before entering financial services, he was employed by Celadon Trucking Services. 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 select referrals. The firm uses Charles Schwab’s asset allocation models and internal research tools to guide clients on investment selection, while trades require client authorization.
Stephen S
Series 63, Series 66
Indianapolis, IN
Schwab Wealth Advisory
Stephen Sexton is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2006. Based in Indianapolis, IN, he began his role at Schwab Wealth Advisory in 2025. 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 employs Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.
Alexander M
CFP®, Series 63, Series 66
Indianapolis, IN
Schwab Wealth Advisory
Alexander Molnar is a CFP® professional with five years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has worked within the Charles Schwab organization since 2020. Molnar is a member of the Pokagon Band of Potawatomi. 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 tools, with trades executed only upon client authorization.
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