Owen Endris is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and has worked at Charles Schwab since 2013, with prior experience at Edward Jones in 2009. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to deliver tailored investment recommendations without exercising discretionary trading authority.

Edward Nicolai is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Schwab Wealth Advisory since 2022. His prior experience includes roles at J.P. Morgan Securities and BancWest Investment Services. 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 recommendations tailored to clients’ goals and risk tolerance.

Kevin Mitchell is a CFP® and ChFC® with 16 years of industry experience. He is currently an advisor at Savant Wealth Management and has previously worked at LJI Wealth Management, Nationwide Investment Services Corporation, and OneAmerica Securities, Inc. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, charitable organizations, and corporations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Schyler Rahman is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at Charles Schwab & Co., Inc. and Grand Canyon Education, Inc. 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 & Co.-referred clients. The firm’s guidance is based on standardized asset-allocation models and internal research, with client-authorized trades and tailored recommendations reviewed at least annually.

Allen Duros is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has previous experience at Merrill Lynch, Edward Jones, Onyx Bridge Wealth Group, and Charles Schwab & Co. 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 internal research tools to tailor recommendations based on client goals and risk tolerance.

Timothy Dennany is a Series 66-licensed advisor at Schwab Wealth Advisory with 14 years of industry experience. He has worked with Schwab Wealth Advisory since 2018 and has been associated with Charles Schwab since 2011. Outside of his advisory role, he serves as a consultant for Lawrence Apostolic Church in Indianapolis. 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 and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, with customized recommendations and annual reviews tailored to clients’ goals and risk tolerance.

Spencer Fogo is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked within the Charles Schwab organization since 2015, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. 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 approach utilizes proprietary asset-allocation models and internal research tools, offering recommendations tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Garrett Bianchi is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has worked at Charles Schwab and Co., Inc. since 2019 and previously held positions at River Pointe Country Club and Crooked Stick Golf Club. 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’s guidance is based on proprietary asset-allocation models and research tools, with tailored recommendations reviewed at least annually.

William Dugdale is a financial advisor with Hightower Advisors holding a Series 65 designation. He has prior experience at Eight Eleven Groupo, Compass Real Estate, Diamond Capital Management, and The National Bank of Indianapolis. Dugdale is based in Indianapolis, IN. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers.

Nicholas Alexander is a CFP® professional affiliated with Schwab Wealth Advisory in Indianapolis, IN, with 11 years of industry experience. He has been with Charles Schwab since 2014, including six years at Schwab Private Client Investment Advisory, Inc. and one year at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Joseph English is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Schwab Wealth Advisory since 2020 and Charles Schwab since 2017, as well as earlier positions at Promus Wealth Management UBS and Northwestern Mutual. 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 standard asset-allocation models and internal research tools, with an emphasis on tailored recommendations and client authorization for trades.

Nolan Pugh is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2017, joining Schwab Wealth Advisory in 2021. Prior to his advisory career, he spent four years at the Krannert School of Management at Purdue University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset allocation models and research tools, with an emphasis on client goals and risk tolerance, and trades are executed only with client authorization.

Nicholas Pfledderer is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and two years of industry experience. He has been with Schwab Wealth Advisory since 2025 and previously worked at Charles Schwab Co., Inc. His background includes time at firms such as Adorant Group and Archon Tech, as well as periods devoted to full-time education. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm offers guidance on asset allocation and investment selection using Charles Schwab’s proprietary models and reviews accounts at least annually, with trades executed only upon client authorization.

David Kroner is a CFP® professional with 27 years of experience in the financial services industry. He has been with Charles Schwab and its affiliated entities since 2000 and currently serves as an advisor at Schwab Wealth Advisory Inc. in Indianapolis, IN, where he has worked since 2015. 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’s guidance is based on Schwab’s asset-allocation models and internal research tools, offering tailored recommendations that focus on asset allocation and investment selection without exercising discretionary trading authority.

Travis Schnell is a financial advisor with Fifth Third Securities, Inc. in Brownsburg, IN, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Fifth Third Bancorp, Health Spot LLC, Columbus Supplement Store, BluePrint Supplements, and the University of Southern Indiana. He is also the owner of a wellness coaching business, The Scientific Trainer dba Executive Wellness Solutions. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining mutual funds, ETFs, SMAs, and direct indexing strategies.

Kaulen Jenkins is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His career includes roles at Charles Schwab and KeyCorp/Key Bank. 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 utilizes asset-allocation models and internal research tools to offer recommendations tailored to client goals and risk tolerance, with trade execution requiring client authorization.

Susan Bober is a Series 65-licensed advisor at Schwab Wealth Advisory with 11 years of industry experience, all spent with Charles Schwab-affiliated entities. She has worked at Schwab Wealth Advisory, Inc. 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 uses Charles Schwab & Co.’s asset-allocation models and research tools to offer tailored recommendations reviewed at least annually.

Nicholas Sumpter 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 at Schwab Wealth Advisory Inc. since 2016, with prior experience at Charles Schwab starting in 2014. 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 services emphasize asset allocation and investment selection based on Charles Schwab & Co.’s models and research tools, with client trades executed only upon authorization.

Jason Schnarr is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 63 designation and over 30 years of industry experience. He has been with Charles Schwab and its affiliates since 1995, including 18 years at Charles Schwab Bank and multiple years at Schwab Wealth Advisory. Outside of his advisory role, he owns a rental property management business in Miamisburg, Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with a focus on tailored, point-in-time wealth management consultations.

David Martin is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Charles Schwab & Co., Inc. His background includes roles outside finance, such as positions at Elite Back + Body Chiropractic and RWJ Fitness & Wellness Center. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice and financial planning based on Charles Schwab & Co.’s asset-allocation models and research tools, with customized recommendations aligned to clients’ goals and risk tolerance.