John Rodenberger is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2000, including 14 years with Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients 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 offer personalized recommendations, with trades executed only upon client authorization.

Ralph Baca is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Schwab Wealth Advisory since 2015, with prior roles at TIAA-CREF, Charles Schwab, Chase Investment Services, and E*TRADE Advisory Services. Schwab Wealth Advisory 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 approach relies on Schwab’s asset-allocation models and research tools, offering tailored recommendations without discretionary trading authority.

Caroline Kirbish is a financial advisor at Schwab Wealth Advisory, holding a Series 66 license with two years of industry experience. Her prior roles include positions at Ameriprise Financial/Kuttin Wealth Management and Huntington National Bank. Outside of her advisory work, she serves as Vice President of the Irvington Historic Landmarks Foundation/Benton House Association, a nonprofit focused on maintaining historic properties in Indianapolis. 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 advice is guided by proprietary asset-allocation models and internal research tools, with trades executed only upon client authorization.

Elizabeth Drury is a CFP® professional with eight years of experience in financial advising. She has worked with J.W. Cole Advisors, Inc. since 2019 and is also involved with Beck Financial Strategies. Outside of her advisory roles, she serves as an independent referral agent in real estate and is a commissioned insurance agent. J.W. Cole Advisors, Inc. is an enterprise firm serving individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, retirement services, and third-party manager platforms. The firm employs a combination of fundamental and technical analysis, model-based strategies, and digital advice to implement client solutions.

Ty Clark is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory in Indianapolis, IN. His career includes roles at Charles Schwab Bank and Charles Schwab, with additional experience in medical and retail sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm emphasizes asset allocation and investment selection guided by Charles Schwab’s internal research, offering tailored recommendations without exercising discretionary trading authority.

Jacob Roberts is a CFP® professional with five years of industry experience, currently advising at Schwab Wealth Advisory Inc. He has previously worked at Charles Schwab and Regions Bank. 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. The firm focuses on tailored recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Levi Fewell is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and FedEx Express, as well as experience with Imagiscapes LLC and Cornerstone Concrete. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment selection, with an emphasis on client authorization for trades and tailored recommendations.

Sean Wolfe is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and JP Morgan entities throughout his career. Wolfe is based in Indianapolis, IN. 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 advice is guided by Charles Schwab & Co.’s asset allocation models and research tools, with at least annual reviews and recommendations tailored to client goals and risk tolerance.

Bailey Lockhart is a CFP® certificant with seven years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2021. Prior to this, Bailey worked at Charles Schwab & Co., Inc. from 2018 and spent two years with Dicks Sporting Goods. 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 approach is guided by internal asset-allocation models and research tools, offering tailored recommendations reviewed at least annually.

Nathan Socrates is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2018. Prior to his current role, he was employed at Meridian Digital, LLC and spent a year as a student. 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 Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research, offering customized recommendations with at-least-annual reviews, while trades require client authorization.

Joseph Williams is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 credentials and having 27 years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, and PNC Investments. He has been with Fifth Third Securities and Fifth Third Bank since 2019. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs on the Passageway platform, employing multiple investment strategies and third-party portfolio managers.

Daniel Lutocka 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 various Charles Schwab affiliated firms since 2015. 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 referrals. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, with client recommendations tailored to individual goals and risk tolerance.

Daniel Steinbrunner is a financial advisor with PNC Wealth Management in Greenwood, IN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees. The firm uses approved model strategies managed by PNC or third parties, implemented via mutual funds and ETFs with annual rebalancing and limited direct client interaction.

Garrett Henderson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. His background includes roles at Charles Schwab & Co., Inc. and Primerica, as well as multiple positions at Taylor 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. The firm’s guidance emphasizes asset allocation and investment selection based on Schwab’s proprietary models and research, with at least annual reviews tailored to individual client goals and risk tolerances.

Lee Garrett is a CFP® certificant with five years of industry experience. He is currently affiliated with Schwab Wealth Advisory, Inc., where he has worked since 2022. Prior to this, he held positions at Charles Schwab & Co., Inc. and TEKsystems, among others. 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 Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using proprietary models and research tools, with trades requiring client authorization.

Michael Kortfelt is a CFP® professional with 26 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2014. His prior roles include positions at Essex National Securities, LPL Financial, FIFTH THIRD SECURITIES, Natcity Investments, and Merrill. 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 internal research tools to guide investment decisions.

Thomas Coffman is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1997, including 14 years at Schwab Wealth Advisory. Outside of his advisory role, he serves as a board member of the Edenwilde Homeowners Association in a volunteer capacity. Schwab Wealth Advisory 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, with recommendations tailored to client goals and risk tolerance, while investment decisions require client authorization.

Bonnita Hughes is a financial advisor with Schwab Wealth Advisory Inc. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. Her prior work includes roles at Charles Schwab Bank, OneAmerica Securities, American United Life, Principal Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab & Co.’s asset-allocation models and internal research tools.

David Chapin II is a CFP® professional with 15 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2021. His prior experience includes roles at Charles Schwab from 2018 and Sheaff Brock Investment Advisors from 2015 to 2018. 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 are based on Charles Schwab’s asset-allocation models and research tools, offering personalized recommendations without exercising discretionary trading authority.

James Hudson is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Schwab Wealth Advisory since 2018, as well as Charles Schwab since 2015. 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 utilizes Charles Schwab’s asset-allocation models and research tools to make tailored recommendations, with trades executed only upon client authorization.