Gun Esen is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1999, joining Schwab Wealth Advisory in 2012. Esen is based in Indianapolis, IN. 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. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with personalized recommendations aligned to client goals and risk tolerance.

Matt Lybarger is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He has held roles at Schwab Wealth Advisory Inc. since 2020 and at Charles Schwab & Co., Inc. since 2018, following two years at Scottrade. He holds Series 63 and Series 66 licenses. 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-referred clients. The firm’s approach is based on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Jaron Bowersox is a financial advisor with Transamerica Retirement Advisors, LLC based in Indianapolis, IN. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Fidelity Investments and UBS Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing model asset allocations and portfolio oversight provided by Morningstar Investment Management.

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.

Brady Heyne is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2008. 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 guidance focuses on asset allocation and investment selection using Schwab’s proprietary research tools and standard asset-allocation models, with at-least-annual portfolio reviews tailored to client goals and risk tolerance.

Wade Fisher is a financial advisor with Fifth Third Securities, Inc. in Greenwood, Indiana. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at Fifth Third Bank, Menards, and Purdue University. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and unique platform features such as direct indexing and tax-overlay services.

Daniel Munger is a CFP® with six years of industry experience currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, Fidelity Investments, Prudential Insurance Company of America, and American International Group. 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 & Co.-referred clients. The firm’s investment approach uses standard asset-allocation models and proprietary research tools, offering tailored recommendations without exercising discretionary trading authority.

Carey Muloma is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2009, including tenure at OptionsXpress, Inc. from 2016 to 2017. 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 uses standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, executing trades only with client authorization.

Martha Prather is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab since 2016. Her other business activities include involvement in a family real estate business. 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 and financial planning based on standardized asset-allocation models and internal research tools.

Daniel Mcnelis is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank for a decade. Outside of his advisory role, he is involved with the Circle City Irish Festival, a nonprofit organization that promotes Irish culture in Indianapolis and supports educational and homeless feeding initiatives. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform with discretionary and non-discretionary model offerings and maintains integration with KeyCorp affiliates for due diligence and specialized financial services.

Kinley Kisselbaugh is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience and holds Series 63 and Series 66 licenses. Kinley has worked at Charles Schwab-affiliated firms since 2012, including Schwab Private Client Investment Advisory and currently Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, primarily involving mutual funds, ETFs, separately managed accounts, and alternative investments.

Trevor Aldrich is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Scotlynn Group and Charles Schwab & Co., Inc. Prior to his advisory career, he managed Aldrich Landscape Inc. for ten years. 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’s approach is based on Schwab’s asset-allocation models and internal research, offering personalized recommendations without exercising discretionary trading authority.

Raquel Raiten is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked within Charles Schwab-affiliated firms since 2017. Her prior experience includes a role at State Collection Service. Schwab Wealth Advisory serves clients 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 Schwab’s asset-allocation models and internal research.

Robert Jackson IV is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Jackson has been with Charles Schwab since 2006 and with Schwab Wealth Advisory since 2020. 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 referred clients. The firm uses Charles Schwab’s standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Boyd Haley is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and has been with Schwab Wealth Advisory since 2025. Outside of his advisory role, he performs auctioneer duties at Haley Auction 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 & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection based on Charles Schwab’s internal research and standard models, with client authorization required for trades.

Sean Mc Namara is a CFP® professional with 11 years of experience in the financial services industry. He has been with Schwab Wealth Advisory, Inc. since 2026 and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for a combined total of over a decade. 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 includes guidance on mutual funds, ETFs, separately managed accounts, and alternative investments, while executing trades only with client authorization.

Chadwick Kieper is a CFP® professional with five years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has been with Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory in 2024. His background includes service in the United States Marine Corps Reserve from 2014 to 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s approach centers on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Joseph Sparks is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Schwab Wealth Advisory, Charles Schwab & Co., FORVIS, LLC, and Ronin Inc. Outside of finance, he was involved with Anarchy Axe Throwing from 2019 to 2022. Schwab Wealth Advisory, Inc. 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 guidance is based on proprietary asset-allocation models and research tools, with tailored recommendations reviewed at least annually.

Derek Young is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity, TD Ameritrade, and Charles Schwab in various capacities since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s advice is based on Schwab’s internal research and asset-allocation models, offering guidance on diverse investment options with trades executed only upon client authorization.

John Rentsch is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Charles Schwab and its affiliated firms continuously since 2008. 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 proprietary asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance, while trades require client authorization.