Miranda Bonde is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her previous roles include positions at Charles Schwab & Co., Gallagher Fiduciary Advisors, Osaic Wealth, Woodbury Financial Services, American United Life, OneAmerica Securities, LPL Financial, Futurity First, and ProEquities. 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 wealth management consultations driven by Schwab’s asset-allocation models and internal research tools.

Micah Dean is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and has been with Schwab Wealth Advisory since 2021. Prior to joining Schwab, he held positions at Purdue University and Universal Studios Orlando. 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 utilizes proprietary asset-allocation models and research tools to offer tailored investment recommendations, while maintaining client authorization for all trades.

Victoria Hall is a financial advisor at Farther with two years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and CH Douglas & Gray. In addition to her advisory role, she operates as an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

David Gould is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its advisory affiliates since 2008. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s services include asset allocation and investment selection guided by Charles Schwab’s proprietary models and research, with client trades executed only upon authorization.

Christopher Dwulet is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 credentials and two years of industry experience. His prior positions include roles at Ammo.com and Dream Connections International. 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’s guidance is based on proprietary asset-allocation models and internal research, offering personalized recommendations while trades require client authorization.

Jonathan Wilkin is a Series 66-credentialed financial advisor with 15 years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2015 and has been affiliated with Charles Schwab & Co., Inc. since 2011. Prior to that, he spent a year at Wells Fargo Advisors in 2010. 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 Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Gregory Brodnik is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and having 18 years of industry experience. He has worked with Schwab Wealth Advisory and Charles Schwab since 2017 and previously worked at TDAmeritrade and Raymond James & Associates. Outside of his advisory role, he and his wife co-own rental properties in Greenwood, Indiana, where they manage tenant screening and property maintenance. 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 and financial planning. The firm uses Schwab’s asset-allocation models and internal research tools to offer personalized recommendations reviewed at least annually, with trades executed only upon client authorization.

Bryan Donaugh is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Transamerica Retirement Advisors, LLC and has worked previously at firms including Charles Schwab & Co., Inc., Alight Financial Solutions LLC, and Valic Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary portfolio construction developed with Morningstar Investment Management.

Branden Lienemann is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory since 2018. He has been associated with Charles Schwab since 2015, working within their advisory programs in Indianapolis, IN. 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’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with personalized recommendations and at-least-annual reviews tailored to client goals and risk tolerance.

Richard Peters is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and has 14 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2017 and has worked at Charles Schwab since 2011. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain 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 Charles Schwab’s proprietary models and research tools, with recommendations customized to client goals and risk tolerance.

Tanya Campbell is a financial advisor at Mariner with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Voya Financial Advisors and TIAA. She serves as Director of Member Relations for CFA Society Indianapolis, focusing on member engagement and retention. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with notable integration of tax and accounting services.

Christopher O’Connor is a financial advisor at Key Investment Services LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual, The Prudential Insurance Company of America, and LPL Enterprise. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and offering various wrap programs and ancillary insurance products.

Ryan Mcdaniel is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. He holds Series 63 and Series 66 designations. 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 follows Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Melissa Oconnell is a financial advisor with Schwab Wealth Advisory, Inc. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Noyes Advisors LLC. Outside of her advisory work, she is involved as a brand ambassador for Forte Event Marketing. 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 proprietary asset-allocation models and internal research, emphasizing tailored recommendations aligned with clients’ goals and risk tolerance.

Lukas Baumgartner is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2015, as well as Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and research, offering tailored recommendations reviewed at least annually.

Carlo Freese is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Charles Schwab since 2002 and with Schwab Wealth Advisory since 2012. Based in Indianapolis, IN, his career includes over two decades within the Schwab organization. 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 advice is based on Schwab’s asset-allocation models and research tools, focusing on client goals and risk tolerance, with trades executed only upon client authorization.

David Amstutz III is a CFP® professional based in Indianapolis, IN, with nine years of industry experience. He has been with Schwab Wealth Advisory since 2018 and Charles Schwab since 2017. In addition to his financial advisory roles, he has been affiliated with the University of Indianapolis 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 select referrals. The firm employs Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, without exercising discretionary trading authority.

Stephen Sexton is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds the Series 63 and Series 66 securities licenses and has been associated with Charles Schwab since 2006. 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 focus on asset allocation and investment selection guided by Charles Schwab & Co.’s models and research, with client authorization required for all trades.

Alexander Jarrett is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2021, following roles in engineering and environmental services. 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 guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with annual reviews while executing trades only with client authorization.

Donald Graf is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Charles Schwab since 2011 and with Schwab Wealth Advisory since 2022. 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, offering tailored recommendations with trades executed only upon client authorization.