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.

Jeff Olbina is a financial advisor with PNC Wealth Management in Indianapolis, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Indiana Members Credit Union, and Cuna Brokerage Services. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Nicholas Alexander is a CFP® with 11 years of industry experience, currently serving at Schwab Wealth Advisory since 2025. He has held previous roles within Charles Schwab-affiliated firms since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Joseph English is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and has been affiliated with Charles Schwab since 2017. Outside of finance, he has experience working in the parking services industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Nolan Pugh is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017. Prior to his advisory role, he spent four years at the Krannert School of Management at Purdue University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its advisory approach from many enterprise wealth managers.

Nicholas Pfledderer is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 66 and Series 63 designations and two years of industry experience. His prior experience includes roles with Charles Schwab Co., Inc. and the Adorant Group, as well as periods devoted to full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset types. The firm’s advice is delivered using Charles Schwab’s asset allocation models and research tools, with investment decisions ultimately made by clients.

David Kroner is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2015. He has been affiliated with Charles Schwab since 2000. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s proprietary research tools and asset allocation models. The firm focuses on wealth management education, retirement planning, and investment recommendations, with final trading decisions made by clients.

Travis Schnell is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he held various positions including ownership of a wellness coaching business, The Scientific Trainer dba Executive Wellness Solutions. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, emphasizing customized strategies such as mutual fund and ETF models, separately managed accounts, and tax-efficient options.

Kaulen Jenkins is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Charles Schwab and its affiliated advisory unit since 2019. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on individual clients rather than institutional accounts.

Jacob Jewell is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Aligned Wealth Management, Aligned Dental Advisors, and Principal Securities Inc. Outside of his advisory role, he serves as the Financial Chair and Board Member for Grant’s Giants, a nonprofit organization focused on raising funds for families affected by Pompe disease. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, with advisory services often delivered on a discretionary basis.

Susan Bober is a financial advisor with Schwab Wealth Advisory, holding a Series 65 designation and based in Indianapolis, IN. She has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on model-based advice without exercising discretionary trading authority.

Nicholas Sumpter is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and affiliated with Charles Schwab since 2014. The firm provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on standard asset allocation models and Schwab research tools. Schwab Wealth Advisory operates as an internal advisory unit within the Schwab ecosystem, serving primarily individual clients without discretionary trading authority.

Jason Schnarr is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He has been with the Charles Schwab organization since 1995, holding roles at Charles Schwab, Charles Schwab Bank, SSB, and Schwab Wealth Advisory. Outside of his advisory work, he owns a real estate property management business in Miamisburg, Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

David Martin is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Charles Schwab & Co., Inc. and in chiropractic and wellness businesses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem and uses standard asset allocation models and research tools, leaving final trading decisions to clients.

John Rodenberger is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2000 and with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, while clients retain final trading decisions.

Robert Moritz is a CFP® professional with 20 years of experience, currently serving as an advisor at Money Concepts Capital Corp since 2005. He holds the Series 66 designation and is based in Berne, Indiana. Outside of his advisory role, he is involved with Faithful Stewards, Inc., an investment-related business where he spends a significant portion of his time. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, using a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Ralph Baca is a financial advisor with Schwab Wealth Advisory, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed trading decisions and annual account reviews.

Caroline Kirbish is a Series 66-credentialed financial advisor at Schwab Wealth Advisory with two years of industry experience. She previously worked at Ameriprise Financial/Kuttin Wealth Management and Huntington National Bank. Kirbish serves as Vice President of the Irvington Historic Landmarks Foundation/Benton House Association, assisting with fundraising and property maintenance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and retirement planning supported by Schwab’s research tools and asset allocation models.

Antoine Burks II is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Prudential Insurance Company of America and Mutual of America. His prior roles also include positions outside the financial industry, such as employment at Bellhops and HomeAdvisor. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Ty Clark is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His work history includes roles at Charles Schwab and Charles Schwab Bank, as well as experience outside finance with Alta Medical and Discount Den. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.