Archie Gaither Jr. is a CFP® with nine years of industry experience, currently serving at Schwab Wealth Advisory. He has worked at Charles Schwab & Co., Inc. and Northwestern Mutual in various capacities. Outside of his advisory role, he has held leadership positions with Arts For Lawrence, including serving as president since 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering clients financial reviews, retirement planning, and investment recommendations across a broad range of securities, while leaving final trading decisions to clients.

Mitchell Bailey is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. Prior to this role, he worked at Charles Schwab and County Materials Corporation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s proprietary tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many other enterprise wealth managers.

Timothy Friend is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, and R.D. Robinette & Associates. He is currently based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across various securities, with final trading decisions resting with clients.

Yetunde Ajayi is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. She has also worked in the hospitality sector with Home2 Suites By Hilton and Tobis Hotels & Gardens. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers various discretionary managed-account options, including advisor-directed models and direct indexing, supported by its affiliation with Fifth Third Bank and multiple platform providers.

Eric Farley is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Farley is involved in baseball instruction as an owner and operator and serves as a varsity assistant baseball coach at Plainfield High School. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, utilizing model portfolios and customized portfolios managed under client-approved investment policies.

Trent Walters is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1992, including 14 years at Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering 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.

Michael Roberts is a CFP® certificant with five years of industry experience, currently advising at Schwab Wealth Advisory, Inc. in Indianapolis, IN. He previously held roles at Charles Schwab bank, Cetera Investment Services LLC, and worked outside the financial industry at DoorDash and Jewell Flooring. 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 across various asset classes. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, with discretionary management typically handled by affiliated or third-party money managers.

Melisa Benavidez is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 1997, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory Inc. since 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using proprietary Schwab tools and models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, with discretionary management typically handled by affiliated or third-party managers.

Anne Martin is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Charles Schwab, Flix Brewhouse, and Allied Solutions. Outside of her advisory role, she donates extra breast milk through Tiny Treasures Milk Bank. 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 using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Avery Prince is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds the Series 66 designation and has prior experience at Amazon and American Income Life. Prince has been with Schwab Wealth Advisory and affiliated Charles Schwab entities since 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations but does not exercise discretionary trading authority.

Jason Pearce is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63, 65, and 66 licenses and bringing four years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and Shunk Gulley. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm’s advice relies on Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Thomas Nickol is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 41 years of experience in the financial services industry, including longstanding roles at Capitol Financial Services since 1984 and Kestra Advisory since 2016. Nickol is also involved in the sales and service of employee benefits and fixed insurance products through related business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment advice, and manages approximately $79.8 billion in assets, including serving large institutional investors and sovereign wealth funds.

Bradford Karcher is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. He has worked within Charles Schwab since 2017 and has prior experience at Marsh Supermarkets and Ball State University. Karcher serves on the Board of Directors for the Hamilton Southeastern High School Academy of Finance, contributing to decisions on program funding. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Ronald Abramson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 designations and has 29 years of industry experience, including over a decade at Schwab Wealth Advisory and a continuous tenure at Charles Schwab since 1997. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients participating in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Nicholas Scherer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Charles Schwab and Capital Strategies Investment Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Charles Schwab's standard asset allocation models and research tools while leaving final trading decisions to clients.

Ryan Donovan is a CFP® with 28 years of experience, currently serving at Principal Financial Services in Indianapolis, IN. He has been with Principal Securities Inc. and Principal Mutual Life since 1997. Outside of his advisory work, Donovan serves as a deacon at Colonial Hills Baptist Church, where he participates in church committees and ministries. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Corbyn Munson is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential. He has worked in the financial industry since 2024, previously with Foguth Financial Group and has additional experience outside finance, including a role at Pohlcat Golf Course. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across various asset classes.

Jeffrey May is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has been with Schwab Wealth Advisory since 2012. Prior to that, he worked at Charles Schwab starting in 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, leaving final trading decisions to clients while conducting regular account reviews.

Marc Srncik is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 1999, including Charles Schwab Bank, SSB, and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Sayre Ariishi is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and has worked at Schwab Wealth Advisory Inc., TD Ameritrade, Charles Schwab Bank, and Charles Schwab & Co. Prior to his finance career, he worked at United Parcel Service and in roles related to Indiana University Athletics. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations including stocks, bonds, mutual funds, ETFs, and separately managed accounts. The firm operates within the Schwab ecosystem and delivers advice using Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.