Carrie Allstatt is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Schwab Wealth Advisory, Inc. She has worked within the Charles Schwab organization since 2004, including roles at Schwab Private Client Investment Advisory, Inc. from 2012 to 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations across a range of asset classes. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients make final trading decisions.

Benjamin Cota is a financial advisor at Guardian Life with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc. from 2017 to 2025 and Park Avenue Securities since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and a range of advisory programs including discretionary and non-discretionary investment management.

James Gaudion is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at PNC Capital Markets and Winthrop Capital Management before joining PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio available to PNC Bank employees that uses algorithm-driven risk assessments and approved investment strategies managed by PNC or third parties.

Matthew Magdich is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds a Series 66 designation and has 20 years of industry experience. His career includes roles at Charles Schwab since 2008 and Schwab Private Client Investment Advisory, Inc. from 2012 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s standard asset allocation models and research tools to recommend investments while allowing clients to make final trading decisions.

Sydney Bianchi is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Bianchi worked at Charles Schwab Bank and Charles Schwab, with additional experience in healthcare and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, utilizing Schwab’s research tools and standard asset allocation models while leaving final trading decisions to clients.

Rachel Leahy is a CFP® professional with four years of industry experience, currently serving as an advisor at Corient. She previously worked at Vivaldi Capital Management LP and Biechele Royce Advisors, Inc. Since 2016, Leahy has also been the Director of Alternatives at Sunrise Capital Management LLC, where she performs fund accounting and clerical duties for several private funds. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies, with a focus on risk management and the inclusion of alternative investments and private fund allocations where appropriate.

Michael White is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has worked at Charles Schwab and its affiliated firms since 2006. 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 based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, focusing primarily on individual wealth management rather than institutional accounts.

Gun Esen is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Schwab Wealth Advisory since 2012. Outside of his advisory role, he manages rental properties in Carmel, Indiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm’s services include annual financial reviews, retirement and planning discussions, and investment recommendations, with final trading decisions made by clients.

Sandra Villiger is a CFP® professional with 27 years of experience in the financial services industry. She has worked at Windsor Wealth Management for 34 years before joining Corient in 2023. Villiger is based in Indianapolis, IN. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and alternative investment options where appropriate.

Matt Lybarger is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He has held roles at Schwab Wealth Advisory Inc. since 2020, Charles Schwab & Co., Inc. since 2018, and Scottrade from 2016 to 2018. He holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations. The firm uses Charles Schwab’s standard asset allocation models and research tools, making it an internal advisory unit within the Schwab ecosystem that emphasizes client-directed final trading decisions.

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 at Schwab Wealth Advisory with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Schwab Wealth Advisory and Charles Schwab since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers services such as annual financial reviews, retirement planning, and investment recommendations, using standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Brady Heyne is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 designations and has 17 years of industry experience. He has been with Charles Schwab since 2008 and with Schwab Wealth Advisory since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program using Schwab’s standard asset allocation models and research tools. The firm supports clients through annual reviews and investment recommendations without exercising discretionary trading authority.

Michael Deprospero is a financial advisor with Principal Financial Services in Indianapolis, IN, holding a Series 66 designation and bringing 37 years of industry experience. He has worked with Princor Financial Services and Principal Life Insurance Co. since 2012. Outside of advising, he is involved in selling fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, 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.

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.

Michael Shively is a financial advisor at Corient based in Indianapolis, IN, with six years of industry experience. He holds the Series 66 designation and has worked at firms including The Wellington Group LLC, Park Avenue Securities, and Charles Schwab & Co., Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investment options where appropriate.

Daniel Munger is a CFP® and Series 66-registered financial advisor at Schwab Wealth Advisory with six years of industry experience. He has previously worked at firms including Fidelity Investments, Wells Fargo Clearing, and The Prudential Insurance Company of America. Based in Indianapolis, IN, Munger joined Schwab Wealth Advisory in 2025 after two years with Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, and does not charge clients directly for its advisory services.

Carey Muloma is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 66 designation and 17 years of industry experience. He has worked at Charles Schwab since 2009, including a role at OptionsXpress, Inc. from 2016 to 2017. Muloma has been with Schwab Wealth Advisory since 2019. 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 using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.

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 been with Schwab Wealth Advisory since 2018 and has a longer tenure with Charles Schwab beginning in 2016. Outside of her advisory role, she is involved in a family real estate business focused on rental properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for advisory services.

Kinley Kisselbaugh is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliates since 2012. His work history includes roles at Schwab Private Client Investment Advisory, Inc. and Schwab Wealth Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations implemented through Schwab’s standard asset allocation models and research tools.