Nicholas Vladuchick is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 22 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2014 and Charles Schwab & Co., Inc. since 2006, with prior experience at Stifel and Ameriprise. 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 referred clients. The firm’s approach includes guidance on asset allocation and investment selection based on internal research and standard models, with trades executed only upon client authorization.

Zachary Taylor is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses with eight years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and was previously with Wells Fargo Bank, NA for one year. Taylor has been with Schwab Wealth Advisory since 2020. Schwab Wealth Advisory 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 guidance on asset allocation and investment selection utilizes Charles Schwab’s asset-allocation models and internal research tools, with investment decisions executed only with client authorization.

Anthony Miller is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has worked at Charles Schwab since 1999. 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 select Charles Schwab & Co.-referred clients. The firm relies on Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

Eric Ford is a CFP® professional with 19 years of experience in financial advisory services. He is currently with Carson Wealth in Indianapolis, IN, and has previously worked with firms including Cadaret, Grant & Co., Inc. and Wealthcare Partners Ltd. Ford is also the owner of two small corporations, EF15 Inc. and WCP Management Inc. CWM, LLC, the firm he is associated with, is an SEC-registered investment adviser that operates an enterprise platform overseeing approximately $50.6 billion in assets through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored solutions including alternative investments and third-party sub-advisors.

Lauran Reynolds is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 65, Series 63, and Series 66 licenses and has eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Reynolds worked at Charles Schwab since 2018 and at Winthrop Capital Management from 2014 to 2017. 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 Charles Schwab & Co.’s asset-allocation models and internal research, with personalized recommendations reviewed at least annually.

Zachariah Bickers is a CFP®-certified financial advisor with Schwab Wealth Advisory in Indianapolis, IN, and has nine years of industry experience. He has worked at Charles Schwab since 2017 and previously at Penske Automotive Group from 2010 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored investment recommendations, with trades executed only upon client authorization.

Evan Williams is a Certified Financial Planner (CFP®) at Schwab Wealth Advisory with nine years of industry experience. He has worked with Charles Schwab and its affiliated entities since 2016, including eight years specifically at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for 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 guide investment selection, with trades executed only upon client authorization.

Benjamin Abraham is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities, Inc. Outside of his advisory role, he serves as Treasurer for the Indianapolis Hebrew Congregation and is Vice President of his local neighborhood association. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, and retirement plan consulting, employing a blend of quantitative and qualitative analysis to implement customized investment strategies across various asset classes.

Brian Kornelis is a financial advisor with Key Investment Services LLC based in Carmel, IN. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and KeyBank. Outside of finance, he was involved with Bethel Christian Reformed Church for six years. 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 featuring Envestnet and third-party portfolio managers, with many assets managed on a non-discretionary basis and integration with KeyCorp affiliates.

Archie Gaither Jr. is a CFP®-certified financial advisor at Schwab Wealth Advisory with nine years of industry experience. He has worked at several firms including Charles Schwab & Co., Inc. and Northwestern Mutual, and has held leadership roles in the nonprofit Arts For Lawrence organization. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing fiduciary investment advice and financial planning. The firm’s approach involves non-discretionary guidance based on Schwab’s asset-allocation models and research tools, with at-least-annual reviews tailored to each client’s goals and risk tolerance.

Mitchell Bailey is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. Prior to this, he worked at County Materials Corporation for two years. He holds Series 66 and Series 63 licenses and is based in Indianapolis, IN. 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 tools, offering tailored recommendations without exercising discretionary trading authority.

Timothy Friend is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, and R.D. Robinette & Associates. He has been with Charles Schwab and Schwab Wealth Advisory since 2018. 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 uses Charles Schwab’s asset-allocation models and research tools to offer personalized recommendations, while client authorization is required for trade execution.

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 Inc. in Indianapolis, IN, 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 specifically with Schwab Wealth Advisory. Schwab Wealth Advisory 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 employs Charles Schwab’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance, with trades executed only upon client authorization.

Lincoln Straub is a financial advisor at Schwab Wealth Advisory with Series 66 registration and one year of industry experience. Prior to joining Schwab Wealth Advisory, he held positions at Charles Schwab & Co., Inc. and Indiana Members Credit Union. 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’s advice is based on internal asset-allocation models and research tools, with a focus on client goals and risk tolerance, while trades are executed only with client authorization.

Michael Roberts is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. His prior work includes roles at Charles Schwab bank and Cetera Investment Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Melisa Benavidez is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Charles Schwab in various capacities since 1997, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to individual client goals and risk tolerance.

Anne Martin is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022. Prior to her financial career, she spent five years at Flix Brewhouse and eight years at Allied Solutions. Anne donates extra breast milk to a milk bank as a compensated activity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Avery Prince is a financial advisor at Schwab Wealth Advisory with two years of industry experience and holds a Series 66 designation. Prior to joining the financial sector, Avery worked at Amazon for three years and has a background with American Income Life spanning nine years. Avery is based 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 Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to guide investment selection and performs at-least-annual portfolio reviews tailored to client goals and risk tolerance.

Jason Pearce is a financial advisor at Schwab Wealth Advisory with Series 63, Series 65, and Series 66 licenses and four years of industry experience. He previously worked at Shunk Gulley and Charles Schwab & Co., Inc. before joining Schwab Wealth Advisory. 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–referred clients. The firm offers asset allocation and investment guidance using Charles Schwab’s proprietary models and research tools, with recommendations tailored to each client’s goals and risk tolerance.