Carmel, IN East 116th Street Office

Thomas Mathews is a financial advisor with Charles Schwab in Carmel, Indiana, holding Series 63 and Series 65 credentials. He has 29 years of industry experience and has been with Charles Schwab and Charles Schwab Bank SSB since 2009. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary investment recommendations with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research.

David Maniscalco is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He previously worked at Scottrade, Inc. before joining Charles Schwab and Charles Schwab Bank in 2018. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and alternative investment due diligence within an integrated, large-scale operational framework.

Mark Findling is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2011 and 2013, respectively. He serves on the board of Low Cost Spay & Neuter Clinic, a nonprofit organization, providing consulting on operational matters and future growth. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive, multi-asset investment approach supported by centralized operational and custody services.

Gary Libler is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Charles Schwab since 2006, including 11 years at Charles Schwab Bank in Carmel, Indiana. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services within an extensive operational framework.

Lucie Lortz is a CFP® and Series 66-certified financial advisor at Charles Schwab with seven years of industry experience. Her prior professional background includes roles at Edward Jones and various companies outside finance, including Lhp Engineering Solutions and Ann Taylor Inc. In addition to her advisory work, she has been involved in personal shopping and grocery delivery through Instacart. Charles Schwab & Co., Inc. provides integrated investment advisory, brokerage, and custody services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational platform.

Gregg Goodrich is a financial advisor with Charles Schwab in Carmel, Indiana, holding Series 63 and Series 66 designations and 13 years of industry experience. His career includes roles at Scottrade and TD Ameritrade before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm’s integrated structure supports a large client base with centralized supervisory and custody services.

Steven Leighty is a financial advisor with Charles Schwab in Carmel, IN, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Charles Schwab since 2001 and also works with Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts and offers a multi-asset investment approach supported by centralized custody, supervision, and research resources.

Bradley Witkowski is a financial advisor with Charles Schwab holding Series 66 and 63 licenses and two years of industry experience. He has previously worked at Fairway Independent Mortgage Company, Hoosier Air Transport, and Angies List. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and a formal alternative-investment platform.

Brian Montgomery is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base primarily made up of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research and alternative investment due diligence.

Eamon Fry is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab Bank SSB since 2019 and Charles Schwab & Co., Inc. since 2018. Prior to his career in financial services, he was employed at Kilroy's Sports for two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Logan Sheley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services through both non-discretionary and discretionary investment approaches. The firm integrates brokerage, custody, and advisory services with access to multi-asset model portfolios and alternative investments.

Jay Gentry is a CFP® professional with 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. Based in Carmel, IN, he maintains his registration through Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a range of integrated investment and custody services.

Keisha Hall is a financial advisor with Charles Schwab in Carmel, IN, holding Series 65 and Series 63 licenses and with two years of industry experience. Her prior roles include positions at KeyBank, Alight Solutions, Comcast, Carvana, and Cracker Barrel. She also founded Maximize Your Lifestyle LLC. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and brokerage services.

Miguel Rellita is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Charles Schwab, Aerotek, Amazon, and service in the Army. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment guidance via multi-asset model portfolios and a formal alternative-investment onboarding process.

Nikola Mandic is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. He has been with Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized operational and supervisory infrastructure.