Indianapolis, IN 8332 Woodfield Crossing Blvd Office

Ian Mc Gonigle is a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN, holding a Series 66 designation with nine years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and has prior experience at Charles Schwab & Co., Inc. and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research to tailor recommendations based on clients’ goals and risk tolerance.

Dan Malone is a financial advisor with Schwab Wealth Advisory, Inc. in Indianapolis, IN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Schwab Wealth Advisory, he has worked in various roles including at Charles Schwab & Co., Inc., Charles Schwab Bank, and several financial and sales positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients in the Schwab Wealth Advisory program, using Charles Schwab’s proprietary asset allocation models and research tools to guide investment decisions.

Andrew Kramer is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Schwab Wealth Advisory since 2015 and has been with Charles Schwab since 2011. 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 advice is based on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance, while trades require client authorization.

Mitchell Smyth is a CFP® professional with 20 years of experience in financial advising, currently with Schwab Wealth Advisory Inc. since 2016. His prior roles include positions at USAA Financial Planning Services, USAA Investment Services Company, and Truist Investment Services, INC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and proprietary research, offering tailored recommendations without exercising discretionary trading authority.

Mikel Hartman is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Charles Schwab since 2013 and with Schwab Wealth Advisory since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations, focusing on guided investment decisions without discretionary trading authority.

Madison O'Connor is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab, she held various roles including positions at RP Wealth Advisory and Charles Schwab & Co., Inc., and has academic experience with Purdue University’s Biology Department. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients. The firm’s investment guidance is based on proprietary asset-allocation models and internal research tools, with client-authorized trades and at-least-annual portfolio reviews tailored to individual goals and risk tolerance.

Reece Beckman is a CFP® professional with three years of industry experience, currently serving at Schwab Wealth Advisory Inc. in Indianapolis, IN. His work history includes roles at Charles Schwab, Westpoint Financial Group, and German American Investment Services, along with a decade in full-time education prior to entering the financial advisory field. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and CS&Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations focused on asset allocation and investment selection. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Derrick Presley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1996, including 10 years specifically with Schwab Wealth Advisory 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 uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with trades conducted only upon client authorization.

Nathan Carmany is a CFP® professional with 26 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. His prior experience includes roles at Watermark Wealth Management and World Equity Group, as well as a decade with Uberkuhl Designs. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations to clients’ goals and risk tolerance. The firm operates on a large scale with a range of investment options, emphasizing client authorization for trades and annual reviews.

Brandon Sheets is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2019 and Charles Schwab since 2016. Outside of his advisory role, he serves as interim CEO of Seat Warehouse LLC, overseeing its day-to-day operations during a transitional period. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co. The firm’s guidance is based on internal asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Jenny Carney is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has also worked at Charles Schwab & Co. Inc. since 2006, as well as at TD Ameritrade and Charles Schwab earlier in her career. Outside of her advisory work, she is involved with Carneys Castles LLC, a company managing short-term rental real estate investments. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by 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 guide investment selection, with trades executed only upon client authorization.

Channing Longman is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program, using a model-driven approach based on Charles Schwab & Co.’s research tools and standard asset-allocation models.

David Gomez is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc. and held positions at Ashley Furniture Industries and other companies. 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. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations while executing trades only with client authorization.

Landon Kellogg is a CFP® with nine years of industry experience currently serving at Schwab Wealth Advisory Inc. He has held positions at Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, and several major financial institutions including Bank of America, Merrill Lynch, and Morgan Stanley. He also has experience working with the U.S. House of Representatives. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using Charles Schwab’s proprietary research tools, with reviews tailored to each client’s goals and risk tolerance.

Lee Goss is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. He has been affiliated with Charles Schwab and its related entities since 1999, including roles at Schwab Private Client Investment Advisory, Inc. Outside of his advisory work, he serves on the board of directors for I3F, a nonprofit organization focused on innovation and creativity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools. The firm emphasizes client authorization for trades and typically recommends separately managed accounts managed by third-party or affiliated managers.