Indianapolis, IN 8332 Woodfield Crossing Blvd Office

Ethan Woodruff is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing six years of industry experience. He previously worked at Fidelity Investments and Fifth Third Bank, and has experience in the hospitality sector through ownership of the Holy Grail Bar. 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 and financial planning based on Schwab’s asset-allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Jacob Wash is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 designations and has four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and PNC Bank. 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–referred clients. The firm offers guidance on asset allocation and investment selection using Schwab’s proprietary asset-allocation models and internal research tools, with recommendations tailored to client goals and risk tolerance.

Trevyn Nafziger is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory in Indianapolis, IN. His prior roles include positions at Charles Schwab and PayServ Staffing, as well as experience in education and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and referred clients. The firm’s guidance is based on Schwab’s standard asset-allocation models and internal research, emphasizing personalized recommendations aligned with clients’ goals and risk tolerances.

Scott Chuchla is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2017 and has been with Schwab Wealth Advisory since 2019. Prior to joining Schwab, he was associated with the St. Teresa of Avila Catholic Student Center for three years. 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 and financial planning. The firm’s guidance is based on Schwab’s standard asset-allocation models and proprietary research, offering customized recommendations aligned with each client’s goals and risk tolerance.

Tracey Lehmer is a CFP® professional with 28 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2012. She has also been affiliated with Charles Schwab & Co., Inc. since 1997. 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 Schwab’s proprietary asset-allocation models and internal research and includes guidance on a variety of investment vehicles, with client approval required for all trades.

Tina White is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 19 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2005, including nine years at Schwab Private Client Investment Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning based on Charles Schwab’s asset allocation models and internal research tools. The firm emphasizes client authorization for trades and provides tailored recommendations with at-least-annual reviews.

Matthew Murray is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Murray has been with Schwab Wealth Advisory since 2012 and has also worked at Charles Schwab & Co., Inc. since 2011, following an earlier tenure at Concourse Financial Group Securities, Inc. 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 and financial planning. The firm’s advice is based on proprietary asset allocation models and internal research tools, offering customized recommendations reviewed at least annually.

Christopher Henson is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. 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 and financial planning based on asset-allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance.

Brian Alessandrini is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. He has been with Charles Schwab since 1999 and has worked at Schwab Wealth Advisory since 2017. Based in Indianapolis, IN, Alessandrini holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored investment recommendations without exercising discretionary trading authority.

Dana Gentile is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Deutsche Bank and The Northern Trust Company. Dana is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm offers guidance on asset allocation and investment selection, using Charles Schwab’s proprietary models and research tools, with individualized recommendations reviewed at least annually.

Jeffrey Rodgers is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1995. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to 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.

Amy Faulk is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and possessing four years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab and Enterprise Holdings. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Darrell Woehler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. His career includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc., where he has worked since 2010. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for 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, with client authorization required for trades.

Brendon Peters is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Regions Bank, Cetera, and PNC Investments. He is based in Indianapolis, IN. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and select referrals, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach utilizes Charles Schwab’s asset allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance.

Amy Edwards is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. She has been with Charles Schwab and its affiliates since 1999, including a period as a sole proprietor from 2015 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 utilizes Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, tailoring recommendations to clients’ goals and risk tolerance through regular reviews.