Danielle Webster is a financial advisor with Empower Advisory Group in Greenwood, IN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked previously at GWFS Equities, Inc., Springbuk, OneAmerica Securities, American United Life, and American Funds Distributors, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates, offering both point-in-time financial plans and optional managed account solutions.

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.

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.

Rebecca Muller is a CFP® with 43 years of experience in the financial advisory industry and has been with Money Concepts Capital Corp since 1986. She owns Circle Financial Planning, Inc., a non-investment related business, and is also involved with MERL, LLC, where she manages commercial property operations. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and service providers.

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.

Paul Taylor is a financial advisor with Key Investment Services LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Key Investment Services LLC in 2025, he worked at PNC Investments from 2021 to 2025 and has experience in construction and sales roles. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider platform model, integrating services from KeyCorp affiliates and third-party managers.

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.

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.

Jonathan Cracraft is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, with 13 years of industry experience. He holds the Series 66 designation and has been with the firm since 2014. Outside of advising, he is noted as a father since 2026. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, emphasizing long-term, diversified portfolios aligned with client risk tolerance and employing equity index funds and ETFs as core holdings.

Jason Jones is a financial advisor at Fifth Third Securities, Inc. based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Jones has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, allowing clients to select from various portfolio management strategies tailored to their risk profiles.

Nathan Carmany is a CFP® professional with 26 years of experience in the financial services industry, currently with Schwab Wealth Advisory, Inc. in Indianapolis, IN. His prior experience includes roles at Watermark Wealth Management and World Equity Group, as well as an entrepreneurial position with Uberkuhl Designs. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and research tools to deliver tailored recommendations based on client 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.

Samuel Ellsworth is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. Prior to joining the firm, he worked at KFG Wealth Management LLC and Korhorn Financial Group. Outside of his advisory roles, Ellsworth is also involved as a financial planner and wealth coach with Circle Financial Planning. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise-scale adviser managing over $4 billion in client assets through a broad network of advisors and portfolio programs.

Brandon Sheets is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab since 2016. Outside of his advisory role, he serves as interim CEO of Seat Warehouse LLC, overseeing day-to-day operations. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using internal research tools and asset-allocation models tailored to individual goals and risk tolerance.

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.

Rebekah Thomas is a financial advisor with Fifth Third Securities, Inc. in Franklin, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2013 and has been associated with Fifth Third Bank since 2011. Outside of her advisory role, she is involved in direct sales with Young Living Essential Oils and participates in health product sales with Life Wave. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.