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.

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.

Lauren Cook is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Schwab Wealth Advisory, where she has worked since 2021, following roles at Truist Advisory Services, BB&T Securities, Equity Services, and Thoroughbred Advisors/National Life Group. Based in Indianapolis, IN, she advises clients within Schwab's wealth management framework. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s services focus on asset allocation and investment selection using Schwab’s proprietary research and standard models, with trades requiring client authorization and reviews conducted at least annually.

John Murphy is a financial advisor with SPC in Plainfield, Indiana, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, he established North 84 LLC, a company focused on non-variable life and annuity marketing, and operates Saratoga Wealth Management, LLC. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement services, offering both discretionary and nondiscretionary investment strategies.

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.

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.

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 Cole is a financial advisor at Money Concepts Capital Corp with 29 years of industry experience and holds a Series 66 designation. He has worked at Money Concepts Capital Corp since 1997 and was a CPA from 1982 to 2025. Outside of his advisory work, he is employed part-time as a security guard at the Indianapolis Motor Speedway. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary programs supported by third-party managers and technology platforms.

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.

Nicholas Anderson is a Certified Financial Planner® at Schwab Wealth Advisory with 19 years of industry experience. He has worked at Charles Schwab and its affiliates since 2006 and was previously with Valeo Financial Advisors, LLC. He is based in Indianapolis, IN. 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 uses proprietary asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance, executing trades only with client authorization.

Maria Schuster is a CFP® professional at Schwab Wealth Advisory with six years of industry experience. She previously worked at Rockefeller & Co., Whitnell & Co., and JMG Financial Group. Schuster holds the Series 66 designation and is based in Indianapolis, IN. Schwab Wealth Advisory 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’s advice is guided by internal asset allocation models and research tools, offering at-least-annual reviews tailored to client goals without exercising discretionary trading authority.

Daniel Rickelman is a financial advisor at Schwab Wealth Advisory with 34 years of industry experience. He holds the Series 63 designation and has been with Charles Schwab since 1992, joining Schwab Wealth Advisory in 2019. Outside of advising, he has worked as a clerk for middle and high school athletic events. 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 & Co.-referred clients. The firm’s approach includes guidance on asset allocation and investment selection, with recommendations tailored through annual reviews based on client goals and risk tolerance.