Daniel Mette is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab since 2018. Prior to his financial services career, he worked with Zionsville Community Schools from 2015 to 2018. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with annual reviews tailored to client goals and risk tolerance, and it operates under a unique compensation and operational structure within the Charles Schwab organization.

Justin Stewart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 designations and has nine years of industry experience. He has been associated with Charles Schwab since 2015 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm utilizes Charles Schwab’s standard asset-allocation models and internal research tools to deliver tailored recommendations based on clients’ goals and risk tolerance.

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.

Christopher Scherschel is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at T Rowe Price and OppenheimerFunds. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

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.

Nicholas Kirsch is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN. He holds Series 63 and Series 66 designations and has 18 years of industry experience. Kirsch has been with Schwab Wealth Advisory since 2018 and has worked with Charles Schwab since 2007. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses proprietary asset-allocation models and internal research tools, offering tailored recommendations based on client goals and risk tolerance without exercising discretionary trading authority.

Charles Boggs is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2010 in various roles. His career also includes positions at Chase Investment Services Corp. and Wells Fargo Clearing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s services focus on asset allocation and investment selection guided by Charles Schwab & Co.’s standard models and research tools.

Janessa Herrick is a financial advisor at Schwab Wealth Advisory with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory Inc. since 2025 and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Dustin Pugh is a financial advisor with Principal Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

William Anderson is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. He has been with Schwab Wealth Advisory since 2023 and has worked at Charles Schwab since 2019. Prior to his advisory career, he was employed at Zink Distributing for four years. 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 offers guidance on asset allocation and investment selection based on Schwab’s standard models and internal research, with trades executed only with client authorization.

John Zeigler is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at OneAmerica Securities and American United Life for 28 years and has been with Transamerica since 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various programs that emphasize asset allocation and retirement planning. The firm utilizes Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base and focus on non-discretionary assets.

Ryan Durham is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Charles Schwab & Co., Inc., GreenLeaf Apothecary, and CVS. Ryan is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach relies on internal research tools and asset-allocation models, offering tailored recommendations while executing trades only with client approval.

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.

Mark Matkovic is a CFP® professional with 33 years of industry experience, currently advising at Cetera Planning Partners. His career includes long-term roles within Avantax and Cetera-affiliated firms. Outside of financial advising, he owns and operates Matkovic Financial Group, providing tax preparation and accounting services. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and specialized services such as tax planning and estate strategies, integrating resources from the broader Cetera network.

Vesta Fisher is a financial advisor with PNC Wealth Management in Greenwood, IN. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Fisher has been with PNC in various capacities since 2012, including roles at PNC Bank and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third parties.

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.

Jeremy Crumbaugh is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 1999. Outside of his advisory role, he is involved in the performing arts as a songwriter, composer, and performer. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using internal research tools and standard asset-allocation models to guide investment selection and asset allocation.

Matthew Mc Michael is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, where he has worked since 2024, and has prior experience at Optionsxpress, Inc. and Charles Schwab dating back to 1999. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset-allocation models and internal research tools. The firm provides guidance tailored to individual goals and risk tolerance, while trades require client authorization.

Conni Mc Ewen is a CFP® professional with 23 years of industry experience, currently serving at Schwab Wealth Advisory. Her prior roles include positions at J.P. Morgan Securities, Chase Investment Services, Fidelity, Raymond James & Associates, and Prudential Equity Group. She serves on the finance committee board of the Girl Scouts of Central Indiana, overseeing the organization’s financial health. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, offering tailored investment recommendations without discretionary trading authority.

Christopher Douglas is a financial advisor with C.H. Douglas & Gray Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has 24 years of industry experience. He has been with C.H. Douglas & Gray Wealth Management since 2007. C.H. Douglas & Gray Wealth Management offers asset management, financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using equity index funds and ETFs as core investments.