Melissa Kirchhofer is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 1995. 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. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with client-authorized trading and typically recommending separately managed accounts.

Jeremy Stone is a Certified Financial Planner® with 19 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory Inc. since 2016 and previously held roles at TD Ameritrade and Edward Jones. 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 uses standard asset-allocation models and internal research tools to guide asset allocation and investment selection, with trades executed only upon client authorization.

Vitor Hara is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024, with prior roles at Fifth Third Bank and JP Morgan Chase. Before entering the financial industry, he spent eight years at Cheddars Scratch Kitchen and seven years at Indiana University Purdue University Indianapolis. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Onajh Porter is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, Porter is involved in entertainment and music distribution, owning and distributing music through various digital platforms. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and service providers.

Stephanie Willison is a CFP®, PFS™, and Series 65 credentialed advisor at Savant Wealth Management with 24 years of industry experience. She previously worked at Treybourne Wealth Planners, Inc. for 11 years before joining Savant Wealth Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by a large team and affiliated accounting, legal, and trust service entities.

Manuel Lopez is a financial advisor with Empower Advisory Group, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Bucher and Christian Consulting, Citigroup Inc., and Banco de Crédito Inversiones Miami. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and managed account options.

Breyanna Kerley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Schwab Wealth Advisory since 2024 and Charles Schwab & Co., Inc. since 2021, with prior roles at DoorDash Inc., World Financial Group, and Navient. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research tools, with a focus on client goals and risk tolerance, and it typically recommends separately managed accounts managed by third-party or affiliated money managers.

Shanitria Olusola is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 license and has worked at Charles Schwab since 2019, joining Schwab Wealth Advisory in 2024. Outside of her advisory role, she is involved in retail jewelry design as the owner of The Reigning Jewelry. 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’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with trades executed only upon client authorization.

Bradley Beiswanger is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing five years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab & Co., Inc. since 2020. His prior experience includes roles at Union Savings Bank, First American Title Insurance Company, and Ball State University. 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 uses Charles Schwab’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.

Scott Cranston is a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with Schwab Wealth Advisory since 2022 and has worked at Charles Schwab & Co., Inc. since 2018. Prior to joining Schwab, he was affiliated with IUPUI from 2016 to 2018. 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’s advice focuses on asset allocation and investment selection based on Schwab’s proprietary models and internal research, with an emphasis on client authorization for all trades.

Andrew Peters is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2008. 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, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with client authorization required for trades.

Drew Stuart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., and Mass Mutual Investors Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Leo Lyons is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Charles Schwab since 2023 and joined Schwab Wealth Advisory Inc. in 2025. Prior to this, he held roles at Accurity Consolidated, Trueblood Real Estate, and Giants Stadium LLC. 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 guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Carrie Allstatt is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has worked with various entities within Charles Schwab & Co. since 2004, including Schwab Private Client Investment Advisory, Inc. from 2012 to 2019. 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 uses proprietary asset-allocation models and internal research tools to guide investment selection, focusing on client goals and risk tolerance without exercising discretionary trading authority.

James Gaudion is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at PNC Capital Markets and Winthrop Capital Management before joining PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio available to PNC Bank employees that uses algorithm-driven risk assessments and approved investment strategies managed by PNC or third parties.

Robert Wisneski II is a financial advisor at Fifth Third Securities, Inc. based in Indianapolis, IN, holding Series 63 and Series 66 credentials with 25 years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab, where he worked for nearly two decades. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.

Matthew Magdich is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2008, as well as Wells Fargo Investments earlier in his career. Based in Indianapolis, IN, he has been with Schwab Wealth Advisory since 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset allocation models and internal research tools to tailor recommendations in alignment with clients’ goals and risk tolerance, with trades conducted only upon client authorization.

Sean Hansen is a CFP® professional with 16 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory, Inc. and has been with Charles Schwab in various capacities since 2017. Prior to that, he was involved with Creative Financial Designs and CFD Investments Inc. Outside of his advisory role, he owns a single-family rental property in Indianapolis. 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, using asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Sydney Bianchi is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Charles Schwab and its affiliates since 2019. Prior to joining Schwab, she held positions at Macy's and Indiana University-related organizations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s guidance focuses on asset allocation and investment selection aligned with client goals and risk tolerance, utilizing proprietary research tools and offering at-least-annual portfolio reviews.

Michael White is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 registrations and has 20 years of industry experience, including 14 years with Schwab Wealth Advisory and a total of 20 years with Charles Schwab. 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 referred clients. The firm’s investment approach uses standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.