Christopher Henson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, with final trading decisions made by clients, and conducts at least annual account reviews.

Tammy Williams is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN. She holds a Series 66 designation and has 10 years of industry experience, including 11 years with Sanctuary Wealth. Outside of her advisory role, she serves as a board member for TrueNU, a nonprofit supporting Northwestern University athletics, and participates in professional and community organizations such as the Northwestern C100 women's group and the Central Indiana Community Foundation’s Professional Advisor Leadership Council. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, supports multiple investment approaches, and operates with a fiduciary standard when a written advisory agreement is in place.

Derrick Presley is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1996. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Teresa Jackson is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services since 2009. Outside of finance, she owns a business that prepares and sells baked goods. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

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 25 years of industry experience, currently serving at Schwab Wealth Advisory since 2022. Prior to this, he worked at Watermark Wealth Management, LLC for six years and was involved with Uberkuhl Designs for a decade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client education and tailored investment guidance without discretionary trading authority.

Brian Alessandrini is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2017. He has been associated with Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab, focusing on client education and periodic reviews without exercising discretionary trading authority.

John Cooke is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors and Sanctuary Wealth. Outside of his advisory work, Cooke serves on the finance committee of Elevate Ventures Indiana, a nonprofit supporting entrepreneurship and startups in the state. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment approaches through a large network of independent advisers and offers portfolio management, retirement plan consulting, and access to various managed account platforms.

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 with Schwab Wealth Advisory in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has been with Charles Schwab since 2016 and joined Schwab Wealth Advisory in 2021. In addition to his advisory role, he serves as interim CEO of Seat Warehouse LLC, overseeing its operations until its sale or closure. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing standard asset allocation models and Schwab research tools. The firm focuses on delivering investment recommendations and wealth management education while leaving final trading decisions to clients.

Jenny Carney is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab & Co. Inc. since 2006. Outside of her advisory role, she is involved in real estate through Carneys Castles LLC, which manages short-term rental properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem, with advisors recommending allocations but clients retaining final trading decisions.

Adan Diaz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Ameritas and its affiliated entities since 2006 and is also involved in ownership and partnership roles with FRESCO Financial Advisers, LLC and Canvas Financial, where he focuses on fixed investments and insurance products. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a range of custodial platforms and third-party investment tools.

Bryce Mc Leish is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He previously worked with Progressive Business Solutions and has been involved with multiple financial planning roles since 2023. Outside of advising, he is a partner in a golf simulator business and serves as an independent sports official for middle school and high school basketball and baseball. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs, fee-based management of variable products, and supports both discretionary and non-discretionary advisory relationships through integrated custodial platforms and third-party tools.

Channing Longman is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, with prior roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is currently based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to recommend investments while clients retain final trading decisions.

David Gomez is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023. Prior to his current role, Mr. Gomez held positions at Ashley Furniture Industries and several other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab’s ecosystem and uses standard asset allocation models and Schwab research tools to support client decisions while maintaining a non-discretionary approach.

Dana Gentile is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Schwab in 2021, Gentile worked at Deutsche Bank and The Northern Trust Company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm delivers advice using Schwab’s standard asset allocation models and research tools, with final investment decisions made by clients.

Jeffrey Rodgers is a financial advisor at Schwab Wealth Advisory with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 1995. He is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, distinguishing its advisory approach from many enterprise wealth managers.

Whitney Ashley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at Commonwealth since 2020 and also has a background with Leman Financial Advisors beginning in 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Landon Kellogg is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. Prior to his current role, he held positions at Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, Bank of America, Merrill Lynch, and Morgan Stanley. He also spent time working at the U.S. House of Representatives. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services that include annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools.

Jacob Mc Crory is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at BKD LLP and RSMUS LLP and is also involved with DPW Financial, where he engages in insurance sales and investment advisory activities. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.