Lauren Cook is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds the Series 66 designation and has worked at firms including BB&T Securities, Truist Advisory Services, and Thoroughbred Advisors. Based in Indianapolis, IN, she has been with Schwab Wealth Advisory and Charles Schwab & Co. since 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

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 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 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1995, including 14 years specifically at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients, distinguishing its approach from discretionary portfolio management.

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.

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.

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.

Maria Schuster is a CFP® professional at Schwab Wealth Advisory with six years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and previously held roles at Charles Schwab & Co., Inc., ROCKEFELLER & Co, Whitnell & Co., and JMG Financial Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools, and generally does not exercise discretionary trading authority.

Daniel Rickelman is a financial advisor at Schwab Wealth Advisory with 34 years of industry experience. He has been with Charles Schwab since 1992 and joined Schwab Wealth Advisory in 2019. Outside of his advisory role, he works as a clerk for middle school and high school athletic events. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and focuses on tailored investment recommendations without exercising discretionary trading authority.

Daniel Mette is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior work includes roles at Charles Schwab and Zionsville Community Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s 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 for its advisory services.

Adrienne Monka is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN. She holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Sanctuary Advisors, she worked at Cooke Financial Group from 2018 to the present and had a role at Crew Carwash from 2016 to 2018. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent advisors and offers a range of investment solutions including separately managed accounts and unified managed accounts, serving a broad client base with a multi-affiliate platform.

Justin Stewart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Charles Schwab since 2015 and with Schwab Wealth Advisory since 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset allocation models and research tools, offering investment recommendations while leaving final trading decisions to clients.

Amy Faulk is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses. She has four years of industry experience, including roles at Charles Schwab and Enterprise Holdings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

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 at Schwab Wealth Advisory with 31 years of industry experience. He has held roles within the Charles Schwab organization since 2010, including over a decade at Schwab Private Client Investment Advisory, Inc. He holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, focusing on annual 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 the Schwab ecosystem and does not charge clients directly for its advisory services.

Nicholas Kirsch is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has been with Charles Schwab since 2007 and with Schwab Wealth Advisory since 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations guided by Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, with investment decisions made by clients and advisory recommendations provided through dedicated associates.

Ali Abdul Rahman is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been associated with Guardian Life Insurance Company of America since 1989. He currently serves clients through Park Avenue Securities, a wholly owned subsidiary of Guardian Life. Park Avenue Securities operates as a dually registered broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs including proprietary and third-party models, alongside hybrid digital advisory solutions.

Marvin Boxdorfer is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 registrations and possessing 37 years of industry experience. His prior affiliations include Parkland Securities LLC and Heartland Wealth Group. Outside of advisory work, he is involved in managing Four Willows Farm, a horse stable business. PlanMember Securities Corporation provides retirement-plan advisory services, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework utilizing risk-based mutual fund portfolios and includes education and support services for plan sponsors and participants.

Janessa Herrick is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Charles Schwab since 2016 and joined Schwab Wealth Advisory in 2025. Prior to her financial services career, she spent a year with Clark-Pleasant Community School Corporation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools. The firm operates within the Schwab ecosystem and delivers advice using standard asset allocation models without discretionary trading authority.