Robert Moritz is a CFP® professional with 20 years of experience, currently serving as an advisor at Money Concepts Capital Corp since 2005. He holds the Series 66 designation and is based in Berne, Indiana. Outside of his advisory role, he is involved with Faithful Stewards, Inc., an investment-related business where he spends a significant portion of his time. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, using a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Ralph Baca is a financial advisor with Schwab Wealth Advisory, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2015. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed trading decisions and annual account reviews.

Luke Tansy is a financial advisor with TIAA-CREF in Carmel, IN, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a fiduciary standard across its advisory services and manages portfolios through model-based and customized approaches, including acting as adviser to a donor-advised fund.

Caroline Kirbish is a Series 66-credentialed financial advisor at Schwab Wealth Advisory with two years of industry experience. She previously worked at Ameriprise Financial/Kuttin Wealth Management and Huntington National Bank. Kirbish serves as Vice President of the Irvington Historic Landmarks Foundation/Benton House Association, assisting with fundraising and property maintenance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and retirement planning supported by Schwab’s research tools and asset allocation models.

Elizabeth Drury is a CFP® professional with eight years of experience in financial advising. She has worked with J.W. Cole Advisors, Inc. since 2019 and is also involved with Beck Financial Strategies. Outside of her advisory roles, she serves as an independent referral agent in real estate and is a commissioned insurance agent. J.W. Cole Advisors, Inc. is an enterprise firm serving individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, retirement services, and third-party manager platforms. The firm employs a combination of fundamental and technical analysis, model-based strategies, and digital advice to implement client solutions.

Ty Clark is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His work history includes roles at Charles Schwab and Charles Schwab Bank, as well as experience outside finance with Alta Medical and Discount Den. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

Carson Shadowen is a financial advisor at Cerity Partners LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Strategic Benefit Consultants, Inc. (SBC Wealth Management) and LPL Financial, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and customized portfolios.

Michael Zahm is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2016. He previously worked at Axa Advisors LLC and has been involved with Gemmer Wealth Management since 2014. Outside of his advisory work, Zahm serves on the Board of Trustees for the Hamilton East Public Library, contributing to oversight of the library’s operations and budget in Fishers, Indiana. Voya Financial Advisors, Inc. serves a diverse range of clients including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates both as a registered investment adviser and broker-dealer.

Jacob Roberts is a CFP® professional with five years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has also worked at Charles Schwab and Regions Bank. His background includes a period as a full-time student and experience outside finance at Olive Garden. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, 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.

Levi Fewell is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Charles Schwab & Co., Inc. and FedEx Express, as well as entrepreneurial experience with Imagiscapes LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations, with final trading decisions made by clients rather than the advisory team.

Sean Wolfe is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and JPMorgan Chase in various advisory roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, 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 exercise discretionary trading authority.

Bailey Lockhart is a CFP®-certified financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing seven years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2021 and has worked at Charles Schwab & Co., Inc. since 2018. Prior to his career in finance, Bailey worked at Dicks Sporting Goods from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client education and asset allocation while leaving final trading decisions to clients.

Claire Cooke is a financial advisor at Sanctuary Advisors, LLC based in Indianapolis, IN, holding a Series 66 designation with seven years of industry experience. Her work history includes roles at Morgan Stanley and Alliance Bernstein, as well as several positions associated with the University of Notre Dame. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who implement a variety of investment strategies through discretionary and non-discretionary accounts, utilizing both onshore and offshore solutions.

Nathan Socrates is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has been associated with Charles Schwab & Co., Inc. since 2018. Prior to this, he was employed at Meridian Digital, LLC and spent time as a student. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and research tools while clients retain final trading decisions.

Christopher Williams is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2013 and at PNC Bank and PNC Investments since 2009. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates, with recommendations generally made within plan lineups chosen by plan sponsors.

Chad Nichter is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Sanctuary Wealth, and Wells Fargo Clearing. Nichter provides investment advisory services through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and access to sponsored advisory programs through a combination of in-house manager selection, third-party models, and advisor discretion.

Stephen Klingler is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Indianapolis, IN. His career includes roles at ARGI Investment Services, TD Ameritrade Investment Management, and Scottrade, Inc. Klingler holds the Series 63 and Series 66 registrations. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection strategies combined with proprietary quantitative screens and offers access to alternative and private-market investments.

Garrett Henderson is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, Indiana. His prior experience includes roles at Charles Schwab & Co., Inc. and Taylor University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services that include financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools and asset allocation models.

Brian Feathers is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Charles Schwab, Regions Bank, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary portfolio strategy accessible via an employee-only pilot. The firm employs algorithm-driven model selection and delegates investment execution and proxy voting to third parties.

Lee Garrett is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has worked within the Charles Schwab ecosystem since 2020 and has held roles at TEKsystems, Academy Sports + Outdoors, and Indiana University earlier in his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on customized allocation recommendations and wealth management education using Schwab’s research tools and asset allocation models.