Shannon Jump is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining PNC Investments LLC in 2023, he worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2012 to 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm utilizes algorithmic risk assessments and third-party strategists to implement investment models primarily using mutual funds and ETFs.

Michael Kortfelt is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2014. His prior roles include positions at Essex National Securities, LPL Financial, FIFTH THIRD SECURITIES, Natcity Investments, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of securities. The firm delivers advice through established asset allocation models and research tools, with final trading decisions made by clients and discretionary management typically handled by affiliated or third-party managers.

Jared Lee is a financial advisor at Allworth Financial, L.P. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Innovative Portfolios, Sheaff Brock Investment Advisors, LLC, and Charles Schwab. Based in Indianapolis, IN, he joined Allworth Financial in 2025. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios combining core-satellite, index allocations, and specialized strategies, and is noted for its Airline division and management of privately offered Shorepoint income funds.

Thomas Coffman is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1997. Outside of his advisory role, Coffman serves as a volunteer board member for the Edenwilde Homeowners Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm delivers advice using Schwab’s standard asset allocation models and research tools, with clients retaining final trading decisions, and does not manage accounts on a discretionary basis.

Bonnita Hughes is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Her work history includes roles at Charles Schwab, Charles Schwab Bank, OneAmerica Securities, and American United Life. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools and asset allocation models.

David Chapin II is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2021, and has been associated with Charles Schwab since 2018. Prior to that, he worked at Sheaff Brock Investment Advisors, LLC from 2015 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, offering financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advice delivered through annual reviews and without discretionary trading authority.

Jon Teusch is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Noyes Advisors LLC since 2015 and David A Noyes & Company since 1999. His other business activities include the sale of fixed annuities and fixed life insurance products. Sanctuary Advisors, LLC offers 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 strategies through a network of over 400 independent advisors and employs both discretionary and non-discretionary management approaches.

Jason Buck is a CFP® with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC, InterOcean Capital, LLC, and Charles Schwab. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, offering a range of services including investment management, financial planning, and access to private and registered pooled vehicles.

James Hudson is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2015, joining Schwab Wealth Advisory in 2018. 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 across a range of asset classes. The firm’s advice is delivered through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Anna Dickinson is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab in various roles since 1999, including time at Schwab Private Client Investment Advisory and Charles Schwab Bank. Prior to her current position, she spent nine years at Beach Body. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Jack Pinkston is a Series 66-licensed financial advisor with one year of industry experience. He currently works at Private Advisor Group, LLC and previously held roles at LPL Financial, Blue Trust, and Key Investment Services, among others. Outside of finance, he spent several years at Heritage Christian School and Taylor University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that includes discretionary and non-discretionary services, combining technology platforms and a range of investment strategies often implemented through third-party managers.

Jalyn Crittenden is a CFP® and Series 63 registered financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing one year of industry experience. Prior to joining Schwab Wealth Advisory, Crittenden worked at several financial firms including Charles Schwab and Teach Plan Retire, AEL Wealth Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of securities using Schwab’s asset allocation models and research tools.

Jim Pinkston is a CFP® with 36 years of industry experience. He is currently with Private Advisor Group, LLC and has worked with the firm since 2019. His prior experience includes roles at Gimbal Financial LLC and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary platforms and third-party managers.

Danielle Halliday is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She previously worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life for seven years and is the owner of Janell Enterprises LLC, a weight loss coaching business. Halliday also serves on the board of directors for the Cure Cancer Foundation, a nonprofit supporting families in need. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that employs approved strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Hercel Leveringston is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Schwab Wealth Advisory and Charles Schwab since 2015. Leveringston serves as a board member for Dress For Success Indianapolis, a community organization supporting the empowerment of women. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem and uses standard asset allocation models and research tools, with clients retaining final trading decisions.

Juan Gomez is a Series 66–licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He has seven years of industry experience, including roles at Charles Schwab and Jos. A. Bank Clothiers, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standardized asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews without exercising discretionary trading authority.

Susan Strelow is a CFP® professional with 32 years of industry experience, currently serving at Schwab Wealth Advisory. She has held various roles within Charles Schwab entities since 1996, including a decade at Schwab Private Client Investment Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal unit within the Schwab ecosystem and does not directly charge clients fees for advisory services.

Jeffrey Watson is a financial advisor with Cetera Planning Partners in Indianapolis, holding the CFP® designation and Series 63 license with 29 years of industry experience. His career includes long tenures at Avantax and 1st Global Advisors, and he operates WealthCare Financial Group LLC, providing financial services to clients. Additionally, he is involved in tax preparation as a sole proprietor. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm uses a diversified investment approach built from mutual funds and ETFs aligned with client objectives, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Mosfequs Salehin is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice using proprietary research tools while leaving final investment decisions to clients.

Alexander Adams is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Indianapolis, IN, holding the CFP® designation and Series 63 and 66 licenses. He has 43 years of industry experience, including 22 years with FIFTH THIRD SECURITIES and FIFTH THIRD BANK. FIFTH THIRD SECURITIES provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.