Michael Roberts is a CFP® certificant with five years of industry experience, currently advising at Schwab Wealth Advisory, Inc. in Indianapolis, IN. He previously held roles at Charles Schwab bank, Cetera Investment Services LLC, and worked outside the financial industry at DoorDash and Jewell Flooring. Schwab Wealth Advisory, Inc. 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 operates within the Schwab ecosystem and does not exercise discretionary trading authority, with discretionary management typically handled by affiliated or third-party money managers.

Melisa Benavidez is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 1997, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory Inc. since 2022. 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 planning, and investment recommendations using proprietary Schwab tools and models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, with discretionary management typically handled by affiliated or third-party managers.

Anne Martin is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Charles Schwab, Flix Brewhouse, and Allied Solutions. Outside of her advisory role, she donates extra breast milk through Tiny Treasures Milk Bank. 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 using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Brian Kincanon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked within the KeyBank and Key Investment Services organizations since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment selection and provides monitoring, due diligence, and access to third-party discretionary managers.

Randall Kensinger is a financial advisor at Transamerica Retirement Advisors, LLC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been associated with Diversified Investors Securities Corp. since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and third-party model portfolios, primarily from Morningstar Investment Management, to provide asset allocation and retirement guidance across both discretionary and non-discretionary accounts.

Avery Prince is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds the Series 66 designation and has prior experience at Amazon and American Income Life. Prince has been with Schwab Wealth Advisory and affiliated Charles Schwab entities since 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations but does not exercise discretionary trading authority.

Jason Pearce is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63, 65, and 66 licenses and bringing four years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and Shunk Gulley. 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 across various asset classes. The firm’s advice relies on Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Amy Cummings is a CFP® professional with 31 years of industry experience. She is currently an advisor at Voya Financial Advisors, Inc., where she has worked since 2025. Prior to that, she spent 26 years at Valic Financial Advisors and two years at Agia. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services including financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a significant focus on non-discretionary, recommendation-based advice.

Justin Logan is a financial advisor at Empower Advisory Group with eight years of industry experience. His previous roles include positions at Fidelity Investments, Beacon Pointe Financial Advisors LLC, and Charles Schwab. Outside of finance, he works part-time performing light cleaning and maintenance at a sports and entertainment facility in Westfield, Indiana. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates.

Bradford Karcher is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. He has worked within Charles Schwab since 2017 and has prior experience at Marsh Supermarkets and Ball State University. Karcher serves on the Board of Directors for the Hamilton Southeastern High School Academy of Finance, contributing to decisions on program funding. Schwab Wealth Advisory 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 within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Ronald Abramson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 designations and has 29 years of industry experience, including over a decade at Schwab Wealth Advisory and a continuous tenure at Charles Schwab since 1997. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients participating in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Brooklyn Brown is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, Brooklyn worked at Farrall Wealth Management and held positions at Family Express Corp., Indiana University RPS, Express Employment Professionals, and ACE Hardware. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized portfolios and diversified asset allocation.

Nicholas Scherer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Charles Schwab and Capital Strategies Investment Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Charles Schwab's standard asset allocation models and research tools while leaving final trading decisions to clients.

Ronald Brock is a financial advisor with Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with Allworth Financial since 2025 and has prior experience with several firms including Trust Advisors, Innovative Portfolios, and Sheaff Brock Investment Advisors. Outside of his advisory role, he is the owner of Pickle Indy LLC, a recreation sports business. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies, including core-satellite and defined-outcome ETF approaches, and employs technology to manage held-away employer retirement accounts while offering both discretionary and non-discretionary services.

Don Etchison is a financial advisor with SPC in Fishers, IN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with SPC since 2003 and also worked at Parkland Securities since 2014. Outside of his advisory work, he performs as a musician in a classic rock band. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers a range of portfolio management, financial planning, and ERISA-related retirement plan services, with an emphasis on discretionary management and collaboration with third-party managers.

Corbyn Munson is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential. He has worked in the financial industry since 2024, previously with Foguth Financial Group and has additional experience outside finance, including a role at Pohlcat Golf Course. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across various asset classes.

James Loper is a financial advisor with Empower Advisory Group in Noblesville, Indiana. He holds a Series 66 designation and joined the firm in 2026. Prior to his advisory role, he worked for eight years at Hyundai/Genesis of Noblesville and 12 years at O'Charley's Grill & Bar. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jeffrey May is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has been with Schwab Wealth Advisory since 2012. Prior to that, he worked at Charles Schwab starting in 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, leaving final trading decisions to clients while conducting regular account reviews.

Matthew Mccoy is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, PNC Bank, CVS, and Bill Bobe's Pizzeria. Outside of financial advising, he is a member of Freedom Creek LLC, a coffee roasting business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessments and invests via mutual funds and ETFs with annual rebalancing.

Marc Srncik is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 1999, including Charles Schwab Bank, SSB, and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.