Christopher Hutchens is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Hutchens has been affiliated with Wells Fargo Clearing for 10 years. 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 through a large network of independent advisers and offers a range of discretionary and non-discretionary investment solutions tailored to client goals.

Brandon Phillips is a financial advisor at Mariner with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mariner Wealth Advisors since 2018, following four years at Riverpoint Capital Management, LLC. Mariner serves a diverse range of clients, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax and accounting integration, and unique operational services such as administrative CFO capabilities and employer financial-wellness tools.

Catherine Hoffman is a Series 65-licensed advisor at Creative Planning with three years of industry experience. She previously worked at Castle Wealth Advisors and operated her own law practice, Catherine Popp Hoffman, Esq., for over two decades, focusing on mass tort settlements related to defective medical devices. She maintains a residual role as owner-attorney in that legal practice. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

William Anderson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds a Series 66 designation and has three years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab and Zink Distributing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within 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 the Schwab ecosystem, focusing on individualized advice without discretionary trading authority.

Kyle Young is a financial advisor with Allworth Financial, L.P. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at WealthPoint Advisors and Augustar Financial, as well as employment outside the financial sector at Ball State University and Wilks Landscaping. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm implements customized portfolios through a variety of model strategies and offers both discretionary and non-discretionary asset management, leveraging technology to manage held-away employer retirement accounts.

John Zeigler is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at OneAmerica Securities and American United Life for 28 years and has been with Transamerica since 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various programs that emphasize asset allocation and retirement planning. The firm utilizes Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base and focus on non-discretionary assets.

Ryan Durham is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has six years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., GreenLeaf Apothecary, and CVS. 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 as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many enterprise wealth managers.

Brendon Peters is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes prior roles at J.P. Morgan Securities, Regions Bank, Cetera, and PNC Investments. He is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not serve institutional client types or exercise discretionary trading authority.

Vesta Fisher is a financial advisor at PNC Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PNC since 2012, including roles at PNC Bank and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and discretionary model accounts managed by PNC or third-party strategists.

Amy Edwards is a CERTIFIED FINANCIAL PLANNER™ professional with 28 years of industry experience. She has been with Schwab Wealth Advisory Inc. since 2009 and also worked as a sole proprietor from 2015 to 2017. She holds the Series 63 and Series 66 licenses and is based in Indianapolis, IN. 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 conducts annual account reviews and does not exercise discretionary trading authority, distinguishing its approach from many other enterprise wealth managers.

Jeremy Crumbaugh is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and totaling 26 years of industry experience. He has been with Charles Schwab and its affiliated advisory unit since 1999, including 14 years specifically with Schwab Wealth Advisory. Outside of his financial advisory work, he is involved in the performing and fine arts as a songwriter, composer, and performer. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within Charles Schwab, delivering advice through standardized asset allocation models and research tools without exercising discretionary trading authority.

Matthew Mc Michael is a CFP® with 26 years of industry experience, currently serving at Schwab Wealth Advisory since 2024. He has held roles at Optionsxpress, Inc. from 2011 to 2017 and has been 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 financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools without discretionary trading authority.

Conni Mc Ewen is a CFP® and Series 66-licensed advisor with 23 years of industry experience, currently with Schwab Wealth Advisory in Indianapolis, IN. She previously worked at J.P. Morgan Securities for 10 years before joining Schwab Wealth Advisory and Charles Schwab in 2022. Mc Ewen serves on the finance committee board of the Girl Scouts of Central Indiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models.

Christopher Douglas is a financial advisor with C.H. Douglas & Gray Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has 24 years of industry experience. He has been with C.H. Douglas & Gray Wealth Management since 2007. C.H. Douglas & Gray Wealth Management offers asset management, financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using equity index funds and ETFs as core investments.

Owen Endris is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with Charles Schwab and Schwab Wealth Advisory since 2013 and 2015, respectively. 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 offers investment recommendations across various asset classes and conducts at least annual account reviews without exercising discretionary trading authority.

Edward Nicolai is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities, BancWest Investment Services, and Modern Refined. Schwab Wealth Advisory 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 delivers investment recommendations while leaving final trading decisions to clients and conducts at least annual account reviews without discretionary trading authority.

Andrew Miller is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors LLC and Sanctuary Securities, Inc. He also spent five years affiliated with Indiana University Kelley School of Business. Sanctuary Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm operates as a subsidiary of Sanctuary Wealth, managing approximately $34.9 billion in assets through a large network of independent advisers and affiliated broker-dealers, providing a range of discretionary and non-discretionary investment solutions tailored to client needs.

Kevin Mitchell is a ChFC® credentialed financial advisor with 16 years of industry experience. He has worked at Nationwide Investment Services Corporation and LJI Wealth Management, LLC prior to joining Savant Wealth Management in Indianapolis, IN. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated accounting, legal, and trust services.

Schyler Rahman is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab & Co., Inc. since 2022. Prior to that, he held positions at Grand Canyon Education, Inc. and Grand Canyon University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s standard asset allocation models and research tools to recommend investments, conducting annual account reviews without discretionary trading authority.

Allen Duros is a CFP® certificant with 11 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. in Indianapolis, where he has worked since 2026. His prior roles include positions at Merrill Lynch and Edward Jones, among others. Schwab Wealth Advisory, Inc. 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 focuses on delivering annual financial reviews and investment recommendations without exercising discretionary trading authority.