Eric Kurth is a CFP® and CFA® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. He has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Jacob Mc Comb is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab and Huntington National Bank, among other positions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses standard asset allocation models and Schwab research tools, with final trading decisions made by clients, and operates as an internal advisory unit within the Schwab ecosystem.

Philip Thomas is a CFP® professional with 14 years of experience in the financial services industry. He is currently affiliated with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. in Indianapolis, IN. Thomas serves as a graduate advisor for the Iota Phi Theta Fraternity Incorporated, a nonprofit focused on philanthropy and educational services, and works as a FINRA arbitrator. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using 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.

Melissa Kirchhofer is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Schwab in various capacities since 1995. Her current role at Schwab Wealth Advisory began in 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm utilizes Schwab’s asset allocation models and research tools, delivering advice without discretionary trading authority and operates as an internal advisory unit within the Schwab organization.

Eric Ousley is a CFP® professional with 19 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and was previously with Buckingham Asset Management, LLC for 10 years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.

Jeremy Stone is a CFP® credentialed financial advisor with 19 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Vitor Hara is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024, with prior roles at Fifth Third Bank and JP Morgan Chase. Before entering the financial industry, he spent eight years at Cheddars Scratch Kitchen and seven years at Indiana University Purdue University Indianapolis. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Stephanie Willison is a CFP®, PFS™, and Series 65 credentialed advisor at Savant Wealth Management with 24 years of industry experience. She previously worked at Treybourne Wealth Planners, Inc. for 11 years before joining Savant Wealth Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by a large team and affiliated accounting, legal, and trust service entities.

Patrick Lee is a financial advisor with Guardian Life and holds a Series 66 designation. He began his career in the financial industry in 2023 and has prior experience in education at several institutions, including the University of Cincinnati and Florida Atlantic University. Lee is currently based in Indianapolis, IN, and has been working at Park Avenue Securities since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Manuel Lopez is a financial advisor with Empower Advisory Group, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Bucher and Christian Consulting, Citigroup Inc., and Banco de Crédito Inversiones Miami. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and managed account options.

Breyanna Kerley is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Schwab Wealth Advisory Inc. since 2024. Her prior experience includes roles at Charles Schwab & Co., DoorDash Inc., World Financial Group, and Navient. Schwab Wealth Advisory 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 within the Schwab ecosystem using standard asset allocation models and research tools, with trading decisions made by clients.

Shanitria Olusola is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana, bringing four years of industry experience. She has worked at Schwab Wealth Advisory since 2024 and Charles Schwab since 2019, with prior roles at Progressive Insurance and other companies. Outside of her advisory role, Olusola is involved in retail jewelry design as the owner of The Reigning Jewelry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual financial reviews and investment recommendations across various asset classes. The firm offers advice within the Schwab ecosystem, using standardized asset allocation models and research tools while clients retain final trading decisions.

Bradley Beiswanger is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory Inc. since 2025, with prior roles at Charles Schwab & Co., Inc., Union Savings Bank, and First American Title Insurance Company. 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 various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Bart Conner is a financial advisor with Principal Financial Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Union Financial since 2019 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company for over a decade. In addition to his advisory role, he is licensed as an insurance agent specializing in life, disability insurance, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Grannan is a financial advisor with Principal Financial Services in Indianapolis, IN. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company in 2021, he held various roles including several positions at Iowa State University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Cranston is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2022 and at Charles Schwab & Co., Inc. since 2018. His prior experience includes a role at Indiana University–Purdue University Indianapolis (IUPUI) from 2016 to 2018. 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 within the Schwab ecosystem and employs a model that emphasizes client-directed trading decisions supported by standard asset allocation models and Schwab research tools.

Sheila Stevenson is a financial advisor with SPC, holding a Series 66 designation and six years of industry experience. She has worked at Saratoga Wealth Management since 2019 and previously spent 14 years at Equity Financial Services. She is also a commissioned notary public in Indiana. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Andrew Peters is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Charles Schwab and Schwab Wealth Advisory since 2008, with a brief gap in employment from 2024 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program. The firm focuses on annual financial reviews and investment recommendations using Schwab’s research tools, leaving final trading decisions to clients while conducting at least annual account reviews.

Drew Stuart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory and Charles Schwab & Co., Inc., where he has worked for over a decade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Leo Lyons is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Accurity Consolidated, among other previous roles. 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 a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and does not manage accounts on a discretionary basis.