Jason Rees is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Kaulen Jenkins is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His career includes roles at Charles Schwab and KeyCorp/Key Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm utilizes asset-allocation models and internal research tools to offer recommendations tailored to client goals and risk tolerance, with trade execution requiring client authorization.

Ann Davis is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWFS Equities, JPMorgan Securities LLC, JPMorgan Chase Bank N.A., and Fifth Third Securities. 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 connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Jacob Jewell is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Aligned Wealth Management, Aligned Dental Advisors, and Principal Securities Inc. Outside of his advisory role, he serves as the Financial Chair and Board Member for Grant’s Giants, a nonprofit organization focused on raising funds for families affected by Pompe disease. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, with advisory services often delivered on a discretionary basis.

Susan Bober is a Series 65-licensed advisor at Schwab Wealth Advisory with 11 years of industry experience, all spent with Charles Schwab-affiliated entities. She has worked at Schwab Wealth Advisory, Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to offer tailored recommendations reviewed at least annually.

Nicholas Sumpter 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 at Schwab Wealth Advisory Inc. since 2016, with prior experience at Charles Schwab starting in 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s services emphasize asset allocation and investment selection based on Charles Schwab & Co.’s models and research tools, with client trades executed only upon authorization.

Christina Jordan is a financial advisor with Allworth Financial, L.P. in Indianapolis, IN, holding Series 65 and Series 63 licenses and having 20 years of industry experience. Her prior roles include positions at AW Securities, Foreside Fund Services, Arbor Court Capital, Innovative Portfolios, Sheaff Brock Investment Advisors, and Woodley Farra. She serves as an executive board member at large for the Purdue University College of Liberal Arts Alumni Board. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, qualified retirement plan consulting, and manages privately offered funds, employing both quantitative and qualitative methods to deliver customized investment strategies.

Jason Schnarr is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 63 designation and over 30 years of industry experience. He has been with Charles Schwab and its affiliates since 1995, including 18 years at Charles Schwab Bank and multiple years at Schwab Wealth Advisory. Outside of his advisory role, he owns a rental property management business in Miamisburg, Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with a focus on tailored, point-in-time wealth management consultations.

David Martin is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Charles Schwab & Co., Inc. His background includes roles outside finance, such as positions at Elite Back + Body Chiropractic and RWJ Fitness & Wellness Center. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice and financial planning based on Charles Schwab & Co.’s asset-allocation models and research tools, with customized recommendations aligned to clients’ goals and risk tolerance.

Thomas Farrell is a financial advisor at TIAA-CREF in Carmel, Indiana, holding a Series 66 license with 21 years of industry experience. He has been with TIAA-CREF since 2017 and previously worked at Blue Horseshoe Solutions for one year. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management, and it acts as adviser to a donor-advised fund within a vertically integrated group that uses affiliated funds.

John Rodenberger is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2000, including 14 years with Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to offer personalized recommendations, with trades executed only upon client authorization.

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 at Schwab Wealth Advisory with 21 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Schwab Wealth Advisory since 2015, with prior roles at TIAA-CREF, Charles Schwab, Chase Investment Services, and E*TRADE Advisory Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm’s approach relies on Schwab’s asset-allocation models and research tools, offering tailored recommendations without discretionary trading authority.

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 financial advisor at Schwab Wealth Advisory, holding a Series 66 license with two years of industry experience. Her prior roles include positions at Ameriprise Financial/Kuttin Wealth Management and Huntington National Bank. Outside of her advisory work, she serves as Vice President of the Irvington Historic Landmarks Foundation/Benton House Association, a nonprofit focused on maintaining historic properties in Indianapolis. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by proprietary asset-allocation models and internal research tools, with trades executed only upon client authorization.

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.

Antoine Burks II is a financial advisor at First Command Advisory Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mutual of America and Prudential Insurance Company of America. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team, employing a largely discretionary manager selection approach.

Ty Clark is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory in Indianapolis, IN. His career includes roles at Charles Schwab Bank and Charles Schwab, with additional experience in medical and retail sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm emphasizes asset allocation and investment selection guided by Charles Schwab’s internal research, offering tailored recommendations without exercising discretionary trading authority.

Carson Shadowen is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Strategic Benefit Consultants, Inc., LPL Financial, and J.J.B. Hilliard, W.L. Lyons. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment approach based on client-specific profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Jacob Roberts is a CFP® professional with five years of industry experience, currently advising at Schwab Wealth Advisory Inc. He has previously worked at Charles Schwab and Regions Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm focuses on tailored recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.