John Duffin is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and a Series 63 license. He has 40 years of industry experience, including roles at Oneamerica Securities and American United Life. Duffin is also the owner and president of Duffin Financial & Insurance Brokerage, Inc., where he is involved in sales, marketing, compliance, and bookkeeping. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Adam Elder is a financial advisor at Mariner with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax and ProEquities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax services. The firm employs customized, discretionary portfolios supported by internal research and third-party managers, and provides specialized services such as family office and financial wellness solutions.

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.

Scott Cranston is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Charles Schwab & Co., Inc. since 2018 and joined Schwab Wealth Advisory in 2022. Prior to his financial services career, he worked at IUPUI for two years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on a consultative approach without discretionary trading authority.

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.

Carrie Allstatt is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Schwab Wealth Advisory, Inc. She has worked within the Charles Schwab organization since 2004, including roles at Schwab Private Client Investment Advisory, Inc. from 2012 to 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations across a range of asset classes. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients make final trading decisions.

Andrew Miller is a CFP®, CFA®, and Series 65 credentialed advisor with 18 years of industry experience. He has been with Creative Planning since 2020 and previously operated Miller Financial Management for 13 years. Outside of his advisory work, he is a passive owner of a medical consulting business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services through a large national platform.

Shuyuan Wu is a financial advisor with Transamerica Financial Advisors in Fishers, IN, holding Series 65 and Series 63 licenses and four years of industry experience. Wu serves as a member of the Deacon Board at the Chinese Community Church of Indianapolis, involving responsibilities such as record keeping and financial reporting. Previously, Wu worked at SB & COMPANY and has been affiliated with WFGIA since 2020. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services through proprietary model portfolios and third-party money managers, providing discretionary and non-discretionary program options.

Benjamin Cota is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience, including time at Charles Schwab & Co., Inc. and Park Avenue Securities. He is based in Indianapolis, IN. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned 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.

Robert Wisneski II is a financial advisor at Fifth Third Securities, Inc. based in Indianapolis, IN, holding Series 63 and Series 66 credentials with 25 years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab, where he worked for nearly two decades. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.

Matthew Magdich is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds a Series 66 designation and has 20 years of industry experience. His career includes roles at Charles Schwab since 2008 and Schwab Private Client Investment Advisory, Inc. from 2012 to 2017. 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 while allowing clients to make final trading decisions.

Sydney Bianchi is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Bianchi worked at Charles Schwab Bank and Charles Schwab, with additional experience in healthcare and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, utilizing Schwab’s research tools and standard asset allocation models while leaving final trading decisions to clients.

Michael White is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has worked at Charles Schwab and its affiliated firms since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, focusing primarily on individual wealth management rather than institutional accounts.

Christopher Tedford is a financial advisor with TIAA-CREF in Carmel, Indiana, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPM Chase. He has been with TIAA-CREF and its related entities since 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios, and it also advises donor-advised funds.

Jennifer Kremer is a financial advisor at TIAA-CREF with 22 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2011. Outside of her advisory role, she serves as a board member and Chair of the Grants/Scholarships Committee for the Washington Township Schools Foundation and is involved with the North Central Football Boosters as a board member and event organizer. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolios and acts as adviser to donor-advised funds within a vertically integrated group.

Gun Esen is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1999, including 14 years at Schwab Wealth Advisory Inc. Outside of his advisory role, he manages rental properties in Carmel, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on personalized financial reviews and investment recommendations using Schwab’s research tools and asset allocation models.