Levi Fewell is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and FedEx Express, as well as experience with Imagiscapes LLC and Cornerstone Concrete. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment selection, with an emphasis on client authorization for trades and tailored recommendations.

Sean Wolfe is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and JP Morgan entities throughout his career. Wolfe is based in Indianapolis, IN. 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 Charles Schwab & Co.’s asset allocation models and research tools, with at least annual reviews and recommendations tailored to client goals and risk tolerance.

Bailey Lockhart is a CFP® certificant with seven years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2021. Prior to this, Bailey worked at Charles Schwab & Co., Inc. from 2018 and spent two years with Dicks Sporting Goods. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach is guided by internal asset-allocation models and research tools, offering tailored recommendations reviewed at least annually.

Claire Cooke is a financial advisor at Sanctuary Advisors, LLC based in Indianapolis, IN, holding a Series 66 designation with seven years of industry experience. Her work history includes roles at Morgan Stanley and Alliance Bernstein, as well as several positions associated with the University of Notre Dame. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who implement a variety of investment strategies through discretionary and non-discretionary accounts, utilizing both onshore and offshore solutions.

Nathan Socrates is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2018. Prior to his current role, he was employed at Meridian Digital, LLC and spent a year as a student. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research, offering customized recommendations with at-least-annual reviews, while trades require client authorization.

Martin Rice is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and having 28 years of industry experience. He previously worked at Merrill from 1998 to 2018 and has been with Bank of America since 2009. Outside of advising, he is involved in several family-owned businesses, including operational roles in a consulting LLC and an aircraft charter business, and serves as a committee member for the Crossroads Council of the Boy Scouts of America. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent adviser representatives who manage accounts using various strategies and platforms, and it operates with a fiduciary standard when advisory agreements are in place.

Daniel Lutocka 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 various Charles Schwab affiliated firms since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referrals. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, with client recommendations tailored to individual goals and risk tolerance.

Stephen Klingler is a CFP® with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following prior roles at ARGI Investment Services and TD Ameritrade. Klingler is based in Indianapolis, IN. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, advising approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Jessica Mosier is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. She has worked at PNC Capital Markets and PNC Investments, including her current role at PNC Wealth Management since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital model account available via an invitation-only employee pilot. The firm employs algorithm-driven risk assessment and utilizes approved model strategies managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external providers.

Daniel Steinbrunner is a financial advisor with PNC Wealth Management in Greenwood, IN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees. The firm uses approved model strategies managed by PNC or third parties, implemented via mutual funds and ETFs with annual rebalancing and limited direct client interaction.

Garrett Henderson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. His background includes roles at Charles Schwab & Co., Inc. and Primerica, as well as multiple positions at Taylor University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance emphasizes asset allocation and investment selection based on Schwab’s proprietary models and research, with at least annual reviews tailored to individual client goals and risk tolerances.

Lee Garrett is a CFP® certificant with five years of industry experience. He is currently affiliated with Schwab Wealth Advisory, Inc., where he has worked since 2022. Prior to this, he held positions at Charles Schwab & Co., Inc. and TEKsystems, among others. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using proprietary models and research tools, with trades requiring client authorization.

Shannon Jump is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and 20 years of industry experience. Prior to joining PNC Investments LLC in 2023, she worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2012 to 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for employees. The offering uses algorithm-driven risk assessments to guide investment in approved mutual funds and ETFs, with portfolio management delegated to third parties.

Michael Kortfelt is a CFP® professional with 26 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2014. His prior roles include positions at Essex National Securities, LPL Financial, FIFTH THIRD SECURITIES, Natcity Investments, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset allocation models and internal research tools to guide investment decisions.

Jared Lee is a financial advisor at Allworth Financial, L.P. in Indianapolis, Indiana, holding Series 63 and Series 66 licenses with 17 years of industry experience. His career includes prior roles at Innovative Portfolios, Sheaff Brock Investment Advisors, LLC, and Charles Schwab. Allworth Financial serves a broad client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and manages privately offered funds while using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Vincent Kotarski is a financial advisor with Principal Financial Services based in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been involved with Executive Benefits Inc. and Principal Life Insurance Company since 2010. Outside of his advisory role, Kotarski is president and 100% owner of Executive Benefits, Inc., an independent insurance agency specializing in employee benefits and individual life and health products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and business entities. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Thomas Coffman is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1997, including 14 years at Schwab Wealth Advisory. Outside of his advisory role, he serves as a board member of the Edenwilde Homeowners Association in a volunteer capacity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance, while investment decisions require client authorization.

Bonnita Hughes is a financial advisor with Schwab Wealth Advisory Inc. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. Her prior work includes roles at Charles Schwab Bank, OneAmerica Securities, American United Life, Principal Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab & Co.’s asset-allocation models and internal research tools.

Brett Brenczewski is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he is also a property owner. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account pilot for employees that employs algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

David Chapin II is a CFP® professional with 15 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2021. His prior experience includes roles at Charles Schwab from 2018 and Sheaff Brock Investment Advisors from 2015 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services are based on Charles Schwab’s asset-allocation models and research tools, offering personalized recommendations without exercising discretionary trading authority.