Nicholas Sumpter is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and affiliated with Charles Schwab since 2014. The firm provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on standard asset allocation models and Schwab research tools. Schwab Wealth Advisory operates as an internal advisory unit within the Schwab ecosystem, serving primarily individual clients without discretionary trading authority.

Christina Jordan is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 65 credentials with 20 years of industry experience. She previously worked at firms including Sheaff Brock Investment Advisors, Innovative Portfolios, LLC, Arbor Court Capital, and Foreside Fund Services, LLC. Jordan serves on the Purdue University College of Liberal Arts Alumni Board as an executive board member at large. Allworth Financial is a fee-based SEC-registered adviser catering to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, comprehensive financial planning, and manages privately offered funds, leveraging technology and third-party sub-advisers to provide both discretionary and non-discretionary asset management.

Jason Schnarr is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He has been with the Charles Schwab organization since 1995, holding roles at Charles Schwab, Charles Schwab Bank, SSB, and Schwab Wealth Advisory. Outside of his advisory work, he owns a real estate property management business in Miamisburg, Ohio. Schwab Wealth Advisory 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 standard 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.

David Martin is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Charles Schwab & Co., Inc. and in chiropractic and wellness businesses. 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. The firm operates within the Schwab ecosystem and uses standard asset allocation models and research tools, leaving final trading decisions to clients.

John Rodenberger is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2000 and with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, while clients retain final trading decisions.

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 with Schwab Wealth Advisory, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2015. 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, focusing on client-directed trading decisions and annual account reviews.

Caroline Kirbish is a Series 66-credentialed financial advisor at Schwab Wealth Advisory with two years of industry experience. She previously worked at Ameriprise Financial/Kuttin Wealth Management and Huntington National Bank. Kirbish serves as Vice President of the Irvington Historic Landmarks Foundation/Benton House Association, assisting with fundraising and property maintenance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and retirement planning supported by Schwab’s research tools and asset allocation models.

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 the Series 65 and Series 63 licenses and has worked at firms including Prudential Insurance Company of America and Mutual of America. His prior roles also include positions outside the financial industry, such as employment at Bellhops and HomeAdvisor. First Command Advisory Services, Inc. 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 that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Ty Clark is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His work history includes roles at Charles Schwab and Charles Schwab Bank, as well as experience outside finance with Alta Medical and Discount Den. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

Carson Shadowen is a financial advisor at Cerity Partners LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Strategic Benefit Consultants, Inc. (SBC Wealth Management) and LPL Financial, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and customized portfolios.

Jacob Roberts is a CFP® professional with five years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has also worked at Charles Schwab and Regions Bank. His background includes a period as a full-time student and experience outside finance at Olive Garden. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on 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.

Levi Fewell is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Charles Schwab & Co., Inc. and FedEx Express, as well as entrepreneurial experience with Imagiscapes LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations, with final trading decisions made by clients rather than the advisory team.

Sean Wolfe 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 with Charles Schwab and JPMorgan Chase in various advisory roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Bailey Lockhart is a CFP®-certified financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing seven years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2021 and has worked at Charles Schwab & Co., Inc. since 2018. Prior to his career in finance, Bailey worked at Dicks Sporting Goods from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client education and asset allocation while leaving final trading decisions to clients.

Claire Cooke is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and Alliance Bernstein. Claire also spent several years at the University of Notre Dame in various roles. 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 investment adviser representatives and affiliated broker-dealer subsidiaries, offering a range of discretionary and non-discretionary investment solutions with assets under management totaling approximately $34.9 billion.

Nathan Socrates is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has been associated with Charles Schwab & Co., Inc. since 2018. Prior to this, he was employed at Meridian Digital, LLC and spent time as a student. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and research tools while clients retain final trading decisions.

Martin Rice is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding a Series 66 designation and 28 years of industry experience. He has worked at Merrill since 1998 and Bank of America since 2009. Outside of his advisory role, Rice is involved in several ventures, including ownership of Performance Unlimited LLC, participation in an aircraft charter business (Performance Aviation LLC), and engagement with a family firewood production business. He also serves as a committee member for the Crossroads Council of the Boy Scouts of America, contributing to youth education and development. 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 operates through a large network of independent advisers and offers a range of discretionary and non-discretionary investment solutions tailored to client goals.

Joseph Williams is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 credentials and having 27 years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, and PNC Investments. He has been with Fifth Third Securities and Fifth Third Bank since 2019. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs on the Passageway platform, employing multiple investment strategies and third-party portfolio managers.