Jon Teusch is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Noyes Advisors LLC since 2015 and David A Noyes & Company since 1999. His other business activities include the sale of fixed annuities and fixed life insurance products. 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 broad range of investment strategies through a network of over 400 independent advisors and employs both discretionary and non-discretionary management approaches.

James Hudson is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2015, joining Schwab Wealth Advisory in 2018. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset classes. The firm’s advice is delivered through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Anna Dickinson is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab in various roles since 1999, including time at Schwab Private Client Investment Advisory and Charles Schwab Bank. Prior to her current position, she spent nine years at Beach Body. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Brandon Craiger is a financial advisor at &PARTNERS with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analyses alongside model portfolios and both proprietary and third‑party strategies.

Jeanne Lowe is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She has been with Valic Financial Advisors since 2012 and is also an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jack Pinkston is a Series 66-licensed financial advisor with one year of industry experience. He currently works at Private Advisor Group, LLC and previously held roles at LPL Financial, Blue Trust, and Key Investment Services, among others. Outside of finance, he spent several years at Heritage Christian School and Taylor University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that includes discretionary and non-discretionary services, combining technology platforms and a range of investment strategies often implemented through third-party managers.

Tom Hornak is a financial advisor with PNC Wealth Management in Avon, Indiana, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic selection of investment strategies managed by PNC or third-party strategists, implemented via mutual funds and ETFs with annual rebalancing.

Jalyn Crittenden is a CFP® and Series 63 registered financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing one year of industry experience. Prior to joining Schwab Wealth Advisory, Crittenden worked at several financial firms including Charles Schwab and Teach Plan Retire, AEL Wealth Management. 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 a range of securities using Schwab’s asset allocation models and research tools.

Jim Pinkston is a CFP® with 36 years of industry experience. He is currently with Private Advisor Group, LLC and has worked with the firm since 2019. His prior experience includes roles at Gimbal Financial LLC and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary platforms and third-party managers.

Danielle Halliday is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She previously worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life for seven years and is the owner of Janell Enterprises LLC, a weight loss coaching business. Halliday also serves on the board of directors for the Cure Cancer Foundation, a nonprofit supporting families in need. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that employs approved strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Hercel Leveringston is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Schwab Wealth Advisory and Charles Schwab since 2015. Leveringston serves as a board member for Dress For Success Indianapolis, a community organization supporting the empowerment of women. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in 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, with clients retaining final trading decisions.

Juan Gomez is a Series 66–licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He has seven years of industry experience, including roles at Charles Schwab and Jos. A. Bank Clothiers, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standardized asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews without exercising discretionary trading authority.

Susan Strelow is a CFP® professional with 32 years of industry experience, currently serving at Schwab Wealth Advisory. She has held various roles within Charles Schwab entities since 1996, including a decade at Schwab Private Client Investment Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal unit within the Schwab ecosystem and does not directly charge clients fees for advisory services.

Jeffrey Watson is a financial advisor with Cetera Planning Partners in Indianapolis, holding the CFP® designation and Series 63 license with 29 years of industry experience. His career includes long tenures at Avantax and 1st Global Advisors, and he operates WealthCare Financial Group LLC, providing financial services to clients. Additionally, he is involved in tax preparation as a sole proprietor. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm uses a diversified investment approach built from mutual funds and ETFs aligned with client objectives, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Thomas Petersen is a financial advisor at Voya Financial Advisors, Inc. with 16 years of industry experience. Prior to joining Voya in 2025, he worked for 31 years at Hamilton Southeastern Schools. Outside of his advisory role, he performs as the second tenor saxophonist in the Starlighter Big Band, playing approximately four times per year. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary advice and a combination of advisory and broker-dealer capabilities.

Mosfequs Salehin is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through 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, delivering advice using proprietary research tools while leaving final investment decisions to clients.

Robert Venable is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2013. His prior experience includes roles at Charles Schwab, and he has been involved in real estate activities since 2007. Outside of his advisory work, he co-owns and manages a single-family rental property in Urbana, Illinois. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools. The firm operates as an internal advisory unit within Charles Schwab, focusing on model-based advice without discretionary trading authority.

Tasneem Sharmeen is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds the Series 63 and Series 66 licenses. Her career history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Grand Canyon Education, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice via standard asset allocation models and Schwab research tools, while clients retain final trading decisions.

Debra Mc Culley is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding a Series 65 designation with 20 years of industry experience. She previously worked at Salzinger Sheaff Brock, LLC and Sheaff Brock Investment Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, pure-index allocations, and specialized approaches like Buffered Equity ETFs and options-based overlays, while also managing privately offered funds.

Carson Emmons is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. He has been associated with Charles Schwab & Co., Inc. since 2015. 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, and investment recommendations across a range of securities, delivered through Schwab’s proprietary asset allocation models and research tools.