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 credentials and has been with Schwab Wealth Advisory since 2018, as well as Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and research tools to make tailored recommendations, with trades executed only upon client authorization.

Anna Dickinson is a financial advisor with Schwab Wealth Advisory Inc. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior roles include positions at Charles Schwab Bank, Beach Body, and Schwab Private Client Investment Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

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.

Sara Luebbert is a financial advisor at PNC Wealth Management in Carmel, IN, with 11 years of industry experience. She holds the Series 66 designation and has been with PNC Investments and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital offering that uses algorithm-driven risk assessment to guide investment strategy, primarily through mutual funds and ETFs. This program is currently available as an invitation-only pilot for PNC Bank employees.

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.

Jalyn Crittenden is a CFP® professional with one year of industry experience, currently advising clients at Schwab Wealth Advisory in Indianapolis, IN. Prior to joining Schwab, Jalyn worked at several firms including Charles Schwab and AEL Wealth Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, relying on Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Myra Lighter is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

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 at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory and Charles Schwab since 2015. Leveringston serves on the board of Dress For Success Indianapolis, a community organization focused on empowering women. Schwab Wealth Advisory serves clients enrolled in the SWA program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach includes asset allocation guidance and investment selection using Schwab’s internal research tools, with trades executed only upon client authorization.

Brian Williams 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 Charles Schwab & Co., Inc. since 2015, including roles at Charles Schwab Bank, SSB. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and select referrals from Charles Schwab & Co. The firm uses proprietary asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

Juan Gomez is a Series 66-licensed financial advisor at Schwab Wealth Advisory with seven years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2018 and previously held a role at Jos. A. Bank Clothiers. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client authorization required for trades and periodic reviews tailored to individual goals and risk tolerance.

Susan Strelow is a Certified Financial Planner (CFP®) at Schwab Wealth Advisory with 32 years of industry experience. She has been with Charles Schwab and its affiliated entities since 1996, including a decade at Schwab Private Client Investment Advisory, Inc. and one year at Schwab Wealth Advisory. 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 advice is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Jeffrey Watson is a CFP® professional with 29 years of industry experience, currently serving at Cetera Planning Partners. He has held roles at Avantax and 1st Global Advisors during his career. Outside of advisory work, he operates a tax preparation business as a sole proprietor. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Thomas Petersen is a financial advisor with VOYA Financial Advisors, Inc. in Indianapolis, IN, holding Series 66, Series 63, and Series 65 licenses and bringing 16 years of industry experience. Before joining Voya Financial Advisors in 2025, he worked for over three decades at Hamilton Southeastern Schools. Outside of his advisory role, he performs as the second tenor saxophonist in the Starlighter Big Band. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of advisers. The firm offers a combination of in-house and third-party investment strategies, utilizing technology-enabled tools and operating with a mix of non-discretionary and discretionary account management.

Mosfequs Salehin is a financial advisor at Schwab Wealth Advisory with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Charles Schwab and its advisory affiliate since 2016. He is based in Indianapolis, IN. 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 Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Charles Gavit is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments LLC since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven risk assessment and managed model strategies executed via mutual funds and ETFs.

Robert Venable is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2013 and previously held a role at Merrill from 2006 to 2011. Outside of advisory work, he co-owns and manages a single-family rental property with a personal friend. Schwab Wealth Advisory, Inc. provides fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools. The firm offers non-discretionary guidance on asset allocation and investment selection, typically recommending separately managed accounts handled by third-party or affiliated managers.

Tasneem Sharmeen is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and having six years of industry experience. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Grand Canyon Education, Inc. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance, and it operates with a distinctive compensation structure and compliance framework.