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.

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, currently serving as a financial advisor at Private Advisor Group, LLC since 2019. His prior experience includes roles at Gimbal Financial LLC and LPL Financial, where he has worked since 1997. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, retirement plan consulting, and access to various third-party asset management programs. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, employing a range of investment strategies and coordinating services through multiple custodians.

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.

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 finance, he performs as a second tenor saxophonist with the Starlighter Big Band several times each year. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage services. The firm provides advice via model portfolios and third-party strategists, with a majority of assets managed on a non-discretionary basis.

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.

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 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.

Matthew Alspaugh is a financial advisor with CWM, LLC in Indianapolis, IN, holding Series 65 and Series 63 designations and having 11 years of industry experience. He has worked at CWM since 2018 and concurrently serves as a paraplanner at Wealthcare Partners Ltd. Prior to that, he held roles at Cadaret, Grant & Co., Inc., Cetera Wealth Services, LLC, OneAmerica Securities, and American United Life. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary approach using model portfolios overseen by an Investment Committee and offers portfolio management, financial planning, retirement-plan services, and access to alternative investments.

Robert Hammond III is a CFP® with 30 years of industry experience, currently serving at Schwab Wealth Advisory since 2016. He holds the Series 63 and Series 65 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations across various asset classes, with final trading decisions made by clients.

Joshua Gavit is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment and Ronald Blue Trust. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm’s investment approach involves algorithm-driven portfolio selection and uses approved model strategies executed with mutual funds and ETFs.

Peter Taylor is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at PNC Investments LLC since 2021 and previously held roles at The Oaks Academy, Safeway Logistics, and Spartan Logistics. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Robert Miller is a financial advisor with Money Concepts Capital Corp in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Money Concepts Capital Corp since 2002 and also maintains a long-term association with O.W. Krohn & Associates. Outside of his advisory work, Miller is a board director for the U.S. chapter of the International Association of Registered Financial Consultants (IARFC) and owns Beacon Incorporated, a financial services company. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, using a blend of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Justin Rose is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, holding a Series 65 designation with four years of industry experience. His prior work includes roles at the Career and Civic Engagement Office and Winthrop University. In addition to advising, he is an independent insurance agent, a role he maintains outside of securities trading hours. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm emphasizes long-term, diversified portfolios aligned with clients’ risk tolerance, employing equity index funds and ETFs, and integrates behavioral economics into its investment approach.