Jeremiah Hanlon is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and three years of industry experience. He has worked at Charles Schwab since 2022 and previously spent seven years at AT&T. 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 advice is based on standard asset-allocation models and internal research tools, with a focus on personalized recommendations and client authorization for trades.

Scott Holley is a financial advisor at Cerity Partners LLC with 49 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, LLC, and Strategic Benefit Consultants, Inc. In addition to his advisory work, Holley owns Holley Motorsports LLC, a collectible car company and new car dealership. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

James Cartright is a Series 65-credentialed financial advisor at Farther with one year of industry experience. Prior to joining Farther, he held roles at several firms including Accredo and C.H. Douglas and Gray. He is also active as an independent insurance agent. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary model portfolios with algorithmic rebalancing alongside AI tools.

Jason Llewellyn is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Allworth Financial in 2026, he worked at Holistic Financial Partners, LLC, Raymond James & Associates, and Clifton Gunderson Wealth Advisors. Outside of advisory work, he serves as a board member for the Certified Divorce Financial Analyst (CDFA) organization. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and retirement plan consulting, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

John Wood Jr. is a financial advisor at Commonwealth Financial Network with over 41 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Cambridge Investment Research Advisors, Inc. He is also president and owner of Strategic Planning Group, Inc., a private entity facilitating securities and advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting, and provides support in operations, trading, technology, compliance, and practice management.

Brett Compton is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 2006. Schwab Wealth Advisory serves clients 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 based on standardized asset allocation models and internal research tools. The firm executes trades only with client authorization and typically recommends separately managed accounts managed by third-party or affiliated money managers.

Nicholas Vladuchick is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 22 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2014 and Charles Schwab & Co., Inc. since 2006, with prior experience at Stifel and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach includes guidance on asset allocation and investment selection based on internal research and standard models, with trades executed only upon client authorization.

Zachary Taylor is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses with eight years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and was previously with Wells Fargo Bank, NA for one year. Taylor has been with Schwab Wealth Advisory since 2020. Schwab Wealth Advisory 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 guidance on asset allocation and investment selection utilizes Charles Schwab’s asset-allocation models and internal research tools, with investment decisions executed only with client authorization.

Anthony Miller is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has worked at Charles Schwab since 1999. 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 select Charles Schwab & Co.-referred clients. The firm relies on Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

Lauran Reynolds is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 65, Series 63, and Series 66 licenses and has eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Reynolds worked at Charles Schwab since 2018 and at Winthrop Capital Management from 2014 to 2017. 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 is based on Charles Schwab & Co.’s asset-allocation models and internal research, with personalized recommendations reviewed at least annually.

Zachariah Bickers is a CFP®-certified financial advisor with Schwab Wealth Advisory in Indianapolis, IN, and has nine years of industry experience. He has worked at Charles Schwab since 2017 and previously at Penske Automotive Group from 2010 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored investment recommendations, with trades executed only upon client authorization.

Thomas Kaiser is a CFA® charterholder based in Indianapolis, IN, with five years of industry experience. He has worked at Allworth Financial, Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and 40|86 Advisors. Kaiser serves as president and board member of the CFA Society of Indianapolis, overseeing operations and acting as a liaison with the CFA Institute. Allworth Financial serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across multiple asset classes and maintains various specialist portfolios while employing technology to support a comprehensive planning approach.

Evan Williams is a Certified Financial Planner (CFP®) at Schwab Wealth Advisory with nine years of industry experience. He has worked with Charles Schwab and its affiliated entities since 2016, including eight years specifically at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Nikolas Schweitzer is a Wealth Management Advisor at Merrill Lynch Wealth Management in Auburn Hills, MI. He provides financial advice and guidance to individuals, businesses, and private estates, working closely with clients and their other trusted advisors to address a variety of short- and long-term financial goals. Since joining Merrill in 2016, Nikolas has focused on a consultative approach, listening to clients’ financial situations, preferences, and goals to develop personalized strategies. His expertise includes college education planning, divorce transition planning, retirement income, portfolio management services, liquidity management, and investment consulting for defined benefit and contribution plans. He utilizes the investment insights of Merrill and the banking convenience of Bank of America to assist clients in pursuing income and growth objectives, current cash needs, and lending solutions. Nikolas holds a Bachelor of Business Administration with a focus in Finance and a Master of Business Administration, both from Northwood University’s DeVos Graduate School. He is recognized as a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). During his time at Northwood University, he was a member of the collegiate football team for five years. In his personal time, Nikolas enjoys basketball, football, golfing, hiking, hunting, soccer, traveling, and watching movies.

Tiffany Van Hook is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at firms including Goldman Sachs Wealth Services and BKD Wealth Advisors. In addition to her advisory work, she operates a consulting service focused on family financial education and estate planning. Allworth Financial serves a broad client base, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to create customized investment strategies and provides education through various channels.

Benjamin Abraham is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities, Inc. Outside of his advisory role, he serves as Treasurer for the Indianapolis Hebrew Congregation and is Vice President of his local neighborhood association. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, and retirement plan consulting, employing a blend of quantitative and qualitative analysis to implement customized investment strategies across various asset classes.

Archie Gaither Jr. is a CFP®-certified financial advisor at Schwab Wealth Advisory with nine years of industry experience. He has worked at several firms including Charles Schwab & Co., Inc. and Northwestern Mutual, and has held leadership roles in the nonprofit Arts For Lawrence organization. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing fiduciary investment advice and financial planning. The firm’s approach involves non-discretionary guidance based on Schwab’s asset-allocation models and research tools, with at-least-annual reviews tailored to each client’s goals and risk tolerance.

Daniel Maloney is a financial advisor with Cetera Planning Partners in Indianapolis, IN, holding a Series 66 credential and 16 years of industry experience. His prior work includes roles at Avantax and Edward Jones. Outside of finance, he serves on the National Executive Council for the fraternity Alpha Kappa Lambda and hosts a weekly bar trivia event in Carmel, IN. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios tailored to client objectives and risk tolerance, supplemented by ancillary services like tax planning and estate planning delivered through third-party providers.

John Miller is a CFP® with 28 years of experience in the financial services industry, currently serving at Sanctuary Advisors, LLC since 2024. His background includes roles at Stifel and City Securities Corporation. He is an owner of a management consulting firm, JEM2024 LLC, and serves on the boards of 91 Place and Avondale Meadows YMCA, both nonprofit organizations focused on youth support in Indianapolis. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, and charitable organizations. The firm supports a wide range of investment approaches and offers portfolio management through various programs and platforms, operating with a fiduciary standard when advisory agreements are in place.

Mitchell Bailey is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. Prior to this, he worked at County Materials Corporation for two years. He holds Series 66 and Series 63 licenses and is based in Indianapolis, IN. 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 is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.