Daniel Rickelman is a financial advisor at Schwab Wealth Advisory with 34 years of industry experience. He holds the Series 63 designation and has been with Charles Schwab since 1992, joining Schwab Wealth Advisory in 2019. Outside of advising, he has worked as a clerk for middle and high school athletic events. Schwab Wealth Advisory 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 approach includes guidance on asset allocation and investment selection, with recommendations tailored through annual reviews based on client goals and risk tolerance.

Daniel Mette is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab since 2018. Prior to his financial services career, he worked with Zionsville Community Schools from 2015 to 2018. Schwab Wealth Advisory 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-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with annual reviews tailored to client goals and risk tolerance, and it operates under a unique compensation and operational structure within the Charles Schwab organization.

Patrick Fitzgerald is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 35 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with affiliated Ameritas entities since 2008. He is also president of National Financial Group, a role he has held since 1994. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while operating under a mutual holding company structure that includes affiliated broker-dealer and insurance entities.

Jeremy Stackhouse is a ChFC® credentialed financial advisor with 14 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and has held roles at Prosperity Financial Group LLC and New York Life Insurance Company. Stackhouse serves as a board member for the Association for Insurance and Financial Advisors of Indiana and also contributes to Junior Achievement Greater Wabash. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored solutions delivered through various program types and manages the majority of its assets on a non-discretionary basis.

Timothy Johnston is a financial advisor at Wealth Enhancement Advisory Services, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he serves as a member of the Development Board at Indiana University Simon Cancer Center and is chair of the board of directors for F3+R, Inc., which focuses on fundraising for precision medicine research. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and consulting services.

Justin Stewart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 designations and has nine years of industry experience. He has been associated with Charles Schwab since 2015 and joined Schwab Wealth Advisory in 2025. 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 utilizes Charles Schwab’s standard asset-allocation models and internal research tools to deliver tailored recommendations based on clients’ goals and risk tolerance.

Amy Faulk is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and possessing four years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab and Enterprise Holdings. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Christopher Scherschel is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at T Rowe Price and OppenheimerFunds. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Bryan Hoffman is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 1998 and also works with the Jasper Stidham Endowment committee and serves as treasurer for the Pheasants Forever Sagamore Chapter, supporting local wildlife habitat and youth education. Valic Financial Advisors 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, employing Envestnet-developed UMA models and operating with approximately $26.4 billion in discretionary assets.

Darrell Woehler is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. His career includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc., where he has worked since 2010. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for 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, with client authorization required for trades.

Nicholas Kirsch is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN. He holds Series 63 and Series 66 designations and has 18 years of industry experience. Kirsch has been with Schwab Wealth Advisory since 2018 and has worked with Charles Schwab since 2007. 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 Charles Schwab & Co.-referred clients. The firm’s approach uses proprietary asset-allocation models and internal research tools, offering tailored recommendations based on client goals and risk tolerance without exercising discretionary trading authority.

Ali Abdul Rahman is a financial advisor with Guardian Life in Indianapolis, IN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including long-term roles at Guardian Life and its affiliated entities since 1989, and has been with Park Avenue Securities since 2022. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Charles Boggs is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2010 in various roles. His career also includes positions at Chase Investment Services Corp. and Wells Fargo Clearing. 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’s services focus on asset allocation and investment selection guided by Charles Schwab & Co.’s standard models and research tools.

Janessa Herrick is a financial advisor at Schwab Wealth Advisory with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory Inc. since 2025 and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Michael Stolte is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 15 years of industry experience. He has worked at PNC Investments since 2014 and previously held roles at Fifth Third Securities and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account currently available as an invitation-only pilot for employees. The program uses algorithmic risk assessments and invests through approved mutual fund and ETF strategies managed or delegated by PNC and third parties.

Dustin Pugh is a financial advisor with Principal Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan Sperry is a financial advisor at Corient in Indianapolis, IN, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Corient, he worked at Charles Schwab and Community First Investment Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team approach combining in-house strategies with third-party managers and employs risk management tools and alternative investments as appropriate.

Michael Feltz is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. His prior work includes roles at Oaktree Financial Advisors Inc., Northwestern Mutual, and various positions outside the financial sector. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and wealth planning solutions under Commonwealth’s supervision.

J. Cowles is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America, N.A. He serves as a director on the board of the Harrison Center for the Arts, a charitable organization in Indianapolis. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services while operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

William Anderson is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. He has been with Schwab Wealth Advisory since 2023 and has worked at Charles Schwab since 2019. Prior to his advisory career, he was employed at Zink Distributing for four years. Schwab Wealth Advisory, Inc. 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 offers guidance on asset allocation and investment selection based on Schwab’s standard models and internal research, with trades executed only with client authorization.