Joshua Click is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, working within the Charles Schwab organization since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab's research tools and asset allocation models. The firm conducts annual financial reviews and investment recommendations but does not exercise discretionary trading authority, distinguishing its operating model within the Schwab ecosystem.

Tia Lee is a CFP® with 13 years of industry experience and is currently with Focus Partners Wealth, LLC. She previously worked at Spectrum Wealth Counsel, LLC and Spectrum Management Group, Inc. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate entities, and institutional investors, offering integrated wealth management services with a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and utilizes a broad array of investment strategies.

Brian Roemke is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Prudential Insurance Company of America. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and a mix of asset classes, supported by an extensive network of affiliated service companies and product relationships.

Blake Dicken is a CFP® with two years of experience at Savant Wealth Management in Indianapolis, IN. Prior to joining Savant, he worked at Citizens Energy Group and held positions at Indiana University and Franklin Community Schools. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

David Recker is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and Fifth Third Securities. Outside of his advisory role, he has ownership interests in a real estate business unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm uses algorithmic tools to recommend risk-based investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Dylan Scheid is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and previously worked at SBC Wealth Management. Before entering the financial advisory field, he spent four years at Wabash College and four years at Lawrence North High School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Aaron Cantrell is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with three years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2022 and has prior experience at Kroger, Purdue Baseball, Home Depot, and Zionsville Community Schools. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final investment decisions made by clients.

Bawi Ceu is a CFP® professional with three years of industry experience, currently serving at Schwab Wealth Advisory since 2025. Prior to this role, Bawi worked at Charles Schwab and Mutual of Omaha Investor Services. Outside of finance, Bawi was involved with LUNA Language Services for three years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools to offer investment recommendations while leaving final decisions to clients.

Husam Boraby is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab and Fidelity Investments during his career. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm offers financial reviews, retirement planning, and investment recommendations without exercising discretionary trading authority, operating as an internal advisory unit within the Schwab ecosystem.

Parker Brandenburg is a CFP® professional at Schwab Wealth Advisory with four years of industry experience. He has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Circle Financial Planning. Brandenburg is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and uses standardized asset allocation models and research tools, with final investment decisions made by clients.

Leah Harper is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Schwab Wealth Advisory since 2022 and has been with Charles Schwab since 2018. Outside of financial advising, she freelances as a writer on topics including art, design, art history, spirituality, and wine and food pairings. 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 utilizing Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not manage client accounts on a discretionary basis.

Bradley Herx is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, having worked at Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standardized asset allocation models and research tools while leaving trading decisions to clients.

Jacob Warner is a CFP®-certified financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, bringing 18 years of industry experience. He has been with Schwab Wealth Advisory since 2014 and associated with Charles Schwab since 2007. Schwab Wealth Advisory, Inc. 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 focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Jeremiah Hanlon is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. He previously worked at AT&T for seven years before joining Charles Schwab in 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Scott Holley is a financial advisor at Cerity Partners LLC with 48 years of industry experience. He previously worked at LPL Financial, LLC for 18 years and at Strategic Benefit Consultants, Inc. for 44 years. Outside of his advisory role, he owns Holley Motorsports LLC, a collectible car company and new car dealership. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios.

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 Series 63 and Series 65 licenses and previously worked for Holistic Financial Partners, LLC for 11 years. Outside of his advisory role, he serves as a board member for the CDFA. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies and employs both discretionary and non-discretionary asset management, supported by third-party sub-advisers and specialized technology to manage held-away employer retirement accounts.

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 at Schwab Wealth Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2012 and Charles Schwab since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Nicholas Vladuchick is a financial advisor at Schwab Wealth Advisory with over 22 years of industry experience. He holds the Series 66 designation and has been with Schwab Wealth Advisory since 2014, having previously worked at Charles Schwab & Co., Inc. since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge fees to clients.