Timothy Friend is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, and R.D. Robinette & Associates. He has been with Charles Schwab and Schwab Wealth Advisory since 2018. 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 uses Charles Schwab’s asset-allocation models and research tools to offer personalized recommendations, while client authorization is required for trade execution.

Scott Walloch is a CFP® professional with 18 years of industry experience. He is currently with Mariner Wealth Advisors, joining in 2024, after previous roles at Avantax Planning Partners, Forvis Mazars Wealth Advisors, and Hufford Financial Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized portfolios overseen by an Investment Committee, integrating in-house research with third-party managers and offering capabilities such as alternatives, structured notes, and ERISA 3(38) retirement plan solutions.

Trent Walters is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1992, including 14 years specifically with Schwab Wealth Advisory. Schwab Wealth Advisory 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 employs Charles Schwab’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance, with trades executed only upon client authorization.

Mark Salzinger is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding a Series 65 designation with 20 years of industry experience. His prior roles include positions at Salzinger Sheaff Brock and The No Load Fund Investor, LLC. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement consulting, and educational resources. The firm employs a blend of quantitative and qualitative analysis through an Investment Committee to implement diversified investment strategies and utilizes technology to support holistic wealth management.

Lincoln Straub is a financial advisor at Schwab Wealth Advisory with Series 66 registration and one year of industry experience. Prior to joining Schwab Wealth Advisory, he held positions at Charles Schwab & Co., Inc. and Indiana Members Credit Union. 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’s advice is based on internal asset-allocation models and research tools, with a focus on client goals and risk tolerance, while trades are executed only with client authorization.

Michael Roberts is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. His prior work includes roles at Charles Schwab bank and Cetera Investment Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Melisa Benavidez is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Charles Schwab in various capacities since 1997, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to individual client goals and risk tolerance.

Anne Martin is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022. Prior to her financial career, she spent five years at Flix Brewhouse and eight years at Allied Solutions. Anne donates extra breast milk to a milk bank as a compensated activity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Randall Kensinger is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes positions with Diversified Investors Securities Corp. and A. G. Edwards & Sons, Inc. He is based in Fishers, Indiana. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios provided by Morningstar Investment Management to offer personalized asset allocation and retirement guidance.

Avery Prince is a financial advisor at Schwab Wealth Advisory with two years of industry experience and holds a Series 66 designation. Prior to joining the financial sector, Avery worked at Amazon for three years and has a background with American Income Life spanning nine years. Avery is based in Indianapolis, IN. 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 utilizes Charles Schwab’s asset-allocation models and internal research tools to guide investment selection and performs at-least-annual portfolio reviews tailored to client goals and risk tolerance.

Jason Pearce is a financial advisor at Schwab Wealth Advisory with Series 63, Series 65, and Series 66 licenses and four years of industry experience. He previously worked at Shunk Gulley and Charles Schwab & Co., Inc. before joining Schwab Wealth Advisory. 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–referred clients. The firm offers asset allocation and investment guidance using Charles Schwab’s proprietary models and research tools, with recommendations tailored to each client’s goals and risk tolerance.

Bradford Karcher is a CFP® professional with eight years of industry experience, currently serving with Schwab Wealth Advisory in Indianapolis, IN. He has been with Charles Schwab and its affiliated entities since 2017 and previously worked at Marsh Supermarkets and Ball State University. He serves on the board of the Hamilton Southeastern High School Academy of Finance, where he participates in decisions regarding program funding and activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab. The firm’s approach utilizes standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Ronald Abramson is a financial advisor at Schwab Wealth Advisory with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 1997, serving at Schwab Wealth Advisory since 2015. Based in Indianapolis, IN, he provides financial planning and investment guidance within the Schwab Wealth Advisory program. Schwab Wealth Advisory delivers non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in its program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Brooklyn Brown is a Series 65 licensed financial advisor with Cerity Partners LLC, based in Indianapolis, IN. Brown has one year of industry experience, including prior roles at Farrall Wealth Management and Family Express Corp. In addition to financial advising, Brown has a background that includes work at Indiana University RPS and experience in various business settings. Cerity Partners advises a diverse client base ranging from individuals and families to institutions, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Nicholas Scherer is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 2022. Prior to his advisory roles, his work experience includes positions at Simon Property Group and Capital Strategies Investment Group, along with periods of full-time education. 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 uses standard asset-allocation models and internal research tools to guide investment decisions, with trades executed only upon client authorization.

Paris Proctor is a financial advisor with Carson Wealth and holds a Series 66 designation. Proctor has two years of industry experience, including prior roles at Raymond James Financial and Sangre de Cristo Financial Services. Outside of finance, Proctor has been involved in nonprofit work with Goodie Nation and has experience in small business operations, including coffee-related ventures. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by a dedicated Investment Committee and a range of tailored portfolio solutions.

Ryan Donovan is a CFP® professional with 29 years of experience at Principal Financial Services in Indianapolis, IN, where he has worked since 1997. His credentials also include Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a deacon at Colonial Hills Baptist Church, participating in church committees and ministries. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and referral arrangements.

Ronald Brock is a financial advisor at Allworth Financial, L.P. with 24 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Allworth Financial in 2025, he worked at several firms including Trust Advisors, LLC, Innovative Portfolios LLC, Salzinger Sheaff Brock, LLC, SBAuer Funds, LLC, and Sheaff Brock Investment Advisors. Outside of his advisory roles, he is the owner of Pickle Indy LLC, a recreation sports business. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and educational resources, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

Corbyn Munson is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential. He has worked in the financial industry since 2024, previously with Foguth Financial Group and has additional experience outside finance, including a role at Pohlcat Golf Course. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across various asset classes.

Jeffrey May is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN, where he has worked since 2012. He has 15 years of industry experience, including a prior role at Charles Schwab starting in 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations with at-least-annual reviews while trades require client authorization.