John Zeigler is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at OneAmerica Securities and American United Life for 28 years and has been with Transamerica since 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various programs that emphasize asset allocation and retirement planning. The firm utilizes Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base and focus on non-discretionary assets.

Ryan Durham is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Charles Schwab & Co., Inc., GreenLeaf Apothecary, and CVS. Ryan is based in Indianapolis, IN. 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 approach relies on internal research tools and asset-allocation models, offering tailored recommendations while executing trades only with client approval.

Brendon Peters is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Regions Bank, Cetera, and PNC Investments. He is based in Indianapolis, IN. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and select referrals, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach utilizes Charles Schwab’s asset allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance.

Mark Matkovic is a CFP® professional with 33 years of industry experience, currently advising at Cetera Planning Partners. His career includes long-term roles within Avantax and Cetera-affiliated firms. Outside of financial advising, he owns and operates Matkovic Financial Group, providing tax preparation and accounting services. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and specialized services such as tax planning and estate strategies, integrating resources from the broader Cetera network.

Amy Edwards is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. She has been with Charles Schwab and its affiliates since 1999, including a period as a sole proprietor from 2015 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 utilizes Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, tailoring recommendations to clients’ goals and risk tolerance through regular reviews.

Jeremy Crumbaugh is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 1999. Outside of his advisory role, he is involved in the performing arts as a songwriter, composer, and performer. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using internal research tools and standard asset-allocation models to guide investment selection and asset allocation.

Christopher Baker is a CFP® professional with 34 years of industry experience. He is currently affiliated with Commonwealth Financial Network and is co-owner, CEO, and treasurer of Oaktree Financial Advisors, Inc., which provides securities, advisory, insurance, and tax preparation services. His career includes over two decades with Oaktree Financial Advisors and more than nine years at Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $210 billion in client assets. The firm offers comprehensive adviser support including managed-account programs, third-party asset manager access, and custody and clearing services.

Matthew Mc Michael is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, where he has worked since 2024, and has prior experience at Optionsxpress, Inc. and Charles Schwab dating back to 1999. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset-allocation models and internal research tools. The firm provides guidance tailored to individual goals and risk tolerance, while trades require client authorization.

Elizabeth Davis is a Series 66-credentialed financial advisor with two years of industry experience. She is currently with Key Investment Services LLC and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and PRUCO Securities, LLC. Before entering the financial advisory field, she spent 14 years in online sales. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm uses a multi-provider platform and offers several wrap programs with custodial and trade execution services supported by KeyCorp affiliates.

Conni Mc Ewen is a CFP® professional with 23 years of industry experience, currently serving at Schwab Wealth Advisory. Her prior roles include positions at J.P. Morgan Securities, Chase Investment Services, Fidelity, Raymond James & Associates, and Prudential Equity Group. She serves on the finance committee board of the Girl Scouts of Central Indiana, overseeing the organization’s financial health. 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 referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, offering tailored investment recommendations without discretionary trading authority.

Christopher Douglas is a financial advisor with C.H. Douglas & Gray Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has 24 years of industry experience. He has been with C.H. Douglas & Gray Wealth Management since 2007. C.H. Douglas & Gray Wealth Management offers asset management, financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using equity index funds and ETFs as core investments.

Owen Endris is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and has worked at Charles Schwab since 2013, with prior experience at Edward Jones in 2009. 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 referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to deliver tailored investment recommendations without exercising discretionary trading authority.

Edward Nicolai is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Schwab Wealth Advisory since 2022. His prior experience includes roles at J.P. Morgan Securities and BancWest Investment Services. 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 guidance is based on proprietary asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Schyler Rahman is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at Charles Schwab & Co., Inc. and Grand Canyon Education, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance is based on standardized asset-allocation models and internal research, with client-authorized trades and tailored recommendations reviewed at least annually.

Allen Duros is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has previous experience at Merrill Lynch, Edward Jones, Onyx Bridge Wealth Group, and Charles Schwab & Co. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Mia Cardwell is a CFP® professional with 25 years of industry experience, currently serving with Rockefeller Financial LLC. She previously worked at Whitnell & Co. for 14 years and has held various roles within the Rockefeller organization since 2021. Her outside business activities include ownership of rental properties in Florida. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as both an investment adviser and a registered broker-dealer.

Margot Dwyer is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Rockefeller Financial LLC since 2021 and previously held positions at Bank of America and Merrill Lynch. 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 operates a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services.

Edward Watko III is a financial advisor with TLG Advisors, Inc. in Indianapolis, IN, holding a Series 63 designation and bringing 36 years of industry experience. His career includes roles at The Leaders Group Inc., M Holdings Securities, Inc., Pacific Mutual, and he also operates Mack Financial, an insurance and investment advisory business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer platform called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Timothy Dennany is a Series 66-licensed advisor at Schwab Wealth Advisory with 14 years of industry experience. He has worked with Schwab Wealth Advisory since 2018 and has been associated with Charles Schwab since 2011. Outside of his advisory role, he serves as a consultant for Lawrence Apostolic Church in Indianapolis. 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’s advice is based on standardized asset-allocation models and internal research tools, with customized recommendations and annual reviews tailored to clients’ goals and risk tolerance.

Spencer Fogo is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked within the Charles Schwab organization since 2015, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s approach utilizes proprietary asset-allocation models and internal research tools, offering recommendations tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.