Zachary Taylor is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including roles at Wells Fargo Bank and Charles Schwab & Co. He has been with Schwab Wealth Advisory since 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to offer investment recommendations while clients retain final trading decisions, with reviews conducted at least annually.

Anthony Miller is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including over two decades with Charles Schwab and seven years with Schwab Wealth Advisory. He is based in Indianapolis, IN. 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 and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Eric Ford is a CFP® with 19 years of industry experience. He is currently an investment advisory representative at CWM, LLC and has held roles at Cetera and Wealthcare Partners Ltd. Ford is also an owner of two closely held corporations, EF15 Inc. and WCP Management Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm uses a discretionary model portfolio approach overseen by an Investment Committee and offers various advisory and retirement-plan services with an emphasis on fiduciary processes and operational support for institutional clients.

Lauran Reynolds is a financial advisor with Schwab Wealth Advisory, holding Series 65, 63, and 66 licenses and eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Lauran worked at Charles Schwab since 2018 and spent three years at Winthrop Capital Management. Schwab Wealth Advisory, Inc. 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 research tools and standard asset allocation models, while leaving final trading decisions to clients.

Job Ward is a financial advisor at The Huntington Investment Company with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Huntington since 2007. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary private bank offerings.

Zachariah Bickers is a CFP® with eight years of industry experience, currently affiliated with Schwab Wealth Advisory in Indianapolis, IN. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab since 2017. Prior to his financial services career, he was employed by Penske Automotive Group from 2010 to 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual account reviews without discretionary trading authority.

Thomas Kaiser is a CFA® charterholder with five years of industry experience. He has worked at Allworth Financial since 2025 and previously held roles at Innovative Portfolios, Sheaff Brock Investment Advisors, 40|86 Advisors, and Fitch Ratings. Kaiser serves as president and board member of the CFA Society of Indianapolis, a nonprofit organization. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and incorporates technology to manage held-away employer retirement accounts.

Evan Williams is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 66 and Series 63 licenses and has been with Schwab Wealth Advisory since 2018 and affiliated with Charles Schwab & Co., Inc. since 2016. 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 delivers advice through Schwab’s proprietary asset allocation models and research tools, with final trading decisions made by clients.

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. in Indianapolis, IN, holding Series 65 and Series 66 licenses with 22 years of industry experience. Her prior roles include positions at Salzinger Sheaff Brock, LLC, Sheaff Brock Investment Advisors, LLC, and BKD Wealth Advisors, LLC. She also owns a consulting service focused on family financial education and estate planning. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management, financial planning, and retirement plan consulting utilizing a mix of model strategies and third-party sub-advisers.

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 previously at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities, Inc. Abraham serves as treasurer for the Indianapolis Hebrew Congregation and is vice president of his neighborhood homeowners association. Allworth Financial is a fee-based SEC-registered adviser serving individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized investment portfolios using a variety of model strategies and employs third-party sub-advisers when appropriate.

Archie Gaither Jr. is a CFP® with nine years of industry experience, currently serving at Schwab Wealth Advisory. He has worked at Charles Schwab & Co., Inc. and Northwestern Mutual in various capacities. Outside of his advisory role, he has held leadership positions with Arts For Lawrence, including serving as president since 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering clients financial reviews, retirement planning, and investment recommendations across a broad range of securities, while leaving final trading decisions to clients.

John Miller is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Stifel and City Securities Corporation. He is a board member of 91 Place and the Avondale Meadows YMCA, organizations focused on youth support and development. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various managed account solutions and operates an integrated affiliate structure with a broad network of independent advisors.

Mitchell Bailey is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. Prior to this role, he worked at Charles Schwab and County Materials Corporation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s proprietary tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many other enterprise wealth managers.

Timothy Friend is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, and R.D. Robinette & Associates. He is currently based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across various securities, with final trading decisions resting with clients.

Yetunde Ajayi is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. She has also worked in the hospitality sector with Home2 Suites By Hilton and Tobis Hotels & Gardens. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers various discretionary managed-account options, including advisor-directed models and direct indexing, supported by its affiliation with Fifth Third Bank and multiple platform providers.

Scott Walloch is a CFP® professional with 17 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. Prior to joining Mariner, he spent 12 years at Avantax Planning Partners, Inc. He is based in Indianapolis, IN. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment team and integrates tax and accounting services alongside traditional wealth management.

Trent Walters is a financial advisor with Schwab Wealth Advisory, 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 at Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Mark Salzinger is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 20 years of industry experience. He holds the Series 65 designation and previously worked at Salzinger Sheaff Brock for 16 years and The No Load Fund Investor, LLC for one year. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs both discretionary and non-discretionary approaches, incorporating technology to manage held-away employer retirement accounts.

Michael Roberts is a CFP® certificant with five years of industry experience, currently advising at Schwab Wealth Advisory, Inc. in Indianapolis, IN. He previously held roles at Charles Schwab bank, Cetera Investment Services LLC, and worked outside the financial industry at DoorDash and Jewell Flooring. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, with discretionary management typically handled by affiliated or third-party money managers.