Benjamin Fisher is a CFP® professional at Schwab Wealth Advisory with 11 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2016 and has been affiliated with Charles Schwab since 2014. Based in Indianapolis, IN, he holds Series 63 and Series 66 licenses in addition to his CFP® designation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. 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 enterprise wealth managers.

Alexis Gadient is an Investment Advisor Representative at Fifth Third Securities, Inc. with 10 years of industry experience. She holds the Series 66 and Series 63 licenses and has been with Fifth Third Securities since 2015, and Fifth Third Bank since 2014. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account Platform, providing options such as mutual funds, ETFs, SMA strategies, tax overlay services, and direct indexing.

Jeremy Nei is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 2007 and with Schwab Wealth Advisory since 2014. He holds the Series 63 and Series 66 designations. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

Brett Mock is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Primerica Advisors and has held positions at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, and Charles Schwab. Outside of financial advising, he is the owner of Brett Mock Legal Services and serves on the Valparaiso University Customer Experience Program Advisory Board. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, offering a range of brokerage and advisory services along with financial and retirement planning. The firm employs a variety of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Zachary Babcock is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2018 and has been with Charles Schwab & Co., Inc. since 2016. He holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Douglas Voight is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including over a decade at Schwab Wealth Advisory and more than 20 years with Charles Schwab. He is based in Indianapolis, Indiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and tailored investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Thomas Waterway is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at LPL Financial, LLC, Lantern Global Advisors, and Pentera Group Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, utilizing a fiduciary-based advisory model and a range of investment strategies.

Allyson Bolinger is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has worked with Charles Schwab & Co., Inc. since 2019 and previously held roles at Indiana Mills and Manufacturing and Farm Credit Mid America. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client-directed trading decisions and conducting annual account reviews without discretionary trading authority.

William Collins is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., J.P. Morgan Securities, Morgan Stanley, and William Blair. He is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.

Thomas Warren is a CFP® professional with 10 years of industry experience. He is currently with Schwab Wealth Advisory and has prior experience at Morgan Stanley and various Charles Schwab entities dating back to 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Jacob Khairallah is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab & Co., Inc. since 2021. Prior to his career in financial services, Jacob held various roles at Hilton Hotels & Resorts and Carson Pirie Scott & Co. 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 using Schwab’s standard asset allocation models and research tools, while clients retain final trading decisions.

Steven Navel is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. Prior to his current role, he held positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as roles with Summit Smart Farm, Distynct, Aquatrols, and Elanco Animal Health. He holds the Series 66 and Series 63 designations. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolios aligned with clients’ goals, risk tolerances, and time horizons.

Thomas Hosty is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Northwestern Mutual Wealth Management Company and MARK WISE Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with final trading decisions made by clients, and operates as an internal advisory unit within the Schwab ecosystem.

Kyle Nelson is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has worked at various Charles Schwab entities since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, with discretionary management generally handled by affiliated or third-party managers.

Thomas Carney is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Empower Advisory Group and Empower Financial Services, Inc., having previously worked at Fisher Investments and Fidelity Investments in various advisory roles. Outside of his advisory work, he is a passive owner of a rental property managed by a professional investment property manager. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated model links services to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and savings rates over short-term forecasts.

Anthony Jones is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Charles Schwab since 2018 and joined Schwab Wealth Advisory in 2021. Outside of his advisory role, Jones owns TOJO Leather, a small business designing and selling personal leather goods. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients making final trading decisions.

Bernard Reed is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding Series 63, Series 65, and Series 66 licenses, and has four years of industry experience. Prior to joining Sanctuary Advisors, he worked at Regions Wealth Management, Key Wealth Management, and in a management role from 2018 to 2025. He is the founder and chairman of the board of Fortis Transition Partners, a buy-side intermediary firm that identifies business acquisition opportunities for private equity buyers. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management options and employs various analytical approaches, acting as a fiduciary when a written advisory agreement is in place.

Matthew Boles is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN since 2020. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Jarret Wandrei. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge fees directly to clients, with discretionary management typically handled by affiliated or third-party money managers.

Lisa Beally is a CFP® designated financial advisor with Edward Jones in Indianapolis, IN, bringing 8 years of industry experience. She has been with Edward Jones since 2017, following a 13-year career at Aerosmith Fastening Systems. Outside of her advisory role, she co-owns a rental property through a family-managed LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Stephanie Shaw is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial. She has been a partner at Langdon Shaw Associates Inc. since 2011. Shaw serves as Treasurer and a Board Member of the Indianapolis Opera and is a Board Member and Finance Committee participant for the Indianapolis Symphonic Choir. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.