Derrick Presley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1996, including 10 years specifically with Schwab Wealth Advisory 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 uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with trades conducted only upon client authorization.

Sean Grannan is a financial advisor with Principal Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Centennial Group for six years and has been affiliated with Principal Securities and Principal Life Insurance since 2016. Outside of his advisory work, he is president of Grannan Wealth Management LLC, an entity created for tax purposes and not used for client-facing activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, with a focus on both direct advisory programs and promoter arrangements.

James Leach is a CFA® charterholder and holds a Series 65 license, with 11 years of industry experience. He has worked at Corient since 2023, following roles at Windsor Wealth Management and Invesco. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, using risk management tools and alternative investments where appropriate.

Jonathan Cracraft is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, with 13 years of industry experience. He holds the Series 66 designation and has been with the firm since 2014. Outside of advising, he is noted as a father since 2026. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, emphasizing long-term, diversified portfolios aligned with client risk tolerance and employing equity index funds and ETFs as core holdings.

Basil Anas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Commonwealth since 1995. Outside of his advisory role, he is also engaged in photography. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary portfolio management, third-party asset manager access, and various program structures designed to meet diverse client needs.

Nathan Carmany is a CFP® professional with 26 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. His prior experience includes roles at Watermark Wealth Management and World Equity Group, as well as a decade with Uberkuhl Designs. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations to clients’ goals and risk tolerance. The firm operates on a large scale with a range of investment options, emphasizing client authorization for trades and annual reviews.

Ryan Brown is a financial advisor at Valic Financial Advisors in Carmel, IN, with 17 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, also holding a position at Agia since 2022. Outside of his advisory role, Brown serves on the board of directors for John Brown & Sons Farm, a family-owned agricultural business. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Brian Alessandrini is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. He has been with Charles Schwab since 1999 and has worked at Schwab Wealth Advisory since 2017. Based in Indianapolis, IN, Alessandrini holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored investment recommendations without exercising discretionary trading authority.

Adam Cloyd is a financial advisor at &PARTNERS with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and Edward Jones. Outside of his advisory role, he has ownership interests in Brookside Wealth Advisors LLC and ACNC S Corp, both financial practices based in Indiana. &PARTNERS serves a diverse client base including individuals, institutions, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a blend of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with accounts managed directly by advisors or third-party managers.

John Cooke is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Before joining Sanctuary Wealth in 2016, he worked at Wells Fargo Clearing for 13 years and Prudential Equity Group, LLC for 9 years. Outside of his advisory work, he serves on the finance committee of Elevate Ventures Indiana, a nonprofit supporting entrepreneurship and startups. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management options and financial planning services through a network of independent investment adviser representatives.

Samuel Ellsworth is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. Prior to joining the firm, he worked at KFG Wealth Management LLC and Korhorn Financial Group. Outside of his advisory roles, Ellsworth is also involved as a financial planner and wealth coach with Circle Financial Planning. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise-scale adviser managing over $4 billion in client assets through a broad network of advisors and portfolio programs.

Brandon Sheets is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2019 and Charles Schwab since 2016. Outside of his advisory role, he serves as interim CEO of Seat Warehouse LLC, overseeing its day-to-day operations during a transitional period. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co. The firm’s guidance is based on internal asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Jenny Carney is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has also worked at Charles Schwab & Co. Inc. since 2006, as well as at TD Ameritrade and Charles Schwab earlier in her career. Outside of her advisory work, she is involved with Carneys Castles LLC, a company managing short-term rental real estate investments. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by 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 guide investment selection, with trades executed only upon client authorization.

Adan Diaz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Ameritas since 2006 in various capacities and is also involved in Canvas Financial and FRESCO Financial Advisers, LLC, where he offers fixed investments and insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing a range of investment vehicles and program platforms.

Susan Oman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at American Funds and Orchard Software. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its financial planning services.

Mark Wittleder is a CFP® professional with 18 years of industry experience and currently serves at Corient. His prior roles include positions at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. Corient provides investment advisory and financial planning services to a broad range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and specialized private fund offerings.

Bryce Mc Leish is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Progressive Business Solutions and Canvas Financial, among others. Outside of financial advising, he is a partner in a golf simulator business and serves as a sports official for middle and high school basketball and baseball. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, retirement plans, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated financial entities.

Channing Longman is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program, using a model-driven approach based on Charles Schwab & Co.’s research tools and standard asset-allocation models.

David Gomez is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc. and held positions at Ashley Furniture Industries and other companies. 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. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations while executing trades only with client authorization.

Dana Gentile is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Deutsche Bank and The Northern Trust Company. Dana is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm offers guidance on asset allocation and investment selection, using Charles Schwab’s proprietary models and research tools, with individualized recommendations reviewed at least annually.