Kelly Makeever is a Series 66-licensed financial advisor with PNC Wealth Management, based in Carmel, IN, and has 14 years of industry experience. She has worked with PNC Investments since 2011. Outside of her advisory role, she provides musical instruction as a non-investment-related activity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account designed for employees. The firm uses algorithm-driven risk assessments and manages portfolios with mutual funds and ETFs, with implementation and proxy voting delegated to third parties.

Scott Turner is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and with Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools, focusing on tailored recommendations and at-least-annual reviews without discretionary trading authority.

Jesse Switzer is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, Indiana. He holds the Series 63 and Series 66 designations and has 19 years of industry experience, including 14 years with Schwab Wealth Advisory and 19 years affiliated with Charles Schwab. 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. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with customized recommendations aligned to clients’ goals and risk tolerance.

Eric Kurth is a CFP® and CFA® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2016, following three years at Spectrum Wealth Management. 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 & Co.-referred clients. The firm’s approach includes guidance on asset allocation and investment selection based on proprietary Schwab models and research, with portfolio reviews at least annually.

Jacob Mc Comb is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Huntington National Bank and Filer Credit Union. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations, while trades are executed only with client authorization.

Philip Thomas is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with Schwab Wealth Advisory Inc. in Indianapolis, having previously worked at Charles Schwab and Waddell & Reed. Thomas serves as a graduate advisor for the Iota Phi Theta Fraternity, a nonprofit organization focused on philanthropy and educational services. He also acts as a FINRA arbitrator, rendering decisions on securities-related disputes. 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 & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, offering tailored recommendations with client authorization required for all trades.

John Wheeler IV is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Creative Planning since 2021 and previously worked at Castle Investment Advisory for eight years. Based in Indianapolis, IN, Wheeler’s background includes roles at both firms. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment approaches and comprehensive retirement plan services.

Melissa Kirchhofer is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 1995. 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. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with client-authorized trading and typically recommending separately managed accounts.

Eric Ousley is a CFP® professional with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Asset Management, Hufford Advisors, and Charles Schwab. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jeremy Stone is a Certified Financial Planner® with 19 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory Inc. since 2016 and previously held roles at TD Ameritrade and Edward Jones. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily 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 asset allocation and investment selection, with trades executed only upon client authorization.

Vitor Hara is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024, with prior roles at Fifth Third Bank and JP Morgan Chase. Before entering the financial industry, he spent eight years at Cheddars Scratch Kitchen and seven years at Indiana University Purdue University Indianapolis. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Onajh Porter is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, Porter is involved in entertainment and music distribution, owning and distributing music through various digital platforms. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and service providers.

Benjamin Voss is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, The Huntington National Bank, and JP Morgan Securities. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers point-in-time planning and ongoing discretionary management through various managed account programs, including customized portfolio options under a fiduciary standard.

Stephanie Willison is a CFP®, PFS™, and Series 65 credentialed advisor at Savant Wealth Management with 24 years of industry experience. She previously worked at Treybourne Wealth Planners, Inc. for 11 years before joining Savant Wealth Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by a large team and affiliated accounting, legal, and trust service entities.

Patrick Lee is a financial advisor with Guardian Life and Park Avenue Securities. He holds a Series 66 designation and has been working in the industry since 2023. Prior to his current roles, he has experience in education at several institutions including the University of Cincinnati and Florida Atlantic University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, incorporating proprietary programs and third-party platforms to tailor client relationships and services.

Manuel Lopez is a financial advisor with Empower Advisory Group, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Bucher and Christian Consulting, Citigroup Inc., and Banco de Crédito Inversiones Miami. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and managed account options.

Adam Elder is a financial advisor at Mariner Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Avantax and ProEquities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and family office services uncommon at this scale.

Breyanna Kerley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Schwab Wealth Advisory since 2024 and Charles Schwab & Co., Inc. since 2021, with prior roles at DoorDash Inc., World Financial Group, and Navient. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research tools, with a focus on client goals and risk tolerance, and it typically recommends separately managed accounts managed by third-party or affiliated money managers.

Shanitria Olusola is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 license and has worked at Charles Schwab since 2019, joining Schwab Wealth Advisory in 2024. Outside of her advisory role, she is involved in retail jewelry design as the owner of The Reigning Jewelry. 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’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with trades executed only upon client authorization.

Sathish Dharma is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs algorithmic risk assessment and utilizes approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.