Brandon Sheets is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has been with Charles Schwab since 2016 and joined Schwab Wealth Advisory in 2021. In addition to his advisory role, he serves as interim CEO of Seat Warehouse LLC, overseeing its operations until its sale or closure. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing standard asset allocation models and Schwab research tools. The firm focuses on delivering investment recommendations and wealth management education while leaving final trading decisions to clients.

Jenny Carney is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab & Co. Inc. since 2006. Outside of her advisory role, she is involved in real estate through Carneys Castles LLC, which manages short-term rental properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem, with advisors recommending allocations but clients retaining final trading decisions.

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 with Ameritas and its affiliated entities since 2006 and is also involved in ownership and partnership roles with FRESCO Financial Advisers, LLC and Canvas Financial, where he focuses on fixed investments and insurance products. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a range of custodial platforms and third-party investment tools.

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. He previously worked with Progressive Business Solutions and has been involved with multiple financial planning roles since 2023. Outside of advising, he is a partner in a golf simulator business and serves as an independent sports official for middle school and high school basketball and baseball. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs, fee-based management of variable products, and supports both discretionary and non-discretionary advisory relationships through integrated custodial platforms and third-party tools.

Channing Longman is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, with prior roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is currently based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to recommend investments while clients retain final trading decisions.

David Gomez 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 at Charles Schwab & Co., Inc. since 2023. Prior to his current role, Mr. Gomez held positions at Ashley Furniture Industries and several other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab’s ecosystem and uses standard asset allocation models and Schwab research tools to support client decisions while maintaining a non-discretionary approach.

Dana Gentile is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Schwab in 2021, Gentile worked at Deutsche Bank and The Northern Trust Company. Schwab Wealth Advisory 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 delivers advice using Schwab’s standard asset allocation models and research tools, with final investment decisions made by clients.

Jeffrey Rodgers is a financial advisor at Schwab Wealth Advisory with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 1995. He is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, distinguishing its advisory approach from many enterprise wealth managers.

Whitney Ashley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at Commonwealth since 2020 and also has a background with Leman Financial Advisors beginning in 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Landon Kellogg is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. Prior to his current role, he held positions at Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, Bank of America, Merrill Lynch, and Morgan Stanley. He also spent time working at the U.S. House of Representatives. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services that include annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools.

Jacob Mc Crory is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at BKD LLP and RSMUS LLP and is also involved with DPW Financial, where he engages in insurance sales and investment advisory activities. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Nicholas Anderson is a CFP® professional with 19 years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab and Valeo Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge fees to clients.

Aaron Warnecke is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with SPC since 2003 and Parkland Securities, LLC since 2014. Warnecke operates under the name Blue Chip Consultants, providing financial services and insurance through various companies. SPC serves a diverse client base, including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management tailored to client needs.

Joshua Goldberg is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and has held prior roles at Bank of America, Merrill, Republic Airways, Morgan Stanley, and Butler University. He has been with Rockefeller Financial since 2021. 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, consulting, and brokerage services through its integrated Private Advisor model and Rockefeller Global Investment Management platform.

Tyler Wilson is a Series 66-licensed advisor with PNC Wealth Management in Carmel, IN, with six years of industry experience. He has been with PNC Investments since 2017, following prior roles at PNC Bank. Outside of his advisory role, he is a landowner of tillable farmland. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to implement portfolios with mutual funds and ETFs.

Maria Schuster is a CFP® professional at Schwab Wealth Advisory with six years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and previously held roles at Charles Schwab & Co., Inc., ROCKEFELLER & Co, Whitnell & Co., and JMG Financial Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools, and generally does not exercise discretionary trading authority.

Daniel Rickelman is a financial advisor at Schwab Wealth Advisory with 34 years of industry experience. He has been with Charles Schwab since 1992 and joined Schwab Wealth Advisory in 2019. Outside of his advisory role, he works as a clerk for middle school and high school athletic events. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and focuses on tailored investment recommendations without exercising discretionary trading authority.

Daniel Mette is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior work includes roles at Charles Schwab and Zionsville Community Schools. 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 based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.