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.

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.

Bradley Beiswanger is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing five years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab & Co., Inc. since 2020. His prior experience includes roles at Union Savings Bank, First American Title Insurance Company, and Ball State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Bart Conner is a financial advisor with Principal Financial Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Union Financial since 2019 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company for over a decade. In addition to his advisory role, he is licensed as an insurance agent specializing in life, disability insurance, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Grannan is a financial advisor with Principal Financial Services in Indianapolis, IN. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company in 2021, he held various roles including several positions at Iowa State University. 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. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Cranston is a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with Schwab Wealth Advisory since 2022 and has worked at Charles Schwab & Co., Inc. since 2018. Prior to joining Schwab, he was affiliated with IUPUI from 2016 to 2018. 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’s advice focuses on asset allocation and investment selection based on Schwab’s proprietary models and internal research, with an emphasis on client authorization for all trades.

Sheila Stevenson is a financial advisor with SPC, holding a Series 66 designation and six years of industry experience. She has worked at Saratoga Wealth Management since 2019 and previously spent 14 years at Equity Financial Services. She is also a commissioned notary public in Indiana. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Andrew Peters is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2008. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory 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, with client authorization required for trades.

Drew Stuart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., and Mass Mutual Investors Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Leo Lyons is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Charles Schwab since 2023 and joined Schwab Wealth Advisory Inc. in 2025. Prior to this, he held roles at Accurity Consolidated, Trueblood Real Estate, and Giants Stadium LLC. Schwab Wealth Advisory, Inc. 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 recommendations without exercising discretionary trading authority.

Carrie Allstatt is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has worked with various entities within Charles Schwab & Co. since 2004, including Schwab Private Client Investment Advisory, Inc. from 2012 to 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and internal research tools to guide investment selection, focusing on client goals and risk tolerance without exercising discretionary trading authority.

Andrew Miller is a CFP®, CFA®, and Series 65 credentialed advisor with 18 years of industry experience. He has been with Creative Planning since 2020 and previously operated Miller Financial Management for 13 years. Outside of his advisory work, he is a passive owner of a medical consulting business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services through a large national platform.

Benjamin Cota is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. He previously worked at Charles Schwab & Co., Inc. for eight years and has been with Park Avenue Securities, a subsidiary of Guardian Life, since 2026. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.