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.

Adrienne Monka is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses. Prior to her current role, she worked at Cooke Financial Group for eight years and was employed at Crew Carwash for two years. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers various investment advisory and financial planning services through a network of over 400 independent advisors, with investment strategies that include discretionary and non-discretionary management using multiple analytical approaches.

Patrick Fitzgerald is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding ties with Ameritas Life Insurance, Ameritas Investment Corp, and National Financial Group, where he serves as president. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and leverages multiple custodial platforms and third-party tools to support portfolio construction, monitoring, and trading.

Logan Swallow is a Series 65-credentialed advisor with Allworth Financial, L.P. in Indianapolis, IN, with one year of industry experience. Prior to joining Allworth Financial, he worked at First Merchants Bank and has also been involved with Home City Ice since 2021. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and incorporates technology to manage held-away employer retirement accounts.

Timothy Johnston is a financial advisor at Wealth Enhancement Advisory Services, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he serves as a member of the Development Board at Indiana University Simon Cancer Center and is chair of the board of directors for F3+R, Inc., which focuses on fundraising for precision medicine research. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and consulting services.

Karl Slavik is a CFP® professional with 18 years of industry experience. He has been with Fifth Third Securities, Inc. since 2009 and has worked at Fifth Third in various capacities since 2007. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages assets across a wide range of proprietary and third-party investment strategies.

August Hardee II is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and having 11 years of industry experience. He has held roles at multiple firms including Star Benefit Associates, Net Law Inc., WealthWave, and A. M. Hardee & Associates, LLC, where he serves as President and CEO providing consulting advice on economic and charitable matters. His activities also include offering Medicare supplement and prescription drug plans through Star Benefit Associates. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Amy Faulk is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses. She has four years of industry experience, including roles at Charles Schwab and Enterprise Holdings. Schwab Wealth Advisory 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 research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Audrey Bruch is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. She holds a Series 65 designation and has previously worked at SBAuer Funds, Trust Advisors, Innovative Portfolios, Salzinger Sheaff Brock, and Sheaff Brock Investment Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies, including core-satellite and defined-outcome ETFs, and provides both discretionary and non-discretionary services.

Bryan Hoffman is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 1998 and also works with the Jasper Stidham Endowment committee and serves as treasurer for the Pheasants Forever Sagamore Chapter, supporting local wildlife habitat and youth education. Valic Financial Advisors 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, employing Envestnet-developed UMA models and operating with approximately $26.4 billion in discretionary assets.