James Hopper is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Money Concepts Capital Corp since 2017 and previously worked in the dining industry for 12 years. Outside of advising, he serves as a BNI Chapter President and is involved in health insurance and health equipment sales. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and advanced platforms.

J. Cowles is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America, N.A. He serves as a director on the board of the Harrison Center for the Arts, a charitable organization in Indianapolis. 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 offers a range of portfolio management, financial planning, and consulting services while operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

William Anderson is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He has four years of industry experience, including roles at Schwab Wealth Advisory since 2023, Charles Schwab since 2019, and Zink Distributing from 2015 to 2019. Schwab Wealth Advisory provides non‑discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice using Schwab’s asset allocation models and research tools.

Kevin Smith is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Kyle Young is a financial advisor with Allworth Financial, L.P. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at WealthPoint Advisors and Augustar Financial, as well as employment outside the financial sector at Ball State University and Wilks Landscaping. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm implements customized portfolios through a variety of model strategies and offers both discretionary and non-discretionary asset management, leveraging technology to manage held-away employer retirement accounts.

Ryan Durham is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has six years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., GreenLeaf Apothecary, and CVS. 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 as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many enterprise wealth managers.

Brendon Peters is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Schwab Private Client Advisory, PNC Investments, Cetera, Regions Bank, and J.P. Morgan Securities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Amy Edwards is a CERTIFIED FINANCIAL PLANNER™ professional with 28 years of industry experience. She has been with Schwab Wealth Advisory Inc. since 2009 and also worked as a sole proprietor from 2015 to 2017. She holds the Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools. The firm conducts annual account reviews and does not exercise discretionary trading authority, distinguishing its approach from many other enterprise wealth managers.

Marcus Burns is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Ameriprise, BMO Harris Bank, LPL Financial LLC, PNC Investments, Key Investment Services, Bank of America, and Merrill. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary private bank portfolios, offering multiple wrap-fee programs primarily on the Envestnet MAS platform.

Jeremy Crumbaugh is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and totaling 26 years of industry experience. He has been with Charles Schwab and its affiliated advisory unit since 1999, including 14 years specifically with Schwab Wealth Advisory. Outside of his financial advisory work, he is involved in the performing and fine arts as a songwriter, composer, and performer. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within Charles Schwab, delivering advice through standardized asset allocation models and research tools without exercising discretionary trading authority.

Christopher Baker is a CFP® professional with 34 years of industry experience. He is currently affiliated with Commonwealth Financial Network and is co-owner, CEO, and treasurer of Oaktree Financial Advisors, Inc., which provides securities, advisory, insurance, and tax preparation services. His career includes over two decades with Oaktree Financial Advisors and more than nine years at Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $210 billion in client assets. The firm offers comprehensive adviser support including managed-account programs, third-party asset manager access, and custody and clearing services.

Matthew Mc Michael is a CFP® with 26 years of industry experience, currently serving at Schwab Wealth Advisory since 2024. He has held roles at Optionsxpress, Inc. from 2011 to 2017 and has been with Charles Schwab since 1999. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools without discretionary trading authority.

Elizabeth Davis is a Series 66-credentialed financial advisor with two years of industry experience. She is currently with Key Investment Services LLC and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and PRUCO Securities, LLC. Prior to her advisory roles, she spent 14 years in online sales. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment model selection and provides access to third-party discretionary managers along with ongoing monitoring and supervisory oversight.

Conni Mc Ewen is a CFP® and Series 66-licensed advisor with 23 years of industry experience, currently with Schwab Wealth Advisory in Indianapolis, IN. She previously worked at J.P. Morgan Securities for 10 years before joining Schwab Wealth Advisory and Charles Schwab in 2022. Mc Ewen serves on the finance committee board of the Girl Scouts of Central Indiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models.

Christopher Douglas is a financial advisor with C.H. Douglas & Gray Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has 24 years of industry experience. He has been with C.H. Douglas & Gray Wealth Management since 2007. C.H. Douglas & Gray Wealth Management offers asset management, financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using equity index funds and ETFs as core investments.

Owen Endris is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with Charles Schwab and Schwab Wealth Advisory since 2013 and 2015, respectively. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers investment recommendations across various asset classes and conducts at least annual account reviews without exercising discretionary trading authority.

Edward Nicolai is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities, BancWest Investment Services, and Modern Refined. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm delivers investment recommendations while leaving final trading decisions to clients and conducts at least annual account reviews without discretionary trading authority.

Andrew Miller is a financial advisor at Sanctuary Advisors, LLC in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Sanctuary Securities, Inc., Equitable Advisors LLC, and State Farm, among others. He has also been affiliated with the Indiana University Kelley School of Business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent adviser representatives with a range of portfolio management options and employs various analytical approaches while acting as a fiduciary under written advisory agreements.

Schyler Rahman is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. since 2022 and has experience in education and corporate roles with Grand Canyon University and Grand Canyon Education, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses standardized asset allocation models and Schwab research tools, delivering advice without discretionary trading authority, and operates as an internal advisory unit within the Schwab ecosystem.

Allen Duros is a CFP® certificant with 11 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. in Indianapolis, where he has worked since 2026. His prior roles include positions at Merrill Lynch and Edward Jones, among others. Schwab Wealth Advisory, Inc. 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 focuses on delivering annual financial reviews and investment recommendations without exercising discretionary trading authority.