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.

Mia Cardwell is a CFP® professional with 25 years of industry experience, currently serving with Rockefeller Financial LLC. She previously worked at Whitnell & Co. for 14 years and has held various roles within the Rockefeller organization since 2021. Her outside business activities include ownership of rental properties in Florida. 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, and consulting, operating uniquely as both an investment adviser and a registered broker-dealer.

Margot Dwyer is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Rockefeller Financial LLC since 2021 and previously held positions at Bank of America and Merrill Lynch. 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 operates a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services.

Edward Watko III is a financial advisor with TLG Advisors, Inc. in Indianapolis, IN, holding a Series 63 designation and bringing 36 years of industry experience. His career includes roles at The Leaders Group Inc., M Holdings Securities, Inc., Pacific Mutual, and he also operates Mack Financial, an insurance and investment advisory business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer platform called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Timothy Dennany is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked at Charles Schwab since 2011. Outside of his advisory work, he serves as a consultant for the Lawrence Apostolic Church, a religious organization, where he has been involved since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many other enterprise wealth managers.

Gregory Lutterman is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Huntington since 2014. He is also involved with Madison Park Church. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary private bank portfolios.

Garrett Bianchi is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has been with the Schwab organization since 2019, including roles at both Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. Prior to his financial services career, he worked at Crooked Stick Golf Club and River Pointe Country Club. 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 based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc. and does not exercise discretionary trading authority over client accounts.

John Koth is a financial advisor at OSAIC Institutions, Inc. with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at OSAIC since 2014. His prior roles include real estate agent and compliance consultant. Koth also serves as a FINRA arbitrator, participating in dispute resolution activities since 2005. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model with a distinctive service and distribution approach.

Thomas Barrett is a financial advisor at Corient in Indianapolis, IN, holding a Series 66 designation with 23 years of industry experience. His prior roles include positions at Vivaldi Capital Management LP and Biechele Royce Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charities, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment opportunities.

Jeff Olbina is a financial advisor with PNC Wealth Management in Indianapolis, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Indiana Members Credit Union, and Cuna Brokerage Services. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Neil Quinlan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked for ARGI Investment Services, LLC for 13 years. He is also involved with Wastah, LLC, providing consulting related to personal and family matters. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on customized, diversified portfolios and access to alternative and private-market investments.

Nicholas Alexander is a CFP® with 11 years of industry experience, currently serving at Schwab Wealth Advisory since 2025. He has held previous roles within Charles Schwab-affiliated firms since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Joseph English is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and has been affiliated with Charles Schwab since 2017. Outside of finance, he has experience working in the parking services industry. Schwab Wealth Advisory 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 the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Wesley Sykes is a financial advisor with Money Concepts Capital Corp in Indianapolis, IN, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Money Concepts Capital Corp since 2009. Outside of his advisory work, he is involved with Crown Mentoring, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Nolan Pugh is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017. Prior to his advisory role, he spent four years at the Krannert School of Management at Purdue University. 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 research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its advisory approach from many enterprise wealth managers.