Trevor Aldrich is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Scotlynn Group and Charles Schwab & Co., Inc. Prior to his advisory career, he managed Aldrich Landscape Inc. for ten years. 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 approach is based on Schwab’s asset-allocation models and internal research, offering personalized recommendations without exercising discretionary trading authority.

Raquel Raiten is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked within Charles Schwab-affiliated firms since 2017. Her prior experience includes a role at State Collection Service. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research.

Robert Jackson IV is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Jackson has been with Charles Schwab since 2006 and with Schwab Wealth Advisory since 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Boyd Haley is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and has been with Schwab Wealth Advisory since 2025. Outside of his advisory role, he performs auctioneer duties at Haley Auction Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection based on Charles Schwab’s internal research and standard models, with client authorization required for trades.

Sean Mc Namara is a CFP® professional with 11 years of experience in the financial services industry. He has been with Schwab Wealth Advisory, Inc. since 2026 and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for a combined total of over a decade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and includes guidance on mutual funds, ETFs, separately managed accounts, and alternative investments, while executing trades only with client authorization.

Andrew Schuler is a financial advisor at Corient with a Series 65 designation and three years of industry experience. His prior roles include positions at Vivaldi Capital Management LP, Biechele Royce Advisors, and Market Street Wealth Management. He also served in the Indiana Army National Guard for six years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Chadwick Kieper is a CFP® professional with five years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has been with Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory in 2024. His background includes service in the United States Marine Corps Reserve from 2014 to 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s approach centers on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Nathan Harshman is a financial advisor at Allworth Financial, L.P. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab, Innovative Portfolios, LLC, and Sheaff Brock Investment Advisors, LLC. Outside of his advisory role, he serves on the board of White Rock Fellowship in Noblesville, IN, where he advises on personnel and facility matters. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan consulting, employing both quantitative and qualitative analysis to create customized investment allocations across a variety of asset classes and strategies.

Joseph Sparks is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Schwab Wealth Advisory, Charles Schwab & Co., FORVIS, LLC, and Ronin Inc. Outside of finance, he was involved with Anarchy Axe Throwing from 2019 to 2022. Schwab Wealth Advisory, Inc. 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 guidance is based on proprietary asset-allocation models and research tools, with tailored recommendations reviewed at least annually.

Dawn Morley is a financial advisor at Carson Wealth with 22 years of industry experience. She holds a Series 65 credential and has previously worked at Axia Advisory Corp for 13 years and Trust Investment Advisors for 8 years. CWM, LLC, an enterprise platform with more than 650 advisors overseeing approximately $50.6 billion in assets, provides discretionary asset management, financial planning, and retirement plan services. The firm’s investment approach is guided by an Investment Committee that constructs model portfolios and offers tailored solutions including custom indexing and access to alternative investments.

Derek Young is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity, TD Ameritrade, and Charles Schwab in various capacities since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s advice is based on Schwab’s internal research and asset-allocation models, offering guidance on diverse investment options with trades executed only upon client authorization.

John Rentsch is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Charles Schwab and its affiliated firms continuously since 2008. 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 & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance, while trades require client authorization.

Stephen Orr is an investment advisor at TLG Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work history at The Leaders Group Inc, Mack Financial, Allison Payment Systems LLC, and Domtar. Outside of his advisory role, Orr is involved in life insurance sales and marketing through Mack Financial and serves as an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services including portfolio management, financial and estate planning, and ERISA fiduciary services.

Jackson Bush is a CFP® and holds a Series 65 license with three years of industry experience. He is currently associated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, having previously worked at Harbour Investments, Inc. Outside of his advisory role, he is involved in several non-investment related activities including operating a bread truck business, serving as a mechanic, and managing bookkeeping and payroll for an equipment repair company. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm employs a combination of active and passive strategies across public and private asset classes, leveraging a curated focus list of independent managers and providing comprehensive performance reporting and educational resources.

Brent Rattin is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2018, following prior roles at JP Morgan Securities and Zeiders Enterprises. Rattin is based in Indianapolis, IN, and holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm uses Charles Schwab & Co.’s asset allocation models and internal research tools to tailor recommendations, with a focus on client authorization for trades and annual portfolio reviews.

Olivia Wilson is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual, Turnkey Communities, and SerVaas Family Office. Olivia’s background also includes six years of work at IUPUI and four years at Carmel High School. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles and asset allocation, providing access to alternative and private market solutions.

Bradford Waltz is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1997. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is guided by Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Kevin Sasena is a financial advisor at Cerity Partners LLC with seven years of industry experience. Before joining Cerity Partners in 2024, he worked at Strategic Benefit Consultants for six years and Diamond Chain Company for two years. Outside of his advisory role, he serves as managing member of Rolling Fields LLC, a business holding real estate investments. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with third-party strategies and direct security selection, providing access to alternative and private market solutions for qualified clients.

David Klaus is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 18 years of industry experience. He holds the CFP® designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of his advisory role, Klaus serves as Programming Chair for the Financial Planning Association of Greater Indiana, organizing educational programs for members. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, and institutions, providing financial planning, portfolio management, and retirement plan consulting. The firm integrates quantitative and qualitative analysis through an Investment Committee to deliver customized investment solutions across various asset classes and model strategies.

Katherine Collins is a CFP® and holds a Series 65 license with 18 years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at Buckingham Strategic Wealth, LLC and Hufford Advisors, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.