Nicholas Alexander is a CFP® professional affiliated with Schwab Wealth Advisory in Indianapolis, IN, with 11 years of industry experience. He has been with Charles Schwab since 2014, including six years at Schwab Private Client Investment Advisory, Inc. and one year at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Joseph English is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Schwab Wealth Advisory since 2020 and Charles Schwab since 2017, as well as earlier positions at Promus Wealth Management UBS and Northwestern Mutual. 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’s guidance is based on standard asset-allocation models and internal research tools, with an emphasis on tailored recommendations and client authorization for trades.

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 licenses and has been with Charles Schwab since 2017, joining Schwab Wealth Advisory in 2021. Prior to his advisory career, he spent four years at the Krannert School of Management at Purdue University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset allocation models and research tools, with an emphasis on client goals and risk tolerance, and trades are executed only with client authorization.

Kyle Kerkhoff is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2008, progressively advancing through roles including Financial Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position beginning in 2023. His extensive experience spans over 17 years advising clients in diverse financial situations. Throughout his career, Kyle has focused on developing and implementing financial plans tailored to the unique circumstances of his clients, aiming to support their financial wellbeing and success. His approach emphasizes partnership and ongoing plan monitoring to adapt to clients' evolving needs. Outside of his professional work, Kyle enjoys biking, participating in family activities, fishing, golf, and table tennis.

Nicholas Pfledderer is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and two years of industry experience. He has been with Schwab Wealth Advisory since 2025 and previously worked at Charles Schwab Co., Inc. His background includes time at firms such as Adorant Group and Archon Tech, as well as periods devoted to full-time education. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm offers guidance on asset allocation and investment selection using Charles Schwab’s proprietary models and reviews accounts at least annually, with trades executed only upon client authorization.

David Kroner is a CFP® professional with 27 years of experience in the financial services industry. He has been with Charles Schwab and its affiliated entities since 2000 and currently serves as an advisor at Schwab Wealth Advisory Inc. in Indianapolis, IN, where he has worked since 2015. 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’s guidance is based on Schwab’s asset-allocation models and internal research tools, offering tailored recommendations that focus on asset allocation and investment selection without exercising discretionary trading authority.

Timothy Johnston is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Metlife Securities, and OSAIC. Outside of advisory work, he is involved in commercial real estate ownership through Abner Properties, LLC and Abner Properties Rangeline, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Brian Rykovich is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2024. His prior experience includes roles at Savant Wealth Management, Treybourne Wealth Planners, CH Douglas & Gray, and Bedel Financial. Mariner serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios overseen by an Investment Committee and provides integrated tax, accounting, and administrative CFO capabilities uncommon among similarly sized advisory firms.

Hilda Yataco is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2006. Yataco holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account Platform, including mutual fund/ETF models, SMA strategies, and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Christopher Hale is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with PNC Investments since 2010 and has a concurrent role at Franklin College since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital investment platform currently in an employee-only pilot phase. The firm uses algorithmic risk assessments to guide model selection and employs third-party strategists for portfolio management, with a focus on mutual funds and ETFs.

Christopher Mccauley is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. He previously worked at Cambridge Investment Research Advisors, Inc. for 14 years. Outside of his advisory role, he owns Strategic Tax Professionals, LLC, a tax preparation business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, operational support, and investment management services. The firm offers discretionary model portfolios and customizable program structures while serving both retail and institutional clients.

Amy Hlavacek is a CFP® with seven years of industry experience. She is currently with Sanctuary Advisors, LLC and previously worked at FI3 Financial Advisors, LLC and BMO. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to sub-advisers and third-party managed account platforms, operating under a fiduciary standard when a written advisory agreement exists.

Jason Rees is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Kaulen Jenkins 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 career includes roles at Charles Schwab and KeyCorp/Key Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm utilizes asset-allocation models and internal research tools to offer recommendations tailored to client goals and risk tolerance, with trade execution requiring client authorization.

Ann Davis is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWFS Equities, JPMorgan Securities LLC, JPMorgan Chase Bank N.A., and Fifth Third Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Jacob Jewell is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Aligned Wealth Management, Aligned Dental Advisors, and Principal Securities Inc. Outside of his advisory role, he serves as the Financial Chair and Board Member for Grant’s Giants, a nonprofit organization focused on raising funds for families affected by Pompe disease. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, with advisory services often delivered on a discretionary basis.

Susan Bober is a Series 65-licensed advisor at Schwab Wealth Advisory with 11 years of industry experience, all spent with Charles Schwab-affiliated entities. She has worked at Schwab Wealth Advisory, Inc. since 2015. 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 Charles Schwab & Co.’s asset-allocation models and research tools to offer tailored recommendations reviewed at least annually.

Nicholas Sumpter is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory Inc. since 2016, with prior experience at Charles Schwab starting in 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s services emphasize asset allocation and investment selection based on Charles Schwab & Co.’s models and research tools, with client trades executed only upon authorization.

Christina Jordan is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Sheaff Brock Investment Advisors, Innovative Portfolios, and Foreside Fund Services. She serves as an executive board member at large for the Purdue University College of Liberal Arts Alumni Board. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, and institutional entities, offering financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to implement customized investment allocations and provides educational resources through newsletters, podcasts, and seminars.