Brady Heyne is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 designations and has 17 years of industry experience. He has been with Charles Schwab since 2008 and with Schwab Wealth Advisory since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program using Schwab’s standard asset allocation models and research tools. The firm supports clients through annual reviews and investment recommendations without exercising discretionary trading authority.

Michael Deprospero is a financial advisor with Principal Financial Services in Indianapolis, IN, holding a Series 66 designation and bringing 37 years of industry experience. He has worked with Princor Financial Services and Principal Life Insurance Co. since 2012. Outside of advising, he is involved in selling fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Wade Fisher is a financial advisor with Fifth Third Securities, Inc. in Greenwood, Indiana. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at Fifth Third Bank, Menards, and Purdue University. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and unique platform features such as direct indexing and tax-overlay services.

Mitchell Carnes is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Winthrop Capital Management and HFF, Inc. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by internal research and third-party managers, with integrated tax and accounting capabilities uncommon for a firm of its size.

Michael Shively is a financial advisor at Corient based in Indianapolis, IN, with six years of industry experience. He holds the Series 66 designation and has worked at firms including The Wellington Group LLC, Park Avenue Securities, and Charles Schwab & Co., Inc. 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 combining in-house strategies with third-party managers and incorporates risk management tools and alternative investment options where appropriate.

Luke Osborn is a financial advisor at Mariner in Indianapolis, IN, holding Series 63 and Series 66 registrations with two years of industry experience. His work history includes positions at Mariner, Edds Supplies, The Vanguard Group, and roles as self-employed and at Harnham. Prior to his financial career, he spent time at Purdue University and Northridge High School. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and offers specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

William Hyde is a CFA® charterholder based in Indianapolis, IN, currently serving as a financial advisor at Cerity Partners LLC. He has nearly a decade of experience in the financial industry, with prior roles at firms including Tilden Park Capital and Graphene Capital Management. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset-allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities to build client portfolios.

Daniel Munger is a CFP® and Series 66-registered financial advisor at Schwab Wealth Advisory with six years of industry experience. He has previously worked at firms including Fidelity Investments, Wells Fargo Clearing, and The Prudential Insurance Company of America. Based in Indianapolis, IN, Munger joined Schwab Wealth Advisory in 2025 after two years with Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, and does not charge clients directly for its advisory services.

Carey Muloma is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 66 designation and 17 years of industry experience. He has worked at Charles Schwab since 2009, including a role at OptionsXpress, Inc. from 2016 to 2017. Muloma has been with Schwab Wealth Advisory since 2019. 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 using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.

Martha Prather is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Schwab Wealth Advisory since 2018 and has a longer tenure with Charles Schwab beginning in 2016. Outside of her advisory role, she is involved in a family real estate business focused on rental properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, 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 directly charge clients fees for advisory services.

Daniel Mcnelis is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank for a decade. Outside of his advisory role, Mcnelis is involved with the Circle City Irish Festival Limited, a nonprofit organization that promotes Irish culture in Indianapolis and supports education and homeless feeding programs. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients, offering a range of wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions alongside ongoing monitoring and due diligence of third-party advisory products.

Kinley Kisselbaugh is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliates since 2012. His work history includes roles at Schwab Private Client Investment Advisory, Inc. and Schwab Wealth Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations implemented through Schwab’s standard asset allocation models and research tools.

Kevin Mccurdy is a financial advisor at Sanctuary Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanctuary Advisors since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors and affiliated broker-dealer services, supported by sub-advisors and third-party platforms.

Robert Jackson IV is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients, distinguishing its approach from many other enterprise wealth managers.

Boyd Haley is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 66 and Series 63 licenses and bringing five years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab & Co., Inc. since 2020. Outside of finance, he performs auctioneer duties at Haley Auction Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models without discretionary trading authority.

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®-certified financial advisor at Schwab Wealth Advisory with five years of industry experience. He has been with Schwab Wealth Advisory since 2024 and Charles Schwab & Co., Inc. since 2020. His prior background includes service in the United States Marine Corps Reserve. 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 using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Nathan Harshman is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 66 credentials with 18 years of industry experience. His prior roles include positions at Charles Schwab, Sheaff Brock Investment Advisors, Innovative Portfolios, and AW Securities. Outside of his advisory work, he serves as a board member for White Rock Fellowship in Noblesville, IN. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, index allocations, and options-based overlays, and features specialized divisions such as one focused on airline industry employees.

Derek Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked within the Schwab organization and TD Ameritrade in various roles since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm serves individual clients with wealth management education and investment recommendations, while final trading decisions remain with clients.

John Rentsch is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Charles Schwab since 2008 and at Schwab Wealth Advisory since 2015. Schwab Wealth Advisory, Inc. 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 using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and is compensated by Charles Schwab & Co. under a cost-and-expense arrangement rather than charging clients directly.