Noah Kramer is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 designations with five years of industry experience. His prior roles include positions at IUPUI and River West Property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Charles Schiaffo is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Karl Marko is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2016. Based in Indianapolis, IN, his practice is part of a large institutional firm known for serving high- and ultra-high-net-worth clients. Charles Schwab & Co., Inc. offers wealth advisory services primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationship models with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Corey Schrader is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors. He is based in Indianapolis, IN. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance services through affiliated entities.

Cally Seefeldt is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. LPL Enterprise provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities, utilizing model-driven investment implementation and a range of financial planning and consulting services.

Jeffrey Grund is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with LPL Financial since 2001. In addition to his advisory role, he is involved in the sales of non-variable insurance products, including individual health insurance, long-term care, and life insurance policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Sweet is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with Cetera and its related entities since 2011 and has been based in Noblesville, IN. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large national network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party managers.

Corey Yost is a financial advisor with LPL Financial in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with LPL Financial since 2020 and previously held roles at Republic Services and managed his own independent business ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Durr is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022, following five years at Government Employees Insurance and one year at FedEx Express. Based in Indianapolis, IN, Durr’s background spans both financial services and corporate sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and due diligence capabilities.

Danny Jackson Jr. is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Old National Bank, Bank of America, Merrill, Fifth Third Securities, Fifth Third Bank, and CVS Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Jaisuk Kim is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as a financial advisor at Old National Bank. Outside of his advisory roles, Kim is involved in coaching youth soccer with the Zionsville Youth Soccer Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad non-advisory financial services platform.

Stephanie May is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo in 2024, she spent a decade at Fifth Third Securities and fourteen years with Fifth Third Bank. She is involved in office administration at a local chiropractic medical office outside of her advisory role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions with research-driven investment approaches.

Matthew Bush is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options with a focus on multi-asset model portfolios and centralized operational support.

Mark Findling is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2011 and 2013, respectively. He serves on the board of Low Cost Spay & Neuter Clinic, a nonprofit organization, providing consulting on operational matters and future growth. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive, multi-asset investment approach supported by centralized operational and custody services.

Jacob Vita is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Traditional Concepts, LLC and the Purdue Hall of Music Box Office, as well as service in the Indiana National Guard. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts within a centralized operational structure.

Ashton Zigler is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. His prior work experience includes roles at FedEx Stryker, UPS, E.W. Scripps, PBS-WFYI, and BJ's Brewhouse. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combined model of non-discretionary and discretionary investment management, supported by centralized custody and brokerage operations.

Stephen Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Cetera since 2019 and previously advised at Foresters Advisory Services and Foresters Financial. Outside of his advisory roles, he operates Stephen L. Roberts LLC and has experience as a real estate investor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Michael Pruitt is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides centralized custody and brokerage services.

James Grice is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He worked at OptionsXpress, Inc. from 2016 to 2017 before joining Charles Schwab in 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Patrick Williams is a financial advisor with Cambridge Investment Research Advisors in Carmel, IN, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at Country Trust Bank and Country Capital Management Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm offers a range of investment solutions with discretionary and non-discretionary options, proprietary and third-party strategies, and emphasizes documented business relationships and institutional features aligned with its scale.