Maria Schuster is a CFP® professional at Schwab Wealth Advisory with six years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and previously held roles at Charles Schwab & Co., Inc., ROCKEFELLER & Co, Whitnell & Co., and JMG Financial Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools, and generally does not exercise discretionary trading authority.

Daniel Rickelman is a financial advisor at Schwab Wealth Advisory with 34 years of industry experience. He has been with Charles Schwab since 1992 and joined Schwab Wealth Advisory in 2019. Outside of his advisory role, he works as a clerk for middle school and high school athletic events. Schwab Wealth Advisory 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 conducts annual account reviews and focuses on tailored investment recommendations without exercising discretionary trading authority.

Daniel Mette 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 prior work includes roles at Charles Schwab and Zionsville Community Schools. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.

Adrienne Monka is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN. She holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Sanctuary Advisors, she worked at Cooke Financial Group from 2018 to the present and had a role at Crew Carwash from 2016 to 2018. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent advisors and offers a range of investment solutions including separately managed accounts and unified managed accounts, serving a broad client base with a multi-affiliate platform.

Patrick Fitzgerald is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance, Ameritas Investment Corp, and National Financial Group, where he serves as president. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary services across a range of investment programs and strategies.

Logan Swallow is a Series 65-credentialed advisor with Allworth Financial, L.P. in Indianapolis, IN, with one year of industry experience. Prior to joining Allworth Financial, he worked at First Merchants Bank and has also been involved with Home City Ice since 2021. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and incorporates technology to manage held-away employer retirement accounts.

Timothy Johnston is a financial advisor at Wealth Enhancement Advisory Services, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he serves as a member of the Development Board at Indiana University Simon Cancer Center and is chair of the board of directors for F3+R, Inc., which focuses on fundraising for precision medicine research. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and consulting services.

August Hardee II is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and having 11 years of industry experience. He has held roles at multiple firms including Star Benefit Associates, Net Law Inc., WealthWave, and A. M. Hardee & Associates, LLC, where he serves as President and CEO providing consulting advice on economic and charitable matters. His activities also include offering Medicare supplement and prescription drug plans through Star Benefit Associates. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Amy Faulk is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses. She has four years of industry experience, including roles at Charles Schwab and Enterprise Holdings. 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 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 charge clients directly for its services.

Audrey Bruch is a financial advisor at Allworth Financial, L.P. with 15 years of industry experience. She holds a Series 65 designation and has worked at firms including SBAuer Funds, Trust Advisors, Innovative Portfolios, Salzinger Sheaff Brock, and Sheaff Brock Investment Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies ranging from core-satellite and index allocations to specialized ETF and options-based models, using both discretionary and non-discretionary management approaches.

Bryan Hoffman is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 1998 and also works with the Jasper Stidham Endowment committee and serves as treasurer for the Pheasants Forever Sagamore Chapter, supporting local wildlife habitat and youth education. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, employing Envestnet-developed UMA models and operating with approximately $26.4 billion in discretionary assets.

Darrell Woehler is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. He has held roles within the Charles Schwab organization since 2010, including over a decade at Schwab Private Client Investment Advisory, Inc. He holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, focusing on 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 does not charge clients directly for its advisory services.

Nicholas Kirsch is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has been with Charles Schwab since 2007 and with Schwab Wealth Advisory since 2018. 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 guided by Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, with investment decisions made by clients and advisory recommendations provided through dedicated associates.

Ali Abdul Rahman is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been associated with Guardian Life Insurance Company of America since 1989. He currently serves clients through Park Avenue Securities, a wholly owned subsidiary of Guardian Life. Park Avenue Securities operates as a dually registered broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs including proprietary and third-party models, alongside hybrid digital advisory solutions.

Ronald Frank is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2004. In addition to his advisory role, he serves as a referral partner for Net Law, introducing a platform for estate planning tools. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple program platforms to deliver its services.

Michael Stolte is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has been with PNC investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Ryan Sperry is a financial advisor at Corient in Indianapolis, IN, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab and Column Capital Wealth Management (CAPTRUST). Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach utilizing both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management tools.

Michael Feltz is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. His prior work includes roles at Oaktree Financial Advisors Inc., Northwestern Mutual, and various positions outside the financial sector. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and wealth planning solutions under Commonwealth’s supervision.

Christopher Hutchens is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Hutchens has been affiliated with Wells Fargo Clearing for 10 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers and offers a range of discretionary and non-discretionary investment solutions tailored to client goals.

John Collins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Aspida Life Insurance Company, WFG Direct, and World Financial Group. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that include proprietary and third-party model portfolios. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.