Amy Edwards is a CERTIFIED FINANCIAL PLANNER™ professional with 28 years of industry experience. She has been with Schwab Wealth Advisory Inc. since 2009 and also worked as a sole proprietor from 2015 to 2017. She holds the Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools. The firm conducts annual account reviews and does not exercise discretionary trading authority, distinguishing its approach from many other enterprise wealth managers.

Jeremy Crumbaugh is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and totaling 26 years of industry experience. He has been with Charles Schwab and its affiliated advisory unit since 1999, including 14 years specifically with Schwab Wealth Advisory. Outside of his financial advisory work, he is involved in the performing and fine arts as a songwriter, composer, and performer. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within Charles Schwab, delivering advice through standardized asset allocation models and research tools without exercising discretionary trading authority.

Matthew Mc Michael is a CFP® with 26 years of industry experience, currently serving at Schwab Wealth Advisory since 2024. He has held roles at Optionsxpress, Inc. from 2011 to 2017 and has been with Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools without discretionary trading authority.

Elizabeth Davis is a Series 66-credentialed financial advisor with two years of industry experience. She is currently with Key Investment Services LLC and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and PRUCO Securities, LLC. Prior to her advisory roles, she spent 14 years in online sales. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment model selection and provides access to third-party discretionary managers along with ongoing monitoring and supervisory oversight.

Conni Mc Ewen is a CFP® and Series 66-licensed advisor with 23 years of industry experience, currently with Schwab Wealth Advisory in Indianapolis, IN. She previously worked at J.P. Morgan Securities for 10 years before joining Schwab Wealth Advisory and Charles Schwab in 2022. Mc Ewen serves on the finance committee board of the Girl Scouts of Central Indiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models.

Christopher Douglas is a financial advisor with C.H. Douglas & Gray Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has 24 years of industry experience. He has been with C.H. Douglas & Gray Wealth Management since 2007. C.H. Douglas & Gray Wealth Management offers asset management, financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using equity index funds and ETFs as core investments.

Owen Endris is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with Charles Schwab and Schwab Wealth Advisory since 2013 and 2015, respectively. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers investment recommendations across various asset classes and conducts at least annual account reviews without exercising discretionary trading authority.

Edward Nicolai is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities, BancWest Investment Services, and Modern Refined. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm delivers investment recommendations while leaving final trading decisions to clients and conducts at least annual account reviews without discretionary trading authority.

Andrew Miller is a financial advisor at Sanctuary Advisors, LLC in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Sanctuary Securities, Inc., Equitable Advisors LLC, and State Farm, among others. He has also been affiliated with the Indiana University Kelley School of Business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent adviser representatives with a range of portfolio management options and employs various analytical approaches while acting as a fiduciary under written advisory agreements.

Kevin Mitchell is a ChFC® credentialed financial advisor with 16 years of industry experience. He has worked at Nationwide Investment Services Corporation and LJI Wealth Management, LLC prior to joining Savant Wealth Management in Indianapolis, IN. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated accounting, legal, and trust services.

Schyler Rahman is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. since 2022 and has experience in education and corporate roles with Grand Canyon University and Grand Canyon Education, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses standardized asset allocation models and Schwab research tools, delivering advice without discretionary trading authority, and operates as an internal advisory unit within the Schwab ecosystem.

Allen Duros is a CFP® certificant with 11 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. in Indianapolis, where he has worked since 2026. His prior roles include positions at Merrill Lynch and Edward Jones, among others. Schwab Wealth Advisory, Inc. 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 focuses on delivering annual financial reviews and investment recommendations without exercising discretionary trading authority.

Margot Dwyer is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Rockefeller Financial LLC since 2021 and previously held positions at Bank of America and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services.

Edward Watko III is a financial advisor with TLG Advisors, Inc. in Indianapolis, IN, holding a Series 63 designation and bringing 36 years of industry experience. His career includes roles at The Leaders Group Inc., M Holdings Securities, Inc., Pacific Mutual, and he also operates Mack Financial, an insurance and investment advisory business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer platform called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Timothy Dennany is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked at Charles Schwab since 2011. Outside of his advisory work, he serves as a consultant for the Lawrence Apostolic Church, a religious organization, where he has been involved since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many other enterprise wealth managers.

Garrett Bianchi is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has been with the Schwab organization since 2019, including roles at both Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. Prior to his financial services career, he worked at Crooked Stick Golf Club and River Pointe Country Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc. and does not exercise discretionary trading authority over client accounts.

Thomas Barrett is a financial advisor at Corient in Indianapolis, IN, holding a Series 66 designation with 23 years of industry experience. His prior roles include positions at Vivaldi Capital Management LP and Biechele Royce Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charities, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment opportunities.

William Dugdale is a financial advisor with Hightower Advisors holding a Series 65 designation. He has prior experience at Eight Eleven Groupo, Compass Real Estate, Diamond Capital Management, and The National Bank of Indianapolis. Dugdale is based in Indianapolis, IN. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers.

Jeff Olbina is a financial advisor with PNC Wealth Management in Indianapolis, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Indiana Members Credit Union, and Cuna Brokerage Services. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Neil Quinlan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked for ARGI Investment Services, LLC for 13 years. He is also involved with Wastah, LLC, providing consulting related to personal and family matters. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on customized, diversified portfolios and access to alternative and private-market investments.