Channing Longman is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program, using a model-driven approach based on Charles Schwab & Co.’s research tools and standard asset-allocation models.

Lauren Cook is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Schwab Wealth Advisory, where she has worked since 2021, following roles at Truist Advisory Services, BB&T Securities, Equity Services, and Thoroughbred Advisors/National Life Group. Based in Indianapolis, IN, she advises clients within Schwab's wealth management framework. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s services focus on asset allocation and investment selection using Schwab’s proprietary research and standard models, with trades requiring client authorization and reviews conducted at least annually.

David Gomez is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc. and held positions at Ashley Furniture Industries and other companies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations while executing trades only with client authorization.

Dana Gentile is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Deutsche Bank and The Northern Trust Company. Dana is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm offers guidance on asset allocation and investment selection, using Charles Schwab’s proprietary models and research tools, with individualized recommendations reviewed at least annually.

Jeffrey Rodgers is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1995. 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 uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Whitney Ashley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at Commonwealth since 2020 and also has a background with Leman Financial Advisors beginning in 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Landon Kellogg is a CFP® with nine years of industry experience currently serving at Schwab Wealth Advisory Inc. He has held positions at Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, and several major financial institutions including Bank of America, Merrill Lynch, and Morgan Stanley. He also has experience working with the U.S. House of Representatives. 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 offers guidance on asset allocation and investment selection using Charles Schwab’s proprietary research tools, with reviews tailored to each client’s goals and risk tolerance.

Lee Cole is a financial advisor at Money Concepts Capital Corp with 29 years of industry experience and holds a Series 66 designation. He has worked at Money Concepts Capital Corp since 1997 and was a CPA from 1982 to 2025. Outside of his advisory work, he is employed part-time as a security guard at the Indianapolis Motor Speedway. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Jacob Mc Crory is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at BKD LLP and RSMUS LLP and is also involved with DPW Financial, where he engages in insurance sales and investment advisory activities. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Lee Goss is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. He has been affiliated with Charles Schwab and its related entities since 1999, including roles at Schwab Private Client Investment Advisory, Inc. Outside of his advisory work, he serves on the board of directors for I3F, a nonprofit organization focused on innovation and creativity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools. The firm emphasizes client authorization for trades and typically recommends separately managed accounts managed by third-party or affiliated managers.

Nicholas Anderson is a Certified Financial Planner® at Schwab Wealth Advisory with 19 years of industry experience. He has worked at Charles Schwab and its affiliates since 2006 and was previously with Valeo Financial Advisors, LLC. He is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance, executing trades only with client authorization.

Aaron Warnecke is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with SPC since 2003 and Parkland Securities, LLC since 2014. Warnecke operates under the name Blue Chip Consultants, providing financial services and insurance through various companies. SPC serves a diverse client base, including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management tailored to client needs.

Joshua Goldberg is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and has held prior roles at Bank of America, Merrill, Republic Airways, Morgan Stanley, and Butler University. He has been with Rockefeller Financial since 2021. 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services through its integrated Private Advisor model and Rockefeller Global Investment Management platform.

Tyler Wilson is a Series 66-licensed advisor with PNC Wealth Management in Carmel, IN, with six years of industry experience. He has been with PNC Investments since 2017, following prior roles at PNC Bank. Outside of his advisory role, he is a landowner of tillable farmland. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to implement portfolios with mutual funds and ETFs.

Maria Schuster is a CFP® professional at Schwab Wealth Advisory with six years of industry experience. She previously worked at Rockefeller & Co., Whitnell & Co., and JMG Financial Group. Schuster holds the Series 66 designation and is based in Indianapolis, IN. Schwab Wealth Advisory 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’s advice is guided by internal asset allocation models and research tools, offering at-least-annual reviews tailored to client goals without exercising discretionary trading authority.

Daniel Rickelman is a financial advisor at Schwab Wealth Advisory with 34 years of industry experience. He holds the Series 63 designation and has been with Charles Schwab since 1992, joining Schwab Wealth Advisory in 2019. Outside of advising, he has worked as a clerk for middle and high school athletic events. Schwab Wealth Advisory 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 approach includes guidance on asset allocation and investment selection, with recommendations tailored through annual reviews based on client goals and risk tolerance.

Daniel Mette is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab since 2018. Prior to his financial services career, he worked with Zionsville Community Schools from 2015 to 2018. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with annual reviews tailored to client goals and risk tolerance, and it operates under a unique compensation and operational structure within the Charles Schwab organization.

Adrienne Monka is a financial advisor at Sanctuary Advisors, LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses with six years of industry experience. She has worked at Cooke Financial Group since 2018 and previously at Crew Carwash from 2016 to 2018. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisors. The firm offers a range of investment advisory and financial planning services, employing various analytical approaches and managing accounts on discretionary or non-discretionary bases while acting as a fiduciary under written agreements.

Patrick Fitzgerald is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 35 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with affiliated Ameritas entities since 2008. He is also president of National Financial Group, a role he has held since 1994. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while operating under a mutual holding company structure that includes affiliated broker-dealer and insurance entities.

Logan Swallow is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has worked previously at First Merchants Bank. Outside of advising, he has worked as a route driver for Home City Ice. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs both quantitative and qualitative analysis to create customized investment strategies and offers a range of services including portfolio management, retirement plan consulting, and educational resources.