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.

Mia Cardwell is a CFP®-designated financial advisor with 24 years of industry experience. She is currently with Rockefeller Financial LLC and has previously worked at Whitnell & Co. Outside of her advisory role, she owns and manages several rental properties in Florida. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, offering integrated wealth management, financial planning, and portfolio management services through a designated Private Advisor and access to alternative investments.

Margot Dwyer is a CFP® professional with 25 years of experience in financial advisory services. She currently works at Rockefeller Financial LLC and has previously held roles at Bank of America, NA and Merrill Lynch. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a combination of in-house and third-party managers.

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.

John Koth is a financial advisor with OSAIC Institutions, Inc., holding Series 63, 65, and 66 designations and over 30 years of industry experience. He has served at OSAIC since 2014 and has prior experience as a real estate agent and in compliance consulting. Additionally, he acts as a FINRA arbitrator, participating in dispute resolution since 2005. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending options, with a notable focus on predominantly non-discretionary assets and a dual broker-dealer/adviser structure.

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.

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.

Nicholas Alexander is a CFP® with 11 years of industry experience, currently serving at Schwab Wealth Advisory since 2025. He has held previous roles within Charles Schwab-affiliated firms since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Joseph English is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and has been affiliated with Charles Schwab since 2017. Outside of finance, he has experience working in the parking services industry. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Wesley Sykes is a financial advisor with Money Concepts Capital Corp in Indianapolis, IN, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Money Concepts Capital Corp since 2009. Outside of his advisory work, he is involved with Crown Mentoring, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Nolan Pugh is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017. Prior to his advisory role, he spent four years at the Krannert School of Management at Purdue University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering 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 charge clients directly, distinguishing its advisory approach from many enterprise wealth managers.

Nicholas Pfledderer is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 66 and Series 63 designations and two years of industry experience. His prior experience includes roles with Charles Schwab Co., Inc. and the Adorant Group, as well as periods devoted to full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset types. The firm’s advice is delivered using Charles Schwab’s asset allocation models and research tools, with investment decisions ultimately made by clients.

David Kroner is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2015. He has been affiliated with Charles Schwab since 2000. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s proprietary research tools and asset allocation models. The firm focuses on wealth management education, retirement planning, and investment recommendations, with final trading decisions made by clients.

Timothy Johnston is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Metlife Securities, and OSAIC. Outside of advisory work, he is involved in commercial real estate ownership through Abner Properties, LLC and Abner Properties Rangeline, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Brian Rykovich is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2024. His prior experience includes roles at Savant Wealth Management, Treybourne Wealth Planners, CH Douglas & Gray, and Bedel Financial. Mariner serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios overseen by an Investment Committee and provides integrated tax, accounting, and administrative CFO capabilities uncommon among similarly sized advisory firms.

Hilda Yataco is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2006. Yataco holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account Platform, including mutual fund/ETF models, SMA strategies, and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Christopher Hale is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with PNC Investments since 2010 and has a concurrent role at Franklin College since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital investment platform currently in an employee-only pilot phase. The firm uses algorithmic risk assessments to guide model selection and employs third-party strategists for portfolio management, with a focus on mutual funds and ETFs.