Hercel Leveringston is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory and Charles Schwab since 2015. Leveringston serves on the board of Dress For Success Indianapolis, a community organization focused on empowering women. Schwab Wealth Advisory serves clients enrolled in the SWA program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach includes asset allocation guidance and investment selection using Schwab’s internal research tools, with trades executed only upon client authorization.

Brian Williams is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2015, including roles at Charles Schwab Bank, SSB. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and select referrals from Charles Schwab & Co. The firm uses proprietary asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

Juan Gomez is a Series 66-licensed financial advisor at Schwab Wealth Advisory with seven years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2018 and previously held a role at Jos. A. Bank Clothiers. 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 tools, with client authorization required for trades and periodic reviews tailored to individual goals and risk tolerance.

Susan Strelow is a Certified Financial Planner (CFP®) at Schwab Wealth Advisory with 32 years of industry experience. She has been with Charles Schwab and its affiliated entities since 1996, including a decade at Schwab Private Client Investment Advisory, Inc. and one year at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. 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 advice is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Jeffrey Watson is a CFP® professional with 29 years of industry experience, currently serving at Cetera Planning Partners. He has held roles at Avantax and 1st Global Advisors during his career. Outside of advisory work, he operates a tax preparation business as a sole proprietor. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Mosfequs Salehin is a financial advisor at Schwab Wealth Advisory with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Charles Schwab and its advisory affiliate since 2016. He is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. 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 & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Alexander Adams is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Indianapolis, IN, holding the CFP® designation and Series 63 and 66 licenses. He has 43 years of industry experience, including 22 years with FIFTH THIRD SECURITIES and FIFTH THIRD BANK. FIFTH THIRD SECURITIES provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Charles Gavit is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments LLC since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven risk assessment and managed model strategies executed via mutual funds and ETFs.

Robert Venable is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2013 and previously held a role at Merrill from 2006 to 2011. Outside of advisory work, he co-owns and manages a single-family rental property with a personal friend. Schwab Wealth Advisory, Inc. provides fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools. The firm offers non-discretionary guidance on asset allocation and investment selection, typically recommending separately managed accounts handled by third-party or affiliated managers.

Tasneem Sharmeen is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and having six years of industry experience. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Grand Canyon Education, Inc. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance, and it operates with a distinctive compensation structure and compliance framework.

Debra Mc Culley is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding a Series 65 designation with 20 years of industry experience. Her prior roles include positions at Salzinger Sheaff Brock, LLC and Sheaff Brock Investment Advisors, spanning over two decades. Allworth Financial serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides services such as financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through various channels, employing a combination of quantitative and qualitative investment strategies.

Michael Matis is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at Morgan Stanley, RenPSG, and Oneamerica Securities. He is also an agent offering non-securities insurance products through Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services via a large network of advisors and uses discretionary unified managed accounts with tax-aware and ESG overlay options.

Carson Emmons is a CFP® professional with 11 years of industry experience, currently with Schwab Wealth Advisory Inc. since 2018 and also associated with Charles Schwab & Co., Inc. since 2015. He is based in Indianapolis, IN, and holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to individual goals and risk tolerance.

Norman Merlet is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Valic Financial Advisors since 2016 and is also involved with AGIA in a non-securities insurance capacity. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion for around 300,000 clients.

Jerilynn Holmes is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Valic Financial Advisors since 2019 and also has experience with Agia and Forum Credit Union. Holmes is licensed to offer non-securities insurance products through her role as an agent with Agia. Valic Financial Advisors primarily 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Eric Zebrauskas is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at TCFG Wealth Management and Summit Financial Group. Outside of his advisory work, he is actively involved in golf coaching, serving as a coach for Hamilton Heights Middle School and several junior PGA programs, and owns a golf coaching and club rehabilitation business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model with a notable focus on retirement-plan consulting and pension services, serving a broad client base that includes individual, charitable, corporate, and high-net-worth clients.

Robert Hammond III is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2016. His prior experience includes roles at USAA financial planning services and Osaic FA, Inc. He holds Series 63 and Series 65 licenses. 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’s advice is based on standardized asset-allocation models and internal research, offering tailored recommendations with at least annual reviews.

Joshua Gavit is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment and Ronald Blue Trust. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio strategies and third-party portfolio implementation.

Brian Libich is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera, TD Ameritrade, Chase Investment Services, and Edward Jones. In addition to his advisory work, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and a range of advisory services using model portfolios and technology-enabled tools, with a focus on both non-discretionary and limited discretionary account management.

Robert Miller is a financial advisor with Money Concepts Capital Corp in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Money Concepts Capital Corp since 2002 and also maintains a long-term association with O.W. Krohn & Associates. Outside of his advisory work, Miller is a board director for the U.S. chapter of the International Association of Registered Financial Consultants (IARFC) and owns Beacon Incorporated, a financial services company. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, using a blend of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.