David Skelding is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2006. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Megan Gump is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and four years of industry experience. She has worked within various roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, and has experience outside finance including in the hospitality and coffee sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program. The firm delivers advice through Schwab’s asset allocation models and research tools, offering annual reviews and investment recommendations, while clients retain final trading decisions.

Chloe White is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc. and held various roles in education and nonprofit organizations. 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 using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.

Rylan Wistrom is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked within the Charles Schwab organization since 2015. Schwab Wealth Advisory, Inc. 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 a range of asset classes. The firm operates as an internal advisory unit within Charles Schwab, utilizing proprietary asset allocation models and research tools while leaving final trading decisions to clients.

Stephanie Braden is an advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. She has been with the firm and its affiliated entities since 2026. Outside of financial advising, she has experience in fitness and wellness industries, including roles with NeuroFIT and DotFIT. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Daniel Weisenbach is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Ameritas Life Insurance Corp and Ameritas Investment Corp, with additional experience as a self-employed advisor. Outside of his advisory work, he owns and operates DPW Financial LLC, which conducts financial classes and seminars. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform combining model portfolio solutions, discretionary asset management, financial planning, and consulting services, with a unique operational structure supporting a high client load per advisor.

Jack Newcomer is a financial advisor at Allworth Financial, L.P. with three years of industry experience. He holds a Series 65 designation and has worked at Allworth Financial since 2024, with prior experience at WealthPoint Advisors LLC. Outside of his advisory role, he serves as an assistant football coach for Noblesville Schools. 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 a variety of model strategies and employs both discretionary and non-discretionary approaches, with a notable focus on specialized offerings and the use of third-party sub-advisers.

Graham Bowen is a financial advisor at Cerity Partners LLC in Indianapolis, IN, holding a Series 65 credential with one year of industry experience. Prior to joining Cerity Partners, he worked at CertaSite, AuthentiCx, 938 Church, Cru, and West Chester University. Cerity Partners provides customized wealth management and related services to a broad national client base including individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Miranda Bonde is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. Her prior experience includes roles at Charles Schwab & Co., Gallagher Fiduciary Advisors, Osaic Wealth, Woodbury Financial Services, American United Life, OneAmerica Securities, LPL Financial, Futurity First, and ProEquities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement planning discussions, and investment recommendations using Schwab research tools and model allocations. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients, distinguishing its service approach from many other enterprise wealth managers.

Matthew Rice is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously at RiverPoint Capital Management from 2016 to 2018. He is based in Indianapolis, IN. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office capabilities, employing a combination of discretionary customized portfolios and extensive tax and accounting integration.

Micah Dean is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2018. Prior to his financial services career, he held positions at Purdue University and Universal Studios Orlando. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm’s advice is guided by Charles Schwab's asset allocation models and research tools, with final trading decisions made by clients.

Brian Cooke is a financial advisor at Sanctuary Advisors, LLC with 33 years of industry experience. He has held positions at Sanctuary Wealth since 2016 and Wells Fargo Advisors LLC from 2009 to 2016. Cooke serves as a board member of the Cooke Family Foundation and is a finance committee member for Cathedral High School, providing advice related to the school's foundation. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and utilizes sub-advisors and third-party platforms to implement strategies, supported by an integrated affiliate structure and recent consolidation activities.

Victoria Hall is a financial advisor at Farther with two years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and CH Douglas & Gray. In addition to her advisory role, she operates as an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

David Gould is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, and Charles Schwab since 2008. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s standard asset allocation models and research tools to guide investment recommendations, with clients retaining final trading decisions.

Michael Myers is a financial advisor with Sanctuary Advisors, LLC based in Indianapolis, IN. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. Myers has been associated with Merrill since 2001 and Bank of America, N.A. since 2011. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisors and offers a range of discretionary and non-discretionary solutions tailored to client goals.

Christopher Dwulet is an advisor at Schwab Wealth Advisory with Series 66 and Series 63 designations and two years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and Charles Schwab & Co., Inc. since 2024. His prior experience includes roles at Ammo.com, Dream Connections International, and Q2 Solutions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, 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 charge clients directly for its advisory services.

Jonathan Wilkin is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Schwab Wealth Advisory since 2011 and 2015, respectively. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, 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 typically does not exercise discretionary trading authority.

Matthew Holmes is a CFP® professional with 11 years of industry experience. He is currently with Allworth Financial, L.P. in Indianapolis, IN, having previously worked at firms including Charles Schwab, FORVIS Wealth Advisors, and Td Ameritrade. His background also includes experience outside financial services at DoorDash. 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 a variety of model strategies and employs third-party sub-advisers when appropriate.

Gregory Brodnik is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory and Charles Schwab since 2017, following a one-year tenure at TDAmeritrade. Outside of his advisory role, he and his wife co-own rental real estate properties in Greenwood, Indiana. 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 based on Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, differentiating its service structure from many enterprise wealth managers.

Stephen Krout is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Prime Distribution Services, and Celadon Trucking Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, 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 act as a discretionary portfolio manager.