Ryan Mcdaniel is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. He holds Series 63 and Series 66 designations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice follows Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Melissa Oconnell is a financial advisor with Schwab Wealth Advisory, Inc. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Noyes Advisors LLC. Outside of her advisory work, she is involved as a brand ambassador for Forte Event Marketing. 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 guidance is based on proprietary asset-allocation models and internal research, emphasizing tailored recommendations aligned with clients’ goals and risk tolerance.

Lukas Baumgartner is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2015, as well as Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and research, offering tailored recommendations reviewed at least annually.

Carlo Freese is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Charles Schwab since 2002 and with Schwab Wealth Advisory since 2012. Based in Indianapolis, IN, his career includes over two decades within the Schwab organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and research tools, focusing on client goals and risk tolerance, with trades executed only upon client authorization.

David Amstutz III is a CFP® professional based in Indianapolis, IN, with nine years of industry experience. He has been with Schwab Wealth Advisory since 2018 and Charles Schwab since 2017. In addition to his financial advisory roles, he has been affiliated with the University of Indianapolis since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm employs Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, without exercising discretionary trading authority.

Stephen Sexton is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds the Series 63 and Series 66 securities licenses and has been associated with Charles Schwab since 2006. 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’s services focus on asset allocation and investment selection guided by Charles Schwab & Co.’s models and research, with client authorization required for all trades.

Alexander Jarrett is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2021, following roles in engineering and environmental services. 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’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with annual reviews while executing trades only with client authorization.

Jeana Golden is a financial advisor at &PARTNERS with 29 years of industry experience. She holds the Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is involved in catering through a small business based in Indianapolis. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and institutions. The firm offers investment management and financial planning services using a range of strategies and third-party managers, with capabilities as both a registered investment adviser and broker-dealer.

Donald Graf is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Charles Schwab since 2011 and with Schwab Wealth Advisory since 2022. 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 utilizes Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with trades executed only upon client authorization.

Nicholas Hanson is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated advisory services since 2008. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations with client authorization required for trades.

Orfeo Di Mizio is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab, he worked at Fedex Ground and for over a decade at Luca Pizza di Roma. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co. referrals, using standard asset-allocation models and internal research tools to tailor recommendations to individual goals and risk tolerances.

Michael Felmet is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 66 and Series 63 designations and has been with Schwab Wealth Advisory since 2018 and Charles Schwab since 2016. 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 uses standard asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

Hilary Bogard is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 66 designation and has worked in various roles within Cetera and Avantax firms since 2024. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also offers tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, utilizing a diversified investment approach tailored to client objectives and risk tolerance.

Alexander Molnar is a CERTIFIED FINANCIAL PLANNER™ professional at Schwab Wealth Advisory with five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory in 2024. Molnar is a member of the Pokagon Band of Potawatomi. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations, with trades executed only upon client authorization.

James McMahon is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Sheaff Brock Investment Advisors, LLC and Morgan Stanley DW Inc. Outside of his advisory work, he owns and operates a small business called Breakfast Club in Carmel, Indiana. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and consulting services. The firm utilizes a combination of quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and specialized portfolios.

Alex Marshall is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, holding a Series 66 license and one year of industry experience. His prior work includes roles at Sanctuary Securities, Inc., DoorDash, and Travis Matthew, as well as academic positions at the University of Cincinnati and various schools. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and other services using a range of investment approaches and fiduciary oversight.

Mark Wheelock is a financial advisor with Principal Financial Services in Indianapolis, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Instacart and Shipt, as well as legal work with Nick Baker Law LLC. He also engages in the sale of fixed insurance products, including fixed life and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through a variety of advisory and promoter arrangements.

Michael Sherwood is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and is also associated with Charles Schwab, where he has worked since 1998. He previously operated Sherwood Property Group LLC for nearly two decades. 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 based on proprietary asset-allocation models and internal research tools.

Zinaida Kumok is a financial advisor at Farther with Series 65 credentials and no prior industry experience before joining the firm. She has worked at Farther since 2026 and has also been associated with C.H. Douglas & Gray Wealth Management and VTX Capital, LLC. Outside of finance, Kumok is president of Zina Kumok Inc., a freelance writing business she has operated since 2015. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Alexander Yates is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Valic Financial Advisors since 2010 and has also served as an agent with Agia since 2022, focusing on non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and maintaining approximately $26.4 billion in discretionary assets.