Christopher Mccauley is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. He previously worked at Cambridge Investment Research Advisors, Inc. for 14 years. Outside of his advisory role, he owns Strategic Tax Professionals, LLC, a tax preparation business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, operational support, and investment management services. The firm offers discretionary model portfolios and customizable program structures while serving both retail and institutional clients.

Amy Hlavacek is a CFP® professional with six years of industry experience. She is currently an advisor at Sanctuary Advisors, LLC, having joined the firm in 2026 following seven years at FI3 Financial Advisors, LLC and four years at BMO. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent advisors and offers a range of discretionary and non-discretionary investment solutions tailored to diverse client needs.

Jason Rees is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Travis Schnell is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he held various positions including ownership of a wellness coaching business, The Scientific Trainer dba Executive Wellness Solutions. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, emphasizing customized strategies such as mutual fund and ETF models, separately managed accounts, and tax-efficient options.

Kaulen Jenkins is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Charles Schwab and its affiliated advisory unit since 2019. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on individual clients rather than institutional accounts.

Jacob Jewell is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Aligned Wealth Management, Aligned Dental Advisors, and Principal Securities Inc. Outside of his advisory role, he serves as the Financial Chair and Board Member for Grant’s Giants, a nonprofit organization focused on raising funds for families affected by Pompe disease. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, with advisory services often delivered on a discretionary basis.

Susan Bober is a financial advisor with Schwab Wealth Advisory, holding a Series 65 designation and based in Indianapolis, IN. She has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2015. 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 across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on model-based advice without exercising discretionary trading authority.

Nicholas Sumpter is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and affiliated with Charles Schwab since 2014. The firm provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on standard asset allocation models and Schwab research tools. Schwab Wealth Advisory operates as an internal advisory unit within the Schwab ecosystem, serving primarily individual clients without discretionary trading authority.

Christina Jordan is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 65 credentials with 20 years of industry experience. She previously worked at firms including Sheaff Brock Investment Advisors, Innovative Portfolios, LLC, Arbor Court Capital, and Foreside Fund Services, LLC. Jordan serves on the Purdue University College of Liberal Arts Alumni Board as an executive board member at large. Allworth Financial is a fee-based SEC-registered adviser catering to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, comprehensive financial planning, and manages privately offered funds, leveraging technology and third-party sub-advisers to provide both discretionary and non-discretionary asset management.

Jason Schnarr is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He has been with the Charles Schwab organization since 1995, holding roles at Charles Schwab, Charles Schwab Bank, SSB, and Schwab Wealth Advisory. Outside of his advisory work, he owns a real estate property management business in Miamisburg, Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

David Martin is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Charles Schwab & Co., Inc. and in chiropractic and wellness businesses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem and uses standard asset allocation models and research tools, leaving final trading decisions to clients.

Thomas Farrell is a financial advisor at TIAA-CREF in Carmel, Indiana, holding a Series 66 license with 21 years of industry experience. He has been with TIAA-CREF since 2017 and previously worked at Blue Horseshoe Solutions for one year. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management, and it acts as adviser to a donor-advised fund within a vertically integrated group that uses affiliated funds.

John Rodenberger is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2000 and with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, while clients retain final trading decisions.

Robert Moritz is a CFP® professional with 20 years of experience, currently serving as an advisor at Money Concepts Capital Corp since 2005. He holds the Series 66 designation and is based in Berne, Indiana. Outside of his advisory role, he is involved with Faithful Stewards, Inc., an investment-related business where he spends a significant portion of his time. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, using a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Ralph Baca is a financial advisor with Schwab Wealth Advisory, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2015. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed trading decisions and annual account reviews.

Luke Tansy is a financial advisor with TIAA-CREF in Carmel, IN, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a fiduciary standard across its advisory services and manages portfolios through model-based and customized approaches, including acting as adviser to a donor-advised fund.

Caroline Kirbish is a Series 66-credentialed financial advisor at Schwab Wealth Advisory with two years of industry experience. She previously worked at Ameriprise Financial/Kuttin Wealth Management and Huntington National Bank. Kirbish serves as Vice President of the Irvington Historic Landmarks Foundation/Benton House Association, assisting with fundraising and property maintenance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and retirement planning supported by Schwab’s research tools and asset allocation models.

Elizabeth Drury is a CFP® professional with eight years of experience in financial advising. She has worked with J.W. Cole Advisors, Inc. since 2019 and is also involved with Beck Financial Strategies. Outside of her advisory roles, she serves as an independent referral agent in real estate and is a commissioned insurance agent. J.W. Cole Advisors, Inc. is an enterprise firm serving individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, retirement services, and third-party manager platforms. The firm employs a combination of fundamental and technical analysis, model-based strategies, and digital advice to implement client solutions.

Antoine Burks II is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Prudential Insurance Company of America and Mutual of America. His prior roles also include positions outside the financial industry, such as employment at Bellhops and HomeAdvisor. 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 multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Ty Clark is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His work history includes roles at Charles Schwab and Charles Schwab Bank, as well as experience outside finance with Alta Medical and Discount Den. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.