Joshua Jaramillo is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at J.P. Morgan Securities, J.P. Morgan Chase, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for PNC Bank employees that uses mutual funds and ETFs with annual rebalancing.

Cally Elkin is a financial advisor at Guardian Life with Series 65 and Series 63 licenses and one year of industry experience. She has previously worked at LPL Financial and Charles Schwab & Co., Inc. Outside of her advisory role, she works as a server at Taxman Brewing Company, a bar and restaurant in Fortville, Indiana. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Lisa Reddick is a financial advisor at Allworth Financial, L.P. in Indianapolis, Indiana, with 19 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Sheaff Brock Investment Advisors, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Charles Schwab. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes customized portfolios with diverse strategies including core-satellite, pure-index, and options-based approaches, and is known for its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Branden Lienemann is a CFP®-certified financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing 10 years of industry experience. He has been with Charles Schwab and its affiliated advisory unit since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit under Charles Schwab & Co., serving individual clients without direct fee billing and limiting discretionary management to affiliated or third-party managers.

Michael Sheldon is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab and Securities America, Inc. prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment model selection, provides ongoing monitoring, and offers access to third-party discretionary managers while conducting due diligence and supervisory oversight across its programs.

John Vaughn is a financial advisor with PNC Wealth Management in Zionsville, IN, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital portfolio solution for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Ernesto Hernandez is a financial advisor with First Command Advisory Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has been with First Command Advisory Services and related entities since 2014. Hernandez serves as a board member at McCordsville Community Church, where he advises on executive decisions and financial matters. First Command Advisory Services 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 provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Richard Peters is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN. He holds Series 63 and Series 66 credentials and has 14 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked at Charles Schwab since 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, 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 directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Tanya Campbell is a financial advisor at Mariner with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Voya Financial Advisors and TIAA-CREF. She serves as Director of Member Relations for the CFA Society Indianapolis, focusing on attracting, promoting, and retaining membership. Mariner provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and operational family office capabilities.

Owen Atkison is a financial advisor with GWN Securities Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Midwest Deferred Compensation Specialists, Harvest Investment Services, and teaching positions at the University of Indianapolis and Franklin Community High School. He is also licensed as a life and health insurance agent, engaging in sales of insurance products and retirement plan enrollments. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs that include traditional and active investment strategies.

Christopher O'Connor is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including KeyBank, LPL Enterprise, and Northwestern Mutual. His prior roles also include positions in hospitality and real estate investment. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm operates within the KeyCorp group and emphasizes client-directed investment strategies supported by non-binding recommendations and ongoing oversight.

Ryan Mcdaniel is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. He holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Melissa Oconnell is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and 14 years of industry experience. She previously worked at JP Morgan Securities and Noyes Advisors, among other firms. Outside of her advisory role, she works as a brand ambassador for Forte Event Marketing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Charles Schwab’s research tools and 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.

Lukas Baumgartner is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked with Schwab Wealth Advisory Inc. since 2015 and with Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations utilizing Charles 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.

Carlo Freese is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and associated with Charles Schwab since 2002. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program. The firm delivers advice through standard asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations while leaving final trading decisions to clients.

David Amstutz III is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Indianapolis, IN. He has been with Schwab Wealth Advisory since 2018 and has additional experience with Charles Schwab dating back to 2017. He is also affiliated with the University of Indianapolis since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many other enterprise wealth managers.

Stephen Sexton is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has 20 years of experience in the industry. He has been with Charles Schwab in various capacities since 2006 and joined Schwab Wealth Advisory in 2025. 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 and planning discussions, 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 Schwab research tools, while leaving final trading decisions to clients.

Alexander Jarrett is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab, Tetra Tech Engineering Services, and Golars Environmental. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients 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 the Schwab ecosystem and does not directly charge clients fees or exercise discretionary trading authority.

Jeana Golden is a financial advisor at &PARTNERS with 29 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is involved in a catering business based in Indianapolis. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers through platforms like Envestnet.

Donald Graf is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2011, joining Schwab Wealth Advisory in 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations. The firm uses Schwab's asset allocation models and research tools, with advisors recommending allocations but leaving final trading decisions to clients.