Andrew Fairman is a financial advisor at Cerity Partners LLC with 20 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at Strategic Benefit Consultants, Inc., UBS Financial Services, Merrill, and LPL Financial. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Kristopher Schwarte is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Western & Southern Life, GWFS Equities, Primerica, Cengage Learning, TD Ameritrade, Scottrade, and Fidelity Brokerage Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithmic risk assessment and portfolio rebalancing using mutual funds and ETFs.

Micah Williams is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and three years of industry experience. He has worked with firms including T. Rowe Price and TIAA before joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focusing on long-term portfolio returns and operates within the framework set by plan sponsors.

Richard Kane Jr. is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 1999. 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 Charles Schwab & Co.’s standard asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Robert Kaspar is a financial advisor with Corient, holding a Series 63 designation and bringing 34 years of industry experience. His prior roles include positions at Crown Capital Securities, Lp and Windsor Wealth Management. He serves as a director of the Ball State University Foundation, contributing to its Finance and Investment Committee. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team approach combining internal and third-party strategies with continuous portfolio monitoring and risk management tools.

Paul Barlow is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding Series 66 and Series 63 licenses with 28 years of industry experience. His prior roles include positions at Mercer Global Advisors, CornerCap, Charles Schwab & Co., and Merrill, among others. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies across various asset classes and provides services such as financial planning, portfolio management, retirement plan consulting, and education through multiple channels.

Cara Brasor is a Certified Financial Planner (CFP®) with 20 years of industry experience. She is currently with Schwab Wealth Advisory and has previously worked at Valeo Financial Advisors, Centerstone Investors, and IVA Funds Distributors. Outside of her advisory role, she is a manager of Brasor Investments, LLC. Schwab Wealth Advisory 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 guidance is based on Charles Schwab’s asset-allocation models and internal research, with a focus on tailored recommendations aligned to client goals and risk tolerance.

Bradley Martin is a CFP® with 14 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Indianapolis, IN, where he has worked for a total of nine years, alongside his broader tenure at Charles Schwab since 2011. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm uses proprietary asset-allocation models and internal research tools to offer recommendations tailored to client goals and risk tolerance, with trades executed only upon client authorization.

Benjamin Fisher is a Certified Financial Planner® (CFP®) with 11 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory Inc. since 2016 and has been affiliated with Charles Schwab since 2014. Fisher holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. 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. The firm’s investment guidance is grounded in standard asset-allocation models and internal research tools, with recommendations tailored annually to clients’ goals and risk tolerance.

Richard Vanparis II is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 registrations and 29 years of industry experience. He has worked extensively with Ameritas-affiliated firms since 2009 and has managed Van Paris & Associates, Inc. since 2004, where he also provides income tax preparation services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies through multiple program platforms and maintains a corporate structure that includes affiliated broker-dealer, investment, and insurance entities.

Alexis Gadient is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Greenfield, IN, holding Series 66 and Series 63 licenses and having 11 years of industry experience. She has worked at Fifth Third Securities since 2015 and at FIFTH THIRD BANK since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jeremy Nei is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2007 and with Schwab Wealth Advisory Inc. since 2014. 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’s advice uses Charles Schwab’s asset allocation models and research tools, with client-specific recommendations reviewed at least annually.

Brett Mock is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with 11 years of industry experience. His background includes roles at Northwestern Mutual Wealth Management and Charles Schwab, as well as legal practice through Brett A Mock Esq. He serves on the Valparaiso University Customer Experience Program Advisory Board. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm integrates advisor-led discretionary management and model-based strategies, providing tailored financial planning, retirement plan services, and access to insurance and alternative investments.

Michael Naab is a financial advisor with PNC Wealth Management in Carmel, Indiana, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with PNC Investments Inc. since 2010 and also has a role at Indiana University starting in 2005. 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 algorithmic risk assessment to guide investment selections managed via mutual funds and ETFs.

Zachary Babcock is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. He has been affiliated with Charles Schwab & Co., Inc. throughout his career starting in 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’s advice is based on Charles Schwab’s asset-allocation models and research tools, with tailored recommendations that align with clients’ goals and risk tolerance.

Douglas Voight is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Charles Schwab since 2003 and has worked specifically at Schwab Wealth Advisory Inc. for 14 years. He is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations primarily for 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 tools, with client-authorized trades and an emphasis on managed accounts handled by third-party or affiliated money managers.

Angela Davis is a financial advisor at Key Investment Services LLC in Indianapolis, IN, holding Series 63 and Series 66 designations with 12 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and OneAmerica Securities. Outside of her advisory work, she shares ownership in a rental property business that serves traveling nurses. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model combining discretionary implementation and manager-led portfolio design, with a focus on non-discretionary asset management and wrap-fee programs.

James Jones III is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. His work history includes roles at Edward Jones, BMO Harris Bank, and LPL Financial LLC. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and provides ongoing portfolio management aligned with clients’ goals and risk tolerances.

Thomas Waterway is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at LPL Financial, LLC, Lantern Global Advisors, and Pentera Group Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, utilizing a fiduciary-based advisory model and a range of investment strategies.

Allyson Bolinger is a CFP® professional with five years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2023. Her background includes roles at Charles Schwab & Co., Inc., Indiana Mills and Manufacturing, Farm Credit Mid America, and Purdue University. 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, using proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.