Trevor Conwell is a financial advisor with Commonwealth Financial Network based in Carmel, IN. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Oaktree Financial Advisors, Primerica Advisors, and Indiana University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $213 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

Robert Turner is a financial advisor at Empower Advisory Group with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Equitable Advisors and Axa Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Tia Lee is a CFP® professional with 13 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Spectrum Wealth Counsel, LLC and Spectrum Management Group, Inc. She is based in Indianapolis, IN. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brian Roemke is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Buckingham Strategic Wealth, LLC and Prudential Insurance Company of America. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Elizabeth Yeo is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and OSAIC. Outside of her advisory role, she serves as secretary of the board for F3R, Inc., where she manages communications and charity auctions, and assists with event coordination for R3M Sports Group, Inc. during the Masters Golf Tournament. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

David Recker is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and Fifth Third Securities. Outside of his advisory role, he has ownership interests in a real estate business unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm uses algorithmic tools to recommend risk-based investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Brock Noel is a financial advisor with Valic Financial Advisors in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Valic Financial Advisors and Agia in 2024, he spent 19 years at TIAA-CREF. He is also appointed as an agent to sell non-securities insurance products for Agia. 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 for portfolio construction.

Dylan Scheid is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and previously worked at SBC Wealth Management. Before entering the financial advisory field, he spent four years at Wabash College and four years at Lawrence North High School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Aaron Cantrell is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with three years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2022 and has prior experience at Kroger, Purdue Baseball, Home Depot, and Zionsville Community Schools. 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 planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final investment decisions made by clients.

Bawi Ceu is a CFP® professional with three years of industry experience, currently serving at Schwab Wealth Advisory since 2025. Prior to this role, Bawi worked at Charles Schwab and Mutual of Omaha Investor Services. Outside of finance, Bawi was involved with LUNA Language Services for three years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools to offer investment recommendations while leaving final decisions to clients.

Husam Boraby is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab and Fidelity Investments during his career. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm offers financial reviews, retirement planning, and investment recommendations without exercising discretionary trading authority, operating as an internal advisory unit within the Schwab ecosystem.

Parker Brandenburg is a CFP® and Series 66 licensed financial advisor with five years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has prior experience at Charles Schwab Bank, Charles Schwab & Co., Circle Financial Planning, and other financial and community 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 supported by Schwab’s proprietary research and asset allocation models. The firm delivers advice without discretionary trading authority, with final investment decisions made by clients.

Leah Harper is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Schwab Wealth Advisory since 2022 and Charles Schwab since 2018. Outside of her advisory role, she engages in freelance writing on topics including art, design, art history, spirituality, and wine and food pairings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab's research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Bradley Herx is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, having worked at Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standardized asset allocation models and research tools while leaving trading decisions to clients.

Jacob Warner is a CFP®-certified financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, bringing 18 years of industry experience. He has been with Schwab Wealth Advisory since 2014 and associated with Charles Schwab since 2007. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Jeremiah Hanlon is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. He previously worked at AT&T for seven years before joining Charles Schwab in 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Scott Holley is a financial advisor at Cerity Partners LLC with 48 years of industry experience. He previously worked at LPL Financial, LLC for 18 years and at Strategic Benefit Consultants, Inc. for 44 years. Outside of his advisory role, he owns Holley Motorsports LLC, a collectible car company and new car dealership. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios.

James Cartright is a Series 65-credentialed financial advisor at Farther with one year of industry experience. Prior to joining Farther, he held roles at several firms including Accredo and C.H. Douglas and Gray. He is also active as an independent insurance agent. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary model portfolios with algorithmic rebalancing alongside AI tools.

Jason Llewellyn is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 23 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Previously, he spent 11 years with Holistic Financial Partners, LLC. Llewellyn serves on the board of the CDFA. 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 strategies including core-satellite, index allocations, and specialized approaches using defined-outcome ETFs and options overlays, supported by a mix of discretionary and non-discretionary asset management services.

John Wood Jr. is a financial advisor at Commonwealth Financial Network with over 41 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Cambridge Investment Research Advisors, Inc. He is also president and owner of Strategic Planning Group, Inc., a private entity facilitating securities and advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting, and provides support in operations, trading, technology, compliance, and practice management.