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 and served in roles at Wabash College and Lawrence North High School. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, offering customized wealth management services such as investment management, financial planning, and tax services. The firm combines proprietary quantitative screening and manager selection with access to alternative and private market solutions through affiliated platforms and structures.

Aaron Cantrell is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Schwab Wealth Advisory in Indianapolis, IN, where he has worked since 2024. His prior experience includes roles at Charles Schwab, Charles Schwab Bank SSB, Kroger, Purdue Baseball, Home Depot, and Zionsville Community Schools. 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 guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with a focus on client goals and risk tolerance, while investment execution requires client authorization.

Bawi Ceu is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. Prior to joining Schwab Wealth Advisory, Ceu held roles at Charles Schwab and Mutual of Omaha Investor Services. Outside of finance, Ceu worked in language services at LUNA Language Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance, without exercising discretionary trading authority.

Husam Boraby is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, using standardized asset-allocation models and research tools, with trades executed only upon client authorization.

Parker Brandenburg is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Indianapolis, IN. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Circle Financial Planning. 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. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with customized recommendations aligned to clients' goals and risk tolerance.

Leah Harper is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. She has previously worked with Charles Schwab & Co., Inc. and Ivie and Associates. Outside of her advisory role, Harper 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 and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Bradley Herx is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Charles Schwab since 1999 and has served at Schwab Wealth Advisory since 2012. 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 Charles Schwab's asset-allocation models and internal research tools to deliver investment guidance tailored to client goals and risk tolerance, with trades executed only upon client authorization.

Jacob Warner is a CFP® professional with 18 years of industry experience. He has worked with Charles Schwab since 2007 and has been with Schwab Wealth Advisory Inc. since 2014. Based in Indianapolis, IN, he holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients 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 internal research tools, offering personalized recommendations without exercising discretionary trading authority.

Jeremiah Hanlon is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and three years of industry experience. He has worked at Charles Schwab since 2022 and previously spent seven years at AT&T. 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 standard asset-allocation models and internal research tools, with a focus on personalized recommendations and client authorization for trades.

Scott Holley is a financial advisor at Cerity Partners LLC with 49 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, LLC, and Strategic Benefit Consultants, Inc. In addition to his advisory work, Holley owns Holley Motorsports LLC, a collectible car company and new car dealership. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

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. with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Allworth Financial in 2026, he worked at Holistic Financial Partners, LLC, Raymond James & Associates, and Clifton Gunderson Wealth Advisors. Outside of advisory work, he serves as a board member for the Certified Divorce Financial Analyst (CDFA) organization. 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 offers comprehensive financial planning, portfolio management, and retirement plan consulting, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

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.

Brett Compton is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 2006. Schwab Wealth Advisory serves clients 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 standardized asset allocation models and internal research tools. The firm executes trades only with client authorization and typically recommends separately managed accounts managed by third-party or affiliated money managers.

Nicholas Vladuchick is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 22 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2014 and Charles Schwab & Co., Inc. since 2006, with prior experience at Stifel and Ameriprise. 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 referred clients. The firm’s approach includes guidance on asset allocation and investment selection based on internal research and standard models, with trades executed only upon client authorization.

Zachary Taylor is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses with eight years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and was previously with Wells Fargo Bank, NA for one year. Taylor has been with Schwab Wealth Advisory since 2020. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance on asset allocation and investment selection utilizes Charles Schwab’s asset-allocation models and internal research tools, with investment decisions executed only with client authorization.

Anthony Miller is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has worked at Charles Schwab since 1999. 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 select Charles Schwab & Co.-referred clients. The firm relies on Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

Zachariah Bickers is a CFP®-certified financial advisor with Schwab Wealth Advisory in Indianapolis, IN, and has nine years of industry experience. He has worked at Charles Schwab since 2017 and previously at Penske Automotive Group from 2010 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored investment recommendations, with trades executed only upon client authorization.

Thomas Kaiser is a CFA® charterholder based in Indianapolis, IN, with five years of industry experience. He has worked at Allworth Financial, Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and 40|86 Advisors. Kaiser serves as president and board member of the CFA Society of Indianapolis, overseeing operations and acting as a liaison with the CFA Institute. Allworth Financial serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across multiple asset classes and maintains various specialist portfolios while employing technology to support a comprehensive planning approach.

Evan Williams is a CFP® professional with nine 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. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referred clients. The firm’s guidance is based on standardized asset-allocation models and internal research tools, with client authorization required for all trades.