William Collins is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., based in Indianapolis, IN. He has 18 years of industry experience, including roles at Morgan Stanley, William Blair, and J.P. Morgan Securities. He has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm offers guidance on asset allocation and investment selection using Schwab’s proprietary models and research, with personalized recommendations reviewed at least annually.

Thomas Warren is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 10 years of experience, currently serving as an advisor at Schwab Wealth Advisory. His career includes roles at Charles Schwab and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab referrals, using proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Jacob Khairallah is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2021. Prior to his advisory roles, he held positions in the hospitality sector with Hilton Hotels & Resorts and DoubleTree by Hilton. 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-referred clients. The firm focuses on asset allocation and investment selection guided by Charles Schwab’s internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Randall Clark is a CFP® with 43 years of industry experience, currently serving at Corient since 2023. He previously worked at Crown Capital Securities, LP for 14 years and Windsor Wealth Management for 37 years. Outside of his advisory role, he is the owner of a property management business, SDC Property Management LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Rodney Smith is a financial advisor at Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Thomas Hosty is a CFP® and ChFC® with 11 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked at Charles Schwab since 2017. His prior experience includes roles at Northwestern Mutual Wealth Management Company and MARK WISE Financial. 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. The firm uses Charles Schwab's asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Kyle Nelson is a CFP® professional with 12 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory, Inc., having been with various Charles Schwab entities since 2016. His background includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. 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 guidance is based on proprietary asset-allocation models and internal research tools, with a focus on individualized recommendations aligned to client goals and risk tolerance.

Amelia West is a CFP® with 21 years of industry experience and currently serves as a financial advisor at Carson Wealth. Her previous roles include positions at Total Wealth Planning, Howell Financial Advisors, and Ameriprise. She volunteers as an Administrator and Treasurer for Saint Ambrose Academy. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and offering tailored solutions such as Orion Custom Indexing and access to alternative investments.

Anthony Jones is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Schwab Wealth Advisory since 2018, also working at Charles Schwab and previously at Ultimate Home Services. Outside of his advisory role, he owns TOJO Leather, a small business creating and selling personal leather goods. 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 offers guidance on asset allocation and investment selection using proprietary asset-allocation models and internal research, delivering tailored recommendations without exercising discretionary trading authority.

Zachary Quante is a financial advisor with Focus Partners Wealth, LLC in Indianapolis, holding a Series 65 designation and one year of industry experience. He previously worked at Spectrum Wealth Management for two years and was a full-time student for eight years prior to his advisory career. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Eric Giddings is a CFP® with Series 65 and Series 66 registrations based in Indianapolis, IN. He has experience in the financial industry since 2018, including roles at Focus Partners Wealth, LLC, Padgett Business Advisors, Seber Tans PLC, Trifound, and Plante Moran. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bernard Reed is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Sanctuary Advisors, he worked at several firms including Key Wealth Management and Regions Wealth Management. Reed is the founder and chairman of Fortis Transition Partners, a buy-side intermediary firm that connects businesses with private equity buyers. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who implement varied investment strategies and offers solutions such as separately managed accounts and retirement plan consulting.

Matthew Boles is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2020. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

Jason Towe is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments and Robinhood Financial, LLC. Outside of his advisory work, he hosts a weekly entertainment trivia event called Hambones Trivia. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, and retirement plan consulting, combining quantitative and qualitative analysis to offer customized investment strategies across various asset classes and specialist portfolios.

Drew Schmitz is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to this, he held roles at Hope College and other firms. Outside of his advisory work, he assists with e-commerce, order fulfillment, and marketing for a family-owned business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to create model asset allocations and incorporates ESG considerations where applicable.

Lisa Beally is a CFP® designated financial advisor with Edward Jones in Indianapolis, IN, bringing 8 years of industry experience. She has been with Edward Jones since 2017, following a 13-year career at Aerosmith Fastening Systems. Outside of her advisory role, she co-owns a rental property through a family-managed LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Jennifer Di Candido is a Series 66-licensed financial advisor with J.P. Morgan Securities in Indianapolis, IN, having five years of industry experience. Prior to joining J.P. Morgan in 2021, she held roles at Macy's, Indiana University, Nutek Aerospace Corp, and other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jon Ramey is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He is involved with the Wright State University Foundation and is a member of Turtle Cove WaveRiders LLC, a holding company for personal watercraft. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work through a broad network of Financial Advisors who use proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Samuel Smith is a Financial Advisor with The Avagian Smith Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Samuel works with successful individuals, families, business owners, and corporate executives to help them make informed financial decisions throughout different life stages. Samuel's areas of expertise include retirement planning, investment management, tax-efficient strategies, estate and legacy planning services, business succession planning, concentrated stock and stock compensation planning, and wealth transfer strategies. He and his team focus on coordinating key aspects of their clients' financial lives to provide a disciplined framework for making confident decisions. Samuel is a member of the Estate Planning Council of Indianapolis and holds a Bachelor's Degree from Indiana State University. Outside of his professional work, Samuel enjoys baseball, basketball, football, spending time with his family, and watching movies.

Michael Brannen is a financial advisor with Wells Fargo Clearing based in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.