Nikolas Schweitzer is a Wealth Management Advisor at Merrill Lynch Wealth Management in Auburn Hills, MI. He provides financial advice and guidance to individuals, businesses, and private estates, working closely with clients and their other trusted advisors to address a variety of short- and long-term financial goals. Since joining Merrill in 2016, Nikolas has focused on a consultative approach, listening to clients’ financial situations, preferences, and goals to develop personalized strategies. His expertise includes college education planning, divorce transition planning, retirement income, portfolio management services, liquidity management, and investment consulting for defined benefit and contribution plans. He utilizes the investment insights of Merrill and the banking convenience of Bank of America to assist clients in pursuing income and growth objectives, current cash needs, and lending solutions. Nikolas holds a Bachelor of Business Administration with a focus in Finance and a Master of Business Administration, both from Northwood University’s DeVos Graduate School. He is recognized as a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). During his time at Northwood University, he was a member of the collegiate football team for five years. In his personal time, Nikolas enjoys basketball, football, golfing, hiking, hunting, soccer, traveling, and watching movies.

Tiffany Van Hook is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at firms including Goldman Sachs Wealth Services and BKD Wealth Advisors. In addition to her advisory work, she operates a consulting service focused on family financial education and estate planning. Allworth Financial serves a broad client base, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to create customized investment strategies and provides education through various channels.

Benjamin Abraham is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities, Inc. Outside of his advisory role, he serves as Treasurer for the Indianapolis Hebrew Congregation and is Vice President of his local neighborhood association. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, and retirement plan consulting, employing a blend of quantitative and qualitative analysis to implement customized investment strategies across various asset classes.

Brian Kornelis is a financial advisor at Key Investment Services LLC in Carmel, IN, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and KeyBank. Outside of finance, he spent six years involved with Bethel Christian Reformed Church and five years at the International Christian School of Vienna. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model for portfolio management and offers a range of wrap programs and ancillary insurance products, integrating resources from KeyCorp affiliates.

Archie Gaither Jr. is a CFP®-certified financial advisor at Schwab Wealth Advisory with nine years of industry experience. He has worked at several firms including Charles Schwab & Co., Inc. and Northwestern Mutual, and has held leadership roles in the nonprofit Arts For Lawrence organization. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing fiduciary investment advice and financial planning. The firm’s approach involves non-discretionary guidance based on Schwab’s asset-allocation models and research tools, with at-least-annual reviews tailored to each client’s goals and risk tolerance.

Daniel Maloney is a financial advisor with Cetera Planning Partners in Indianapolis, IN, holding a Series 66 credential and 16 years of industry experience. His prior work includes roles at Avantax and Edward Jones. Outside of finance, he serves on the National Executive Council for the fraternity Alpha Kappa Lambda and hosts a weekly bar trivia event in Carmel, IN. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios tailored to client objectives and risk tolerance, supplemented by ancillary services like tax planning and estate planning delivered through third-party providers.

John Miller is a CFP® with 28 years of experience in the financial services industry, currently serving at Sanctuary Advisors, LLC since 2024. His background includes roles at Stifel and City Securities Corporation. He is an owner of a management consulting firm, JEM2024 LLC, and serves on the boards of 91 Place and Avondale Meadows YMCA, both nonprofit organizations focused on youth support in Indianapolis. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, and charitable organizations. The firm supports a wide range of investment approaches and offers portfolio management through various programs and platforms, operating with a fiduciary standard when advisory agreements are in place.

Mitchell Bailey is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Indianapolis, IN. He has been with Charles Schwab and Schwab Wealth Advisory since 2017 and 2018, respectively, following two years at County Materials Corporation. 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, using proprietary asset-allocation models and research tools. The firm emphasizes client authorization for trades and typically recommends separately managed accounts offered through third-party or affiliated managers.

Timothy Friend is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, and R.D. Robinette & Associates. He has been with Charles Schwab and Schwab Wealth Advisory since 2018. 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 uses Charles Schwab’s asset-allocation models and research tools to offer personalized recommendations, while client authorization is required for trade execution.

Scott Walloch is a CFP® professional with 18 years of industry experience. He is currently with Mariner Wealth Advisors, joining in 2024, after previous roles at Avantax Planning Partners, Forvis Mazars Wealth Advisors, and Hufford Financial Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized portfolios overseen by an Investment Committee, integrating in-house research with third-party managers and offering capabilities such as alternatives, structured notes, and ERISA 3(38) retirement plan solutions.

Trent Walters is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1992, including 14 years specifically with Schwab Wealth Advisory. 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 and certain Charles Schwab & Co.-referred clients. The firm employs Charles Schwab’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance, with trades executed only upon client authorization.

Mark Salzinger is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding a Series 65 designation with 20 years of industry experience. His prior roles include positions at Salzinger Sheaff Brock and The No Load Fund Investor, LLC. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement consulting, and educational resources. The firm employs a blend of quantitative and qualitative analysis through an Investment Committee to implement diversified investment strategies and utilizes technology to support holistic wealth management.

Lincoln Straub is a financial advisor at Schwab Wealth Advisory with Series 66 registration and one year of industry experience. Prior to joining Schwab Wealth Advisory, he held positions at Charles Schwab & Co., Inc. and Indiana Members Credit Union. 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 is based on internal asset-allocation models and research tools, with a focus on client goals and risk tolerance, while trades are executed only with client authorization.

Michael Roberts is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. His prior work includes roles at Charles Schwab bank and Cetera Investment Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Melisa Benavidez is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Charles Schwab in various capacities since 1997, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to individual client goals and risk tolerance.

Anne Martin is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022. Prior to her financial career, she spent five years at Flix Brewhouse and eight years at Allied Solutions. Anne donates extra breast milk to a milk bank as a compensated activity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Brian Kincanon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at KeyBank and Key Investment Services in various capacities since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider platform with portfolio management and model-based advisory products, supported by KeyCorp affiliates for additional financial services.

Randall Kensinger is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Diversified Investors Securities Corp. and A. G. Edwards & Sons, Inc. He is based in Fishers, Indiana. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on Morningstar Investment Management to provide proprietary software and model portfolios, focusing on asset allocation and retirement planning guidance for a large, primarily non-discretionary client base.

Avery Prince is a financial advisor at Schwab Wealth Advisory with two years of industry experience and holds a Series 66 designation. Prior to joining the financial sector, Avery worked at Amazon for three years and has a background with American Income Life spanning nine years. Avery is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. 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 utilizes Charles Schwab’s asset-allocation models and internal research tools to guide investment selection and performs at-least-annual portfolio reviews tailored to client goals and risk tolerance.

Jason Pearce is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Shunk Gulley and Charles Schwab & Co., Inc. His current role includes providing non-discretionary fiduciary investment advice and financial planning. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering guidance on asset allocation and investment selection based on standard asset-allocation models and internal research tools. The firm focuses on at-least-annual reviews tailored to clients' goals and risk tolerances and operates without discretionary trading authority.