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® professional at Schwab Wealth Advisory with four years of industry experience. He has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Circle Financial Planning. Brandenburg is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and uses standardized asset allocation models and research tools, 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.

Brett Compton is a financial advisor at Schwab Wealth Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2012 and Charles Schwab since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Joe Miller is a financial advisor with Lincoln Investment in Carmel, Indiana, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has worked at Lincoln Investment since 2020 and previously held roles at Principal Financial Services, Principal Life Insurance Company, and Paychex. Outside of his primary role, he provides retirement plan consulting through Shepherd Financial, LLC. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Nicholas Vladuchick is a financial advisor at Schwab Wealth Advisory with over 22 years of industry experience. He holds the Series 66 designation and has been with Schwab Wealth Advisory since 2014, having previously worked at Charles Schwab & Co., Inc. since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge fees to clients.

Zachary Taylor is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including roles at Wells Fargo Bank and Charles Schwab & Co. He has been with Schwab Wealth Advisory since 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to offer investment recommendations while clients retain final trading decisions, with reviews conducted at least annually.

Anthony Miller is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including over two decades with Charles Schwab and seven years with Schwab Wealth Advisory. He is based in Indianapolis, IN. 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 and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Eric Ford is a CFP® with 19 years of industry experience. He is currently an investment advisory representative at CWM, LLC and has held roles at Cetera and Wealthcare Partners Ltd. Ford is also an owner of two closely held corporations, EF15 Inc. and WCP Management Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm uses a discretionary model portfolio approach overseen by an Investment Committee and offers various advisory and retirement-plan services with an emphasis on fiduciary processes and operational support for institutional clients.

Lauran Reynolds is a financial advisor with Schwab Wealth Advisory, holding Series 65, 63, and 66 licenses and eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Lauran worked at Charles Schwab since 2018 and spent three years at Winthrop Capital Management. Schwab Wealth Advisory, Inc. 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 research tools and standard asset allocation models, while leaving final trading decisions to clients.

Job Ward is a financial advisor at The Huntington Investment Company with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Huntington since 2007. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary private bank offerings.

Zachariah Bickers is a CFP® with eight years of industry experience, currently affiliated with Schwab Wealth Advisory in Indianapolis, IN. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab since 2017. Prior to his financial services career, he was employed by Penske Automotive Group from 2010 to 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual account reviews without discretionary trading authority.

Thomas Kaiser is a CFA® charterholder with five years of industry experience. He has worked at Allworth Financial since 2025 and previously held roles at Innovative Portfolios, Sheaff Brock Investment Advisors, 40|86 Advisors, and Fitch Ratings. Kaiser serves as president and board member of the CFA Society of Indianapolis, a nonprofit organization. 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 management using a variety of model strategies and incorporates technology to manage held-away employer retirement accounts.