Evan Williams 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 Schwab Wealth Advisory since 2018 and has a broader tenure at Charles Schwab & Co., Inc. dating back to 2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to guide investment recommendations, with final trading decisions remaining with clients.

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. in Indianapolis, IN, holding Series 65 and Series 66 licenses with 22 years of industry experience. Her prior roles include positions at Salzinger Sheaff Brock, LLC, Sheaff Brock Investment Advisors, LLC, and BKD Wealth Advisors, LLC. She also owns a consulting service focused on family financial education and estate planning. 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, financial planning, and retirement plan consulting utilizing a mix of model strategies and third-party sub-advisers.

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 previously at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities, Inc. Abraham serves as treasurer for the Indianapolis Hebrew Congregation and is vice president of his neighborhood homeowners association. Allworth Financial is a fee-based SEC-registered adviser serving individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized investment portfolios using a variety of model strategies and employs third-party sub-advisers when appropriate.

Brian Kornelis is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Northwestern Mutual and KeyBank, and he has experience working with Bethel Christian Reformed Church and the International Christian School of Vienna. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while offering access to third-party discretionary managers and performing regular due diligence and oversight.

Archie Gaither Jr. is a CFP® with nine years of industry experience, currently serving at Schwab Wealth Advisory. He has worked at Charles Schwab & Co., Inc. and Northwestern Mutual in various capacities. Outside of his advisory role, he has held leadership positions with Arts For Lawrence, including serving as president since 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering clients financial reviews, retirement planning, and investment recommendations across a broad range of securities, while leaving final trading decisions to clients.

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. since 2018. Prior to joining Schwab, he worked at County Materials Corporation from 2015 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. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Timothy Friend is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, and R.D. Robinette & Associates. He is currently based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across various securities, with final trading decisions resting with clients.

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, 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 at Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Mark Salzinger is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 20 years of industry experience. He holds the Series 65 designation and previously worked at Salzinger Sheaff Brock for 16 years and The No Load Fund Investor, LLC for one year. 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 range of model strategies and employs both discretionary and non-discretionary approaches, incorporating technology to manage held-away employer retirement accounts.

Michael Roberts is a CFP® certificant with five years of industry experience, currently advising at Schwab Wealth Advisory, Inc. in Indianapolis, IN. He previously held roles at Charles Schwab bank, Cetera Investment Services LLC, and worked outside the financial industry at DoorDash and Jewell Flooring. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, with discretionary management typically handled by affiliated or third-party money managers.

Melisa Benavidez is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 1997, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory Inc. since 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using proprietary Schwab tools and models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, with discretionary management typically handled by affiliated or third-party managers.

Anne Martin is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Charles Schwab, Flix Brewhouse, and Allied Solutions. Outside of her advisory role, she donates extra breast milk through Tiny Treasures Milk Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Brian Kincanon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked within the KeyBank and Key Investment Services organizations since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment selection and provides monitoring, due diligence, and access to third-party discretionary managers.

Randall Kensinger is a financial advisor at Transamerica Retirement Advisors, LLC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been associated with Diversified Investors Securities Corp. since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and third-party model portfolios, primarily from Morningstar Investment Management, to provide asset allocation and retirement guidance across both discretionary and non-discretionary accounts.

Avery Prince is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds the Series 66 designation and has prior experience at Amazon and American Income Life. Prince has been with Schwab Wealth Advisory and affiliated Charles Schwab entities since 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations but does not exercise discretionary trading authority.

Jason Pearce is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63, 65, and 66 licenses and bringing four years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and Shunk Gulley. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm’s advice relies on Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.