Anna Dickinson is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab in various roles since 1999, including time at Schwab Private Client Investment Advisory and Charles Schwab Bank. Prior to her current position, she spent nine years at Beach Body. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Sara Luebbert is a financial advisor with PNC Wealth Management in Carmel, IN, holding a Series 66 designation and 10 years of industry experience. She has been with PNC investments and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with PNC Bank online-banking credentials. The program uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third-party strategists.

Jack Pinkston is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience, including prior roles at LPL Financial and Blue Trust. Outside of his financial career, he has experience working with Miracle Camp and Retreat Center. Private Advisor Group serves a diverse client base, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to a wide range of third-party asset managers and model portfolios, utilizing multiple analytical approaches and trading strategies to meet client objectives.

Ian Flanagan is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Sanctuary Wealth in 2019, he worked at KPMG Corporate Finance LLC and KPMG LLP from 2011 to 2019. Outside of his advisory role, Flanagan is an owner and manager of Rider Kenley LLC, a tax preparation and accounting services business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports more than 400 independent adviser representatives who use a variety of analytical approaches and investment platforms, offering both discretionary and non-discretionary management options.

Niki Woodworth is a CFP® with six years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Prior to this, Woodworth worked at EverNest Financial Advisors, Sanctuary Wealth, Windsor Wealth Management, and Brooksource. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis and a broad range of investment strategies.

David Jacocks is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2023. Prior to that, he spent 17 years at American Funds Distributors, Inc. and American Funds. Outside of his primary role, he provides retirement plan consulting and individual wealth management through Shepherd Financial, LLC in Carmel, Indiana. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, model portfolios, and both discretionary and non-discretionary investment programs, managing a mix of in-house and third-party strategies overseen by an investment management and research team.

Jalyn Crittenden is a CFP® and Series 63 registered financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing one year of industry experience. Prior to joining Schwab Wealth Advisory, Crittenden worked at several financial firms including Charles Schwab and Teach Plan Retire, AEL Wealth Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of securities using Schwab’s asset allocation models and research tools.

Myra Lighter is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Jim Pinkston is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2019. His prior experience includes roles at Gimbal Financial LLC and LPL Financial, where he has worked since 1997. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, retirement plan consulting, and access to various third-party asset management programs. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, employing a range of investment strategies and coordinating services through multiple custodians.

Danielle Halliday is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She previously worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life for seven years and is the owner of Janell Enterprises LLC, a weight loss coaching business. Halliday also serves on the board of directors for the Cure Cancer Foundation, a nonprofit supporting families in need. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that employs approved strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Hercel Leveringston is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Schwab Wealth Advisory and Charles Schwab since 2015. Leveringston serves as a board member for Dress For Success Indianapolis, a community organization supporting the empowerment of women. 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. The firm operates within the Schwab ecosystem and uses standard asset allocation models and research tools, with clients retaining final trading decisions.

Juan Gomez is a Series 66–licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He has seven years of industry experience, including roles at Charles Schwab and Jos. A. Bank Clothiers, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standardized asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews without exercising discretionary trading authority.

Susan Strelow is a CFP® professional with 32 years of industry experience, currently serving at Schwab Wealth Advisory. She has held various roles within Charles Schwab entities since 1996, including a decade at Schwab Private Client Investment Advisory, Inc. 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 and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal unit within the Schwab ecosystem and does not directly charge clients fees for advisory services.

Thomas Petersen is a financial advisor at Voya Financial Advisors, Inc. with 16 years of industry experience. Prior to joining Voya in 2025, he worked for 31 years at Hamilton Southeastern Schools. Outside of his advisory role, he performs as the second tenor saxophonist in the Starlighter Big Band, playing approximately four times per year. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary advice and a combination of advisory and broker-dealer capabilities.

Mosfequs Salehin is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice using proprietary research tools while leaving final investment decisions to clients.

Alexander Adams is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Indianapolis, IN, holding the CFP® designation and Series 63 and 66 licenses. He has 43 years of industry experience, including 22 years with FIFTH THIRD SECURITIES and FIFTH THIRD BANK. FIFTH THIRD SECURITIES provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Charles Gavit is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments LLC since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven risk assessment and managed model strategies executed via mutual funds and ETFs.

Robert Venable is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2013. His prior experience includes roles at Charles Schwab, and he has been involved in real estate activities since 2007. Outside of his advisory work, he co-owns and manages a single-family rental property in Urbana, Illinois. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools. The firm operates as an internal advisory unit within Charles Schwab, focusing on model-based advice without discretionary trading authority.

Tasneem Sharmeen is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds the Series 63 and Series 66 licenses. Her career history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Grand Canyon Education, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice via standard asset allocation models and Schwab research tools, while clients retain final trading decisions.

Debra Mc Culley is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding a Series 65 designation with 20 years of industry experience. She previously worked at Salzinger Sheaff Brock, LLC and Sheaff Brock Investment Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, pure-index allocations, and specialized approaches like Buffered Equity ETFs and options-based overlays, while also managing privately offered funds.