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.

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.

Evan Williams is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 66 and Series 63 licenses and has been with Schwab Wealth Advisory since 2018 and affiliated with Charles Schwab & Co., Inc. since 2016. 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 delivers advice through Schwab’s proprietary asset allocation models and research tools, with final trading decisions made by 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 in Carmel, Indiana, with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Northwestern Mutual and KeyBank. Prior to his advisory roles, he was affiliated with Bethel Christian Reformed Church for six years and the International Christian School of Vienna for five years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory 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.

John Miller is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Stifel and City Securities Corporation. He is a board member of 91 Place and the Avondale Meadows YMCA, organizations focused on youth support and development. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various managed account solutions and operates an integrated affiliate structure with a broad network of independent advisors.

Mitchell Bailey is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. Prior to this role, he worked at Charles Schwab and County Materials Corporation. Schwab Wealth Advisory, Inc. 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 proprietary tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many other enterprise wealth managers.