John Vaughn is a financial advisor with PNC Wealth Management in Zionsville, IN, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital portfolio solution for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Ernesto Hernandez is a financial advisor with First Command Advisory Services in Indianapolis, IN, holding the Series 63 and Series 65 designations and bringing 13 years of industry experience. He has been with First Command Advisory Services since 2015 and is also affiliated with related entities within the First Command group. Outside of his advisory role, Hernandez serves as a board member at McCordsville Community Church, where he advises on executive decisions and assists with financial oversight. First Command Advisory Services is an SEC-registered investment adviser that provides financial planning and asset management services primarily to individuals, corporate, and charitable clients, with a special focus on active-duty service members and their families. The firm utilizes a centralized investment management team to design and manage model portfolios, offering a range of wrap-fee programs that rely on approved third-party managers and a centralized platform for portfolio administration.

Richard Peters is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and has 14 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2017 and has worked at Charles Schwab since 2011. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance focuses on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools, with recommendations customized to client goals and risk tolerance.

Tanya Campbell is a financial advisor at Mariner with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Voya Financial Advisors and TIAA. She serves as Director of Member Relations for CFA Society Indianapolis, focusing on member engagement and retention. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with notable integration of tax and accounting services.

Julia Sears is a financial advisor with Valic Financial Advisors holding a Series 66 credential and five years of industry experience. She previously worked at Purdue Federal Credit Union for twelve years and has been associated with AIG/VALIC Financial Advisors since 2019. Outside of her advisory role, she assists part-time with a local photography studio, helping take photos at schools and sports events. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering services such as portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages roughly $29.2 billion in assets and utilizes centralized technology and model solutions to support its extensive client base.

Ryan Mcdaniel is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. He holds Series 63 and Series 66 designations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice follows Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Melissa Oconnell is a financial advisor with Schwab Wealth Advisory, Inc. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Noyes Advisors LLC. Outside of her advisory work, she is involved as a brand ambassador for Forte Event Marketing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, emphasizing tailored recommendations aligned with clients’ goals and risk tolerance.

Lukas Baumgartner is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2015, as well as Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and research, offering tailored recommendations reviewed at least annually.

Sawyer Stoltz is a financial advisor with Sanctuary Advisors, LLC in Carmel, IN, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Sanctuary Securities, Inc., he worked at Charles Schwab & Co., Inc., Lake City Bank, and Indy Wealth Advisors, and spent eight years in full-time education. Outside of finance, he sells clothing online through Depop and performs landscaping and maintenance work for a heavy machinery company. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and uses a variety of investment approaches delivered through a network of over 400 independent adviser representatives.

Carlo Freese is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Charles Schwab since 2002 and with Schwab Wealth Advisory since 2012. Based in Indianapolis, IN, his career includes over two decades within the Schwab organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and research tools, focusing on client goals and risk tolerance, with trades executed only upon client authorization.

David Amstutz III is a CFP® professional based in Indianapolis, IN, with nine years of industry experience. He has been with Schwab Wealth Advisory since 2018 and Charles Schwab since 2017. In addition to his financial advisory roles, he has been affiliated with the University of Indianapolis since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm employs Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, without exercising discretionary trading authority.

Christopher Routt is a Series 66-licensed financial advisor with Valic Financial Advisors, bringing two years of industry experience. Prior to joining Valic, he held roles with Agia and worked extensively in education with the Scott County School District #2 and Indiana Wesleyan University. Routt is also president of Mr. Foto, Inc., a professional photography business, and serves on the boards of the Scott County Community Foundation and The Refuge for Children, an emergency shelter for displaced youth. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs and brokerage services, utilizing Envestnet-developed UMA models and providing options such as Tax Overlay and ESG Overlay services.

Stephen Sexton is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds the Series 63 and Series 66 securities licenses and has been associated with Charles Schwab since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s services focus on asset allocation and investment selection guided by Charles Schwab & Co.’s models and research, with client authorization required for all trades.

Alexander Jarrett is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2021, following roles in engineering and environmental services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with annual reviews while executing trades only with client authorization.

Jeana Golden is a financial advisor at &PARTNERS with 29 years of industry experience. She holds the Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is involved in catering through a small business based in Indianapolis. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and institutions. The firm offers investment management and financial planning services using a range of strategies and third-party managers, with capabilities as both a registered investment adviser and broker-dealer.

Donald Graf is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Charles Schwab since 2011 and with Schwab Wealth Advisory since 2022. 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 utilizes Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with trades executed only upon client authorization.

Nicholas Hanson is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated advisory services since 2008. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations with client authorization required for trades.

Orfeo Di Mizio is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab, he worked at Fedex Ground and for over a decade at Luca Pizza di Roma. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co. referrals, using standard asset-allocation models and internal research tools to tailor recommendations to individual goals and risk tolerances.

Michael Felmet is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 66 and Series 63 designations and has been with Schwab Wealth Advisory since 2018 and Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

Saul Alvarez Jr. is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Alvarez also has experience as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on a centralized technology platform.