Breyanna Kerley is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Schwab Wealth Advisory Inc. since 2024. Her prior experience includes roles at Charles Schwab & Co., DoorDash Inc., World Financial Group, and Navient. 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, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with trading decisions made by clients.

Shanitria Olusola is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana, bringing four years of industry experience. She has worked at Schwab Wealth Advisory since 2024 and Charles Schwab since 2019, with prior roles at Progressive Insurance and other companies. Outside of her advisory role, Olusola is involved in retail jewelry design as the owner of The Reigning Jewelry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual financial reviews and investment recommendations across various asset classes. The firm offers advice within the Schwab ecosystem, using standardized asset allocation models and research tools while clients retain final trading decisions.

Sathish Dharma is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs algorithmic risk assessment and utilizes approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Bradley Beiswanger is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory Inc. since 2025, with prior roles at Charles Schwab & Co., Inc., Union Savings Bank, and First American Title Insurance Company. 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 various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Bart Conner is a financial advisor with Principal Financial Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Union Financial since 2019 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company for over a decade. In addition to his advisory role, he is licensed as an insurance agent specializing in life, disability insurance, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Grannan is a financial advisor with Principal Financial Services in Indianapolis, IN. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company in 2021, he held various roles including several positions at Iowa State University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alyssa Ulrey is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials with 11 years of industry experience. Her prior roles include multiple positions at The Huntington National Bank and The Huntington Investment Company, spanning from 2014 to 2022, as well as a brief tenure at Mary Kay Cosmetics. She also serves as a non-securities insurance agent with Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, employing discretionary unified managed accounts with a strong emphasis on centralized technology and model solutions.

Scott Cranston is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Charles Schwab & Co., Inc. since 2018 and joined Schwab Wealth Advisory in 2022. Prior to his financial services career, he worked at IUPUI for two years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on a consultative approach without discretionary trading authority.

Andrew Peters is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Charles Schwab and Schwab Wealth Advisory since 2008, with a brief gap in employment from 2024 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program. The firm focuses on annual financial reviews and investment recommendations using Schwab’s research tools, leaving final trading decisions to clients while conducting at least annual account reviews.

Drew Stuart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory and Charles Schwab & Co., Inc., where he has worked for over a decade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Leo Lyons is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Accurity Consolidated, among other previous roles. 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 a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and does not manage accounts on a discretionary basis.

Edward Snyder is a CFP® and ChFC® credentialed advisor with 32 years of industry experience. He has been with Commonwealth Financial Network since 2016 and is co-owner, president, and secretary of Oaktree Financial Advisors, an entity involved in securities, advisory, insurance, and tax preparation services. Snyder also serves as a trustee of the company retirement plan for Oaktree Financial Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Charles Moffitt is a Series 66-licensed financial advisor with Rockefeller Financial LLC, where he has worked since 2023. He has four years of industry experience, including prior roles at Charles Schwab and involvement with Indiana University programs. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform.

Carrie Allstatt is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Schwab Wealth Advisory, Inc. She has worked within the Charles Schwab organization since 2004, including roles at Schwab Private Client Investment Advisory, Inc. from 2012 to 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations across a range of asset classes. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients make final trading decisions.

Andrew Miller is a CFP®, CFA®, and Series 65 credentialed advisor with 18 years of industry experience. He has been with Creative Planning since 2020 and previously operated Miller Financial Management for 13 years. Outside of his advisory work, he is a passive owner of a medical consulting business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services through a large national platform.

Shuyuan Wu is a financial advisor with Transamerica Financial Advisors in Fishers, IN, holding Series 65 and Series 63 licenses and four years of industry experience. Wu serves as a member of the Deacon Board at the Chinese Community Church of Indianapolis, involving responsibilities such as record keeping and financial reporting. Previously, Wu worked at SB & COMPANY and has been affiliated with WFGIA since 2020. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services through proprietary model portfolios and third-party money managers, providing discretionary and non-discretionary program options.

Benjamin Cota is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience, including time at Charles Schwab & Co., Inc. and Park Avenue Securities. He is based in Indianapolis, IN. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Jennifer Ruble is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 13 years of industry experience. Prior to joining Rockefeller Financial in 2023, she worked at Merrill from 2010 to 2023. She serves as a board member and director of the First Church of Christ, Scientist Indianapolis. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and offers a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Robert Wisneski II is a financial advisor at Fifth Third Securities, Inc. based in Indianapolis, IN, holding Series 63 and Series 66 credentials with 25 years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab, where he worked for nearly two decades. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.

Matthew Magdich is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds a Series 66 designation and has 20 years of industry experience. His career includes roles at Charles Schwab since 2008 and Schwab Private Client Investment Advisory, Inc. from 2012 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s standard asset allocation models and research tools to recommend investments while allowing clients to make final trading decisions.