Matthew Magdich is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2008, as well as Wells Fargo Investments earlier in his career. Based in Indianapolis, IN, he has been with Schwab Wealth Advisory since 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset allocation models and internal research tools to tailor recommendations in alignment with clients’ goals and risk tolerance, with trades conducted only upon client authorization.

Sean Hansen is a CFP® professional with 16 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory, Inc. and has been with Charles Schwab in various capacities since 2017. Prior to that, he was involved with Creative Financial Designs and CFD Investments Inc. Outside of his advisory role, he owns a single-family rental property in Indianapolis. 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, using asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Sydney Bianchi is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Charles Schwab and its affiliates since 2019. Prior to joining Schwab, she held positions at Macy's and Indiana University-related organizations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s guidance focuses on asset allocation and investment selection aligned with client goals and risk tolerance, utilizing proprietary research tools and offering at-least-annual portfolio reviews.

Rachel Leahy is a CFP® professional with four years of industry experience, currently serving as an advisor at Corient. She previously worked at Vivaldi Capital Management LP and Biechele Royce Advisors, Inc. Since 2016, Leahy has also been the Director of Alternatives at Sunrise Capital Management LLC, where she performs fund accounting and clerical duties for several private funds. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies, with a focus on risk management and the inclusion of alternative investments and private fund allocations where appropriate.

Michael White is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 registrations and has 20 years of industry experience, including 14 years with Schwab Wealth Advisory and a total of 20 years with Charles Schwab. 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 referred clients. The firm’s investment approach uses standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Christopher Tedford is a financial advisor with TIAA-CREF in Carmel, Indiana, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPM Chase. He has been with TIAA-CREF and its related entities since 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios, and it also advises donor-advised funds.

Jennifer Kremer is a financial advisor at TIAA-CREF with 22 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2011. Outside of her advisory role, she serves as a board member and Chair of the Grants/Scholarships Committee for the Washington Township Schools Foundation and is involved with the North Central Football Boosters as a board member and event organizer. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolios and acts as adviser to donor-advised funds within a vertically integrated group.

Gun Esen is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1999, joining Schwab Wealth Advisory in 2012. Esen is based in Indianapolis, IN. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with personalized recommendations aligned to client goals and risk tolerance.

Sandra Villiger is a CFP® professional with 27 years of experience in the financial services industry. She has worked at Windsor Wealth Management for 34 years before joining Corient in 2023. Villiger is based in Indianapolis, IN. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and alternative investment options where appropriate.

Matt Lybarger is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He has held roles at Schwab Wealth Advisory Inc. since 2020 and at Charles Schwab & Co., Inc. since 2018, following two years at Scottrade. He holds Series 63 and Series 66 licenses. 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-referred clients. The firm’s approach is based on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Andrew Zimmerman is a financial advisor at Cerity Partners LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at ARGI Investment Services, Edward Jones, and in education roles at Western School Corporation and Manchester Community Schools. He also has experience with Maven Electric LLC. Cerity Partners serves a diverse client base including individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach combining client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

William Gonzales is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Gradient Advisors, Regal Investment Advisors, and Farrah Tax Group. Gonzales is also the owner of Absolute Wealth Management, LLC, where he provides financial and insurance services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of analytical approaches and uses model portfolios, third-party sub-advisers, and custodians to deliver tailored investment services.

Brady Heyne is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2008. 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 guidance focuses on asset allocation and investment selection using Schwab’s proprietary research tools and standard asset-allocation models, with at-least-annual portfolio reviews tailored to client goals and risk tolerance.

Michael Deprospero is a financial advisor with Principal Financial Services in Indianapolis, IN, holding a Series 66 designation and bringing 37 years of industry experience. He has worked with Princor Financial Services and Principal Life Insurance Co. since 2012. Outside of advising, he is involved in selling fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. 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.

Mitchell Carnes is a financial advisor at Mariner with eight years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Winthrop Capital Management and HFF, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an Investment Committee and integrates in-house research with third-party managers across a broad range of asset classes and strategies.

Michael Shively is a financial advisor at Corient based in Indianapolis, IN, with six years of industry experience. He holds the Series 66 designation and has worked at firms including The Wellington Group LLC, Park Avenue Securities, and Charles Schwab & Co., Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investment options where appropriate.

Luke Osborn is a financial advisor at Mariner in Indianapolis, IN, holding Series 63 and Series 66 registrations with two years of industry experience. His work history includes positions at Mariner, Edds Supplies, The Vanguard Group, and roles as self-employed and at Harnham. Prior to his financial career, he spent time at Purdue University and Northridge High School. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and offers specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

William Hyde is a CFA® charterholder with one year of industry experience currently at Cerity Partners LLC in Indianapolis, IN. His prior roles include positions at Graphene Capital Management, Flood Tide Capital, and Tilden Park Capital. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, while providing access to alternative and private market solutions.

Daniel Munger is a CFP® with six years of industry experience currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, Fidelity Investments, Prudential Insurance Company of America, and American International Group. Schwab Wealth Advisory 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 investment approach uses standard asset-allocation models and proprietary research tools, offering tailored recommendations without exercising discretionary trading authority.

Carey Muloma is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2009, including tenure at OptionsXpress, Inc. from 2016 to 2017. 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 uses standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, executing trades only with client authorization.