Scott Cranston is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2022 and at Charles Schwab & Co., Inc. since 2018. His prior experience includes a role at Indiana University–Purdue University Indianapolis (IUPUI) from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem and employs a model that emphasizes client-directed trading decisions supported by standard asset allocation models and Schwab research tools.

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 financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and held roles connected to Indiana University and nonprofit organizations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with additional capabilities in placement and investment banking, organized around 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.

Bradley Wells is a financial advisor with Lincoln Investment in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, Oneamerica Securities, and American United Life. He also serves as a client relationship consultant and insurance agent with Shepherd Financial, providing retirement plan consulting and wealth management services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning, retirement plan advice, and portfolio management services, utilizing both strategic and dynamic investment approaches.

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 at Guardian Life with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc. from 2017 to 2025 and Park Avenue Securities since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and a range of advisory programs including discretionary and non-discretionary investment management.

Jennifer Ruble is a Series 66-licensed financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She previously worked at Merrill from 2010 to 2023 before joining Rockefeller Financial. Ruble serves as a board member and director of the First Church of Christ, Scientist in Indianapolis. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and provides access to alternative and private investments through a designated Private Advisor model.

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.

George Lauck Jr. is a CFP®-designated financial advisor with 41 years of industry experience. He has worked at Lincoln Investment since 2020, following an 11-year tenure at LPL Financial and Charter Advisory Corporation. In addition to his role at Lincoln Investment, he is a Senior Wealth Advisor involved in retirement plan consulting and individual wealth management through Shepherd Financial, LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a mix of in-house and third-party strategies overseen by an Investment Management & Research team, offering both discretionary and non-discretionary programs.

Sydney Bianchi is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Bianchi worked at Charles Schwab Bank and Charles Schwab, with additional experience in healthcare and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, utilizing Schwab’s research tools and standard asset allocation models while leaving final trading decisions to clients.

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, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has worked at Charles Schwab and its affiliated firms since 2006. 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 based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, focusing primarily on individual wealth management rather than institutional accounts.

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.