James Wright is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab & Co., Inc. since 1999 and Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses asset-allocation models and internal research tools to guide investment selection and offers tailored recommendations with client authorization required for trades.

Patrick Whitley is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 63 and Series 66 credentials and with 31 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1995, including 14 years specifically at Schwab Wealth Advisory. 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, using proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance.

Andrew Summers is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 2003. He serves as a finance committee member at St. Luke's United Methodist Church in Indianapolis, where he participates in budgeting and financial policy oversight. 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 advice is based on proprietary asset-allocation models and research tools, with investment decisions made only upon client authorization.

Brian Shupe is a CFA® charterholder and holds a Series 65 license with 27 years of industry experience. He has worked at Corient and Corient Services LLC since 2023 and previously spent over 30 years at Windsor Wealth Management. He is based in Indianapolis, IN. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Sarah Decamp is a financial advisor at Cerity Partners LLC with 11 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at SBC Wealth Management and LPL Financial. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining proprietary quantitative methods with third-party strategies and direct security selection.

Ashley Hayworth is a financial advisor with Schwab Wealth Advisory, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade, Stifel Nicolaus, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools. The firm focuses on tailored guidance and client-authorized trades, serving a large client base through a distinctive affiliated structure.

Jack Davis is a financial advisor with Eagle Strategies (NY Life) based in Indianapolis, IN, holding Series 66 and Series 63 licenses and five years of industry experience. Before joining Eagle Strategies in 2026, he was affiliated with Nylife Securities LLC and New York Life Insurance Company since 2021. His background also includes roles in education and consulting, including multiple positions at the University of Dayton. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and emphasizes fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis.

Andrew Moulton is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Moulton Financial Group and Woodbury Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.

Anthony Palomba is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Commonwealth Financial Network since 2007 with a brief tenure at LPL Financial from 2005 to 2007, and also has been affiliated with Heritage Private Wealth Management since 2014. In addition to his advisory work, Palomba manages an LLC that provides debt and credit counseling services outside of his investment activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and retirement consulting, managing roughly $212.7 billion in client assets.

Ryan Appelhans is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior firms include Equitable Advisors and The Prudential Insurance Company of America. Appelhans is also actively involved as an insurance agent with National Life and Lakeshore Financial Group. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions combining advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

John Rapp is a financial advisor at Sanctuary Advisors, LLC in Indianapolis, IN, holding a Series 66 designation. He has experience at Sanctuary Securities, Inc., Sapient Capital, and K/C/P Group, Stifel, totaling seven years in the industry. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives and offers portfolio management, retirement plan consulting, and access to various managed account platforms using multiple analytical approaches.

Christian Goza is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2019. His prior experience includes positions at Marathon Gas and Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach centers on asset allocation and investment selection guided by Schwab’s internal research tools, with personalized recommendations reviewed at least annually.

Darin Paul is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation. He has prior experience at Physicians Mutual and Combined Insurance Company, spanning over two decades in related fields. His work history also includes self-employment beginning in 2025. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a turnkey asset management platform, and a variety of investment vehicles, serving both clients directly and through other advisory programs.

Steven Ford is a financial advisor at Carson Wealth with Series 63 and 65 licenses and 36 years of industry experience. His career includes roles at Cetera, Cadaret, Grant & Co., and multiple advisory firms, as well as ownership of FFI Investments, Inc. In addition to financial advisory, he provides tax consulting and estate planning services as a CPA. Carson Wealth is an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

Justin Roski is a financial advisor with Carson Wealth based in Indianapolis, IN, holding a Series 66 designation and bringing four years of industry experience. He has held roles at CWM, LLC, Wealthcare Partners, and Cetera Wealth Services. Roski also serves as a Senior Relationship Manager at Wealthcare Partners, providing operational support to lead advisors. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

George Elliott is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Charles Schwab and its affiliates since 2010, including eight years at Schwab Wealth Advisory in Indianapolis, IN. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice utilizes Charles Schwab’s standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Edward Humphreys II is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds the CFA® designation and Series 63 license. His prior roles include positions at Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and Forvis Mazars Wealth Advisors, LLC. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning services, discretionary and non-discretionary portfolio management, and uses a combination of quantitative and qualitative analysis to implement customized investment strategies.

Robert Phillips is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has worked at firms including Raymond James & Associates and KeyBanc Capital Markets Inc. Phillips is a member of PHOENIX PARTNERS, LLC, an investment vehicle formed with a co-owner of Slaint, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and investment services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kelly Makeever is a Series 66-licensed financial advisor with PNC Wealth Management, based in Carmel, IN, and has 14 years of industry experience. She has worked with PNC Investments since 2011. Outside of her advisory role, she provides musical instruction as a non-investment-related activity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account designed for employees. The firm uses algorithm-driven risk assessments and manages portfolios with mutual funds and ETFs, with implementation and proxy voting delegated to third parties.

Scott Turner is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and with Charles Schwab since 1999. 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 advice utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools, focusing on tailored recommendations and at-least-annual reviews without discretionary trading authority.