Miranda Bonde is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her previous roles include positions at Charles Schwab & Co., Gallagher Fiduciary Advisors, Osaic Wealth, Woodbury Financial Services, American United Life, OneAmerica Securities, LPL Financial, Futurity First, and ProEquities. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations driven by Schwab’s asset-allocation models and internal research tools.

Matthew Rice is a CFP® professional with 17 years of experience in financial advising. He is currently with Mariner and has held prior roles at RiverPoint Capital Management, Buckingham Strategic Wealth, and TIAA-CREF among others. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes alongside integrated tax and administrative capabilities.

Micah Dean is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and has been with Schwab Wealth Advisory since 2021. Prior to joining Schwab, he held positions at Purdue University and Universal Studios Orlando. 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 utilizes proprietary asset-allocation models and research tools to offer tailored investment recommendations, while maintaining client authorization for all trades.

Brian Cooke is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves on the board of the Cooke Family Foundation and is a finance committee member for Cathedral High School, advising on their foundation’s financial matters. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ various investment strategies and offers solutions such as portfolio management, retirement plan consulting, and separately managed accounts.

Dakota Bunday is a financial advisor with Valic Financial Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Valic Financial Advisors, Dakota worked at IUPUI and FCHS for a combined eight years. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs. The firm operates at scale with over 1,200 advisors managing roughly $29.2 billion and employs discretionary unified managed accounts with tax-aware and impact overlays.

Victoria Hall is a financial advisor at Farther with two years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and CH Douglas & Gray. In addition to her advisory role, she operates as an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

David Gould is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its advisory affiliates since 2008. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s services include asset allocation and investment selection guided by Charles Schwab’s proprietary models and research, with client trades executed only upon authorization.

Jared Thorne is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Sanctuary Advisors and Sanctuary Securities since 2019 and previously spent ten years at Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment approaches through a network of over 400 independent advisors, offering portfolio management, financial planning, and retirement plan consulting services.

Christopher Dwulet is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and two years of industry experience. His prior work history includes roles at Ammo.com and Dream Connections International. 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 & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Jonathan Wilkin is a Series 66-credentialed financial advisor with 15 years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2015 and has been affiliated with Charles Schwab & Co., Inc. since 2011. Prior to that, he spent a year at Wells Fargo Advisors in 2010. 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’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Matthew Holmes is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. His prior work includes roles at Charles Schwab, FORVIS Wealth Advisors, and Thrivent Investment Management. Holmes has also held a position at DoorDash. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations, providing services such as financial planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis through an Investment Committee to offer customized investment strategies across various asset classes and uses technology to support holistic wealth management.

Gregory Brodnik is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and having 18 years of industry experience. He has worked with Schwab Wealth Advisory and Charles Schwab since 2017 and previously worked at TDAmeritrade and Raymond James & Associates. Outside of his advisory role, he and his wife co-own rental properties in Greenwood, Indiana, where they manage tenant screening and property maintenance. 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 and financial planning. The firm uses Schwab’s asset-allocation models and internal research tools to offer personalized recommendations reviewed at least annually, with trades executed only upon client authorization.

Joshua Jaramillo is a financial advisor at PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and model strategies managed by PNC or third-party strategists.

Cally Elkin is a financial advisor with Guardian Life in Indianapolis, IN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Guardian Life and Park Avenue Securities, she worked at LPL Financial and Charles Schwab & Co., Inc. Outside of her advisory role, Elkin is involved with Taxman Brewing Company in Fortville, IN, working as a restaurant server. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers financial planning, consulting, and access to proprietary and third-party investment programs tailored to client needs.

Jacob Craig is an advisor at Fifth Third Securities, Inc. in Noblesville, Indiana, holding Series 63 and Series 65 designations with one year of industry experience. His work history includes roles at Fifth Third Bank and Green Leaf Inc, among others. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs, including the Passageway Managed Account Program, with an emphasis on tailored risk profiles and a range of portfolio management strategies.

Lisa Reddick is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Sheaff Brock Investment Advisors, J.P. Morgan Securities, JPMorgan Chase Bank, and Charles Schwab. Allworth Financial serves a broad client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Branden Lienemann is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory since 2018. He has been associated with Charles Schwab since 2015, working within their advisory programs in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with personalized recommendations and at-least-annual reviews tailored to client goals and risk tolerance.

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 Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has been with First Command Advisory Services and related entities since 2014. Hernandez serves as a board member at McCordsville Community Church, where he advises on executive decisions and financial matters. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.