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 Schwab Wealth Advisory since 2012, and Charles Schwab since 2008. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s standard asset allocation models and research tools to guide investment recommendations, with clients retaining final trading decisions.

Michael Myers is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Bank of America, N.A. and Merrill for over 15 and 25 years, respectively. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and nonprofit entities, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple analytical approaches and serving both discretionary and non-discretionary accounts.

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 an advisor at Schwab Wealth Advisory with Series 66 and Series 63 designations and two years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and Charles Schwab & Co., Inc. since 2024. His prior experience includes roles at Ammo.com, Dream Connections International, and Q2 Solutions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

Jonathan Wilkin is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Schwab Wealth Advisory since 2011 and 2015, respectively. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

Matthew Holmes is a CFP® professional with 11 years of industry experience. He is currently with Allworth Financial, L.P. in Indianapolis, IN, having previously worked at firms including Charles Schwab, FORVIS Wealth Advisors, and Td Ameritrade. His background also includes experience outside financial services at DoorDash. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers when appropriate.

Gregory Brodnik 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 Schwab Wealth Advisory and Charles Schwab since 2017, following a one-year tenure at TDAmeritrade. Outside of his advisory role, he and his wife co-own rental real estate properties in Greenwood, Indiana. 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 based on Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, differentiating its service structure from many enterprise wealth managers.

Joshua Jaramillo is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at J.P. Morgan Securities, J.P. Morgan Chase, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for PNC Bank employees that uses mutual funds and ETFs with annual rebalancing.

Cally Elkin is a financial advisor with Guardian Life based in Indianapolis, IN. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she has worked at LPL Financial, Charles Schwab & Co., Inc., and Lifetime Financial Growth. Outside of finance, Elkin is involved with Taxman Brewing Company, where she works as a restaurant server. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a variety of investment advisory programs.

Jacob Craig is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 65 and Series 63 designations and has worked at Fifth Third Bank since 2022. His prior work includes roles at Green Leaf Inc, Kroger, Kelly Services, and Indiana State University. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway platform, providing options from mutual fund and ETF models to separately managed accounts and direct indexing.

Lisa Reddick is a financial advisor at Allworth Financial, L.P. in Indianapolis, Indiana, with 19 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Sheaff Brock Investment Advisors, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Charles Schwab. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes customized portfolios with diverse strategies including core-satellite, pure-index, and options-based approaches, and is known for its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Branden Lienemann is a CFP®-certified financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing 10 years of industry experience. He has been with Charles Schwab and its affiliated advisory unit since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit under Charles Schwab & Co., serving individual clients without direct fee billing and limiting discretionary management to affiliated or third-party managers.

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 Inc. in Indianapolis, IN. He holds Series 63 and Series 66 credentials and has 14 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked at Charles Schwab since 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Julia Sears is a financial advisor with Valic Financial Advisors holding a Series 66 credential and five years of industry experience. She previously worked at Purdue Federal Credit Union for twelve years and has been associated with AIG/VALIC Financial Advisors since 2019. Outside of her advisory role, she assists part-time with a local photography studio, helping take photos at schools and sports events. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering services such as portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages roughly $29.2 billion in assets and utilizes centralized technology and model solutions to support its extensive client base.

Christopher O’Connor is a financial advisor with Key Investment Services LLC in Indianapolis, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Northwestern Mutual, and KeyBank. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-directed investment decisions supported by due diligence and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Ryan Mcdaniel is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. He holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Anna Smith is a financial advisor at Key Investment Services LLC with one year of industry experience and holds the Series 66 designation. Prior to her current role, she worked as a registered nurse at IU Health Methodist Hospital and IU Health North Hospital. She continues to work part-time as a registered nurse on weekends. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions combined with ongoing recommendations and oversight, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Courtney Miller is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Miller's Elite LLC, Parkland Securities, and various nonprofit organizations such as ITOWN Ministries and the Indiana Alliance of YMCA's. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice typically delivered at the individual advisor level.