Benjamin Fisher is a CFP® professional at Schwab Wealth Advisory with 11 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2016 and has been affiliated with Charles Schwab since 2014. Based in Indianapolis, IN, he holds Series 63 and Series 66 licenses in addition to his CFP® designation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary 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.

Navarrus Hale is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sensible Money, LLC, Thrivent Investment Management, and Total Wealth Planning, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Richard Vanparis II is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been associated with Ameritas Advisory Services since 2021 and has a longstanding history with Ameritas Investment Corp, Ameritas Life Insurance Corp, and National Financial Group dating back to 2009. He is also president of Van Paris & Associates, Inc., where he is involved in income tax preparation. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice and annual client reviews.

Jeremy Nei is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 2007 and with Schwab Wealth Advisory since 2014. He holds the Series 63 and Series 66 designations. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

Brett Mock is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Primerica Advisors and has held positions at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, and Charles Schwab. Outside of financial advising, he is the owner of Brett Mock Legal Services and serves on the Valparaiso University Customer Experience Program Advisory Board. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, offering a range of brokerage and advisory services along with financial and retirement planning. The firm employs a variety of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Michael Naab is a financial advisor with PNC Wealth Management in Carmel, Indiana, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with PNC Investments Inc. since 2010 and also has a role at Indiana University starting in 2005. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment to guide investment selections managed via mutual funds and ETFs.

Amber Morris is a financial advisor with Valic Financial Advisors in Carmel, IN, holding a Series 66 designation and 14 years of industry experience. She has been with Valic Financial Advisors since 2012 and also works as an agent for Agia. Outside of her advisory work, Morris serves as the treasurer and a board member of Mercy Road Church Northeast. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Christopher Ortiz is a Series 66-licensed financial advisor with PNC Wealth Management in Indianapolis, IN, bringing two years of industry experience. His prior roles include positions at Bank of America and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and delegates portfolio implementation to approved strategists.

Zachary Babcock is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2018 and has been with Charles Schwab & Co., Inc. since 2016. He holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Douglas Voight is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including over a decade at Schwab Wealth Advisory and more than 20 years with Charles Schwab. He is based in Indianapolis, Indiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and tailored investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Annie Kruzel is a Certified Financial Planner® with 18 years of industry experience. She has been with The Huntington Investment Company since 2010 and also worked at Ameriprise starting in 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm combines third-party and proprietary investment models and provides a range of portfolio management and custodial services.

Thomas Waterway is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His career includes roles at Lantern Global Advisors, LPL Financial, and Pentera Group Inc. He provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing various advisory programs, third-party managers, and a proprietary separately managed account platform.

Gabrielle Baker is a CFP® credentialed financial advisor with five years of industry experience. She currently works at Commonwealth Financial Network and previously was with Ameriprise and Oaktree Financial Advisors. Baker spends a small portion of her time on fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets, offering a wide range of managed account programs and support services.

Allyson Bolinger is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has worked with Charles Schwab & Co., Inc. since 2019 and previously held roles at Indiana Mills and Manufacturing and Farm Credit Mid America. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client-directed trading decisions and conducting annual account reviews without discretionary trading authority.

William Collins is a Series 66-registered advisor at Schwab Wealth Advisory with 18 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2017, and previously held positions at JPMorgan Chase, J.P. Morgan Securities, and Morgan Stanley. 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. The firm uses Schwab’s asset allocation models and research tools, with final trading decisions made by clients, and generally does not exercise discretionary trading authority.

Benjamin Drury is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Charles Schwab since 2013 and at Schwab Wealth Advisory since 2020. Outside of his advisory role, he serves as treasurer for the Block "E" Homeowners Association, where he manages dues collection and bill payments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm delivers annual financial reviews and investment recommendations while leaving final trading decisions to clients.

John Kitlinski is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Axa Advisors LLC and has served as an agent for Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, through a large network of advisors offering portfolio management, financial planning, and unified managed accounts utilizing Envestnet’s platform.

Thomas Warren is a CFP® professional with 10 years of industry experience. He is currently with Schwab Wealth Advisory and has prior experience at Morgan Stanley and various Charles Schwab entities dating back to 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Jacob Khairallah is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab & Co., Inc. since 2021. Prior to his career in financial services, Jacob held various roles at Hilton Hotels & Resorts and Carson Pirie Scott & Co. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s standard asset allocation models and research tools, while clients retain final trading decisions.

Randall Clark is a CFP® with 43 years of industry experience, currently serving at Corient since 2023. He previously worked at Crown Capital Securities, LP for 14 years and Windsor Wealth Management for 37 years. Outside of his advisory role, he is the owner of a property management business, SDC Property Management LLC. 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 uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.