Thomas Warren is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 10 years of experience, currently serving as an advisor at Schwab Wealth Advisory. His career includes roles at Charles Schwab and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab referrals, using proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Jacob Khairallah is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2021. Prior to his advisory roles, he held positions in the hospitality sector with Hilton Hotels & Resorts and DoubleTree by Hilton. 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-referred clients. The firm focuses on asset allocation and investment selection guided by Charles Schwab’s internal research tools, offering tailored recommendations without exercising discretionary trading authority.

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.

Steven Navel is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and several companies outside the financial sector, such as Aquatrols and Elanco Animal Health. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management to client goals, with a focus on equities, fixed income, mutual funds, ETFs, and other securities.

Thomas Hosty is a CFP® and ChFC® with 11 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked at Charles Schwab since 2017. His prior experience includes roles at Northwestern Mutual Wealth Management Company and MARK WISE Financial. 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 uses Charles Schwab's asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Kyle Nelson is a CFP® professional with 12 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory, Inc., having been with various Charles Schwab entities since 2016. His background includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research tools, with a focus on individualized recommendations aligned to client goals and risk tolerance.

Thomas Carney is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Empower Advisory Group and Empower Financial Services, Inc., having previously worked at Fisher Investments and Fidelity Investments in various advisory roles. Outside of his advisory work, he is a passive owner of a rental property managed by a professional investment property manager. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated model links services to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and savings rates over short-term forecasts.

John Geshay is a financial advisor with Fifth Third Securities, Inc. in Carmel, Indiana. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior roles at Morgan Stanley and Hope College. Outside of his advisory work, he is involved in managing rental properties in Indianapolis. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, providing options such as mutual fund and ETF models, separately managed accounts, tax overlays, and direct indexing strategies.

Amelia West is a CFP® with 21 years of industry experience and currently serves as a financial advisor at Carson Wealth. Her previous roles include positions at Total Wealth Planning, Howell Financial Advisors, and Ameriprise. She volunteers as an Administrator and Treasurer for Saint Ambrose Academy. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and offering tailored solutions such as Orion Custom Indexing and access to alternative investments.

Anthony Jones is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Schwab Wealth Advisory since 2018, also working at Charles Schwab and previously at Ultimate Home Services. Outside of his advisory role, he owns TOJO Leather, a small business creating and selling personal leather goods. 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 offers guidance on asset allocation and investment selection using proprietary asset-allocation models and internal research, delivering tailored recommendations without exercising discretionary trading authority.

Zachary Quante is a financial advisor with Focus Partners Wealth, LLC in Indianapolis, holding a Series 65 designation and one year of industry experience. He previously worked at Spectrum Wealth Management for two years and was a full-time student for eight years prior to his advisory career. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Eric Giddings is a CFP® with Series 65 and Series 66 registrations based in Indianapolis, IN. He has experience in the financial industry since 2018, including roles at Focus Partners Wealth, LLC, Padgett Business Advisors, Seber Tans PLC, Trifound, and Plante Moran. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bernard Reed is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Sanctuary Advisors, he worked at several firms including Key Wealth Management and Regions Wealth Management. Reed is the founder and chairman of Fortis Transition Partners, a buy-side intermediary firm that connects businesses with private equity buyers. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who implement varied investment strategies and offers solutions such as separately managed accounts and retirement plan consulting.

Matthew Boles is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2020. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

Jason Towe is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments and Robinhood Financial, LLC. Outside of his advisory work, he hosts a weekly entertainment trivia event called Hambones Trivia. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, and retirement plan consulting, combining quantitative and qualitative analysis to offer customized investment strategies across various asset classes and specialist portfolios.

Drew Schmitz is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to this, he held roles at Hope College and other firms. Outside of his advisory work, he assists with e-commerce, order fulfillment, and marketing for a family-owned business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to create model asset allocations and incorporates ESG considerations where applicable.

John Cassady is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His previous roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Prior to his career in finance, he worked in education at Lake Braddock Secondary School and attended Old Dominion University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Lisa Beally is a CFP® designated financial advisor with Edward Jones in Indianapolis, IN, bringing 8 years of industry experience. She has been with Edward Jones since 2017, following a 13-year career at Aerosmith Fastening Systems. Outside of her advisory role, she co-owns a rental property through a family-managed LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Taylor Ehrman is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior experience includes roles at Woodbury Financial Services, Cetera Advisors, and First Allied Advisory Services. Ehrman serves as Treasurer for a local homeowners association and owns Ehrman Standard LLC, a holding company. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization strategies and is noted for its scale, complex affiliate network, and recent consolidation activity.

Jennifer Di Candido is a Series 66-licensed financial advisor with J.P. Morgan Securities in Indianapolis, IN, having five years of industry experience. Prior to joining J.P. Morgan in 2021, she held roles at Macy's, Indiana University, Nutek Aerospace Corp, and other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.