David Gilreath is a CFP® professional with 25 years of industry experience. He is currently with Allworth Financial, L.P. and has held roles at firms including Salzinger Sheaff Brock, LLC and Trust Advisors, LLC. Outside of advisory work, Gilreath is the owner of Pickle Indy LLC, a recreation sports business. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies and technology-driven solutions, offering both discretionary and non-discretionary advisory services.

Logan Swallow is a Series 65-credentialed advisor with Allworth Financial, L.P. in Indianapolis, IN, with one year of industry experience. Prior to joining Allworth Financial, he worked at First Merchants Bank and has also been involved with Home City Ice since 2021. 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 various model strategies and incorporates technology to manage held-away employer retirement accounts.

Audrey Bruch is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. She holds a Series 65 designation and has previously worked at SBAuer Funds, Trust Advisors, Innovative Portfolios, Salzinger Sheaff Brock, and Sheaff Brock Investment Advisors. 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, including core-satellite and defined-outcome ETFs, and provides both discretionary and non-discretionary services.

Kyle Young is a financial advisor with Allworth Financial, L.P. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at WealthPoint Advisors and Augustar Financial, as well as employment outside the financial sector at Ball State University and Wilks Landscaping. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm implements customized portfolios through a variety of model strategies and offers both discretionary and non-discretionary asset management, leveraging technology to manage held-away employer retirement accounts.

Christina Jordan is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 65 credentials with 20 years of industry experience. She previously worked at firms including Sheaff Brock Investment Advisors, Innovative Portfolios, LLC, Arbor Court Capital, and Foreside Fund Services, LLC. Jordan serves on the Purdue University College of Liberal Arts Alumni Board as an executive board member at large. Allworth Financial is a fee-based SEC-registered adviser catering to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, comprehensive financial planning, and manages privately offered funds, leveraging technology and third-party sub-advisers to provide both discretionary and non-discretionary asset management.

Jared Lee is a financial advisor at Allworth Financial, L.P. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Innovative Portfolios, Sheaff Brock Investment Advisors, LLC, and Charles Schwab. Based in Indianapolis, IN, he joined Allworth Financial in 2025. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios combining core-satellite, index allocations, and specialized strategies, and is noted for its Airline division and management of privately offered Shorepoint income funds.

Debra Mc Culley is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding a Series 65 designation with 20 years of industry experience. She previously worked at Salzinger Sheaff Brock, LLC and Sheaff Brock Investment Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, pure-index allocations, and specialized approaches like Buffered Equity ETFs and options-based overlays, while also managing privately offered funds.

Jason Llewellyn is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 23 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Previously, he spent 11 years with Holistic Financial Partners, LLC. Llewellyn serves on the board of the CDFA. 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 strategies including core-satellite, index allocations, and specialized approaches using defined-outcome ETFs and options overlays, supported by a mix of discretionary and non-discretionary asset management services.

Thomas Kaiser is a CFA® charterholder with five years of industry experience. He is currently employed at Allworth Financial, L.P. and has previously worked at Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and 40|86 Advisors. Kaiser serves as president and board member of the CFA Society of Indianapolis, a nonprofit organization. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model allocations and specialized ETF approaches, and uses third-party sub-advisers and technology solutions to manage a range of client assets.

Tiffany Van Hook is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding Series 65 and Series 66 licenses with 22 years of industry experience. Her prior roles include positions at Salzinger Sheaff Brock, LLC, Sheaff Brock Investment Advisors, LLC, and BKD Wealth Advisors, LLC. She also owns a consulting service focused on family financial education and estate planning. 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, financial planning, and retirement plan consulting utilizing a mix of model strategies and third-party sub-advisers.

Mark Salzinger is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 20 years of industry experience. He holds the Series 65 designation and previously worked at Salzinger Sheaff Brock for 16 years and The No Load Fund Investor, LLC for one year. 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 range of model strategies and employs both discretionary and non-discretionary approaches, incorporating technology to manage held-away employer retirement accounts.

Ronald Brock is a financial advisor with Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with Allworth Financial since 2025 and has prior experience with several firms including Trust Advisors, Innovative Portfolios, and Sheaff Brock Investment Advisors. Outside of his advisory role, he is the owner of Pickle Indy LLC, a recreation sports business. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies, including core-satellite and defined-outcome ETF approaches, and employs technology to manage held-away employer retirement accounts while offering both discretionary and non-discretionary services.

Matthew Potter is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 66 designations with 10 years of industry experience. His prior roles include positions at Sheaff Brock Investment Advisors, Schwab Wealth Advisory, and Charles Schwab. 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 technology to manage held-away employer retirement accounts without client login credentials.

Edward Humphreys II is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Allworth Financial, L.P., where he has worked since 2025. Prior to this, he spent seven years at Innovative Portfolios, LLC and ten years at Sheaff Brock Investment Advisors, LLC. 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 technology to manage held-away employer retirement accounts without client login credentials.

Nathan Harshman is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 66 credentials with 18 years of industry experience. His prior roles include positions at Charles Schwab, Sheaff Brock Investment Advisors, Innovative Portfolios, and AW Securities. Outside of his advisory work, he serves as a board member for White Rock Fellowship in Noblesville, IN. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, index allocations, and options-based overlays, and features specialized divisions such as one focused on airline industry employees.

Brent Walker is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Allworth Financial in 2024, he worked for Wealthpoint Advisors, LLC for 15 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies ranging from core-satellite and index allocations to specialized approaches such as Buffered Equity ETFs and options-based overlays, and it operates several affiliated businesses including a broker-dealer and a tax/accounting practice.

Samantha Pezzute is a financial advisor at Allworth Financial, L.P. with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, JPMorgan Chase Bank, and Northwestern Mutual. Allworth Financial is an SEC-registered adviser providing fee-based asset management and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios with a range of strategies, including model allocations, defined-outcome ETFs, and options overlays, and is notable for its ownership structure and specialized divisions such as its Airline division.

Jack Newcomer is a financial advisor at Allworth Financial, L.P. with three years of industry experience. He holds a Series 65 designation and has worked at Allworth Financial since 2024, with prior experience at WealthPoint Advisors LLC. Outside of his advisory role, he serves as an assistant football coach for Noblesville Schools. 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 both discretionary and non-discretionary approaches, with a notable focus on specialized offerings and the use of third-party sub-advisers.

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.

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.

James Mc Mahon is a financial advisor with Allworth Financial, L.P., holding a Series 63 license and 27 years of industry experience. He worked at Sheaff Brock Investment Advisors, LLC for 19 years before joining Allworth Financial in 2025. Outside of his advisory role, he owns a local business called Breakfast Club. 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 strategies, including model-based allocations and specialized approaches, and manages both discretionary and non-discretionary engagements.