Andrew Blackwell is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with International Assets Investment Management and its affiliate since 2019, with prior roles at Sanctuary Advisors, LLC and David A Noyes and Company. Outside of his advisory work, he co-owns BLACORUSA, LLC, a private label entity involved in marketing and advertising. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent adviser representatives. The firm offers customized portfolio management using a range of investment vehicles and may utilize third-party managers and wrap programs to support client objectives.

Patricia Parker is a CFP® with 24 years of industry experience, currently with Accurate Wealth Management, LLC. She has held roles at several firms including Transamerica Financial Advisors, Madison Avenue Securities, and XYPN Invest. Outside of advising, she leads pro bono Divorce Survival Workshops and helps individuals create Advance Health Care Directives through her educational initiative Protected Promises, drawing on her background as a registered nurse. Accurate Wealth Management serves individuals, pension plans, charities, and corporations, offering discretionary portfolio management, financial planning, and educational services. The firm employs a value- and risk-focused investment approach across diverse asset classes and offers performance-based fees for qualified clients, with approximately $1.71 billion in assets under management.

John Dewey is a CFP® professional with 14 years of industry experience. He has worked at Advisory Services Network since 2025 and previously spent 12 years at Edward Jones. Outside of his advisory role, he serves as Chairman of the Board for Heartland Film Inc. in Indianapolis. Advisory Services Network is an enterprise firm with a network of approximately 208 independent advisers serving individuals, families, corporations, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets.

Mark Hemmerly is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has 12 years of industry experience, all with LaSalle St. Securities. Outside of advising, he serves as a branch office administrator and is involved in fixed insurance activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominantly non-discretionary asset mix uncommon among large advisory firms.

Corey Bates is a financial advisor at CoreCap Advisors in Carmel, IN, holding a Series 65 designation with one year of industry experience. Prior to joining CoreCap and Solomon Financial in 2025, he worked at Salesforce and Hopebridge. CoreCap Advisors serves individual investors, including high-net-worth and accredited clients, as well as self-directed retirement plans and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Eric Bilitz is a financial advisor with Vanderbilt Advisory Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes 20 years at Ameriprise Financial Services, Inc., followed by four years at Ameriprise. Outside of his advisory role, he owns Bilitz and Associates LLC and serves as president of Endeavor Financial Group, which sells fixed insurance products. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors and a digital platform, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Scott Carlson is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities since 2014 and SPC since 2012. Outside of his advisory role, he operates Scott Carlson Financial, providing financial services, and is involved in insurance sales including life, health, and long-term care insurance. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, typically delivering discretionary management with ongoing monitoring and rebalancing.

Colin Holmes is a CFP® with 12 years of experience in financial advising and is currently with Creative Planning. His prior experience includes roles at Four Quadrant Wealth Advisors, WestPoint Financial Group, and Mass Mutual. Outside of his advisory work, he serves as a general manager and assistant coach for a 17-year-old volleyball team, managing practice, tournaments, and club finances. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach featuring low-cost indexing and supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Andrew Verdeyen is a CFP® certificant with 12 years of experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2023. Prior to that, he held roles at ARGI Investment Services, TD Ameritrade, and several other firms. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm’s approach combines customized wealth management and investment services with proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Kansas Robinson is a financial advisor at Sanctuary Advisors, LLC with Series 66 credentials and one year of industry experience. Prior to joining Sanctuary Advisors, Robinson held positions at Curlin & Clay Law, Northwestern Mutual, and Sanctuary Securities, Inc. Robinson’s background also includes academic roles at Northwestern University and teaching experience at Ben Davis High School and Chapel Hill Middle School. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer a range of portfolio management and consulting services through discretionary and non-discretionary accounts, utilizing multiple analytical approaches and third-party platforms.

Fabian Knopfler is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with Noyes Advisors LLC since 2015 and David A. Noyes & Company since 2011. Outside of his advisory role, Knopfler serves as a board member of the Indiana German Heritage organization and as an independent contractor head goalkeeper coach at Butler University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional investors. The firm offers various portfolio management solutions and operates through a network of over 400 independent investment adviser representatives using multiple analytical approaches and custody arrangements.

David Gilreath is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He has previously worked at firms including Salzinger Sheaff Brock, LLC, Innovative Portfolios LLC, Trust Advisors, LLC, and is also involved in Pickle Indy LLC, a recreation sports business. Allworth Financial serves a diverse client base ranging from individual investors to charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis to create customized investment strategies and operates a variety of model and specialist portfolios.

Aaron Short is a financial advisor with Carson Wealth based in Fishers, IN, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Edward Jones for six years and currently manages day-to-day operations at Geist Family Wealth, an S-Corp he owns. Additionally, he acts as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee and offering tailored investment solutions.

Chad Keller is a CFA® charterholder with 22 years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having joined in 2024. His prior experience includes roles at Stifel and City Securities Corporation. Keller is also the owner of CRK2024, LLC, a flow-through entity related to his ownership in M&K Legacy Wealth. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, delivered through a network of over 400 independent advisers who employ various investment strategies and platforms.

Rebecca Muller is a CFP® with 43 years of experience in the financial advisory industry and has been with Money Concepts Capital Corp since 1986. She owns Circle Financial Planning, Inc., a non-investment related business, and is also involved with MERL, LLC, where she manages commercial property operations. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and service providers.

Michele Stiff is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Merrill for nine years and UBS Financial Services for one year. Sanctuary Advisors serves a broad range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing diverse investment strategies and acting as a fiduciary under written advisory agreements.

Henry Hernandez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Private Advisor Group since 2019 and previously spent seven years at Gimbal Financial LLC and over two decades at LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides a range of managed account solutions through proprietary platforms and third-party strategists.

Tammy Williams is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN. She holds a Series 66 designation and has 10 years of industry experience, including 11 years with Sanctuary Wealth. Outside of her advisory role, she serves as a board member for TrueNU, a nonprofit supporting Northwestern University athletics, and participates in professional and community organizations such as the Northwestern C100 women's group and the Central Indiana Community Foundation’s Professional Advisor Leadership Council. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, supports multiple investment approaches, and operates with a fiduciary standard when a written advisory agreement is in place.

Teresa Jackson is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at KeyBank and Key Investment Services since 2009. Outside of her advisory role, she owns a small business preparing and selling baked goods. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model and offers multiple wrap programs with custodial and trade execution services.

Jason Jones is a financial advisor at Fifth Third Securities, Inc. based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Jones has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities, Inc. 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 via the Passageway Managed Account Platform, allowing clients to select from various portfolio management strategies tailored to their risk profiles.