John Cooke is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Before joining Sanctuary Wealth in 2016, he worked at Wells Fargo Clearing for 13 years and Prudential Equity Group, LLC for 9 years. Outside of his advisory work, he serves on the finance committee of Elevate Ventures Indiana, a nonprofit supporting entrepreneurship and startups. 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 offers a range of portfolio management options and financial planning services through a network of independent investment adviser representatives.

Samuel Ellsworth is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. Prior to joining the firm, he worked at KFG Wealth Management LLC and Korhorn Financial Group. Outside of his advisory roles, Ellsworth is also involved as a financial planner and wealth coach with Circle Financial Planning. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise-scale adviser managing over $4 billion in client assets through a broad network of advisors and portfolio programs.

Adan Diaz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Ameritas since 2006 in various capacities and is also involved in Canvas Financial and FRESCO Financial Advisers, LLC, where he offers fixed investments and insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing a range of investment vehicles and program platforms.

Bryce Mc Leish is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Progressive Business Solutions and Canvas Financial, among others. Outside of financial advising, he is a partner in a golf simulator business and serves as a sports official for middle and high school basketball and baseball. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, retirement plans, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated financial entities.

Whitney Ashley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at Commonwealth since 2020 and also has a background with Leman Financial Advisors beginning in 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Jacob Mc Crory is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at BKD LLP and RSMUS LLP and is also involved with DPW Financial, where he engages in insurance sales and investment advisory activities. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Aaron Warnecke is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with SPC since 2003 and Parkland Securities, LLC since 2014. Warnecke operates under the name Blue Chip Consultants, providing financial services and insurance through various companies. SPC serves a diverse client base, including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management tailored to client needs.

Adrienne Monka is a financial advisor at Sanctuary Advisors, LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses with six years of industry experience. She has worked at Cooke Financial Group since 2018 and previously at Crew Carwash from 2016 to 2018. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisors. The firm offers a range of investment advisory and financial planning services, employing various analytical approaches and managing accounts on discretionary or non-discretionary bases while acting as a fiduciary under written agreements.

Logan Swallow is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has worked previously at First Merchants Bank. Outside of advising, he has worked as a route driver for Home City Ice. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs both quantitative and qualitative analysis to create customized investment strategies and offers a range of services including portfolio management, retirement plan consulting, and educational resources.

Karl Slavik is a CFP® professional with 18 years of industry experience. He has been with Fifth Third Securities, Inc. since 2009 and has worked at Fifth Third in various capacities since 2007. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages assets across a wide range of proprietary and third-party investment strategies.

August Hardee II is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and having 11 years of industry experience. He has held roles at multiple firms including Star Benefit Associates, Net Law Inc., WealthWave, and A. M. Hardee & Associates, LLC, where he serves as President and CEO providing consulting advice on economic and charitable matters. His activities also include offering Medicare supplement and prescription drug plans through Star Benefit Associates. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

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 worked at several firms including SBAuer Funds, Trust Advisors, and Sheaff Brock Investment Advisors. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan consulting, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

Ronald Frank is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2004. In addition to his advisory role, he serves as a referral partner for Net Law, introducing a platform for estate planning tools. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple program platforms to deliver its services.

Christopher Hutchens is a financial advisor with Sanctuary Advisors, LLC based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including roles at Wells Fargo Clearing and City Securities Corporation. 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 over 400 independent investment adviser representatives who manage accounts using various strategies and platforms, offering discretionary and non-discretionary portfolio management and fiduciary oversight.

John Collins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Aspida Life Insurance Company, WFG Direct, and World Financial Group. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that include proprietary and third-party model portfolios. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Brandon Phillips is a financial advisor at Mariner with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Riverpoint Capital Management, Watermark Wealth Management, Raymond James & Associates, and Strong Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to deliver customized portfolios and provides specialized services such as tax integration and Financial Wellness Platforms.

Catherine Hoffman is a Series 65-licensed advisor at Creative Planning with three years of industry experience. She previously worked at Castle Wealth Advisors and operated her own law practice, Catherine Popp Hoffman, Esq., for over two decades, focusing on mass tort settlements related to defective medical devices. She maintains a residual role as owner-attorney in that legal practice. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

James Hopper is a financial advisor at Money Concepts Capital Corp with eight years of industry experience. He holds Series 65 and Series 63 licenses and has been with Money Concepts Capital Corp since 2017. Prior to his advisory career, he worked for over a decade in the food service industry. Outside of his advisory role, he is involved in health insurance sales, health equipment sales, serves as a referral partner, and holds a leadership position as a BNI chapter president. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party managed portfolios, and operates alongside Money Concepts Capital Corp. as a broker-dealer and insurance general agency.

Kevin Smith is a financial advisor with Fifth Third Securities, Inc. based in Fishers, Indiana. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including 19 years with Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. serves a broad mix of individual, institutional, and business clients through investment advisory and brokerage channels. The firm offers multiple managed account programs and portfolio management options via its Passageway platform, supporting a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Kyle Young is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has worked at several firms including WealthPoint Advisors and Augustar Financial. Prior to his advisory career, he worked at Ball State University and Wilks Landscaping. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds using a combination of quantitative and qualitative investment strategies.