Brooklyn Brown is a Series 65 licensed financial advisor with Cerity Partners LLC, based in Indianapolis, IN. Brown has one year of industry experience, including prior roles at Farrall Wealth Management and Family Express Corp. In addition to financial advising, Brown has a background that includes work at Indiana University RPS and experience in various business settings. Cerity Partners advises a diverse client base ranging from individuals and families to institutions, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Ronald Brock is a financial advisor at Allworth Financial, L.P. with 24 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Allworth Financial in 2025, he worked at several firms including Trust Advisors, LLC, Innovative Portfolios LLC, Salzinger Sheaff Brock, LLC, SBAuer Funds, LLC, and Sheaff Brock Investment Advisors. Outside of his advisory roles, he is the owner of Pickle Indy LLC, a recreation sports business. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and educational resources, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

Don Etchison is a financial advisor with SPC in Fishers, IN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with SPC since 2003 and also worked at Parkland Securities since 2014. Outside of his advisory work, he performs as a musician in a classic rock band. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers a range of portfolio management, financial planning, and ERISA-related retirement plan services, with an emphasis on discretionary management and collaboration with third-party managers.

James Loper is a financial advisor with Empower Advisory Group in Noblesville, Indiana. He holds a Series 66 designation and joined the firm in 2026. Prior to his advisory role, he worked for eight years at Hyundai/Genesis of Noblesville and 12 years at O'Charley's Grill & Bar. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Matthew Mccoy is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, PNC Bank, CVS, and Bill Bobe's Pizzeria. Outside of financial advising, he is a member of Freedom Creek LLC, a coffee roasting business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessments and invests via mutual funds and ETFs with annual rebalancing.

Ann Waren is a Series 66-credentialed financial advisor with Principal Financial Services, based in Fishers, IN. She has 11 years of industry experience, having worked with Principal Securities Inc. and Principal Life Insurance Company since 2015. Additionally, she serves as a bank and trust officer at Principal Bank, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Patrick Morrow is a financial advisor with Cerity Partners LLC, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He previously worked at Strategic Benefit Consultants, Inc., LPL Financial, LLC, and SBC Wealth Management. Outside of his advisory role, he manages non-investment related activities including residential real estate and farmland through Morrow Properties LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm’s investment approach is centered on client-specific Investment Profiles and asset allocation, integrating proprietary quantitative methods with third-party strategies and direct security selection, and offers access to alternative and private market solutions along with OCIO services.

Matthew Potter is a financial advisor at Allworth Financial, L.P. with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Sheaff Brock Investment Advisors, Schwab Wealth Advisory Inc, and Charles Schwab. Allworth Financial serves a broad client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and manages privately offered funds, combining quantitative and qualitative analysis to implement customized investment strategies.

John Macik is a financial advisor with Mariner Wealth Advisors in Indianapolis, IN, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Thurston Springer Advisors, Biltmore Family Office, and Morgan Stanley. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon for firms of its size.

Erin Pentz is a financial advisor at Cerity Partners LLC with 20 years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Cerity Partners in 2024, she worked at Strategic Benefit Consultants for 18 years and at LPL Financial for 12 years. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services leveraging a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Amber Hoover is a Series 66 registered advisor with Private Advisor Group, LLC and has one year of industry experience. Her prior work includes roles at LPL Financial LLC, Lantern Global Advisors, SupplyKick Inc., and Sponsel CPA Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and provides access to various managed account solutions and third-party managers.

David Faulk is a financial advisor with Empower Advisory Group in Cumberland, IN, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at GWFS Equities since 2014. Outside of his advisory role, he serves as assistant pastor and board member at Lawrence Apostolic Church and as pastor and chairman of the board of elders at New Life Church. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and clients’ savings rates and serves a large participant base relative to its advisor headcount.

Gavin Gilpin is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Avantax Planning Partners and Cetera Wealth Services. He is based in Indianapolis, IN. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach within a larger Cetera network.

Kimberly Huser is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with multiple firms including WealthWave and American Alternative Insurance Corporation. Outside of her advisory role, she participates in the Foxy Ladies 1 Golf League and is involved with NetLaw Inc., referring clients for affordable estate planning documents. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers within an extensive advisor network. The firm supports individual investors, employer-sponsored plans, trusts, estates, charities, and businesses through multiple program platforms and proprietary and external model portfolios.

Benjamin Mart is a CFP® professional with five years of industry experience. He has worked at Creative Planning since 2021 and was previously with Castle Wealth Advisors from 2016 to 2021. He is based in Indianapolis, IN. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Sarah Decamp is a financial advisor at Cerity Partners LLC with 11 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at SBC Wealth Management and LPL Financial. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining proprietary quantitative methods with third-party strategies and direct security selection.

John Rapp is a financial advisor at Sanctuary Advisors, LLC in Indianapolis, IN, holding a Series 66 designation. He has experience at Sanctuary Securities, Inc., Sapient Capital, and K/C/P Group, Stifel, totaling seven years in the industry. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives and offers portfolio management, retirement plan consulting, and access to various managed account platforms using multiple analytical approaches.

Edward Humphreys II is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds the CFA® designation and Series 63 license. His prior roles include positions at Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and Forvis Mazars Wealth Advisors, LLC. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning services, discretionary and non-discretionary portfolio management, and uses a combination of quantitative and qualitative analysis to implement customized investment strategies.

John Wheeler IV is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Creative Planning since 2021 and previously worked at Castle Investment Advisory for eight years. Based in Indianapolis, IN, Wheeler’s background includes roles at both firms. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment approaches and comprehensive retirement plan services.

Onajh Porter is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, Porter is involved in entertainment and music distribution, owning and distributing music through various digital platforms. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and service providers.