John Duffin is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® and Series 63 designations and having 40 years of industry experience. He has worked with several related firms, including Heritage Advisory Group and Ameritas Life Insurance, and has operated Duffin Financial & Insurance Brokerage, Inc. since 2004. Duffin also serves as an agent for United Health Care, focusing on Medicare-related 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. The firm offers asset management, financial planning, and retirement plan advisory using a range of investment vehicles and program platforms.

Adam Elder is a financial advisor at Mariner Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Avantax and ProEquities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and family office services uncommon at this scale.

Andrew Miller is a CFP®, CFA®, and Series 65 credentialed advisor with 18 years of industry experience. He has been with Creative Planning since 2020 and previously operated Miller Financial Management for 13 years. Outside of his advisory work, he is a passive owner of a medical consulting business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services through a large national platform.

Shuyuan Wu is a financial advisor at Transamerica Financial Advisors with four years of industry experience. She holds Series 65 and Series 63 licenses. Wu serves as a member of the Deacon Board at the Chinese Community Church of Indianapolis, where she is involved in record keeping and financial reporting for the organization. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Robert Wisneski II is a financial advisor at Fifth Third Securities, Inc. based in Indianapolis, IN, holding Series 63 and Series 66 credentials with 25 years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab, where he worked for nearly two decades. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.

Andrew Zimmerman is a financial advisor at Cerity Partners LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at ARGI Investment Services, Edward Jones, and in education roles at Western School Corporation and Manchester Community Schools. He also has experience with Maven Electric LLC. Cerity Partners serves a diverse client base including individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach combining client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Mitchell Carnes is a financial advisor at Mariner with eight years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Winthrop Capital Management and HFF, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an Investment Committee and integrates in-house research with third-party managers across a broad range of asset classes and strategies.

Luke Osborn is a financial advisor at Mariner in Indianapolis, IN, holding Series 63 and Series 66 registrations with two years of industry experience. His work history includes positions at Mariner, Edds Supplies, The Vanguard Group, and roles as self-employed and at Harnham. Prior to his financial career, he spent time at Purdue University and Northridge High School. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and offers specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

William Hyde is a CFA® charterholder with one year of industry experience currently at Cerity Partners LLC in Indianapolis, IN. His prior roles include positions at Graphene Capital Management, Flood Tide Capital, and Tilden Park Capital. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, while providing access to alternative and private market solutions.

Daniel Mcnelis is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank for a decade. Outside of his advisory role, he is involved with the Circle City Irish Festival, a nonprofit organization that promotes Irish culture in Indianapolis and supports educational and homeless feeding initiatives. 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 clients through a network of financial professionals. The firm uses a multi-provider platform with discretionary and non-discretionary model offerings and maintains integration with KeyCorp affiliates for due diligence and specialized financial services.

Colton Wottring is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of advising, Colton owns and operates Wott Movement and Performance, a personal training business. 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 advisor-directed portfolio management with various account types and employs multiple analytical approaches while acting as a fiduciary when agreements are in place.

Kevin Mccurdy is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, KeyBanc Capital Markets Inc., and Hufford Financial Advisors, LLC. He has been with Sanctuary Advisors and its affiliated entity, Sanctuary Securities, Inc., since 2016. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a variety of investment approaches through a large network of independent advisor representatives and offers services such as portfolio management, retirement plan consulting, and the use of sub-advisers and model portfolios.

Nathan Harshman is a financial advisor at Allworth Financial, L.P. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab, Innovative Portfolios, LLC, and Sheaff Brock Investment Advisors, LLC. Outside of his advisory role, he serves on the board of White Rock Fellowship in Noblesville, IN, where he advises on personnel and facility matters. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan consulting, employing both quantitative and qualitative analysis to create customized investment allocations across a variety of asset classes and strategies.

Olivia Wilson is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual, Turnkey Communities, and SerVaas Family Office. Olivia’s background also includes six years of work at IUPUI and four years at Carmel High School. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, 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 framework focused on client-specific profiles and asset allocation, providing access to alternative and private market solutions.

Kevin Sasena is a financial advisor at Cerity Partners LLC with seven years of industry experience. Before joining Cerity Partners in 2024, he worked at Strategic Benefit Consultants for six years and Diamond Chain Company for two years. Outside of his advisory role, he serves as managing member of Rolling Fields LLC, a business holding real estate investments. 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 combines proprietary quantitative screening with third-party strategies and direct security selection, providing access to alternative and private market solutions for qualified clients.

John Cooke is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, Indiana. He holds a Series 66 designation and has six years of industry experience, including prior roles at Morgan Stanley and Imagination Publishing, Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of portfolio management solutions and financial planning services through a network of over 400 independent advisors, employing various analytical approaches and serving as a fiduciary when a written advisory agreement is in place.

Oksana Poznakhovska is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and over 21 years of industry experience. Her career includes roles at firms such as Ladenburg Thalmann Financial Services and Pershing Advisor Solutions LLC. She has been with Sanctuary Advisors and related entities since 2022. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting using a range of investment approaches and acts as a fiduciary when a written agreement is in place.

Brent Walker is a CFP®-certified financial advisor with 28 years of experience, currently with Allworth Financial, L.P. in Indianapolis, IN. He previously worked at WealthPoint Advisors, LLC for 15 years and Pile Wealth Management for over a decade. Allworth Financial serves a broad client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to deliver customized portfolio management, financial planning, and investment strategies across multiple asset classes.

Matthew Akers is a financial advisor with PNC Wealth Management in Noblesville, Indiana, holding a Series 66 license and bringing 17 years of industry experience. His prior roles include positions at Schwab Wealth Advisory, CUNA Mutual Group, LPL Financial, and Edward Jones. In addition to advisory work, he is a licensed insurance agent involved in commissionable insurance and annuity sales through Golden Reserve, LLC. PNC Wealth Management offers retail brokerage and advisory services with a focus on model-based investment programs. The firm provides a discretionary digital account that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists, primarily utilizing mutual funds and ETFs.

Avshalom Gad is a CFP® and ChFC® with 23 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life) since 2007. His career includes longstanding roles with NYLIFE Securities LLC and New York Life Insurance Company beginning in 2003, as well as a brief tenure at Ameriprise. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm focuses on tailoring solutions to client objectives and plan sponsor criteria, and manages a significant portion of assets on a non-discretionary basis.