Samantha Pezzute is a financial advisor at Allworth Financial, L.P. with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Northwestern Mutual and Charles Schwab. Based in Indianapolis, IN, she has been with Allworth Financial since 2025. Allworth Financial serves individual and high-net-worth investors, as well as pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, utilizing a combination of quantitative and qualitative analysis to provide customized investment strategies.

Bradon Pullyblank is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked at Cooperstown Distillery and Pizza Hut, and has a background that includes full-time education. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and other 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 centered on client-specific profiles, asset allocation, and a combination of proprietary and third-party strategies.

Daniel Rojas is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Savant Wealth Management, Valeo Financial Advisors, and Charles Schwab. He is also a member of the investment committee for the endowment fund at Marian University. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets. The firm offers customized wealth management solutions with an investment approach that emphasizes client-specific profiles, asset allocation, and access to alternative and private market investments.

James White is a financial advisor at TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has experience working with multiple firms, including Indiana Farm Bureau Insurance and Ryan White Insurance dba RWI Wealth Strategies. His career in financial services spans over a decade, with roles in both wealth management and insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Daniel Weisenbach is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Ameritas Life Insurance Corp and Ameritas Investment Corp, with additional experience as a self-employed advisor. Outside of his advisory work, he owns and operates DPW Financial LLC, which conducts financial classes and seminars. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform combining model portfolio solutions, discretionary asset management, financial planning, and consulting services, with a unique operational structure supporting a high client load per advisor.

Jack Newcomer is a Series 65 credentialed financial advisor with three years of industry experience, currently with Allworth Financial, L.P. He previously worked at WealthPoint Advisors LLC and has diverse experience including positions with the Indianapolis Colts and Taylor University. Outside of his advisory role, he serves as an assistant football coach for Noblesville Schools. 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 education services, employing both quantitative and qualitative analysis to implement customized investment strategies.

Graham Bowen is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at CertaSite, AuthentiCx, 938 Church, Cru, and West Chester University. Cerity Partners serves a diverse client base including high-net-worth individuals, families, 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 approach centered on client-specific Investment Profiles, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions.

Matthew Rice is a CFP® professional with 17 years of experience in financial advising. He is currently with Mariner and has held prior roles at RiverPoint Capital Management, Buckingham Strategic Wealth, and TIAA-CREF among others. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes alongside integrated tax and administrative capabilities.

Brian Cooke is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves on the board of the Cooke Family Foundation and is a finance committee member for Cathedral High School, advising on their foundation’s financial matters. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ various investment strategies and offers solutions such as portfolio management, retirement plan consulting, and separately managed accounts.

Matthew Holmes is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. His prior work includes roles at Charles Schwab, FORVIS Wealth Advisors, and Thrivent Investment Management. Holmes has also held a position at DoorDash. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations, providing services such as financial planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis through an Investment Committee to offer customized investment strategies across various asset classes and uses technology to support holistic wealth management.

Jacob Craig is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Fifth Third Bank, Green Leaf Inc, and several other organizations prior to joining his current firm. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Lisa Reddick is a financial advisor at Allworth Financial, L.P. with 19 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Sheaff Brock Investment Advisors, J.P. Morgan Securities LLC, and Charles Schwab. 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, retirement plan consulting, and education through various channels, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Bryan Donaugh is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Transamerica Retirement Advisors, LLC and has worked previously at firms including Charles Schwab & Co., Inc., Alight Financial Solutions LLC, and Valic Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary portfolio construction developed with Morningstar Investment Management.

Christopher O’Connor is a financial advisor at Key Investment Services LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual, The Prudential Insurance Company of America, and LPL Enterprise. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and offering various wrap programs and ancillary insurance products.

Anna Smith is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining the firm, she worked for ten years at IU Health Methodist Hospital and currently works part-time as a registered nurse at IU Health North Hospital. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model with discretionary and non-discretionary portfolio options and integrates services from KeyCorp affiliates for investment and banking capabilities.

Courtney Miller is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Miller's Elite LLC, Parkland Securities, and various nonprofit organizations such as ITOWN Ministries and the Indiana Alliance of YMCA's. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice typically delivered at the individual advisor level.

Hilary Bogard is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 66 designation and has worked in various roles within Cetera and Avantax firms since 2024. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also offers tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, utilizing a diversified investment approach tailored to client objectives and risk tolerance.

James McMahon is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Sheaff Brock Investment Advisors, LLC and Morgan Stanley DW Inc. Outside of his advisory work, he owns and operates a small business called Breakfast Club in Carmel, Indiana. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and consulting services. The firm utilizes a combination of quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and specialized portfolios.

James Willard is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, Indiana, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Fifth Third Securities since 1999. Outside of his advisory role, he coaches the boys' golf team at Fall Creek Junior High. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by features such as direct indexing and a tax-overlay service.

Alex Marshall is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, holding a Series 66 license and one year of industry experience. His prior work includes roles at Sanctuary Securities, Inc., DoorDash, and Travis Matthew, as well as academic positions at the University of Cincinnati and various schools. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and other services using a range of investment approaches and fiduciary oversight.