David Weir is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Valic Financial Advisors since 2003 and has also been associated with Agia since 2022. Outside of his advisory work, he serves on the board of Amparo, an organization focused on eliminating the sexual exploitation and trafficking of girls in Santa Cruz, Bolivia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various portfolio customization options.

Bryan Klemm is a financial advisor with VALIC Financial Advisors in Carmel, IN, holding a Series 66 designation and 23 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and is also associated with Agia since 2022. Klemm serves as Treasurer of the Alpha Alpha Alumni Association for the Lambda Chi Alpha fraternity chapter at Butler University, overseeing non-investment financial matters. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and various overlay services for portfolio management.

Matthew Parker is a financial advisor at PNC Wealth Management in Carmel, IN, holding Series 63 and Series 66 licenses with eight years of industry experience. His career includes positions at Merrill, J.P. Morgan Securities, and Charles Schwab, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available via an employee-only pilot. The program uses algorithmic risk assessment and invests in approved model strategies primarily through mutual funds and ETFs.

Martha Whitmill is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Carmel, IN, and has been with the firm since 2025. Prior to joining Valic, she held roles in the insurance industry and has experience with nonprofit organizations, including serving as treasurer for the John Wallace Chapter of the National Society of the Daughters of the American Revolution and as a board member for People & Animals Learning Services (PALS), a nonprofit providing therapeutic equestrian experiences. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account and wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Duffin is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and a Series 63 license. He has 40 years of industry experience, including roles at Oneamerica Securities and American United Life. Duffin is also the owner and president of Duffin Financial & Insurance Brokerage, Inc., where he is involved in sales, marketing, compliance, and bookkeeping. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Michael Kloempken is a financial advisor with Sanctuary Advisors, LLC in Carmel, Indiana. He holds a Series 65 designation and has four years of industry experience. His prior roles include positions at Wealth Enhancement Group, Oakwood Capital Management, Allstate HOA Management, and MC Legacy Group. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of portfolio management options through its network of over 400 independent investment adviser representatives, employing various analytical approaches and maintaining affiliations with several asset management firms.

Alyssa Ulrey is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials with 11 years of industry experience. Her prior roles include multiple positions at The Huntington National Bank and The Huntington Investment Company, spanning from 2014 to 2022, as well as a brief tenure at Mary Kay Cosmetics. She also serves as a non-securities insurance agent with Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, employing discretionary unified managed accounts with a strong emphasis on centralized technology and model solutions.

Edward Snyder is a CFP® and ChFC® credentialed advisor with 32 years of industry experience. He has been with Commonwealth Financial Network since 2016 and is co-owner, president, and secretary of Oaktree Financial Advisors, an entity involved in securities, advisory, insurance, and tax preparation services. Snyder also serves as a trustee of the company retirement plan for Oaktree Financial Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Charles Moffitt is a Series 66-licensed financial advisor with Rockefeller Financial LLC, where he has worked since 2023. He has four years of industry experience, including prior roles at Charles Schwab and involvement with Indiana University programs. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform.

Shuyuan Wu is a financial advisor with Transamerica Financial Advisors in Fishers, IN, holding Series 65 and Series 63 licenses and four years of industry experience. Wu serves as a member of the Deacon Board at the Chinese Community Church of Indianapolis, involving responsibilities such as record keeping and financial reporting. Previously, Wu worked at SB & COMPANY and has been affiliated with WFGIA since 2020. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services through proprietary model portfolios and third-party money managers, providing discretionary and non-discretionary program options.

Jennifer Ruble is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 13 years of industry experience. Prior to joining Rockefeller Financial in 2023, she worked at Merrill from 2010 to 2023. She serves as a board member and director of the First Church of Christ, Scientist Indianapolis. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and offers a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Elizabeth Reed is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Evernest Financial Advisors and Valeo Financial Advisor. Outside of advising, her background includes multiple roles at Butler University and community involvement with Illinois Street Christian Church. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Bradley Goodwin is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and is also associated with Agia, where he offers non-securities insurance products. Prior to his current roles, he was involved with IPitomy Communications, LLC and Goodwin Global Communications, LLC. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors nationwide.

Michael Dooley is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior roles include 14 years at TIAA and TIAA-CREF and positions at Valic Financial Advisor, Inc. and Agia. Outside of advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides a range of financial planning and portfolio management services through multiple program structures, predominantly offering non-discretionary, recommendation-based advice.

Gary Bridwell is a financial advisor with VALIC Financial Advisors in Carmel, Indiana, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with VALIC Financial Advisors since 2005 and also holds a position as an agent with Agia. Outside of his advisory work, Bridwell co-owns a vacation rental business in Tennessee and serves as a board member of the Bedford Public Library in Indiana. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and supporting tax and ESG overlay options.

Frank Esposito is a CFA® charterholder with 20 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Evernest Financial Advisors, Windsor Wealth Management, UBS Financial Services, and J.P. Morgan Securities. Outside of his advisory work, he holds volunteer treasurer roles with Providence Cristo Rey Building Corporation and Brebeuf Jesuit Hockey, and serves as committee chair for a local Boy Scouts of America troop. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Stephen Randolph is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Active Wellness LLC. He has been with Rockefeller Financial since 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Catherine Harstick is a CFP®-certified financial advisor with Valic Financial Advisors, bringing 23 years of industry experience. She has held positions at firms including MissionSquare Investment Services, CITIGROUP, and Compass Retirement Group LLC. In addition to her advisory role, she is licensed to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet’s UMA models and overlay management.

Stephanie Bunday is a ChFC® credentialed financial advisor with Valic Financial Advisors, bringing 17 years of industry experience. She has been with Valic Financial Advisors since 2007 and also has involvement with Agia since 2022. Outside of her advisory role, she serves on the board of the Boys & Girls Clubs of Johnson County and acts as Secretary for Raising Spirits, Inc., a nonprofit supporting local organizations in Indiana. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large advisor network.

Garrett Smith is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked at Ameriprise, Herff Jones, Comlux, and Deloitte. Outside of his advisory role, he serves on the Board of Directors of the Indiana Sigma of SAE House Corporation. 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 supports a broad range of investment approaches and offers both discretionary and non-discretionary account management through a large network of independent investment adviser representatives.