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.

Sathish Dharma is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs algorithmic risk assessment and utilizes approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

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 financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and held roles connected to Indiana University and nonprofit organizations. 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 provides portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with additional capabilities in placement and investment banking, organized around a Private Advisor model and a consolidated investment platform.

Bradley Wells is a financial advisor with Lincoln Investment in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, Oneamerica Securities, and American United Life. He also serves as a client relationship consultant and insurance agent with Shepherd Financial, providing retirement plan consulting and wealth management services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning, retirement plan advice, and portfolio management services, utilizing both strategic and dynamic investment approaches.

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 Series 66-licensed financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She previously worked at Merrill from 2010 to 2023 before joining Rockefeller Financial. Ruble serves as a board member and director of the First Church of Christ, Scientist in Indianapolis. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and provides access to alternative and private investments through a designated Private Advisor model.

George Lauck Jr. is a CFP®-designated financial advisor with 41 years of industry experience. He has worked at Lincoln Investment since 2020, following an 11-year tenure at LPL Financial and Charter Advisory Corporation. In addition to his role at Lincoln Investment, he is a Senior Wealth Advisor involved in retirement plan consulting and individual wealth management through Shepherd Financial, LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a mix of in-house and third-party strategies overseen by an Investment Management & Research team, offering both discretionary and non-discretionary programs.

Christopher Tedford is a financial advisor with TIAA-CREF in Carmel, Indiana, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPM Chase. He has been with TIAA-CREF and its related entities since 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios, and it also advises donor-advised funds.

Jennifer Kremer is a financial advisor at TIAA-CREF with 22 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2011. Outside of her advisory role, she serves as a board member and Chair of the Grants/Scholarships Committee for the Washington Township Schools Foundation and is involved with the North Central Football Boosters as a board member and event organizer. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolios and acts as adviser to donor-advised funds within a vertically integrated group.

Elizabeth Reed is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds the Series 65 designation. Her prior roles include positions at Evernest Financial Advisors and Valeo Financial Advisor, as well as experience working at Butler University. Focus Partners Wealth serves a broad client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management and advisory services through a large platform that emphasizes a long-term, tax- and fee-sensitive investment approach with diversified strategies and an extensive network of affiliated service companies.

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 at Voya Financial Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including TIAA, Valic Financial Advisor, Inc., and Agia. Outside of advisory services, he is appointed as an agent to sell non-securities insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and third-party money manager access through multiple program structures, primarily providing non-discretionary advice and operating as both a registered investment adviser and broker-dealer.

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.

Margaret Dipaolo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes roles at Ameritas Life Insurance, Ameritas Investment Corp, and National Financial Group. Outside of her advisory work, she owns and manages a real estate LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Steven Wylam is a financial advisor with Lincoln Investment, holding Series 63 designation and bringing 37 years of industry experience. He has worked at Lincoln Investment since 2012 and is also a founding partner and Chief Operating Officer of Shepherd Financial, LLC, where he manages retirement plan consulting and individual wealth management. Wylam serves as a director on the Cathedral High School Foundation board, providing oversight of endowment assets. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Dawn Morley is a financial advisor at CWM, LLC with 21 years of industry experience. She holds a Series 65 designation and has worked at Axia Advisory Corp for 13 years before joining CWM, LLC and Carson Wealth in 2025. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing discretionary management with model portfolios overseen by an in-house Investment Committee.

Frank Esposito is a CFA® charterholder and holds a Series 63 license with 20 years of industry experience. He currently serves at Focus Partners Wealth, LLC and has previously worked at Evernest Financial Advisors, Sanctuary Wealth, and Windsor Wealth Management. Outside of his advisory role, he is involved in community service as treasurer for Providence Cristo Rey Building Corporation and the Bredeuf Hockey Club, and as a volunteer committee chair for a local Boy Scouts of America troop. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad network of affiliated service companies and product relationships.

Stephen Randolph is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill from 2017 to 2021 and was involved with Active Wellness LLC from 2012 to 2016. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and emphasizes a comprehensive approach that includes access to alternative and private investments.