Aaron Short is a financial advisor with Carson Wealth based in Fishers, IN, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Edward Jones for six years and currently manages day-to-day operations at Geist Family Wealth, an S-Corp he owns. Additionally, he acts as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee and offering tailored investment solutions.

Mikel Hartman is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Charles Schwab since 2013 and with Schwab Wealth Advisory since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations, focusing on guided investment decisions without discretionary trading authority.

Chad Keller is a CFA® charterholder with 22 years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having joined in 2024. His prior experience includes roles at Stifel and City Securities Corporation. Keller is also the owner of CRK2024, LLC, a flow-through entity related to his ownership in M&K Legacy Wealth. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, delivered through a network of over 400 independent advisers who employ various investment strategies and platforms.

Madison O'Connor is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab, she held various roles including positions at RP Wealth Advisory and Charles Schwab & Co., Inc., and has academic experience with Purdue University’s Biology Department. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients. The firm’s investment guidance is based on proprietary asset-allocation models and internal research tools, with client-authorized trades and at-least-annual portfolio reviews tailored to individual goals and risk tolerance.

Reece Beckman is a CFP® professional with three years of industry experience, currently serving at Schwab Wealth Advisory Inc. in Indianapolis, IN. His work history includes roles at Charles Schwab, Westpoint Financial Group, and German American Investment Services, along with a decade in full-time education prior to entering the financial advisory field. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and CS&Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations focused on asset allocation and investment selection. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Jonathan Benham is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 22 years of industry experience, having worked at firms including Park Avenue Securities, Bischoff Wealth Management Group, MASS MUTUAL, Morgan Stanley, Wells Fargo Clearing, and Merrill. Based in Indianapolis, IN, he has been with Guardian Life and its subsidiary Park Avenue Securities since 2026. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and a range of financial planning and consulting services.

Rebecca Muller is a CFP® with 43 years of experience in the financial advisory industry and has been with Money Concepts Capital Corp since 1986. She owns Circle Financial Planning, Inc., a non-investment related business, and is also involved with MERL, LLC, where she manages commercial property operations. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and service providers.

Tracey Lehmer is a CFP® professional with 28 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2012. She has also been affiliated with Charles Schwab & Co., Inc. since 1997. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s proprietary asset-allocation models and internal research and includes guidance on a variety of investment vehicles, with client approval required for all trades.

Michele Stiff is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Merrill for nine years and UBS Financial Services for one year. Sanctuary Advisors serves a broad range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing diverse investment strategies and acting as a fiduciary under written advisory agreements.

Henry Hernandez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Private Advisor Group since 2019 and previously spent seven years at Gimbal Financial LLC and over two decades at LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides a range of managed account solutions through proprietary platforms and third-party strategists.

Tina White is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 19 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2005, including nine years at Schwab Private Client Investment Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning based on Charles Schwab’s asset allocation models and internal research tools. The firm emphasizes client authorization for trades and provides tailored recommendations with at-least-annual reviews.

Matthew Murray is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Murray has been with Schwab Wealth Advisory since 2012 and has also worked at Charles Schwab & Co., Inc. since 2011, following an earlier tenure at Concourse Financial Group Securities, Inc. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on proprietary asset allocation models and internal research tools, offering customized recommendations reviewed at least annually.

Cole Mc Carter is a financial advisor with Focus Partners Wealth, LLC in Indianapolis, IN. He holds a Series 65 credential and has two years of industry experience. His prior roles include positions at Spectrum Wealth Management and Aviation Tax Consultants, as well as a full-time student period lasting nine years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Paul Taylor is a financial advisor with Key Investment Services LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Key Investment Services LLC in 2025, he worked at PNC Investments from 2021 to 2025 and has experience in construction and sales roles. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider platform model, integrating services from KeyCorp affiliates and third-party managers.

Christopher Henson is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on asset-allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance.

Samuel Katuzienski is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, Northwestern Mutual Investment Services, Charles Schwab, and Fifth Third Bank. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Tammy Williams is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN. She holds a Series 66 designation and has 10 years of industry experience, including 11 years with Sanctuary Wealth. Outside of her advisory role, she serves as a board member for TrueNU, a nonprofit supporting Northwestern University athletics, and participates in professional and community organizations such as the Northwestern C100 women's group and the Central Indiana Community Foundation’s Professional Advisor Leadership Council. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, supports multiple investment approaches, and operates with a fiduciary standard when a written advisory agreement is in place.

Derrick Presley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1996, including 10 years specifically with Schwab Wealth Advisory in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with trades conducted only upon client authorization.

Sean Grannan is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Centennial Group for six years and has been with Principal Securities and Principal Life Insurance since 2016. Outside of his advisory role, he is president of Grannan Wealth Management LLC, an entity established for tax purposes. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel overseas. The firm provides financial planning, retirement consulting, and access to third-party money manager programs through both advisory and referral arrangements.

James Leach is a CFA® charterholder and holds a Series 65 license, with 11 years of industry experience. He has worked at Corient since 2023, following roles at Windsor Wealth Management and Invesco. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, using risk management tools and alternative investments where appropriate.