Lindsey Weber is a CFP® and holds a Series 65 license, with 11 years of experience in the financial services industry. She has worked at Focus Partners Wealth, LLC since 2025 and previously held roles at The Colony Group, LLC and Buckingham Asset Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with 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 within an enhanced open architecture framework.

Fabian Knopfler is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with Noyes Advisors LLC since 2015 and David A. Noyes & Company since 2011. Outside of his advisory role, Knopfler serves as a board member of the Indiana German Heritage organization and as an independent contractor head goalkeeper coach at Butler University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional investors. The firm offers various portfolio management solutions and operates through a network of over 400 independent investment adviser representatives using multiple analytical approaches and custody arrangements.

Trevyn Nafziger is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory in Indianapolis, IN. His prior roles include positions at Charles Schwab and PayServ Staffing, as well as experience in education and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and referred clients. The firm’s guidance is based on Schwab’s standard asset-allocation models and internal research, emphasizing personalized recommendations aligned with clients’ goals and risk tolerances.

Michael Longley is a Series 66-licensed financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, bringing 17 years of industry experience. He previously worked at Merrill and Credit Suisse Securities. Longley serves on the boards of Six Degrees Wealth and G Squared Private Wealth, both partner firms affiliated with Sanctuary Advisors, where his duties include voting on major financial decisions and acquisitions. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers through a range of portfolio management options, fiduciary services, and a platform that includes various analytical approaches and affiliations with multiple asset management firms.

Christopher Smail is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Gwfs Equities, Inc. since 2016. Outside of his advisory role, he has been a freelance musician for over 25 years, performing and recording as a singer and guitarist. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through an integrated platform aligned with Empower’s recordkeeping and administrative systems.

David Gilreath is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He has previously worked at firms including Salzinger Sheaff Brock, LLC, Innovative Portfolios LLC, Trust Advisors, LLC, and is also involved in Pickle Indy LLC, a recreation sports business. Allworth Financial serves a diverse client base ranging from individual investors to charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis to create customized investment strategies and operates a variety of model and specialist portfolios.

Jennifer Lane is a financial advisor with Eagle Strategies (NY Life) based in Indianapolis, IN, holding a Series 66 designation and 12 years of industry experience. She has been with Eagle Strategies since 2018 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2008. Outside of her advisory work, she volunteers at Westfield Sheds, assisting customers with product information and purchase decisions. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily through non-discretionary asset management and tailored recommendations aligned with client objectives and plan sponsor criteria.

Andrew Collins is a CFP® with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, The Leaders Group, Inc., and Capitas Financial, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Andrew Kramer is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Schwab Wealth Advisory since 2015 and has been with Charles Schwab since 2011. 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 standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance, while trades require client authorization.

Mitchell Smyth is a CFP® professional with 20 years of experience in financial advising, currently with Schwab Wealth Advisory Inc. since 2016. His prior roles include positions at USAA Financial Planning Services, USAA Investment Services Company, and Truist Investment Services, INC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and proprietary research, offering tailored recommendations without exercising discretionary trading authority.

Danielle Webster is a financial advisor with Empower Advisory Group in Greenwood, IN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked previously at GWFS Equities, Inc., Springbuk, OneAmerica Securities, American United Life, and American Funds Distributors, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates, offering both point-in-time financial plans and optional managed account solutions.

Scott Chuchla is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2017 and has been with Schwab Wealth Advisory since 2019. Prior to joining Schwab, he was associated with the St. Teresa of Avila Catholic Student Center for three years. 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 guidance is based on Schwab’s standard asset-allocation models and proprietary research, offering customized recommendations aligned with each client’s goals and risk tolerance.

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.