Aaron Short is a financial advisor with CWM, LLC and holds a Series 66 designation. He has ten years of industry experience, including six years at Edward Jones and four years managing operations at Geist Family Wealth, where he also serves as an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of retirement-plan services and customized investment solutions.

Mikel Hartman is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 63 and Series 66 registrations and having 13 years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2013 and 2015, respectively. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within Charles Schwab, focusing on individualized wealth management without discretionary trading authority.

Chad Keller is a CFA® charterholder and holds the Series 66 designation with 22 years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having joined in 2024 after seven years at Stifel and eleven years at City Securities Corporation. Keller is also the owner of CRK2024, LLC, a flow-through entity for his ownership in M&K Legacy Wealth. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a large network of independent advisors, utilizing various account types and investment strategies, supported by an integrated affiliate structure and recent consolidation activities.

Reece Beckman is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His prior roles include positions at Charles Schwab, Westpoint Financial Group, German American Investment Services, and German American Bank. He spent ten years in full-time education before entering the financial industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools, with final trading decisions made by clients.

Jonathan Benham is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Bischoff Wealth Management Group, Ben Franklin Wealth, and MassMutual. He is based in Indianapolis, IN. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary management using proprietary and third-party models.

Rebecca Muller is a CFP® with over 40 years at Money Concepts Capital Corp in Indianapolis, Indiana, and 42 years of industry experience overall. She owns Circle Financial Planning, Inc., a non-investment related business, and is involved in commercial property management through MERL, LLC. Money Concepts Advisory Service (MCAS) serves individual and institutional clients, offering portfolio management, financial planning, and consulting through a variety of managed programs and account structures. The firm employs model portfolios, third-party sub-advisers, and both fundamental and technical analysis to manage approximately $3.33 billion for around 14,700 clients.

Tracey Lehmer is a CFP® with 28 years of industry experience, currently serving at Schwab Wealth Advisory since 2012 and affiliated with Charles Schwab & Co., Inc. since 1997. She holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Michele Stiff is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Merrill since 2010. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs multiple investment philosophies, utilizing sub-advisors and third-party platforms to implement strategies.

Henry Hernandez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at LPL Financial since 2000 and Gimbal Financial LLC from 2012 to 2019. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Tina White is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She has held roles at Charles Schwab since 2005 and previously worked at Schwab Private Client Investment Advisory, Inc. for nine years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Matthew Murray is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and associated with Charles Schwab since 2011. He holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on wealth management education and annual financial reviews without exercising discretionary trading authority.

Cole Mc Carter is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Spectrum Wealth Management and Aviation Tax Consultants. Focus Partners Wealth serves a diverse group of clients including individuals, high-net-worth families, corporate and institutional clients, providing investment management, financial counseling, family office and retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and a variety of investment strategies.

Paul Taylor is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments and several companies outside the financial sector. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Christopher Henson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, with final trading decisions made by clients, and conducts at least annual account reviews.

Samuel Katuzienski is a CFP® with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior work includes positions at Buckingham Strategic Wealth, LLC, Northwestern Mutual Investment Services LLC, Charles Schwab, and Fifth Third Bank. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, providing investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of fundamental and quantitative analysis combined with third-party managers and offers a range of public and alternative investment strategies.

Tammy Williams is a Series 66-licensed financial advisor with Sanctuary Advisors, LLC in Indianapolis, Indiana. She has 10 years of industry experience and has been with Sanctuary Wealth since 2015. Williams serves on the board of TrueNU, a nonprofit organization supporting Northwestern University athletics, and is involved with the Northwestern C100 women's group and the Central Indiana Community Foundation’s Professional Advisor Leadership Council. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and utilizes sub-advisors and third-party model platforms to implement diverse investment strategies.

Derrick Presley is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1996. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Sean Grannan is a financial advisor with Principal Financial Services in Indianapolis, holding Series 65 and Series 63 licenses and possessing 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 client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various investment adviser and promoter arrangements.

James Leach is a CFA® charterholder and holds a Series 65 license, with 10 years of experience in the financial services industry. He is currently with Corient in Indianapolis, IN, where he has worked since 2023. Prior to joining Corient, he was employed at Windsor Wealth Management and Invesco. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates individual security strategies, third-party manager solutions, and advanced risk management tools to align portfolios with client objectives.

Jonathan Cracraft is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, with 13 years of industry experience. He holds the Series 66 designation and has been with the firm since 2014. Outside of advising, he is noted as a father since 2026. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, emphasizing long-term, diversified portfolios aligned with client risk tolerance and employing equity index funds and ETFs as core holdings.