Christopher Rodgers is a CFP® with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, World Equity Group, Financial Enhancement Group LLC, and KeyBank. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, family offices, corporate entities, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis, and offers diverse investment strategies alongside an extensive network of affiliated service companies.

James Wright is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 1999 and has been with Schwab Wealth Advisory Inc. since 2012. Wright holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm operates within the Charles Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Patrick Whitley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Charles Schwab since 1995 and with Schwab Wealth Advisory since 2012. Based in Indianapolis, IN, he provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program. Schwab Wealth Advisory, Inc. offers investment recommendations and financial planning services to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Schwab and does not charge clients directly, with discretionary management typically handled by affiliated or third-party money managers.

Kent Miiller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His prior experience includes roles at Castle Wealth Advisors, Money Concepts Capital Corp., and United Capital. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s proprietary research tools and asset allocation models. The firm operates within the Schwab ecosystem and focuses on a non-discretionary advisory model, distinguishing itself from many enterprise wealth managers.

Andrew Summers is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and its affiliated advisory businesses since 2005. Outside of his advisory role, Summers serves as a member of the Finance Committee at St. Luke's United Methodist Church in Indianapolis, where he reviews financial statements and advises on budgeting and financial policies. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority itself.

Brian Shupe is a CFA® charterholder and holds a Series 65 license with 27 years of industry experience. He has worked at Corient and Corient Services LLC since 2023 and previously spent over 30 years at Windsor Wealth Management. He is based in Indianapolis, IN. Corient provides investment advisory and financial planning services to 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 combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Sarah Decamp is a ChFC® and Series 66 credentialed advisor at Cerity Partners LLC with 10 years of industry experience. She previously worked at SBC Wealth Management and LPL Financial. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations with approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Ashley Hayworth is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Schwab Wealth Advisory, TD Ameritrade, Charles Schwab, and Stifel Nicolaus. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual financial reviews and offers investment recommendations while leaving final trading decisions to clients.

Jack Davis is a financial advisor with Eagle Strategies (NY Life) in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Eagle Strategies in 2026, he worked with Nylife Securities LLC and New York Life Insurance Company. His background also includes roles in education and consulting. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a focus on managing a significant portion of assets on a non-discretionary basis.

Anthony Palomba is a financial advisor with Commonwealth Financial Network and Heritage Private Wealth Management, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked with Commonwealth Financial Network since 2007 and has been with Heritage Private Wealth Management since 2014. Outside of his advisory work, he is the managing member and sole owner of Lighthouse Personal Finance, an LLC that provides debt and credit counseling services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management resources to affiliated advisors.

Ryan Appelhans is a financial advisor with Guardian Life in Indianapolis, IN, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Equitable Advisors, National Life Group, and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and investment advisory services.

Christian Goza is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and six years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2025 and has been with Charles Schwab & Co., Inc. since 2019. His prior experience includes roles at Chase Bank and Marathon Gas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice supported by Schwab’s proprietary research tools and asset allocation models.

Steven Ford is a financial advisor with CWM, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Cetera, Wealthcare Partners, and Cadaret, Grant & Co. He is also a CPA engaged in tax consulting, planning, and estate planning through Wealthcare Consulting. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers comprehensive services including portfolio management, financial planning, and retirement plan solutions.

Jeffrey Moore is a CFP® with 26 years of industry experience, currently serving as an advisor at FIFTH THIRD SECURITIES, Inc. since 2016. He holds Series 63 and Series 65 licenses and is based in Brownsburg, IN. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including high-net-worth individuals, institutions, corporations, trusts, and retirement accounts through investment advisory and brokerage channels. The firm offers multiple program types on its Passageway Managed Account platform, utilizing various third-party portfolio managers and investment strategies.

Justin Roski is an investment advisory representative with CWM, LLC in Indianapolis, Indiana. He holds a Series 66 designation and has four years of industry experience. Prior to joining CWM, he worked at firms including Cetera Wealth Services, Guggenheim Partners, and Alter Domus. 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 manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

George Elliott is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked within Charles Schwab since 2010. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Robert Phillips is a CFP®, CFA®, and PFS™ with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Spectrum Wealth Counsel, LLC and Spectrum Management Group, Inc. Phillips is also a member of Phoenix Partners, LLC, an investment entity formed with a co-owner of Slaint, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach and offers a broad range of wealth management and advisory services, supported by an extensive network of affiliated service companies and product relationships.

Melissa Behrman is a Certified Financial Planner® with 26 years of industry experience. She has been with The Huntington Investment Company since 2011 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers alongside proprietary Private Bank models.

Scott Turner is a financial advisor with Schwab Wealth Advisory, 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, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm emphasizes annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Jesse Switzer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has been with Charles Schwab and its associated entities since 2007 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients, conducting at least annual reviews without discretionary trading authority.