Allyson Fritchley is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2024, she worked with Marian Investor Coaching, Inc. and taught at Franciscan University of Steubenville and Lumen Christi Catholic School. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Beau Barrett is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., where he has worked since 2018. His prior experience includes roles at Bank of America and Merrill. Barrett serves as secretary and board member of the CG Hardwood Club, a fundraising organization supporting the Center Grove Boys Basketball program. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent adviser representatives and affiliates, offering a range of discretionary and non-discretionary investment solutions tailored to client goals.

Michael Kolis is a financial advisor at The Huntington Investment Company with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, KeyBank, JPMorgan Securities, and PNC Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model that combines third-party sub-managers and affiliate offerings, managing accounts through various strategies and platforms, including Envestnet MAS.

Bret Horsfield is a CFP® professional with five years of industry experience, currently advising at Corient. He previously worked at Windsor Wealth Management and Oxford Financial Group. Outside of his advisory role, he provides occasional financial guidance for a family-run restaurant business in Carmel, IN. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies and utilizes risk management tools and alternative investments as appropriate.

Richard Mack is a financial advisor with TLG Advisors, Inc. in Indianapolis, IN, holding a Series 63 designation and bringing 39 years of industry experience. His prior work includes positions at The Leaders Group Inc, M HOLDINGS SECURITIES, Inc., and Pacific Financial Companies. He is also president of Mack Financial Group Inc., a business he has led since 1980. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of independent advisors, sub-advisors, and program sponsors, employing fundamental analysis and Modern Portfolio Theory in its portfolio construction.

Michael Schankerman is a financial advisor at Allworth Financial, L.P. in Indianapolis, holding the CFP® and ChFC® designations with 39 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. He is also involved in life, health, and property and casualty insurance sales. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios combining model strategies and third-party sub-advisers, and it operates distinct divisions such as an Airline division and manages privately offered income funds.

Jason Hull is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes roles at Ameriprise Financial Services, J.P. Morgan Securities, Merrill, Bank of America, Prudential, and Charles Schwab. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, employing an open-architecture investment model that combines third-party sub-managers with proprietary Private Bank offerings.

Samuel Beriault is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Ameriprise Financial, and Primerica. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank, providing a variety of discretionary managed account options and features such as direct indexing and tax-overlay services.

Emma Palomba is a financial advisor with Commonwealth Financial Network in Indianapolis, IN. She holds a Series 65 designation and has been with Commonwealth since 2026. Prior to this, she worked at Trade Supply Group and KPMG US. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing about $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Brooke Weaver is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Outside of her advisory role, she serves on the board of the Conner Prairie Foundation, where she contributes to discussions regarding the museum’s endowment funds. 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 types and employs multiple sub-advisors and third-party platforms to implement distinct investment strategies.

Don Cobb is a financial advisor at &PARTNERS with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and related affiliates for over a decade. Cobb has ownership interests in two investment-related businesses, Brookside Wealth Advisors LLC and DCKC Inc. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, employing both proprietary and third-party strategies across discretionary and non-discretionary portfolio management.

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.

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.

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.

Andrew Moulton is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Moulton Financial Group and Woodbury Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.

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.

Darin Paul is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation. He has prior experience at Physicians Mutual and Combined Insurance Company, spanning over two decades in related fields. His work history also includes self-employment beginning in 2025. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a turnkey asset management platform, and a variety of investment vehicles, serving both clients directly and through other advisory programs.

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.