Paul Baldassari is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 credentials with 27 years of industry experience. He has worked with Summit Brokerage Services since 2004, including 14 years at Summit Financial Group. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary services, utilizing both buy-and-hold and active investment strategies tailored to client goals.

Bruce Snyder Jr. is a financial advisor with First Heartland Consultants, Inc. in Carmel, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with First Heartland Capital Inc. since 2003. Additionally, he is involved with The Snyder Financial Group, which focuses on the sale and distribution of insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions.

Noah Heim is a CFP® professional at Valeo Financial Advisors, LLC with three years of industry experience. He has held roles at Valeo since 2021 and previously worked at Concorde General Agency, Great American Insurance Group, Kimball Electronics, and Indiana State University. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with over 100 advisors. The firm offers comprehensive financial planning and portfolio management for retail and institutional clients, using a strategic asset allocation approach supported by third-party research and independent managers.

Kyle Erb is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2007. He holds the Series 63 designation and is based in Carmel, IN. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients with comprehensive financial planning and tailored portfolio management. The firm employs a strategic asset allocation approach with tactical adjustments and utilizes third-party research and independent managers, while also offering specialized services such as advising private investment funds and providing portfolio management for pooled vehicles.

Jeffrey Thomasson is a CFP® with 27 years of industry experience and has been with Oxford Financial Group, Ltd since 1984. He serves as Chairman of the Board of Managers for Baseline Fitness Holdings LLC and holds board positions with multiple nonprofit foundations, including the Cook Family Foundation and the Valiant Foundation. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and private market investment access, with a focus on diversified asset allocation and extensive manager oversight.

Ian Mc Gonigle is a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN, holding a Series 66 designation with nine years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and has prior experience at Charles Schwab & Co., Inc. and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients 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 to tailor recommendations based on clients’ goals and risk tolerance.

Ethan Woodruff is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing six years of industry experience. He previously worked at Fidelity Investments and Fifth Third Bank, and has experience in the hospitality sector through ownership of the Holy Grail Bar. 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 Schwab’s asset-allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Dan Malone is a financial advisor with Schwab Wealth Advisory, Inc. in Indianapolis, IN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Schwab Wealth Advisory, he has worked in various roles including at Charles Schwab & Co., Inc., Charles Schwab Bank, and several financial and sales positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients in the Schwab Wealth Advisory program, using Charles Schwab’s proprietary asset allocation models and research tools to guide investment decisions.

Jacob Wash is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 designations and has four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and PNC Bank. 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–referred clients. The firm offers guidance on asset allocation and investment selection using Schwab’s proprietary asset-allocation models and internal research tools, with recommendations tailored to client goals and risk tolerance.

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.

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.

Lana Stanford is a financial advisor at Valic Financial Advisors with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Valic Financial Advisors since 2014. In addition to her advisory role, she is an agent for Agia, where she works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Daniel Kurowski is a financial advisor with PNC Wealth Management in Carmel, Indiana. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 12 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment to guide investment strategy selection. The firm employs mutual funds and ETFs managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external providers.

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.

Hayden Orr is a financial advisor at VALIC Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2015. In addition to his advisory role, he is an agent for non-securities insurance products with Agia. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

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.