Stephanie Braden is an advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. She has been with the firm and its affiliated entities since 2026. Outside of financial advising, she has experience in fitness and wellness industries, including roles with NeuroFIT and DotFIT. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Dakota Bunday is a financial advisor with Valic Financial Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Valic Financial Advisors, Dakota worked at IUPUI and FCHS for a combined eight years. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs. The firm operates at scale with over 1,200 advisors managing roughly $29.2 billion and employs discretionary unified managed accounts with tax-aware and impact overlays.

Victoria Hall is a financial advisor at Farther with two years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and CH Douglas & Gray. In addition to her advisory role, she operates as an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Michael Myers is a financial advisor with Sanctuary Advisors, LLC based in Indianapolis, IN. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. Myers has been associated with Merrill since 2001 and Bank of America, N.A. since 2011. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisors and offers a range of discretionary and non-discretionary solutions tailored to client goals.

Jared Thorne is a financial advisor with Sanctuary Advisors, LLC in Carmel, Indiana, holding a Series 66 designation and 19 years of industry experience. He worked at Merrill for 10 years before joining Sanctuary Advisors and its affiliated broker-dealer in 2019. Sanctuary Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, providing customized investment programs through various account structures. The firm is notable for its integrated affiliate structure, recent consolidation activities, and a broad range of advisory and brokerage services.

Stephen Krout is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Prime Distribution Services, and Celadon Trucking Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, 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 act as a discretionary portfolio manager.

Joshua Jaramillo is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at J.P. Morgan Securities, J.P. Morgan Chase, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for PNC Bank employees that uses mutual funds and ETFs with annual rebalancing.

Michael Sheldon is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab and Securities America, Inc. prior to joining Key Investment Services. 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 model selection, provides ongoing monitoring, and offers access to third-party discretionary managers while conducting due diligence and supervisory oversight across its programs.

John Vaughn is a financial advisor with PNC Wealth Management in Zionsville, IN, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital portfolio solution for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Ernesto Hernandez is a financial advisor with First Command Advisory Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has been with First Command Advisory Services and related entities since 2014. Hernandez serves as a board member at McCordsville Community Church, where he advises on executive decisions and financial matters. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Tanya Campbell is a financial advisor at Mariner with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Voya Financial Advisors and TIAA-CREF. She serves as Director of Member Relations for the CFA Society Indianapolis, focusing on attracting, promoting, and retaining membership. Mariner provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and operational family office capabilities.

Julia Sears is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Carmel, Indiana, and has four years of industry experience. Her prior work includes roles at Purdue Federal Credit Union and AIG/VALIC Financial Advisors. Outside of finance, she occasionally assists with photography at a local portrait studio owned by her husband. Valic Financial Advisors serves primarily 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.

Owen Atkison is a financial advisor with GWN Securities Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Midwest Deferred Compensation Specialists, Harvest Investment Services, and teaching positions at the University of Indianapolis and Franklin Community High School. He is also licensed as a life and health insurance agent, engaging in sales of insurance products and retirement plan enrollments. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs that include traditional and active investment strategies.

Sawyer Stoltz is a financial advisor at Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Sanctuary Securities, Inc., Charles Schwab & Co., Inc., Lake City Bank, and Indy Wealth Advisors. Outside of advising, he sells clothing online through Depop and performs maintenance and landscaping work for a heavy machinery company. 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 uses sub-advisors and third-party platforms to implement strategies, supported by an integrated affiliate structure and recent acquisitions.

Christopher Routt is a Series 66-licensed financial advisor with Valic Financial Advisors, bringing two years of industry experience. Prior to joining Valic, he held roles with Agia and worked extensively in education with the Scott County School District #2 and Indiana Wesleyan University. Routt is also president of Mr. Foto, Inc., a professional photography business, and serves on the boards of the Scott County Community Foundation and The Refuge for Children, an emergency shelter for displaced youth. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs and brokerage services, utilizing Envestnet-developed UMA models and providing options such as Tax Overlay and ESG Overlay services.

Stephen Sexton is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has 20 years of experience in the industry. He has been with Charles Schwab in various capacities since 2006 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, 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.

Jeana Golden is a financial advisor at &PARTNERS with 29 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is involved in a catering business based in Indianapolis. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers through platforms like Envestnet.

Saul Alvarez Jr. is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Alvarez also has experience as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on a centralized technology platform.

Alexander Molnar is a CFP®-credentialed financial advisor with Schwab Wealth Advisory, Inc., based in Indianapolis, IN, and has four years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has been associated with Charles Schwab & Co., Inc. since 2020. He is a member of the Pokagon Band of Potawatomi. Schwab Wealth Advisory, Inc. 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 focuses on annual financial reviews and recommendations without discretionary trading authority, operating as an internal advisory unit within the Schwab ecosystem.

Mark Wheelock is a financial advisor with Principal Financial Services in Indianapolis, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Instacart and Shipt, as well as legal work with Nick Baker Law LLC. He also engages in the sale of fixed insurance products, including fixed life and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through a variety of advisory and promoter arrangements.