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 based in Indianapolis, IN. She holds Series 63 and Series 66 licenses and has 30 years of industry experience, including 16 years at Merrill Lynch. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers various investment advisory and financial planning services, managing portfolios on both discretionary and non-discretionary bases using multiple analytical approaches and affiliations with external asset managers.

Henry Hernandez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Private Advisor Group since 2019 and previously spent seven years at Gimbal Financial LLC and over two decades at LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides a range of managed account solutions through proprietary platforms and third-party strategists.

Tina White is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools.

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 with Focus Partners Wealth, LLC in Indianapolis, IN. He holds a Series 65 credential and has two years of industry experience. His prior roles include positions at Spectrum Wealth Management and Aviation Tax Consultants, as well as a full-time student period lasting nine years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, Northwestern Mutual Investment Services, Charles Schwab, and Fifth Third Bank. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Tammy Williams is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN. She holds a Series 66 designation and has 10 years of industry experience, including 11 years with Sanctuary Wealth. Outside of her advisory role, she serves as a board member for TrueNU, a nonprofit supporting Northwestern University athletics, and participates in professional and community organizations such as the Northwestern C100 women's group and the Central Indiana Community Foundation’s Professional Advisor Leadership Council. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, supports multiple investment approaches, and operates with a fiduciary standard when a written advisory agreement is in place.

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 11 years of industry experience. He has worked at Corient since 2023, following roles at Windsor Wealth Management and Invesco. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, using risk management tools and alternative investments where appropriate.

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.

Basil Anas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Commonwealth since 1995. Outside of his advisory role, he is also engaged in photography. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary portfolio management, third-party asset manager access, and various program structures designed to meet diverse client needs.

Nathan Carmany is a CFP® professional with 25 years of industry experience, currently serving at Schwab Wealth Advisory since 2022. Prior to this, he worked at Watermark Wealth Management, LLC for six years and was involved with Uberkuhl Designs for a decade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering 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 Charles Schwab & Co., focusing on client education and tailored investment guidance without discretionary trading authority.

Ryan Brown is a financial advisor at Valic Financial Advisors in Carmel, IN, with 17 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, also holding a position at Agia since 2022. Outside of his advisory role, Brown serves on the board of directors for John Brown & Sons Farm, a family-owned agricultural business. 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.

Brian Alessandrini is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2017. He has been associated with Charles Schwab since 1999. 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 using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab, focusing on client education and periodic reviews without exercising discretionary trading authority.

Adam Cloyd is a financial advisor with \u0026PARTNERS in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026. Outside of his advisory role, he owns and operates Brookside Wealth Advisors LLC and ACNC S Corp, both investment-related businesses, and he holds interests in farmland and recreational properties. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing Envestnet’s portfolio platform and a combination of proprietary and third-party strategies.

John Cooke is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors and Sanctuary Wealth. Outside of his advisory work, Cooke serves on the finance committee of Elevate Ventures Indiana, a nonprofit supporting entrepreneurship and startups in the state. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment approaches through a large network of independent advisers and offers portfolio management, retirement plan consulting, and access to various managed account platforms.

Samuel Ellsworth is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. Prior to joining the firm, he worked at KFG Wealth Management LLC and Korhorn Financial Group. Outside of his advisory roles, Ellsworth is also involved as a financial planner and wealth coach with Circle Financial Planning. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise-scale adviser managing over $4 billion in client assets through a broad network of advisors and portfolio programs.