Brett Brooks is a CFP® professional with 20 years of experience in the financial services industry. He has worked with The Huntington Investment Company since 2010 and was previously associated with Ameriprise Financial Services, LLC. Brooks is based in Zionsville, IN. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm utilizes an open-architecture model combining third-party and affiliate investment strategies and offers multiple wrap-fee programs on the Envestnet MAS platform.

William Buckner is a financial advisor at TLG Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at M Holdings Securities and Mack Financial Group. Outside of his advisory role, Buckner serves on the boards of the Indiana University Foundation, the CRIPE Board of Directors, and as Chair of the Student Relations Committee on the Board of Trustees in Bloomington, Indiana. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Patrick Morrow is a financial advisor at Cerity Partners LLC with 38 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cerity Partners in 2024, he worked at Strategic Benefit Consultants, Inc. for 22 years and LPL Financial, LLC for 18 years. Outside of his advisory work, he manages residential real estate and farmland through a privately owned LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets as of December 31, 2024. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Bradley Hunckler is a financial advisor with The Huntington Investment Company in Indianapolis, IN, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes multiple roles at The Huntington National Bank and The Huntington Investment Company since 2014, and he has been with Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses, offering multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture investment approach combining third-party and proprietary model portfolios, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

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.

Matthew Potter is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 66 designations with 10 years of industry experience. His prior roles include positions at Sheaff Brock Investment Advisors, Schwab Wealth Advisory, and Charles Schwab. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

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.

Kevin Trisler is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Schwab Wealth Advisory and has held various roles within Charles Schwab-affiliated firms since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., with a unique operational structure that distinguishes it from many other enterprise wealth managers.

John Macik is a Series 66 licensed advisor with 14 years of experience in the financial industry. He has held roles at Mariner Wealth Advisors, Thurston Springer Advisors, Biltmore Family Office, and Morgan Stanley, among others. Based in Indianapolis, IN, Macik’s background includes both wealth management and family office services. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized portfolio solutions supported by in-house research and third-party managers, along with integrated tax and administrative services uncommon among large advisory enterprises.

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.

Erin Pentz is a ChFC® and Series 66 credentialed financial advisor at Cerity Partners LLC with 19 years of industry experience. Prior to joining Cerity Partners in 2024, Pentz worked at Strategic Benefit Consultants from 2006 to 2024 and LPL Financial from 2006 to 2018. The firm serves a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors, managing approximately $126.9 billion in client assets. Cerity Partners offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Amber Hoover is a Series 66-licensed financial advisor with Private Advisor Group, LLC, based in Fishers, IN, and has one year of industry experience. Her prior work includes roles at LPL Financial LLC, Lantern Global Advisors, SupplyKick Inc., and Sponsel CPA Group. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed WealthSuite program supported by major strategists such as Fidelity and Goldman Sachs.

David Faulk is a financial advisor with Empower Advisory Group in Cumberland, IN, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at GWFS Equities since 2014. Outside of his advisory role, he serves as assistant pastor and board member at Lawrence Apostolic Church and as pastor and chairman of the board of elders at New Life Church. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and clients’ savings rates and serves a large participant base relative to its advisor headcount.

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.

Zachary Springer is a CFP®-certified financial advisor at Schwab Wealth Advisory with six years of industry experience. He has been with Schwab Wealth Advisory since 2023 and has worked at Charles Schwab & Co., Inc. since 2019. 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. The firm operates within the Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools, and typically does not exercise discretionary trading authority.

Angela Collins is a financial advisor at Schwab Wealth Advisory, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Fidelity Investments, JPMorgan Securities LLC, and Edward Jones. Outside of her advisory role, she is a co-founder of Strawberry Noon and founder of Gaisn Capital LLC, both non-investment related ventures. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support investment recommendations while leaving final trading decisions to clients.