Ethan Woodruff is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN, and has five years of industry experience. Prior to joining Schwab in 2025, he worked at Fidelity Investments for four years and Fifth Third Bank for five years. Outside of finance, he owned and operated the Holy Grail Bar from 2013 to 2019. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Dan Malone is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., based in Indianapolis, IN. He has one year of experience with Schwab Wealth Advisory and overall industry experience beginning in 2020, including prior roles at Charles Schwab & Co., Old National Bank, and Royal United Mortgage. Outside of finance, he operated Malone's Catering for ten years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes standard Schwab asset allocation models and research tools to recommend investments, with final trading decisions made by clients.

Jacob Wash is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he worked at Charles Schwab & Co., Inc., PNC Bank, and several other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Lindsey Weber is a CFP® and holds a Series 65 license, with 11 years of industry experience. 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 serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment strategy using a combination of fundamental and quantitative analysis, integrating public equities, fixed income, alternatives, and options-based strategies.

Fabian Knopfler is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Noyes Advisors LLC since 2015 and David A. Noyes & Company since 2011. Outside of his advisory role, Knopfler is involved in community and cultural organizations in Indianapolis, serving as a committee member for the Sister City Committee of Indianapolis, a board member and finance committee member for Indiana German Heritage, and as head goalkeeper coach at Butler University. He is also the founder and managing partner of Lions Wealth Partners, LLC. 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 Advisor-Directed accounts, SMAs, UMAs, and both wrap and non-wrap solutions, utilizing a network of independent advisors and sub-advisors to implement diverse investment strategies.

Trevyn Nafziger is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has been with Schwab Wealth Advisory since 2025 and has prior experience at Charles Schwab and PayServ Staffing. 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 and investment recommendations using Schwab's asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees but is compensated through Charles Schwab & Co. under a cost-and-expense arrangement.

Michael Longley is a Series 66 licensed financial advisor with Sanctuary Advisors, LLC, based in Indianapolis, IN. He has 17 years of industry experience and has worked at Merrill since 2010. He serves as a board member for Six Degrees Wealth and G Squared Private Wealth, two partner firms affiliated with Sanctuary Advisors, where his duties include voting on significant financial decisions and acquisitions. 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 a variety of account types and uses multiple sub-advisors and third-party platforms to implement strategies, supported by a large network of independent advisors and affiliated broker-dealer operations.

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.

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.

Timothy Wright is a financial advisor at Sanctuary Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has been with Sanctuary Advisors since 2022. Outside of his advisory role, he serves as a Life Trustee at Newfields, an art museum and nature park, and is Director Emeritus of the Eiteljorg Museum. He is also President of WTW Holdings, Inc., a business advisory and interior design firm, and participates on the Board Advocacy Council for the Community Health Network Foundation. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and integrates sub-advisors and third-party platforms to support distinct investment philosophies.

David Gilreath is a CFP® professional with 25 years of industry experience. He is currently with Allworth Financial, L.P. and has held roles at firms including Salzinger Sheaff Brock, LLC and Trust Advisors, LLC. Outside of advisory work, Gilreath is the owner of Pickle Indy LLC, a recreation sports business. 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 portfolio strategies and technology-driven solutions, offering both discretionary and non-discretionary advisory services.

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®-certified financial advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has been since 2024, following roles at Buckingham Strategic Wealth, LLC, The Leaders Group, Inc., and Capitas Financial, Inc. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, providing a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and various investment strategies.

Andrew Kramer is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and has been associated with Charles Schwab since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and research tools while leaving final investment decisions to clients.

Mitchell Smyth is a CFP® and holds a Series 66 license, with 20 years of experience in the financial advisory industry. He has been with Schwab Wealth Advisory Inc and Charles Schwab since 2016. Smyth is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

John Illingworth is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, Protective Life Insurance, and ProEquities Inc. He serves as a board member of the Indiana State University Scott College of Business Young Professionals Board. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary recommendations, and investment education. The firm’s approach integrates Morningstar Investment Management’s proprietary software and model allocations to tailor retirement guidance across a large client base.

Scott Chuchla is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has a longer tenure with Charles Schwab & Co., Inc. dating back to 2017. Earlier in his career, he was affiliated with St. Teresa of Avila Catholic Student Center. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm delivers advice using Charles Schwab’s asset allocation models and research tools, with investment decisions made by clients and accounts reviewed annually.

Mikel Hartman is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 63 and Series 66 registrations and having 13 years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2013 and 2015, respectively. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within Charles Schwab, focusing on individualized wealth management without discretionary trading authority.

Chad Keller is a CFA® charterholder and holds the Series 66 designation with 22 years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having joined in 2024 after seven years at Stifel and eleven years at City Securities Corporation. Keller is also the owner of CRK2024, LLC, a flow-through entity for his ownership in M&K Legacy Wealth. 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 a large network of independent advisors, utilizing various account types and investment strategies, supported by an integrated affiliate structure and recent consolidation activities.