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 with Sanctuary Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with Noyes Advisors LLC since 2015 and David A. Noyes & Company since 2011. Outside of his advisory role, Knopfler serves as a board member of the Indiana German Heritage organization and as an independent contractor head goalkeeper coach at Butler University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional investors. The firm offers various portfolio management solutions and operates through a network of over 400 independent investment adviser representatives using multiple analytical approaches and custody arrangements.

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 financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010. Longley serves as a board member for two affiliated organizations, Six Degrees Wealth and G Squared Private Wealth, where his duties include voting on significant financial matters and participating in quarterly meetings. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting using a variety of investment approaches and maintains a distinctive platform and ownership structure with multiple affiliated 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.

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 with Sanctuary Advisors, LLC, holding a Series 65 designation and six years of industry experience. He has been with Sanctuary Advisors since 2022 and also serves as President of WTW Holdings, Inc., a business advisory and interior design firm. Wright holds leadership roles in several cultural and community organizations, including Life Trustee of Newfields and Director Emeritus of the Eiteljorg Museum, along with a position on the Board Advocacy Council for the Community Health Network Foundation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives who implement a variety of investment approaches, offering discretionary and non-discretionary management across multiple account platforms while acting as a fiduciary under written advisory agreements.

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.

Aaron Short is a financial advisor with CWM, LLC and holds a Series 66 designation. He has ten years of industry experience, including six years at Edward Jones and four years managing operations at Geist Family Wealth, where he also serves as an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of retirement-plan services and customized investment solutions.

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 with 22 years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having joined in 2024. His prior experience includes roles at Stifel and City Securities Corporation. Keller is also the owner of CRK2024, LLC, a flow-through entity related to his ownership in M&K Legacy Wealth. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, delivered through a network of over 400 independent advisers who employ various investment strategies and platforms.

Reece Beckman is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His prior roles include positions at Charles Schwab, Westpoint Financial Group, German American Investment Services, and German American Bank. He spent ten years in full-time education before entering the financial industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools, with final trading decisions made by clients.

Jonathan Benham is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Bischoff Wealth Management Group, Ben Franklin Wealth, and MassMutual. He is based in Indianapolis, IN. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary management using proprietary and third-party models.