Bryan Hoffman is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 1998 and also works with the Jasper Stidham Endowment committee and serves as treasurer for the Pheasants Forever Sagamore Chapter, supporting local wildlife habitat and youth education. Valic Financial Advisors 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, employing Envestnet-developed UMA models and operating with approximately $26.4 billion in discretionary assets.

Darrell Woehler is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. He has held roles within the Charles Schwab organization since 2010, including over a decade at Schwab Private Client Investment Advisory, Inc. He holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, focusing on annual 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 the Schwab ecosystem and does not charge clients directly for its advisory services.

Nicholas Kirsch is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has been with Charles Schwab since 2007 and with Schwab Wealth Advisory since 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations guided by Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, with investment decisions made by clients and advisory recommendations provided through dedicated associates.

Ali Abdul Rahman is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been associated with Guardian Life Insurance Company of America since 1989. He currently serves clients through Park Avenue Securities, a wholly owned subsidiary of Guardian Life. Park Avenue Securities operates as a dually registered broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs including proprietary and third-party models, alongside hybrid digital advisory solutions.

Marvin Boxdorfer is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 registrations and possessing 37 years of industry experience. His prior affiliations include Parkland Securities LLC and Heartland Wealth Group. Outside of advisory work, he is involved in managing Four Willows Farm, a horse stable business. PlanMember Securities Corporation provides retirement-plan advisory services, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework utilizing risk-based mutual fund portfolios and includes education and support services for plan sponsors and participants.

Janessa Herrick is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Charles Schwab since 2016 and joined Schwab Wealth Advisory in 2025. Prior to her financial services career, she spent a year with Clark-Pleasant Community School Corporation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools. The firm operates within the Schwab ecosystem and delivers advice using standard asset allocation models without discretionary trading authority.

Dustin Pugh is a financial advisor with Principal Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan Sperry is a financial advisor at Corient in Indianapolis, IN, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab and Column Capital Wealth Management (CAPTRUST). Corient provides 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 utilizing both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management tools.

Christopher Hutchens is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Clearing from 2016 to the present and previously spent a year with Wells Fargo Advisors LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who deliver advice using various investment approaches and offer discretionary or non-discretionary account management.

Brandon Phillips is a financial advisor at Mariner with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mariner Wealth Advisors since 2018, following four years at Riverpoint Capital Management, LLC. Mariner serves a diverse range of clients, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax and accounting integration, and unique operational services such as administrative CFO capabilities and employer financial-wellness tools.

Catherine Hoffman is a Series 65-licensed advisor at Creative Planning with three years of industry experience. She previously worked at Castle Wealth Advisors and operated her own law practice, Catherine Popp Hoffman, Esq., for over two decades, focusing on mass tort settlements related to defective medical devices. She maintains a residual role as owner-attorney in that legal practice. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

James Hopper is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Money Concepts Capital Corp since 2017 and previously worked in the dining industry for 12 years. Outside of advising, he serves as a BNI Chapter President and is involved in health insurance and health equipment sales. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and advanced platforms.

J. Cowles is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America, N.A. He serves as a director on the board of the Harrison Center for the Arts, a charitable organization in Indianapolis. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services while operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

William Anderson is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He has four years of industry experience, including roles at Schwab Wealth Advisory since 2023, Charles Schwab since 2019, and Zink Distributing from 2015 to 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice using Schwab’s asset allocation models and research tools.

Kyle Young is a financial advisor with Allworth Financial, L.P. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at WealthPoint Advisors and Augustar Financial, as well as employment outside the financial sector at Ball State University and Wilks Landscaping. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm implements customized portfolios through a variety of model strategies and offers both discretionary and non-discretionary asset management, leveraging technology to manage held-away employer retirement accounts.

John Zeigler is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at OneAmerica Securities and American United Life for 28 years and has been with Transamerica since 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various programs that emphasize asset allocation and retirement planning. The firm utilizes Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base and focus on non-discretionary assets.

Ryan Durham is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has six years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., GreenLeaf Apothecary, and CVS. Schwab Wealth Advisory, Inc. 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 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, distinguishing its operating model from many enterprise wealth managers.

Brendon Peters is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Schwab Private Client Advisory, PNC Investments, Cetera, Regions Bank, and J.P. Morgan Securities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering 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 the Schwab ecosystem and does not directly charge clients fees.

Brittany Vollmar is a financial advisor with Lincoln Investment in Carmel, Indiana, holding a Series 66 designation and 19 years of industry experience. She has worked at Lincoln Investment since 2017, following five years with OneAmerica Securities and American United Life. In addition to her advisory role, Vollmar serves as a client relationship consultant and insurance agent with Shepherd Financial, focusing on retirement plan consulting and individual wealth management. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services through both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets.

Vesta Fisher is a financial advisor at PNC Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PNC since 2012, including roles at PNC Bank and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and discretionary model accounts managed by PNC or third-party strategists.