Nicholas Brehmer is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. He has 18 years of industry experience, including prior roles at Churchill Management and TD Ameritrade. Park Avenue Securities LLC, where he serves, is a wholly owned subsidiary of The Guardian Life Insurance Company of America that provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

John Cooke is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, Indiana. He holds a Series 66 designation and has six years of industry experience, including prior roles at Morgan Stanley and Imagination Publishing, Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of portfolio management solutions and financial planning services through a network of over 400 independent advisors, employing various analytical approaches and serving as a fiduciary when a written advisory agreement is in place.

Craig Gralia is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and affiliated with Charles Schwab since 2007. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and internal research tools.

Brent Paddock is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he serves as an umpire for high school and college baseball games. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and implements portfolios with mutual funds and ETFs, with portfolio management delegated to third parties.

Terri Ballard is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 1999. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, a jewelry sales business. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.

Yousef Alduwairi is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been with Schwab Wealth Advisory since 2017 and also worked briefly at FedEx in 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Keith Ingram is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2009. Ingram is also associated with National Financial Group in insurance sales. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management using a variety of investment programs and strategies.

Megan Layton is a CFP® and Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. She has five years of industry experience, including roles at Charles Schwab and Equitable Advisors. Prior to her career in financial advising, she held positions at various organizations, including Ball State University and the Indiana Department of Natural Resources. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Francis Woods IV is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked within various Ameritas entities since 2009 and has been affiliated with National Financial Group since 1998. Woods is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers.

Daniel Meiklejohn is a financial advisor at Focus Partners Wealth, LLC with the designations CFP®, PFS™, and Series 65. He has three years of industry experience and previously worked at Spectrum Wealth Management, Ice Miller LLP, and Forvis Mazars Wealth Advisors, LLC. Meiklejohn is based in Indianapolis, IN. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brian Short is a Certified Financial Planner® with 13 years of experience in the financial services industry. He is currently an advisor at Focus Partners Wealth, LLC and has previously worked at Spectrum Wealth Management, Fidelity Brokerage Services, and TD Ameritrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brandon Kohnen is a financial advisor with Eagle Strategies (NY Life) in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He has worked with Nylife Securities LLC since 2011 and New York Life Insurance Company from 2011 to 2023. Outside of his advisory role, Kohnen is an ordained minister in Arizona and officiates weddings. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Oksana Poznakhovska is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and over 21 years of industry experience. Her career includes roles at firms such as Ladenburg Thalmann Financial Services and Pershing Advisor Solutions LLC. She has been with Sanctuary Advisors and related entities since 2022. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting using a range of investment approaches and acts as a fiduciary when a written agreement is in place.

Mitchell Mahoney is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Fidelity Investments. His prior work experience includes roles outside the financial industry at Jimmy John's and State Farm. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm provides guidance on asset allocation and investment selection using internal research tools and standard asset-allocation models, with trades executed only upon client authorization.

Bradley Wethington is a financial advisor with Guardian Life based in Indianapolis, IN, holding the ChFC® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including roles at Park Avenue Securities and SIHO Insurance Services. Outside of advisory work, he serves on the Indiana Board of Directors for NAIFA. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions combining discretionary management and model-based strategies, with access to proprietary programs, insurance products, and alternative investments.

Matthew Ulsas is a CFP® and holds a Series 65 license with 27 years of industry experience. He is currently with Corient, where he has worked since 2023, following a 29-year tenure at Windsor Wealth Management. Corient provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools. The firm offers a range of specialized services through affiliated entities, including private fund platforms and trust services.

Brent Walker is a CFP®-certified financial advisor with 28 years of experience, currently with Allworth Financial, L.P. in Indianapolis, IN. He previously worked at WealthPoint Advisors, LLC for 15 years and Pile Wealth Management for over a decade. Allworth Financial serves a broad client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to deliver customized portfolio management, financial planning, and investment strategies across multiple asset classes.

Tyrone Rivers is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has held positions at Charles Schwab, Fidelity Brokerage Services, Valic Financial Advisors, and TD Ameritrade. Outside of his advisory work, Tyrone maintains a blog that addresses cultural topics such as social interactions and the meaning of life. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Brian Pingatore is a CFP® professional with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Asset Management, TD Ameritrade, and Charles Schwab. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework and offers access to a variety of private and registered pooled vehicles.

Michael Keppler is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and with Charles Schwab & Co., Inc. since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations with at-least-annual reviews.