Rebecca Muller is a CFP® with 43 years of experience in the financial advisory industry and has been with Money Concepts Capital Corp since 1986. She owns Circle Financial Planning, Inc., a non-investment related business, and is also involved with MERL, LLC, where she manages commercial property operations. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and service providers.

Tracey Lehmer is a CFP® with 28 years of industry experience, currently serving at Schwab Wealth Advisory since 2012 and affiliated with Charles Schwab & Co., Inc. since 1997. She holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Michele Stiff is a financial advisor with Sanctuary Advisors, LLC based in Indianapolis, IN. She holds Series 63 and Series 66 licenses and has 30 years of industry experience, including 16 years at Merrill Lynch. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers various investment advisory and financial planning services, managing portfolios on both discretionary and non-discretionary bases using multiple analytical approaches and affiliations with external asset managers.

Henry Hernandez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at LPL Financial since 2000 and Gimbal Financial LLC from 2012 to 2019. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Tina White is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools.

Matthew Murray is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and associated with Charles Schwab since 2011. He holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on wealth management education and annual financial reviews without exercising discretionary trading authority.

Cole Mc Carter is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Spectrum Wealth Management and Aviation Tax Consultants. Focus Partners Wealth serves a diverse group of clients including individuals, high-net-worth families, corporate and institutional clients, providing investment management, financial counseling, family office and retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and a variety of investment strategies.

Paul Taylor is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments, Himested Improvements, JK Construction, and National Filter Sales. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, operating within the KeyCorp group with ties to KeyBank and KeyBanc Capital Markets.

Christopher Henson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, with final trading decisions made by clients, and conducts at least annual account reviews.

Samuel Katuzienski is a CFP® with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior work includes positions at Buckingham Strategic Wealth, LLC, Northwestern Mutual Investment Services LLC, Charles Schwab, and Fifth Third Bank. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, providing investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of fundamental and quantitative analysis combined with third-party managers and offers a range of public and alternative investment strategies.

Tammy Williams is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN. She holds a Series 66 designation and has 10 years of industry experience, including 11 years with Sanctuary Wealth. Outside of her advisory role, she serves as a board member for TrueNU, a nonprofit supporting Northwestern University athletics, and participates in professional and community organizations such as the Northwestern C100 women's group and the Central Indiana Community Foundation’s Professional Advisor Leadership Council. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, supports multiple investment approaches, and operates with a fiduciary standard when a written advisory agreement is in place.

Derrick Presley is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1996. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s standard 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.

Sean Grannan is a financial advisor with Principal Financial Services in Indianapolis, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. He previously worked at Centennial Group for six years and has been with Principal Securities and Principal Life Insurance since 2016. Outside of his advisory role, he is president of Grannan Wealth Management LLC, an entity established for tax purposes. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various investment adviser and promoter arrangements.

James Leach is a CFA® charterholder and holds a Series 65 license, with 11 years of industry experience. He has worked at Corient since 2023, following roles at Windsor Wealth Management and Invesco. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, using risk management tools and alternative investments where appropriate.

Jonathan Cracraft is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, with 13 years of industry experience. He holds the Series 66 designation and has been with the firm since 2014. Outside of advising, he is noted as a father since 2026. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, emphasizing long-term, diversified portfolios aligned with client risk tolerance and employing equity index funds and ETFs as core holdings.

Jason Jones is a financial advisor at Fifth Third Securities, Inc. based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Jones has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, allowing clients to select from various portfolio management strategies tailored to their risk profiles.

Basil Anas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Commonwealth since 1995. Outside of his advisory role, he is also engaged in photography. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary portfolio management, third-party asset manager access, and various program structures designed to meet diverse client needs.

Nathan Carmany is a CFP® professional with 25 years of industry experience, currently serving at Schwab Wealth Advisory since 2022. Prior to this, he worked at Watermark Wealth Management, LLC for six years and was involved with Uberkuhl Designs for a decade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through 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 Charles Schwab & Co., focusing on client education and tailored investment guidance without discretionary trading authority.

Ryan Brown is a financial advisor at Valic Financial Advisors in Carmel, IN, with 17 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, also holding a position at Agia since 2022. Outside of his advisory role, Brown serves on the board of directors for John Brown & Sons Farm, a family-owned agricultural business. 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.

Brian Alessandrini is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2017. He has been associated with Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual 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 Charles Schwab, focusing on client education and periodic reviews without exercising discretionary trading authority.