Stephen Orr is an investment advisor at TLG Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work history at The Leaders Group Inc, Mack Financial, Allison Payment Systems LLC, and Domtar. Outside of his advisory role, Orr is involved in life insurance sales and marketing through Mack Financial and serves as an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services including portfolio management, financial and estate planning, and ERISA fiduciary services.

Jackson Bush is a CFP® and holds a Series 65 license with three years of industry experience. He is currently associated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, having previously worked at Harbour Investments, Inc. Outside of his advisory role, he is involved in several non-investment related activities including operating a bread truck business, serving as a mechanic, and managing bookkeeping and payroll for an equipment repair company. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm employs a combination of active and passive strategies across public and private asset classes, leveraging a curated focus list of independent managers and providing comprehensive performance reporting and educational resources.

Brent Rattin is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2021. His prior experience includes roles at JP Morgan Securities and Charles Schwab, spanning over two decades. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering services such as annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, distinguishing its approach from many other enterprise wealth managers.

Olivia Wilson is a financial advisor at Cerity Partners LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with two years of industry experience. She previously worked at Northwestern Mutual, Turnkey Communities, and SerVaas Family Office. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative tools to build client programs and offers a range of services such as portfolio management, financial planning, and access to alternative investments.

Bradford Waltz is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 1997. He has worked at Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering investment recommendations and financial planning through a model-based approach while leaving final trading decisions to clients. The firm operates as an internal advisory unit of Charles Schwab & Co., Inc., and focuses on annual reviews without discretionary trading authority.

Kevin Sasena is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Strategic Benefit Consultants and Diamond Chain Company. Outside of his advisory role, he is a managing member of Rolling Fields LLC, a company involved in real estate holdings. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors. The firm offers customized investment management and comprehensive wealth services, emphasizing diversified asset allocation and access to alternative and private-market investments.

David Klaus is a CFP® with 18 years of industry experience currently advising at Allworth Financial, L.P. He has worked previously with Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Klaus serves as Programming Chair for the Financial Planning Association of Greater Indiana, organizing quarterly meetings. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies including model allocations and options-based overlays, employs third-party sub-advisers, and uses technology to manage held-away retirement accounts.

Katherine Collins is a CFP® with 18 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. She previously worked for ten years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering comprehensive investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis along with a network of affiliated service companies and product relationships.

Haley Moore is a financial advisor at Bankers Life Advisory Services, Inc. holding the Series 66 designation and has one year of industry experience. Her prior work includes roles at Humana, Centerstone, DoorDash Essentials LLC, Dewolff Boberg and Associates, Ulta Beauty, and Pepsi Co. Bankers Life Advisory Services, Inc. provides investment advisory services primarily to mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolios aligned with clients’ goals and risk tolerances.

Ashlee Craiger is a financial advisor at &PARTNERS with a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for six years and has a background with Rodan + Fields. &PARTNERS serves a diverse client base including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services using both proprietary and third-party models, and engages in a range of activities including financial planning, ERISA consulting, and investment banking.

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 14 years at Churchill Management prior to joining Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

John Cooke is a Series 66-licensed financial advisor with six years of industry experience, currently with Sanctuary Advisors, LLC since 2022. Prior to joining Sanctuary, he worked at Morgan Stanley from 2020 to 2022 and was involved with Imagination Publishing, Inc. from 2017 to 2019. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary investment advisory solutions through a large network of independent advisers and operates as part of Sanctuary Wealth, managing approximately $34.9 billion in assets.

Craig Gralia is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked with Charles Schwab since 2007 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

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 at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Schwab Wealth Advisory since 2017. His prior experience includes a role at FedEx and ownership of Triangle Taxi LLC. 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 research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Megan Layton is a CFP® with four years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Indianapolis, IN. She has worked with Charles Schwab since 2019, including roles at Schwab Wealth Advisory Inc and previously at Equitable Advisors LLC. Outside of financial advising, she has held positions with local organizations such as Carmel Clay Parks and Recreation and the Indiana Department of Natural Resources. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset allocation models and research tools to recommend investments, with clients retaining final trading decisions and SWAI conducting annual account reviews.

Daniel Meiklejohn is a CFP® and PFS™ credentialed advisor with three years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously spent one year at Spectrum Wealth Management, along with nine years at Ice Miller LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and a range of strategies including public equities, fixed income, alternatives, and options-based overlays.

Brian Short is a Certified Financial Planner™ with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Spectrum Wealth Management, Fidelity Brokerage Services, and TD Ameritrade. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad range of portfolio strategies, supported by an extensive network of affiliated service companies and product relationships.

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.