Ashlee Craiger is a financial advisor at &PARTNERS with six years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and Rodan + Fields for nine years. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, and retirement-plan participant discretionary management. The firm uses a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with investment management available on both discretionary and non-discretionary bases.

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 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 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.

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.

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 with Schwab Wealth Advisory in Indianapolis, IN, holding the Series 63 and Series 66 credentials and bringing eight years of industry experience. His prior roles include several positions within Charles Schwab and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers services such as annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools.

Daniel O'Sullivan is a financial advisor with Fifth Third Securities, Inc. in Zionsville, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Bradley Wethington is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 66 licenses, with 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021 and was previously with SIHO Insurance Services for 12 years. Wethington serves on the Indiana Board of Directors for NAIFA. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm uses a range of investment strategies through proprietary and third-party managers, supporting various account types and lending solutions.

Steven Tozer is a financial advisor with Fifth Third Securities, Inc. in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at JPMorgan Securities, LLC, Strategic Advisers, Inc., and Fidelity Brokerage Services, LLC. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

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 financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Allworth Financial in 2024, he worked for Wealthpoint Advisors, LLC for 15 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies ranging from core-satellite and index allocations to specialized approaches such as Buffered Equity ETFs and options-based overlays, and it operates several affiliated businesses including a broker-dealer and a tax/accounting practice.

Tyrone Rivers is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory in Indianapolis, IN. He has held roles at several firms, including Fidelity Brokerage Services and TD Ameritrade. Outside of his advisory work, Rivers writes a blog on American culture covering topics such as social interactions and the meaning of life. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services like annual financial reviews and investment recommendations through Schwab’s asset allocation models and research tools.

Brian Pingatore is a CFP® with 18 years of industry experience and is currently affiliated with Focus Partners Wealth, LLC. He previously worked at Buckingham Asset Management, LLC, and Tdameritrade, Inc. Focus Partners Wealth serves a wide range of clients, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach and offers a broad suite of wealth management services alongside an extensive network of affiliated service companies and product relationships.

Jorge Hernandez is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Bank of America, Merrill, JPMorgan Chase Bank, Charles Schwab, and Regions Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, providing a range of wrap-fee programs on the Envestnet MAS platform.