Joshua Gilbert is a CFP® and holds a Series 66 designation with 11 years of experience in the financial services industry. He has been with Charles Schwab and affiliated entities since 2014, currently serving as an advisor with Schwab Wealth Advisory in Indianapolis, IN. His prior roles include positions at Schwab Private Client Investment Advisory, Inc. and Valeo Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services focus on asset allocation and investment selection using Schwab’s proprietary models and research, with client authorization required for all trades.

Ryan Buyer is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various entities of Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with an emphasis on client authorization for trades and tailored recommendations aligned with individual goals and risk tolerance.

Zoe Woods is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked with National Financial Group since 2022 and has a background that includes roles at Ameritas Investment Company and experience in education at the University of Dayton and Carmel High School. 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 utilizes a range of investment strategies and platforms, blending model portfolios, mutual funds, ETFs, and individual securities, supported by an integrated corporate structure that includes broker-dealer and insurance affiliates.

Thomas Gray is a CFP® and CFA® with 18 years of experience in the financial industry. He is a member of the six-advisor team at C.H. Douglas & Gray Wealth Management in Indianapolis, where he has worked since 2007. Outside of his advisory role, he is an independent insurance agent. C.H. Douglas & Gray Wealth Management offers asset management, financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using methods based on modern portfolio theory and behavioral economics.

Scott Mickey is a financial advisor with TIAA-CREF, holding the Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Anthony Larosa is a CFP® with 28 years of industry experience. He currently works at Farther and previously spent seven years at Private Counsel Group, Ltd, where he was Owner and Managing Director. He also has experience as an Indiana-Resident Insurance Agent. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm uses a Modern Portfolio Theory approach implemented through proprietary model portfolios and algorithmic rebalancing, primarily utilizing exchange-traded funds, mutual funds, individual equities, and fixed income.

Terry Brown is a financial advisor at Cetera Planning Partners with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Planning Partners and Charles Schwab & Co., Inc. Outside of his advisory role, Brown owns two trading card businesses and serves as a board member of his home owners association. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm combines diversified investment approaches with ancillary services such as tax planning and estate planning through third-party providers.

Amanda Legler is a CFP® professional with eight years of industry experience. She currently works at Schwab Wealth Advisory and has previously been employed at Charles Schwab & Co., Inc., SYM Financial Advisors, Vertical Wealth, LLC, and Principal Financial Services. Amanda serves as a council member on Purdue University’s HTM Strategic Alliance Council, focusing on educational program development. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing standardized asset-allocation models and internal research tools to tailor recommendations.

Kevin Bell is a ChFC® credentialed financial advisor with Guardian Life, based in Indianapolis, IN. He has 44 years of industry experience and has worked with Guardian Life and its affiliated companies since 1992. Outside of his advisory role, Bell is involved in continuing education presentations for agents and CPAs, serves on NAIFA’s national audit committee, and participates in Indiana’s Insurance Producer Education and Continuing Education Advisory Council. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside diverse planning and consulting services tailored by its network of investment adviser representatives.

Bradley Siddons is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has held roles within Charles Schwab affiliates since 2011. Based in Indianapolis, IN, Siddons has worked across multiple Schwab entities, including Schwab Private Client Investment Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, executing trades only with client authorization.

Samantha Pezzute is a financial advisor at Allworth Financial, L.P. with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Northwestern Mutual and Charles Schwab. Based in Indianapolis, IN, she has been with Allworth Financial since 2025. Allworth Financial serves individual and high-net-worth investors, as well as pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, utilizing a combination of quantitative and qualitative analysis to provide customized investment strategies.

Bradon Pullyblank is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked at Cooperstown Distillery and Pizza Hut, and has a background that includes full-time education. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and other institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, asset allocation, and a combination of proprietary and third-party strategies.

Daniel Rojas is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Savant Wealth Management, Valeo Financial Advisors, and Charles Schwab. He is also a member of the investment committee for the endowment fund at Marian University. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets. The firm offers customized wealth management solutions with an investment approach that emphasizes client-specific profiles, asset allocation, and access to alternative and private market investments.

David Skelding is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 2006. Based in Indianapolis, IN, he has worked at Schwab Wealth Advisory Inc. since 2021. 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 Charles Schwab–referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to deliver tailored investment recommendations, focusing on trades executed only with client authorization.

Megan Gump is a financial advisor at Schwab Wealth Advisory with five years of industry experience and holds a Series 66 designation. Prior to her current role, she has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. She also has experience in the coffee and hospitality industry, including a role at Dark Side Coffee House. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and internal research tools, offering tailored recommendations while maintaining client authorization for trades.

Chloe White is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc. and Humankind. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm utilizes Charles Schwab’s standard asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Rylan Wistrom is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has been affiliated with Charles Schwab since 2015. 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. The firm’s approach uses Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

Stephanie Braden is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. She has been with the firm and its affiliated entities since 2026. Outside of financial services, she has experience with organizations including NeuroFIT and DotFIT and has a background that includes work with the Indiana Army National Guard. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios and third-party managers from preapproved lists.

Daniel Weisenbach is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Ameritas Life Insurance Corp and Ameritas Investment Corp, with additional experience as a self-employed advisor. Outside of his advisory work, he owns and operates DPW Financial LLC, which conducts financial classes and seminars. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform combining model portfolio solutions, discretionary asset management, financial planning, and consulting services, with a unique operational structure supporting a high client load per advisor.

Jack Newcomer is a Series 65 credentialed financial advisor with three years of industry experience, currently with Allworth Financial, L.P. He previously worked at WealthPoint Advisors LLC and has diverse experience including positions with the Indianapolis Colts and Taylor University. Outside of his advisory role, he serves as an assistant football coach for Noblesville Schools. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and education services, employing both quantitative and qualitative analysis to implement customized investment strategies.