Brandon Phillips is a financial advisor at Mariner with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mariner Wealth Advisors since 2018, following four years at Riverpoint Capital Management, LLC. Mariner serves a diverse range of clients, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax and accounting integration, and unique operational services such as administrative CFO capabilities and employer financial-wellness tools.

Catherine Hoffman is a Series 65-licensed advisor at Creative Planning with three years of industry experience. She previously worked at Castle Wealth Advisors and operated her own law practice, Catherine Popp Hoffman, Esq., for over two decades, focusing on mass tort settlements related to defective medical devices. She maintains a residual role as owner-attorney in that legal practice. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

James Hopper is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Money Concepts Capital Corp since 2017 and previously worked in the dining industry for 12 years. Outside of advising, he serves as a BNI Chapter President and is involved in health insurance and health equipment sales. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and advanced platforms.

J. Cowles is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, N.A. and Merrill. He serves as a director on the board of the Harrison Center for the Arts, a charitable organization based in Indianapolis. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, along with broker-dealer capabilities and alternative investment placement.

William Anderson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds a Series 66 designation and has three years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab and Zink Distributing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within 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 the Schwab ecosystem, focusing on individualized advice without discretionary trading authority.

Kyle Young is a financial advisor with Allworth Financial, L.P. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at WealthPoint Advisors and Augustar Financial, as well as employment outside the financial sector at Ball State University and Wilks Landscaping. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm implements customized portfolios through a variety of model strategies and offers both discretionary and non-discretionary asset management, leveraging technology to manage held-away employer retirement accounts.

Ryan Durham is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has six years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., GreenLeaf Apothecary, and CVS. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in 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 the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many enterprise wealth managers.

Brendon Peters is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes prior roles at J.P. Morgan Securities, Regions Bank, Cetera, and PNC Investments. He is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not serve institutional client types or exercise discretionary trading authority.

Brittany Vollmar is a financial advisor with Lincoln Investment in Carmel, Indiana, holding a Series 66 designation and 19 years of industry experience. She has worked at Lincoln Investment since 2017, following five years with OneAmerica Securities and American United Life. In addition to her advisory role, Vollmar serves as a client relationship consultant and insurance agent with Shepherd Financial, focusing on retirement plan consulting and individual wealth management. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services through both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets.

Amy Edwards is a CERTIFIED FINANCIAL PLANNER™ professional with 28 years of industry experience. She has been with Schwab Wealth Advisory Inc. since 2009 and also worked as a sole proprietor from 2015 to 2017. She holds the Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools. The firm conducts annual account reviews and does not exercise discretionary trading authority, distinguishing its approach from many other enterprise wealth managers.

Jeremy Crumbaugh is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and totaling 26 years of industry experience. He has been with Charles Schwab and its affiliated advisory unit since 1999, including 14 years specifically with Schwab Wealth Advisory. Outside of his financial advisory work, he is involved in the performing and fine arts as a songwriter, composer, and performer. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within Charles Schwab, delivering advice through standardized asset allocation models and research tools without exercising discretionary trading authority.

Christopher Baker is a CFP® professional with 34 years of industry experience. He is currently affiliated with Commonwealth Financial Network and is co-owner, CEO, and treasurer of Oaktree Financial Advisors, Inc., which provides securities, advisory, insurance, and tax preparation services. His career includes over two decades with Oaktree Financial Advisors and more than nine years at Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $210 billion in client assets. The firm offers comprehensive adviser support including managed-account programs, third-party asset manager access, and custody and clearing services.

Matthew Mc Michael is a CFP® with 26 years of industry experience, currently serving at Schwab Wealth Advisory since 2024. He has held roles at Optionsxpress, Inc. from 2011 to 2017 and has been 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 financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools without discretionary trading authority.

Elizabeth Davis is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and PRUCO Securities, LLC, following a 14-year career in online 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 investment decisions supported by non-binding financial recommendations and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Conni Mc Ewen is a CFP® and Series 66-licensed advisor with 23 years of industry experience, currently with Schwab Wealth Advisory in Indianapolis, IN. She previously worked at J.P. Morgan Securities for 10 years before joining Schwab Wealth Advisory and Charles Schwab in 2022. Mc Ewen serves on the finance committee board of the Girl Scouts of Central Indiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models.

Christopher Douglas is a financial advisor with C.H. Douglas & Gray Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has 24 years of industry experience. He has been with C.H. Douglas & Gray Wealth Management since 2007. 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 $187.2 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using equity index funds and ETFs as core investments.

Owen Endris is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with Charles Schwab and Schwab Wealth Advisory since 2013 and 2015, respectively. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers investment recommendations across various asset classes and conducts at least annual account reviews without exercising discretionary trading authority.

Edward Nicolai is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities, BancWest Investment Services, and Modern Refined. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm delivers investment recommendations while leaving final trading decisions to clients and conducts at least annual account reviews without discretionary trading authority.

Andrew Miller is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors LLC and Sanctuary Securities, Inc. He also spent five years affiliated with Indiana University Kelley School of Business. Sanctuary Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm operates as a subsidiary of Sanctuary Wealth, managing approximately $34.9 billion in assets through a large network of independent advisers and affiliated broker-dealers, providing a range of discretionary and non-discretionary investment solutions tailored to client needs.

Schyler Rahman is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab & Co., Inc. since 2022. Prior to that, he held positions at Grand Canyon Education, Inc. and Grand Canyon University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s standard asset allocation models and research tools to recommend investments, conducting annual account reviews without discretionary trading authority.