Kevin Trisler is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory since 2025. His career includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc., where he has worked for over 20 years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without discretionary trading authority.

Michael Schankerman is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 39 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Since 2016, he has also been involved in life, health, and property & casualty insurance sales. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and variable annuity servicing, combining quantitative and qualitative analysis through an Investment Committee to deliver customized investment strategies.

Kate Wright is a financial advisor with TIAA-CREF, holding a Series 66 designation and 12 years of industry experience. She has worked at TIAA-CREF since 2019 and previously held roles at OneAmerica Securities, American United Life, Keenan Blanchford, and Northwestern Mutual. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Samuel Beriault is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Ameriprise Financial Services, Mass Mutual Investors Services, and West Point Financial Group. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage channels, offering a range of investment programs via the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including direct indexing and tax-loss harvesting.

Emma Palomba is a financial advisor with Commonwealth Financial Network in Indianapolis, IN. She holds a Series 65 designation and has been with Commonwealth since 2026. Prior to this, she worked at Trade Supply Group and KPMG US. 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 hundreds of thousands of individual and institutional clients, managing about $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Zachary Springer is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab-related firms since 2019 and has held various roles including at New Horizons Financial Consult and Twin Lakes Recreation Center. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with annual reviews while client authorization is required for all trades.

Brooke Weaver is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Bank of America and Merrill before joining Sanctuary Advisors in 2019. Outside of her advisory role, she serves on the board of the Conner Prairie Foundation, a living history museum where she participates in reviewing endowment funds. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including high-net-worth individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisers with a variety of portfolio management programs, employing fundamental, quantitative, and technical analyses while acting as a fiduciary under written agreements.

Angela Collins is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 66 designation and bringing 12 years of industry experience. Her prior experience includes roles at Fidelity Investments, JPMorgan Securities LLC, Edward Jones, and PNC Wealth Management. Outside of her advisory work, she is the founder of two non-investment related ventures, Strawberry Noon and Gaisn Capital LLC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Don Cobb is a financial advisor at &Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group, LLC. He is a part owner of Brookside Wealth Advisors LLC and DCKC Inc., both investment-related businesses based in Indiana. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed either directly or through third-party managers.

Christopher Rodgers is a CFP® with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He has prior experience with Buckingham Strategic Wealth, World Equity Group, Financial Enhancement Group, and KeyBank. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Wright is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab & Co., Inc. since 1999 and Schwab Wealth Advisory Inc. since 2012. 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-referred clients. The firm uses asset-allocation models and internal research tools to guide investment selection and offers tailored recommendations with client authorization required for trades.

Patrick Whitley is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 63 and Series 66 credentials and with 31 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1995, including 14 years specifically at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program, using proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance.

Andrew Summers is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 2003. He serves as a finance committee member at St. Luke's United Methodist Church in Indianapolis, where he participates in budgeting and financial policy oversight. Schwab Wealth Advisory 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 advice is based on proprietary asset-allocation models and research tools, with investment decisions made only upon client authorization.

Brian Shupe is a CFA® charterholder and holds a Series 65 license with 27 years of industry experience. He has worked at Corient and Corient Services LLC since 2023 and previously spent over 30 years at Windsor Wealth Management. He is based in Indianapolis, IN. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Ashley Hayworth is a financial advisor with Schwab Wealth Advisory, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade, Stifel Nicolaus, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools. The firm focuses on tailored guidance and client-authorized trades, serving a large client base through a distinctive affiliated structure.

Jack Davis is a financial advisor with Eagle Strategies (NY Life) based in Indianapolis, IN, holding Series 66 and Series 63 licenses and five years of industry experience. Before joining Eagle Strategies in 2026, he was affiliated with Nylife Securities LLC and New York Life Insurance Company since 2021. His background also includes roles in education and consulting, including multiple positions at the University of Dayton. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and emphasizes fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis.

Andrew Moulton is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Moulton Financial Group and Woodbury Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.

Anthony Palomba is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Commonwealth Financial Network since 2007 with a brief tenure at LPL Financial from 2005 to 2007, and also has been affiliated with Heritage Private Wealth Management since 2014. In addition to his advisory work, Palomba manages an LLC that provides debt and credit counseling services outside of his investment activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and retirement consulting, managing roughly $212.7 billion in client assets.

Ryan Appelhans is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior firms include Equitable Advisors and The Prudential Insurance Company of America. Appelhans is also actively involved as an insurance agent with National Life and Lakeshore Financial Group. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions combining advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Christian Goza is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2019. His prior experience includes positions at Marathon Gas and Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach centers on asset allocation and investment selection guided by Schwab’s internal research tools, with personalized recommendations reviewed at least annually.