Oksana Poznakhovska is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Capital Integration Systems LLC, CAIS Capital LLC, Cadaret, Grant & Co. Inc., Pershing Advisor Solutions LLC, and Ladenburg Thalmann Financial Services. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs a network of independent advisors and affiliated broker-dealers to deliver its services.

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.

Michael Keppler is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and with Charles Schwab & Co., Inc. since 2000. Schwab Wealth Advisory, Inc. 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 a range of asset types. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Joshua Gilbert is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory in Indianapolis, IN. His prior experience includes roles at Charles Schwab and Valeo Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across multiple asset classes using Schwab’s research tools and standard asset allocation models.

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.

Amanda Legler is a CFP® professional with eight years of industry experience. She is currently with Schwab Wealth Advisory and previously worked at SYM Financial Advisors. Amanda serves as a council member on the Purdue University HTM Strategic Alliance Council, where she participates in discussions on educational opportunities and program development for students. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Kevin Bell is a ChFC® credentialed advisor with 43 years of industry experience, currently serving at Primerica Advisors since 1999. He also has a longstanding affiliation with Guardian Life Insurance Company beginning in 1992. Outside of his advisory role, he participates in continuing education presentations for agents and CPAs and serves on several insurance education and audit committees. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a diverse retail client base including individual and high-net-worth investors. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Bradley Siddons is a CFP® professional with 14 years of experience in the financial industry. He currently works at Schwab Wealth Advisory, Inc. and has been with Charles Schwab and its affiliates since 2011. Prior to his current role, he spent seven years at Schwab Private Client Investment Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm utilizes Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions while receiving annual account reviews.

Samantha Pezzute is a financial advisor at Allworth Financial, L.P. with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, JPMorgan Chase Bank, and Northwestern Mutual. Allworth Financial is an SEC-registered adviser providing fee-based asset management and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios with a range of strategies, including model allocations, defined-outcome ETFs, and options overlays, and is notable for its ownership structure and specialized divisions such as its Airline division.

Patrick Schubach is a financial advisor at The Huntington Investment Company with 18 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His career includes roles at both Huntington National Bank and The Huntington Investment Company since 2007. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture model incorporating third-party and affiliate strategies through various wrap-fee programs on the Envestnet MAS platform.

Bradon Pullyblank is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cooperstown Distillery and Pizza Hut. Prior to his advisory career, he spent six years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Daniel Rojas is a CFP® professional with eight years of experience in the financial services industry. He is currently with Cerity Partners LLC and has previous experience at firms including Savant Wealth Management, Valeo Financial Advisors, and Charles Schwab. Outside of his advisory role, he serves as an investment committee member for Marian University's endowment fund. Cerity Partners provides customized wealth management and related services to a broad national client base, utilizing tailored asset allocation and a combination of proprietary quantitative screening and third-party managers.