Jessica Mosier is a financial advisor with PNC Wealth Management in Carmel, Indiana, holding Series 66 and Series 65 licenses. She has 13 years of industry experience, including six years at PNC Investments and six years at PNC Capital Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements investments through approved model strategies managed by PNC or third-party strategists.

Garrett Henderson is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, Indiana. His prior experience includes roles at Charles Schwab & Co., Inc. and Taylor University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services that include financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools and asset allocation models.

Brian Feathers is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Charles Schwab, Regions Bank, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary portfolio strategy accessible via an employee-only pilot. The firm employs algorithm-driven model selection and delegates investment execution and proxy voting to third parties.

Lee Garrett is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has worked within the Charles Schwab ecosystem since 2020 and has held roles at TEKsystems, Academy Sports + Outdoors, and Indiana University earlier in his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on customized allocation recommendations and wealth management education using Schwab’s research tools and asset allocation models.

Michael Kortfelt is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2014. His prior roles include positions at Essex National Securities, LPL Financial, FIFTH THIRD SECURITIES, Natcity Investments, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of securities. The firm delivers advice through established asset allocation models and research tools, with final trading decisions made by clients and discretionary management typically handled by affiliated or third-party managers.

Jared Lee is a financial advisor at Allworth Financial, L.P. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Innovative Portfolios, Sheaff Brock Investment Advisors, LLC, and Charles Schwab. Based in Indianapolis, IN, he joined Allworth Financial in 2025. 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 portfolios combining core-satellite, index allocations, and specialized strategies, and is noted for its Airline division and management of privately offered Shorepoint income funds.

Elizabeth Evans is a Series 66-registered financial advisor with Sanctuary Advisors, LLC, based in Carmel, Indiana. She has 14 years of industry experience, having worked at both Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of advisory work, she is a co-owner of Rider Kenley LLC, a tax preparation and accounting services business, where she oversees operational aspects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Vincent Kotarski is a financial advisor with Principal Financial Services based in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been involved with Executive Benefits Inc. and Principal Life Insurance Company since 2010. Outside of his advisory role, Kotarski is president and 100% owner of Executive Benefits, Inc., an independent insurance agency specializing in employee benefits and individual life and health products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and business entities. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Thomas Coffman is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1997. Outside of his advisory role, Coffman serves as a volunteer board member for the Edenwilde Homeowners Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm delivers advice using Schwab’s standard asset allocation models and research tools, with clients retaining final trading decisions, and does not manage accounts on a discretionary basis.

Bonnita Hughes is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Her work history includes roles at Charles Schwab, Charles Schwab Bank, OneAmerica Securities, and American United Life. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools and asset allocation models.

Brett Brenczewski is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he is also a property owner. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account pilot for employees that employs algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

David Chapin II is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2021, and has been associated with Charles Schwab since 2018. Prior to that, he worked at Sheaff Brock Investment Advisors, LLC from 2015 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, offering financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advice delivered through annual reviews and without discretionary trading authority.

Jon Teusch is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Noyes Advisors LLC since 2015 and David A Noyes & Company since 1999. His other business activities include the sale of fixed annuities and fixed life insurance products. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment strategies through a network of over 400 independent advisors and employs both discretionary and non-discretionary management approaches.

Adam Bunday is a financial advisor with VALIC Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at VALIC Financial Advisors since 1999 and is also an agent with Agia, where he offers non-securities insurance products. Outside of his advisory role, he holds a notary public stamp, which he has offered without charge. VALIC Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Jason Buck is a CFP® with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC, InterOcean Capital, LLC, and Charles Schwab. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, offering a range of services including investment management, financial planning, and access to private and registered pooled vehicles.

James Hudson is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2015, joining Schwab Wealth Advisory in 2018. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset classes. The firm’s advice is delivered through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Anna Dickinson is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab in various roles since 1999, including time at Schwab Private Client Investment Advisory and Charles Schwab Bank. Prior to her current position, she spent nine years at Beach Body. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Sara Luebbert is a financial advisor with PNC Wealth Management in Carmel, IN, holding a Series 66 designation and 10 years of industry experience. She has been with PNC investments and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with PNC Bank online-banking credentials. The program uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third-party strategists.

Jack Pinkston is a Series 66-licensed financial advisor with one year of industry experience. He currently works at Private Advisor Group, LLC and previously held roles at LPL Financial, Blue Trust, and Key Investment Services, among others. Outside of finance, he spent several years at Heritage Christian School and Taylor University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that includes discretionary and non-discretionary services, combining technology platforms and a range of investment strategies often implemented through third-party managers.

Ian Flanagan is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Sanctuary Wealth in 2019, he worked at KPMG Corporate Finance LLC and KPMG LLP from 2011 to 2019. Outside of his advisory role, Flanagan is an owner and manager of Rider Kenley LLC, a tax preparation and accounting services business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports more than 400 independent adviser representatives who use a variety of analytical approaches and investment platforms, offering both discretionary and non-discretionary management options.