John Collins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Aspida Life Insurance Company, WFG Direct, and World Financial Group. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that include proprietary and third-party model portfolios. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Brandon Phillips is a financial advisor at Mariner with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Riverpoint Capital Management, Watermark Wealth Management, Raymond James & Associates, and Strong Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to deliver customized portfolios and provides specialized services such as tax integration and Financial Wellness Platforms.

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 at Money Concepts Capital Corp with eight years of industry experience. He holds Series 65 and Series 63 licenses and has been with Money Concepts Capital Corp since 2017. Prior to his advisory career, he worked for over a decade in the food service industry. Outside of his advisory role, he is involved in health insurance sales, health equipment sales, serves as a referral partner, and holds a leadership position as a BNI chapter president. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party managed portfolios, and operates alongside Money Concepts Capital Corp. as a broker-dealer and insurance general agency.

J. Cowles is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America, N.A. He serves as a director on the board of the Harrison Center for the Arts, a charitable organization in Indianapolis. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services while operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

William Anderson is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. He has been with Schwab Wealth Advisory since 2023 and has worked at Charles Schwab since 2019. Prior to his advisory career, he was employed at Zink Distributing for four years. 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. The firm offers guidance on asset allocation and investment selection based on Schwab’s standard models and internal research, with trades executed only with client authorization.

Kyle Young is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has worked at several firms including WealthPoint Advisors and Augustar Financial. Prior to his advisory career, he worked at Ball State University and Wilks Landscaping. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds using a combination of quantitative and qualitative investment strategies.

John Zeigler is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at OneAmerica Securities and American United Life for 28 years and has been with Transamerica since 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various programs that emphasize asset allocation and retirement planning. The firm utilizes Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base and focus on non-discretionary assets.

Ryan Durham is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Charles Schwab & Co., Inc., GreenLeaf Apothecary, and CVS. Ryan is based in Indianapolis, IN. 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 relies on internal research tools and asset-allocation models, offering tailored recommendations while executing trades only with client approval.

Brendon Peters is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Regions Bank, Cetera, and PNC Investments. He is based in Indianapolis, IN. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and select referrals, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach utilizes Charles Schwab’s asset allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance.

Mark Matkovic is a CFP® professional with 33 years of industry experience, currently advising at Cetera Planning Partners. His career includes long-term roles within Avantax and Cetera-affiliated firms. Outside of financial advising, he owns and operates Matkovic Financial Group, providing tax preparation and accounting services. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and specialized services such as tax planning and estate strategies, integrating resources from the broader Cetera network.

Amy Edwards is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. She has been with Charles Schwab and its affiliates since 1999, including a period as a sole proprietor from 2015 to 2017. 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 utilizes Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, tailoring recommendations to clients’ goals and risk tolerance through regular reviews.

Jeremy Crumbaugh is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 1999. Outside of his advisory role, he is involved in the performing arts as a songwriter, composer, and performer. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using internal research tools and standard asset-allocation models to guide investment selection and asset allocation.

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® professional with 26 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, where he has worked since 2024, and has prior experience at Optionsxpress, Inc. and Charles Schwab dating back to 1999. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset-allocation models and internal research tools. The firm provides guidance tailored to individual goals and risk tolerance, while trades require client authorization.

Elizabeth Davis is a Series 66-credentialed financial advisor with two years of industry experience. She is currently with Key Investment Services LLC and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and PRUCO Securities, LLC. Before entering the financial advisory field, she spent 14 years in online sales. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm uses a multi-provider platform and offers several wrap programs with custodial and trade execution services supported by KeyCorp affiliates.

Conni Mc Ewen is a CFP® professional with 23 years of industry experience, currently serving at Schwab Wealth Advisory. Her prior roles include positions at J.P. Morgan Securities, Chase Investment Services, Fidelity, Raymond James & Associates, and Prudential Equity Group. She serves on the finance committee board of the Girl Scouts of Central Indiana, overseeing the organization’s financial health. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, offering tailored investment recommendations without discretionary trading authority.

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 14 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and has worked at Charles Schwab since 2013, with prior experience at Edward Jones in 2009. 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 referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to deliver tailored investment recommendations without exercising discretionary trading authority.

Edward Nicolai is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Schwab Wealth Advisory since 2022. His prior experience includes roles at J.P. Morgan Securities and BancWest Investment Services. 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 & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.