Steven Hull is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also serves as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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-developed UMA models for portfolio construction and management.

Carson Shadowen is a financial advisor at Cerity Partners LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Strategic Benefit Consultants, Inc. (SBC Wealth Management) and LPL Financial, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and customized portfolios.

Michael Zahm is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2016. Prior to joining Voya, he worked at Axa Advisors LLC and has been associated with Gemmer Wealth Management since 2014. Outside of his advisory role, Zahm serves on the Board of Trustees for the Hamilton East Public Library, contributing to the oversight of community literacy and educational programs. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of investment programs through model portfolios and manager-driven strategies, combining an advisory platform with an active broker-dealer distribution model and a broad affiliate network.

Michelle Laycock is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and over 21 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 20 years before joining Sanctuary Advisors and its affiliated broker-dealer in 2019. Outside of her advisory role, she is involved in direct sales for AdvoCare International, a health and wellness company. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party platforms to implement diverse strategies.

Jacob Roberts is a CFP® professional with five years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has also worked at Charles Schwab and Regions Bank. His background includes a period as a full-time student and experience outside finance at Olive Garden. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual 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 directly charge clients fees.

Nicholas Wylam is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment Planning LLC and Shepherd Financial since 2015. At Shepherd Financial, he serves as Director of Innovation & Client Experience, focusing on retirement plan consulting and individual wealth management. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular emphasis on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and advisory services, employing both strategic and dynamic investment approaches managed by its Investment Management & Research team.

Levi Fewell is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Charles Schwab & Co., Inc. and FedEx Express, as well as entrepreneurial experience with Imagiscapes LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations, with final trading decisions made by clients rather than the advisory team.

Sean Wolfe is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and JPMorgan Chase in various advisory roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Bailey Lockhart is a CFP®-certified financial advisor with Schwab Wealth Advisory in Indianapolis, IN, bringing seven years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2021 and has worked at Charles Schwab & Co., Inc. since 2018. Prior to his career in finance, Bailey worked at Dicks Sporting Goods from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client education and asset allocation while leaving final trading decisions to clients.

Claire Cooke is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and Alliance Bernstein. Claire also spent several years at the University of Notre Dame in various roles. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent investment adviser representatives and affiliated broker-dealer subsidiaries, offering a range of discretionary and non-discretionary investment solutions with assets under management totaling approximately $34.9 billion.

Nathan Socrates is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has been associated with Charles Schwab & Co., Inc. since 2018. Prior to this, he was employed at Meridian Digital, LLC and spent time as a student. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and research tools while clients retain final trading decisions.

Christopher Williams is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2013 and at PNC Bank and PNC Investments since 2009. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates, with recommendations generally made within plan lineups chosen by plan sponsors.

Martin Rice is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding a Series 66 designation and 28 years of industry experience. He has worked at Merrill since 1998 and Bank of America since 2009. Outside of his advisory role, Rice is involved in several ventures, including ownership of Performance Unlimited LLC, participation in an aircraft charter business (Performance Aviation LLC), and engagement with a family firewood production business. He also serves as a committee member for the Crossroads Council of the Boy Scouts of America, contributing to youth education and development. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers and offers a range of discretionary and non-discretionary investment solutions tailored to client goals.

Joseph Williams is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 credentials and having 27 years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, and PNC Investments. He has been with Fifth Third Securities and Fifth Third Bank since 2019. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs on the Passageway platform, employing multiple investment strategies and third-party portfolio managers.

Donald Penn is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Raymond James Financial Services and Woodbury Financial Services. Outside of his advisory role, he serves on the board of Princess Cit Developers, Inc., a property development company. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Chad Nichter is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. His career includes roles at LPL Financial, Sanctuary Wealth, Wells Fargo Clearing, and Foresters Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a wide range of portfolio management, financial planning, and consulting services through a network of independent advisers and offers multiple program structures combining in-house and third-party strategies.

Stephen Klingler is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services, TD Ameritrade Investment Management, and Scottrade. Klingler holds Series 63 and Series 66 licenses. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolio solutions.

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.