David Bauer is a financial advisor at Lincoln Investment with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2015. In addition to his advisory role, he serves as Director of Investment Management at Shepherd Financial, focusing on investment research and retirement plan advisory services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and various managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

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® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2014. He is also registered with Series 63 and Series 65 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., without charging fees directly to clients, and maintains a distinctive operating model that excludes discretionary portfolio management.

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-licensed financial advisor with Sanctuary Advisors, LLC, based in Carmel, Indiana, and has 13 years of industry experience. She has worked at both Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of her advisory role, she is an active owner of Rider Kenley LLC, a tax preparation and accounting services business. 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 strategies, distinguishing itself through an integrated affiliate structure and recent consolidation activities.

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 has been with David A Noyes & Company since 1999. His other business activities include the sale of fixed annuities and fixed life insurance products. 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 model platforms as part of its integrated affiliate structure and recent consolidation efforts.

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® credentialed financial advisor with 26 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at InterOcean Capital Group, LLC and InterOcean Capital, LLC. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a comprehensive suite of wealth management, retirement, tax, and business services.

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 financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience, including prior roles at LPL Financial and Blue Trust. Outside of his financial career, he has experience working with Miracle Camp and Retreat Center. Private Advisor Group serves a diverse client base, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to a wide range of third-party asset managers and model portfolios, utilizing multiple analytical approaches and trading strategies to meet client objectives.

Ian Flanagan is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sanctuary Wealth since 2019. Prior to that, he was employed 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 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 employs multiple investment philosophies supported by sub-advisors and third-party platforms, distinguishing itself through an integrated affiliate structure and recent consolidation activities.

Niki Woodworth is a CFP® with six years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Prior to this, Woodworth worked at EverNest Financial Advisors, Sanctuary Wealth, Windsor Wealth Management, and Brooksource. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis and a broad range of investment strategies.

David Jacocks is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2023. Prior to that, he spent 17 years at American Funds Distributors, Inc. and American Funds. Outside of his primary role, he provides retirement plan consulting and individual wealth management through Shepherd Financial, LLC in Carmel, Indiana. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, model portfolios, and both discretionary and non-discretionary investment programs, managing a mix of in-house and third-party strategies overseen by an investment management and research team.