Beau Barrett is a Certified Financial Planner (CFP®) with 27 years of experience in the financial services industry. He currently serves at Sanctuary Advisors, LLC, where he has worked since 2018. Prior to that, he held positions at Bank of America and Merrill. Barrett is a board member and secretary of the CG Hardwood Club, a fundraising organization supporting the Center Grove Boys Basketball program. 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 network of over 400 independent adviser representatives who deliver customized investment strategies and manage accounts on both discretionary and non-discretionary bases.

Matthew Potter is a financial advisor at Allworth Financial, L.P. with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Sheaff Brock Investment Advisors, Schwab Wealth Advisory Inc, and Charles Schwab. Allworth Financial serves a broad client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and manages privately offered funds, combining quantitative and qualitative analysis to implement customized investment strategies.

Bret Horsfield is a CFP® professional with five years of industry experience, currently advising at Corient. He previously worked at Windsor Wealth Management and Oxford Financial Group. Outside of his advisory role, he provides occasional financial guidance for a family-run restaurant business in Carmel, IN. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies and utilizes risk management tools and alternative investments as appropriate.

Richard Mack is a financial advisor with TLG Advisors, Inc. based in Indianapolis, IN, holding a Series 63 designation and 40 years of industry experience. His prior roles include long tenures at The Leaders Group Inc., M Holdings Securities, Inc., and Pacific Financial Companies. He has also been involved with Mack Financial Group Inc. as president. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm employs manager selection and ongoing monitoring based on fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Kevin Trisler is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory since 2025. His career includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc., where he has worked for over 20 years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without discretionary trading authority.

John Macik is a financial advisor with Mariner Wealth Advisors in Indianapolis, IN, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Thurston Springer Advisors, Biltmore Family Office, and Morgan Stanley. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon for firms of its size.

Michael Schankerman is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 39 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Since 2016, he has also been involved in life, health, and property & casualty insurance sales. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and variable annuity servicing, combining quantitative and qualitative analysis through an Investment Committee to deliver customized investment strategies.

Erin Pentz is a financial advisor at Cerity Partners LLC with 20 years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Cerity Partners in 2024, she worked at Strategic Benefit Consultants for 18 years and at LPL Financial for 12 years. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services leveraging a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Amber Hoover is a Series 66 registered advisor with Private Advisor Group, LLC and has one year of industry experience. Her prior work includes roles at LPL Financial LLC, Lantern Global Advisors, SupplyKick Inc., and Sponsel CPA Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and provides access to various managed account solutions and third-party managers.

David Faulk is a financial advisor with Empower Advisory Group in Cumberland, IN, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at GWFS Equities since 2014. Outside of his advisory role, he serves as assistant pastor and board member at Lawrence Apostolic Church and as pastor and chairman of the board of elders at New Life Church. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and clients’ savings rates and serves a large participant base relative to its advisor headcount.

Samuel Beriault is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Ameriprise Financial Services, Mass Mutual Investors Services, and West Point Financial Group. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage channels, offering a range of investment programs via the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including direct indexing and tax-loss harvesting.

Zachary Springer is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab-related firms since 2019 and has held various roles including at New Horizons Financial Consult and Twin Lakes Recreation Center. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with annual reviews while client authorization is required for all trades.

Gavin Gilpin is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Avantax Planning Partners and Cetera Wealth Services. He is based in Indianapolis, IN. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach within a larger Cetera network.

Angela Collins is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 66 designation and bringing 12 years of industry experience. Her prior experience includes roles at Fidelity Investments, JPMorgan Securities LLC, Edward Jones, and PNC Wealth Management. Outside of her advisory work, she is the founder of two non-investment related ventures, Strawberry Noon and Gaisn Capital LLC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Don Cobb is a financial advisor at &Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group, LLC. He is a part owner of Brookside Wealth Advisors LLC and DCKC Inc., both investment-related businesses based in Indiana. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed either directly or through third-party managers.

Benjamin Mart is a CFP® professional with five years of industry experience. He has worked at Creative Planning since 2021 and was previously with Castle Wealth Advisors from 2016 to 2021. He is based in Indianapolis, IN. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Christopher Rodgers is a CFP® with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He has prior experience with Buckingham Strategic Wealth, World Equity Group, Financial Enhancement Group, and KeyBank. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Wright is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab & Co., Inc. since 1999 and Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses asset-allocation models and internal research tools to guide investment selection and offers tailored recommendations with client authorization required for trades.

Patrick Whitley is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 63 and Series 66 credentials and with 31 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1995, including 14 years specifically at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program, using proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance.

Andrew Summers is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 2003. He serves as a finance committee member at St. Luke's United Methodist Church in Indianapolis, where he participates in budgeting and financial policy oversight. Schwab Wealth Advisory 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’s advice is based on proprietary asset-allocation models and research tools, with investment decisions made only upon client authorization.