Thomas Nickol is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 41 years of experience in the financial services industry, including longstanding roles at Capitol Financial Services since 1984 and Kestra Advisory since 2016. Nickol is also involved in the sales and service of employee benefits and fixed insurance products through related business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment advice, and manages approximately $79.8 billion in assets, including serving large institutional investors and sovereign wealth funds.

Amy Cummings is a CFP®-certified financial advisor with 31 years of industry experience, currently with VOYA Financial Advisors, Inc. in Carmel, IN. She previously worked for Valic Financial Advisors for 26 years and had roles at Agia and a brief period of unemployment before joining Voya in 2025. VOYA Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients through a comprehensive offering of financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to manage accounts on both discretionary and non-discretionary bases.

Justin Logan is a financial advisor at Empower Advisory Group with eight years of industry experience. His previous roles include positions at Fidelity Investments, Beacon Pointe Financial Advisors LLC, and Charles Schwab. Outside of finance, he works part-time performing light cleaning and maintenance at a sports and entertainment facility in Westfield, Indiana. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates.

Bradford Karcher is a CFP® professional with eight years of industry experience, currently serving with Schwab Wealth Advisory in Indianapolis, IN. He has been with Charles Schwab and its affiliated entities since 2017 and previously worked at Marsh Supermarkets and Ball State University. He serves on the board of the Hamilton Southeastern High School Academy of Finance, where he participates in decisions regarding program funding and activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab. The firm’s approach utilizes standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Ronald Abramson is a financial advisor at Schwab Wealth Advisory with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 1997, serving at Schwab Wealth Advisory since 2015. Based in Indianapolis, IN, he provides financial planning and investment guidance within the Schwab Wealth Advisory program. Schwab Wealth Advisory delivers non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in its program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Brooklyn Brown is a Series 65 licensed financial advisor with Cerity Partners LLC, based in Indianapolis, IN. Brown has one year of industry experience, including prior roles at Farrall Wealth Management and Family Express Corp. In addition to financial advising, Brown has a background that includes work at Indiana University RPS and experience in various business settings. Cerity Partners advises a diverse client base ranging from individuals and families to institutions, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Nicholas Scherer is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 2022. Prior to his advisory roles, his work experience includes positions at Simon Property Group and Capital Strategies Investment Group, along with periods of full-time education. Schwab Wealth Advisory 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 uses standard asset-allocation models and internal research tools to guide investment decisions, with trades executed only upon client authorization.

Paris Proctor is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 66 designation and has worked at Carson Wealth and Raymond James Financial. Outside of finance, he has operated small businesses including coffee shops and a professional cleaning service. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers services such as discretionary asset management, financial planning, and retirement plan management, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

Ryan Donovan is a CFP® professional with 29 years of experience at Principal Financial Services in Indianapolis, IN, where he has worked since 1997. His credentials also include Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a deacon at Colonial Hills Baptist Church, participating in church committees and ministries. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and referral arrangements.

Ronald Brock is a financial advisor at Allworth Financial, L.P. with 24 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Allworth Financial in 2025, he worked at several firms including Trust Advisors, LLC, Innovative Portfolios LLC, Salzinger Sheaff Brock, LLC, SBAuer Funds, LLC, and Sheaff Brock Investment Advisors. Outside of his advisory roles, he is the owner of Pickle Indy LLC, a recreation sports business. 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 educational resources, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

Don Etchison is a financial advisor with SPC in Fishers, IN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with SPC since 2003 and also worked at Parkland Securities since 2014. Outside of his advisory work, he performs as a musician in a classic rock band. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers a range of portfolio management, financial planning, and ERISA-related retirement plan services, with an emphasis on discretionary management and collaboration with third-party managers.

Corbyn Munson is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential. He has worked in the financial industry since 2024, previously with Foguth Financial Group and has additional experience outside finance, including a role at Pohlcat Golf Course. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across various asset classes.

James Loper is a financial advisor with Empower Advisory Group in Noblesville, Indiana. He holds a Series 66 designation and joined the firm in 2026. Prior to his advisory role, he worked for eight years at Hyundai/Genesis of Noblesville and 12 years at O'Charley's Grill & Bar. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jeffrey May is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN, where he has worked since 2012. He has 15 years of industry experience, including a prior role at Charles Schwab starting in 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations with at-least-annual reviews while trades require client authorization.

Matthew Mccoy is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, PNC Bank, CVS, and Bill Bobe's Pizzeria. Outside of financial advising, he is a member of Freedom Creek LLC, a coffee roasting business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessments and invests via mutual funds and ETFs with annual rebalancing.

Marc Srncik is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including lengthy tenure at Charles Schwab and Charles Schwab Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach uses standardized asset allocation models and internal research tools to guide investment selection, with client authorization required for all trades.

Sayre Ariishi is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and six years of industry experience. Prior to joining Schwab Wealth Advisory, Ariishi worked with TD Ameritrade Investment Management, Charles Schwab Bank, and Charles Schwab & Co. His background also includes employment at United Parcel Service and roles at Indiana University. 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. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

James Kunkel is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and related entities since 2000, including Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Based in Indianapolis, IN, he has been with Schwab Wealth Advisory since 2022. 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 wealth management consultations. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Ann Waren is a Series 66-credentialed financial advisor with Principal Financial Services, based in Fishers, IN. She has 11 years of industry experience, having worked with Principal Securities Inc. and Principal Life Insurance Company since 2015. Additionally, she serves as a bank and trust officer at Principal Bank, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michael Clayman is a CFP® with 23 years of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include ten years at Buckingham Asset Management, LLC, and earlier positions at Hufford Advisors, LLC, Schwab Wealth Advisory, and Charles Schwab. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating private funds and third-party managers.