Joshua Gavit is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment and Ronald Blue Trust. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm’s investment approach involves algorithm-driven portfolio selection and uses approved model strategies executed with mutual funds and ETFs.

Brian Libich is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. He holds the Series 66 credential and has been with Voya since 2016. In addition to his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individuals across wealth segments, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and brokerage and insurance product distribution through a mix of affiliated strategies, third-party managers, and commission-based products.

Robert Miller is a financial advisor with Money Concepts Capital Corp in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Money Concepts Capital Corp since 2002 and also maintains a long-term association with O.W. Krohn & Associates. Outside of his advisory work, Miller is a board director for the U.S. chapter of the International Association of Registered Financial Consultants (IARFC) and owns Beacon Incorporated, a financial services company. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, using a blend of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Justin Rose is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, holding a Series 65 designation with four years of industry experience. His prior work includes roles at the Career and Civic Engagement Office and Winthrop University. In addition to advising, he is an independent insurance agent, a role he maintains outside of securities trading hours. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm emphasizes long-term, diversified portfolios aligned with clients’ risk tolerance, employing equity index funds and ETFs, and integrates behavioral economics into its investment approach.

Joshua Click 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, working within the Charles Schwab organization since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab's research tools and asset allocation models. The firm conducts annual financial reviews and investment recommendations but does not exercise discretionary trading authority, distinguishing its operating model within the Schwab ecosystem.

Trevor Conwell is a financial advisor with Commonwealth Financial Network based in Carmel, IN. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Oaktree Financial Advisors, Primerica Advisors, and Indiana University. 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 around $213 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

Robert Turner is a financial advisor at Empower Advisory Group with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Equitable Advisors and Axa Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Tia Lee is a CFP® with 13 years of industry experience and is currently with Focus Partners Wealth, LLC. She previously worked at Spectrum Wealth Counsel, LLC and Spectrum Management Group, Inc. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate entities, and institutional investors, offering integrated wealth management services with a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and utilizes a broad array of investment strategies.

Brian Roemke is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Prudential Insurance Company of America. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and a mix of asset classes, supported by an extensive network of affiliated service companies and product relationships.

Elizabeth Yeo is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and OSAIC. Outside of her advisory role, she serves as secretary of the board for F3R, Inc., where she manages communications and charity auctions, and assists with event coordination for R3M Sports Group, Inc. during the Masters Golf Tournament. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

David Recker is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and Fifth Third Securities. Outside of his advisory role, he has ownership interests in a real estate business unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm uses algorithmic tools to recommend risk-based investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Brock Noel is a financial advisor with Valic Financial Advisors in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Valic Financial Advisors and Agia in 2024, he spent 19 years at TIAA-CREF. He is also appointed as an agent to sell non-securities insurance products for Agia. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Dylan Scheid is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and previously worked at SBC Wealth Management. Before entering the financial advisory field, he spent four years at Wabash College and four years at Lawrence North High School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Aaron Cantrell is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with three years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2022 and has prior experience at Kroger, Purdue Baseball, Home Depot, and Zionsville Community Schools. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final investment decisions made by clients.

Bawi Ceu is a CFP® professional with three years of industry experience, currently serving at Schwab Wealth Advisory since 2025. Prior to this role, Bawi worked at Charles Schwab and Mutual of Omaha Investor Services. Outside of finance, Bawi was involved with LUNA Language Services for three years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools to offer investment recommendations while leaving final decisions to clients.

Husam Boraby is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab and Fidelity Investments during his career. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm offers financial reviews, retirement planning, and investment recommendations without exercising discretionary trading authority, operating as an internal advisory unit within the Schwab ecosystem.

Parker Brandenburg is a CFP® professional at Schwab Wealth Advisory with four years of industry experience. He has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Circle Financial Planning. Brandenburg is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and uses standardized asset allocation models and research tools, with final investment decisions made by clients.

Leah Harper is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Schwab Wealth Advisory since 2022 and has been with Charles Schwab since 2018. Outside of financial advising, she freelances as a writer on topics including art, design, art history, spirituality, and wine and food pairings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations utilizing Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not manage client accounts on a discretionary basis.

Bradley Herx is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, having worked at Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standardized asset allocation models and research tools while leaving trading decisions to clients.

Jacob Warner is a CFP®-certified financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, bringing 18 years of industry experience. He has been with Schwab Wealth Advisory since 2014 and associated with Charles Schwab since 2007. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.