Marc Srncik is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 1999, including Charles Schwab Bank, SSB, and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Sayre Ariishi is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and has worked at Schwab Wealth Advisory Inc., TD Ameritrade, Charles Schwab Bank, and Charles Schwab & Co. Prior to his finance career, he worked at United Parcel Service and in roles related to Indiana University Athletics. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations including stocks, bonds, mutual funds, ETFs, and separately managed accounts. The firm operates within the Schwab ecosystem and delivers advice using Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

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 been associated with Charles Schwab & Co., Inc. since 2000, including positions at Schwab Private Client Investment Advisory, Inc. and Schwab Wealth Advisory, Inc. since 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing Schwab’s research tools and asset allocation models, while leaving final trading decisions to clients.

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.

Jessica Ebling is a financial advisor at &PARTNERS with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors, Finish Line Inc, and Blue and Co., LLC. &PARTNERS serves a broad range of individual and institutional clients, 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 proprietary and third-party strategies, with accounts managed on both discretionary and non-discretionary bases.

Thomas Behr is a CFP® with 29 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Lion Street Financial, LLC and First Western Trust Bank. He also acts as a trustee for family insurance trusts. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach with both active and passive strategies, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Brett Brooks is a CFP® professional with 20 years of experience in the financial services industry. He has worked with The Huntington Investment Company since 2010 and was previously associated with Ameriprise Financial Services, LLC. Brooks is based in Zionsville, IN. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm utilizes an open-architecture model combining third-party and affiliate investment strategies and offers multiple wrap-fee programs on the Envestnet MAS platform.

William Buckner is a financial advisor at TLG Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at M Holdings Securities and Mack Financial Group. Outside of his advisory role, Buckner serves on the boards of the Indiana University Foundation, the CRIPE Board of Directors, and as Chair of the Student Relations Committee on the Board of Trustees in Bloomington, Indiana. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Patrick Morrow is a financial advisor at Cerity Partners LLC with 38 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cerity Partners in 2024, he worked at Strategic Benefit Consultants, Inc. for 22 years and LPL Financial, LLC for 18 years. Outside of his advisory work, he manages residential real estate and farmland through a privately owned LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets as of December 31, 2024. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Allyson Fritchley is a financial advisor at Rockefeller Financial LLC with a Series 66 designation. She joined the firm in 2024 and previously held roles at Marian Investor Coaching, Inc. and Franciscan University of Steubenville. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm offers portfolio management, financial planning, and brokerage services, operating under a Private Advisor model with a consolidated investment platform that includes equities, fixed income, and alternatives.

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. in Indianapolis, IN, holding Series 63 and Series 66 designations with 10 years of industry experience. His prior roles include positions at Sheaff Brock Investment Advisors, Schwab Wealth Advisory, and Charles Schwab. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

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. in Indianapolis, IN, holding a Series 63 designation and bringing 39 years of industry experience. His prior work includes positions at The Leaders Group Inc, M HOLDINGS SECURITIES, Inc., and Pacific Financial Companies. He is also president of Mack Financial Group Inc., a business he has led since 1980. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of independent advisors, sub-advisors, and program sponsors, employing fundamental analysis and Modern Portfolio Theory in its portfolio construction.

Kevin Trisler is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Schwab Wealth Advisory and has held various roles within Charles Schwab-affiliated firms since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., with a unique operational structure that distinguishes it from many other enterprise wealth managers.

John Macik is a Series 66 licensed advisor with 14 years of experience in the financial industry. He has held roles at Mariner Wealth Advisors, Thurston Springer Advisors, Biltmore Family Office, and Morgan Stanley, among others. Based in Indianapolis, IN, Macik’s background includes both wealth management and family office services. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized portfolio solutions supported by in-house research and third-party managers, along with integrated tax and administrative services uncommon among large advisory enterprises.

Michael Schankerman is a financial advisor at Allworth Financial, L.P. in Indianapolis, holding the CFP® and ChFC® designations with 39 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. He is also involved in life, health, and property and casualty insurance sales. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios combining model strategies and third-party sub-advisers, and it operates distinct divisions such as an Airline division and manages privately offered income funds.

Erin Pentz is a ChFC® and Series 66 credentialed financial advisor at Cerity Partners LLC with 19 years of industry experience. Prior to joining Cerity Partners in 2024, Pentz worked at Strategic Benefit Consultants from 2006 to 2024 and LPL Financial from 2006 to 2018. The firm serves a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors, managing approximately $126.9 billion in client assets. Cerity Partners offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

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.