Ronald Brock is a financial advisor with Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with Allworth Financial since 2025 and has prior experience with several firms including Trust Advisors, Innovative Portfolios, and Sheaff Brock Investment Advisors. Outside of his advisory role, he is the owner of Pickle Indy LLC, a recreation sports business. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies, including core-satellite and defined-outcome ETF approaches, and employs technology to manage held-away employer retirement accounts while offering both discretionary and non-discretionary services.

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 financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has been with Schwab Wealth Advisory since 2012. Prior to that, he worked at Charles Schwab starting in 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, leaving final trading decisions to clients while conducting regular account reviews.

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, 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.