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.

Kate Wright is a financial advisor with TIAA-CREF, holding a Series 66 designation and 12 years of industry experience. She has worked at TIAA-CREF since 2019 and previously held roles at OneAmerica Securities, American United Life, Keenan Blanchford, and Northwestern Mutual. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Jason Hull is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes roles at Ameriprise Financial Services, J.P. Morgan Securities, Merrill, Bank of America, Prudential, and Charles Schwab. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, employing an open-architecture investment model that combines third-party sub-managers with proprietary Private Bank offerings.

Samuel Beriault is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Ameriprise Financial, and Primerica. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank, providing a variety of discretionary managed account options and features such as direct indexing and tax-overlay services.

Zachary Springer is a CFP®-certified financial advisor at Schwab Wealth Advisory with six years of industry experience. He has been with Schwab Wealth Advisory since 2023 and has worked at Charles Schwab & Co., Inc. since 2019. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools, and typically does not exercise discretionary trading authority.

Brooke Weaver is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Bank of America and Merrill before joining Sanctuary Advisors in 2019. Outside of her advisory role, she serves on the board of the Conner Prairie Foundation, a living history museum where she participates in reviewing endowment funds. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including high-net-worth individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisers with a variety of portfolio management programs, employing fundamental, quantitative, and technical analyses while acting as a fiduciary under written agreements.

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 Series 66-licensed financial advisor with 12 years of industry experience, currently practicing at Schwab Wealth Advisory in Indianapolis, IN. Her prior experience includes roles at Fidelity Investments, JPMorgan Securities LLC, Edward Jones, and PNC Wealth Management. She is also the co-founder of Strawberry Noon and founder of Gaisn Capital LLC, both non-investment related ventures. 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, with final trading decisions made by clients.

Don Cobb is a financial advisor with \u0026PARTNERS in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Cobb co-owns Brookside Wealth Advisors LLC and DCKC Inc., both financial practices based in Indiana. \u0026PARTNERS 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 accounts managed directly or through third-party managers.

Kimberly Huser is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with multiple firms including WealthWave and American Alternative Insurance Corporation. Outside of her advisory role, she participates in the Foxy Ladies 1 Golf League and is involved with NetLaw Inc., referring clients for affordable estate planning documents. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers within an extensive advisor network. The firm supports individual investors, employer-sponsored plans, trusts, estates, charities, and businesses through multiple program platforms and proprietary and external model portfolios.

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 at Schwab Wealth Advisory with 26 years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 1999 and has been with Schwab Wealth Advisory Inc. since 2012. Wright holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm operates within the Charles Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.