Elizabeth Evans is a Series 66-registered financial advisor with Sanctuary Advisors, LLC, based in Carmel, Indiana. She has 14 years of industry experience, having worked at both Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of advisory work, she is a co-owner of Rider Kenley LLC, a tax preparation and accounting services business, where she oversees operational aspects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Vincent Kotarski is a financial advisor with Principal Financial Services based in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been involved with Executive Benefits Inc. and Principal Life Insurance Company since 2010. Outside of his advisory role, Kotarski is president and 100% owner of Executive Benefits, Inc., an independent insurance agency specializing in employee benefits and individual life and health products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and business entities. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Thomas Coffman is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1997, including 14 years at Schwab Wealth Advisory. Outside of his advisory role, he serves as a board member of the Edenwilde Homeowners Association in a volunteer capacity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance, while investment decisions require client authorization.

Bonnita Hughes is a financial advisor with Schwab Wealth Advisory Inc. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. Her prior work includes roles at Charles Schwab Bank, OneAmerica Securities, American United Life, Principal Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab & Co.’s asset-allocation models and internal research tools.

Brett Brenczewski is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he is also a property owner. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account pilot for employees that employs algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

David Chapin II is a CFP® professional with 15 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2021. His prior experience includes roles at Charles Schwab from 2018 and Sheaff Brock Investment Advisors from 2015 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services are based on Charles Schwab’s asset-allocation models and research tools, offering personalized recommendations without exercising discretionary trading authority.

Jon Teusch is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Noyes Advisors LLC since 2015 and David A Noyes & Company since 1999. His other business activities include the sale of fixed annuities and fixed life insurance products. 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 broad range of investment strategies through a network of over 400 independent advisors and employs both discretionary and non-discretionary management approaches.

Adam Bunday is a financial advisor with VALIC Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at VALIC Financial Advisors since 1999 and is also an agent with Agia, where he offers non-securities insurance products. Outside of his advisory role, he holds a notary public stamp, which he has offered without charge. VALIC Financial Advisors primarily serves U.S.-based 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Jason Buck is a CFP® with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC, InterOcean Capital, LLC, and Charles Schwab. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, offering a range of services including investment management, financial planning, and access to private and registered pooled vehicles.

James Hudson is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Schwab Wealth Advisory since 2018, as well as Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and research tools to make tailored recommendations, with trades executed only upon client authorization.

Anna Dickinson is a financial advisor with Schwab Wealth Advisory Inc. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior roles include positions at Charles Schwab Bank, Beach Body, and Schwab Private Client Investment Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Brandon Craiger is a financial advisor at &PARTNERS with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analyses alongside model portfolios and both proprietary and third‑party strategies.

Sara Luebbert is a financial advisor at PNC Wealth Management in Carmel, IN, with 11 years of industry experience. She holds the Series 66 designation and has been with PNC Investments and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital offering that uses algorithm-driven risk assessment to guide investment strategy, primarily through mutual funds and ETFs. This program is currently available as an invitation-only pilot for PNC Bank employees.

Jack Pinkston is a Series 66-licensed financial advisor with one year of industry experience. He currently works at Private Advisor Group, LLC and previously held roles at LPL Financial, Blue Trust, and Key Investment Services, among others. Outside of finance, he spent several years at Heritage Christian School and Taylor University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that includes discretionary and non-discretionary services, combining technology platforms and a range of investment strategies often implemented through third-party managers.

Ian Flanagan is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KPMG Corporate Finance LLC and KPMG LLP from 2011 to 2019. Outside of advising, he is an owner and manager of Rider Kenley LLC, a tax preparation and accounting services firm. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of more than 400 independent advisers. The firm supports a range of investment strategies and account types, employing various analytical approaches while acting as a fiduciary under written agreements.

Niki Woodworth is a CFP® professional with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her previous roles include positions at EverNest Financial Advisors, Sanctuary Wealth, Windsor Wealth Management, and Brooksource. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Tom Hornak is a financial advisor with PNC Wealth Management in Avon, Indiana, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic selection of investment strategies managed by PNC or third-party strategists, implemented via mutual funds and ETFs with annual rebalancing.

Jalyn Crittenden is a CFP® professional with one year of industry experience, currently advising clients at Schwab Wealth Advisory in Indianapolis, IN. Prior to joining Schwab, Jalyn worked at several firms including Charles Schwab and AEL Wealth Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, relying on Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Myra Lighter is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Jim Pinkston is a CFP® with 36 years of industry experience. He is currently with Private Advisor Group, LLC and has worked with the firm since 2019. His prior experience includes roles at Gimbal Financial LLC and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary platforms and third-party managers.