Thomas Petersen is a financial advisor at Voya Financial Advisors, Inc. with 16 years of industry experience. Prior to joining Voya in 2025, he worked for 31 years at Hamilton Southeastern Schools. Outside of his advisory role, he performs as the second tenor saxophonist in the Starlighter Big Band, playing approximately four times per year. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary advice and a combination of advisory and broker-dealer capabilities.

Mosfequs Salehin is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice using proprietary research tools while leaving final investment decisions to clients.

Alexander Adams is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Indianapolis, IN, holding the CFP® designation and Series 63 and 66 licenses. He has 43 years of industry experience, including 22 years with FIFTH THIRD SECURITIES and FIFTH THIRD BANK. FIFTH THIRD SECURITIES provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Charles Gavit is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments LLC since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven risk assessment and managed model strategies executed via mutual funds and ETFs.

Robert Venable is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2013. His prior experience includes roles at Charles Schwab, and he has been involved in real estate activities since 2007. Outside of his advisory work, he co-owns and manages a single-family rental property in Urbana, Illinois. 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 using proprietary Schwab research tools. The firm operates as an internal advisory unit within Charles Schwab, focusing on model-based advice without discretionary trading authority.

Tasneem Sharmeen is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Her work history includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and JPMorgan Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes, with client trading decisions retained by the clients themselves.

Debra Mc Culley is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding a Series 65 designation with 20 years of industry experience. She previously worked at Salzinger Sheaff Brock, LLC and Sheaff Brock Investment Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, pure-index allocations, and specialized approaches like Buffered Equity ETFs and options-based overlays, while also managing privately offered funds.

Michael Matis is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 65 and Series 63 licenses and having eight years of industry experience. His career includes roles at Morgan Stanley, RenPSG, OneAmerica Securities, and a self-employed advisory period. He is also affiliated with Agia as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs. The firm operates at scale with over 1,200 advisors and utilizes technology-driven unified managed accounts through Envestnet’s platform.

Carson Emmons is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. He has been associated with Charles Schwab & Co., Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities, delivered through Schwab’s proprietary asset allocation models and research tools.

Norman Merlet is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Valic Financial Advisors since 2016 and is also involved with AGIA in a non-securities insurance capacity. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion for around 300,000 clients.

Jerilynn Holmes is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Valic Financial Advisors since 2019 and also has experience with Agia and Forum Credit Union. Holmes is licensed to offer non-securities insurance products through her role as an agent with 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Eric Zebrauskas is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at TCFG Wealth Management and Summit Financial Group. Outside of his advisory work, he is actively involved in golf coaching, serving as a coach for Hamilton Heights Middle School and several junior PGA programs, and owns a golf coaching and club rehabilitation business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model with a notable focus on retirement-plan consulting and pension services, serving a broad client base that includes individual, charitable, corporate, and high-net-worth clients.

Robert Hammond III is a CFP® with 30 years of industry experience, currently serving at Schwab Wealth Advisory since 2016. He holds the Series 63 and Series 65 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory 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 offers annual financial reviews and investment recommendations across various asset classes, with final trading decisions made by clients.

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.

Peter Taylor is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at PNC Investments LLC since 2021 and previously held roles at The Oaks Academy, Safeway Logistics, and Spartan Logistics. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Brian Libich is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Voya Financial Advisors 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 a diverse client base including individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice primarily through non-discretionary programs and operates both as an SEC-registered investment adviser and a broker-dealer.

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.