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.

Patrick Whitley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Charles Schwab since 1995 and with Schwab Wealth Advisory since 2012. Based in Indianapolis, IN, he provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program. Schwab Wealth Advisory, Inc. offers investment recommendations and financial planning services to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Schwab and does not charge clients directly, with discretionary management typically handled by affiliated or third-party money managers.

Kent Miiller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. His prior experience includes roles at Castle Wealth Advisors, Money Concepts Capital Corp., and United Capital. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s proprietary research tools and asset allocation models. The firm operates within the Schwab ecosystem and focuses on a non-discretionary advisory model, distinguishing itself from many enterprise wealth managers.

Andrew Summers is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and its affiliated advisory businesses since 2005. Outside of his advisory role, Summers serves as a member of the Finance Committee at St. Luke's United Methodist Church in Indianapolis, where he reviews financial statements and advises on budgeting and financial policies. 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 using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority itself.

Brian Shupe is a CFA® charterholder and holds a Series 65 license with 27 years of industry experience. He has worked at Corient and Corient Services LLC since 2023 and previously spent over 30 years at Windsor Wealth Management. He is based in Indianapolis, IN. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Sarah Decamp is a ChFC® and Series 66 credentialed advisor at Cerity Partners LLC with 10 years of industry experience. She previously worked at SBC Wealth Management and LPL Financial. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations with approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Ashley Hayworth is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Schwab Wealth Advisory, TD Ameritrade, Charles Schwab, and Stifel Nicolaus. Schwab Wealth Advisory, Inc. 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 conducts annual financial reviews and offers investment recommendations while leaving final trading decisions to clients.

Jack Davis is a financial advisor with Eagle Strategies (NY Life) in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Eagle Strategies in 2026, he worked with Nylife Securities LLC and New York Life Insurance Company. His background also includes roles in education and consulting. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a focus on managing a significant portion of assets on a non-discretionary basis.

Andrew Moulton is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Moulton Financial Group and Woodbury Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.