Don Cobb is a financial advisor at &Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group, LLC. He is a part owner of Brookside Wealth Advisors LLC and DCKC Inc., both investment-related businesses based in Indiana. &Partners 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 portfolios managed either 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 with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab & Co., Inc. since 1999 and Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses asset-allocation models and internal research tools to guide investment selection and offers tailored recommendations with client authorization required for trades.

Patrick Whitley is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 63 and Series 66 credentials and with 31 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1995, including 14 years specifically at Schwab Wealth Advisory. 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, using proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance.

Kent Miiller is a CFP® professional at Schwab Wealth Advisory with five years of industry experience. He previously worked at Castle Wealth Advisors, Money Concepts Capital Corp., United Capital, and Tri Green Tractor. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Andrew Summers 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, having worked at Charles Schwab since 2003. He serves as a finance committee member at St. Luke's United Methodist Church in Indianapolis, where he participates in budgeting and financial policy oversight. Schwab Wealth Advisory 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 advice is based on proprietary asset-allocation models and research tools, with investment decisions made only upon client authorization.

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 financial advisor at Cerity Partners LLC with 11 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at SBC Wealth Management and LPL Financial. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining proprietary quantitative methods with third-party strategies and direct security selection.

Ashley Hayworth is a financial advisor with Schwab Wealth Advisory, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, TD Ameritrade, Stifel Nicolaus, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools. The firm focuses on tailored guidance and client-authorized trades, serving a large client base through a distinctive affiliated structure.

Jack Davis is a financial advisor with Eagle Strategies (NY Life) based in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to his current role, he has held positions with NYLife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of assets on a non-discretionary basis, working with a wide range of institutional sponsors within an integrated New York Life affiliate structure.

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.

Ryan Appelhans is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior firms include Equitable Advisors and The Prudential Insurance Company of America. Appelhans is also actively involved as an insurance agent with National Life and Lakeshore Financial Group. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions combining advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

John Rapp is a financial advisor at Sanctuary Advisors, LLC in Indianapolis, IN, holding a Series 66 designation. He has experience at Sanctuary Securities, Inc., Sapient Capital, and K/C/P Group, Stifel, totaling seven years in the industry. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives and offers portfolio management, retirement plan consulting, and access to various managed account platforms using multiple analytical approaches.

Christian Goza is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2019. His prior experience includes positions at Marathon Gas and Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach centers on asset allocation and investment selection guided by Schwab’s internal research tools, with personalized recommendations reviewed at least annually.

Darin Paul is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation. He has prior experience at Physicians Mutual and Combined Insurance Company, spanning over two decades in related fields. His work history also includes self-employment beginning in 2025. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a turnkey asset management platform, and a variety of investment vehicles, serving both clients directly and through other advisory programs.

George Elliott is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Charles Schwab and its affiliates since 2010, including eight years at Schwab Wealth Advisory in Indianapolis, IN. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice utilizes Charles Schwab’s standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Edward Humphreys II is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds the CFA® designation and Series 63 license. His prior roles include positions at Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and Forvis Mazars Wealth Advisors, LLC. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning services, discretionary and non-discretionary portfolio management, and uses a combination of quantitative and qualitative analysis to implement customized investment strategies.

Robert Phillips is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has worked at firms including Raymond James & Associates and KeyBanc Capital Markets Inc. Phillips is a member of PHOENIX PARTNERS, LLC, an investment vehicle formed with a co-owner of Slaint, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and investment services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.