Michael Schankerman is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 39 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Since 2016, he has also been involved in life, health, and property & casualty insurance sales. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and variable annuity servicing, combining quantitative and qualitative analysis through an Investment Committee to deliver customized investment strategies.

Erin Pentz is a financial advisor at Cerity Partners LLC with 20 years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Cerity Partners in 2024, she worked at Strategic Benefit Consultants for 18 years and at LPL Financial for 12 years. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services leveraging a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

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.

Samuel Beriault is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Ameriprise Financial Services, Mass Mutual Investors Services, and West Point Financial Group. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage channels, offering a range of investment programs via the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including direct indexing and tax-loss harvesting.

Zachary Springer is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab-related firms since 2019 and has held various roles including at New Horizons Financial Consult and Twin Lakes Recreation Center. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with annual reviews while client authorization is required for all trades.

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 financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding a Series 66 designation and bringing 12 years of industry experience. Her prior experience includes roles at Fidelity Investments, JPMorgan Securities LLC, Edward Jones, and PNC Wealth Management. Outside of her advisory work, she is the founder of two non-investment related ventures, Strawberry Noon and Gaisn Capital LLC. 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 point-in-time wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

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.

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, holding Series 66 and Series 63 licenses and five years of industry experience. Before joining Eagle Strategies in 2026, he was affiliated with Nylife Securities LLC and New York Life Insurance Company since 2021. His background also includes roles in education and consulting, including multiple positions at the University of Dayton. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and emphasizes fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis.