Ryan Appelhans is a financial advisor with Guardian Life in Indianapolis, IN, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Equitable Advisors, National Life Group, and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and investment advisory services.

Christian Goza is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and six years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2025 and has been with Charles Schwab & Co., Inc. since 2019. His prior experience includes roles at Chase Bank and Marathon Gas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice supported by Schwab’s proprietary research tools and asset allocation models.

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 licenses and 15 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked within Charles Schwab since 2010. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Edward Humphreys II is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Allworth Financial, L.P., where he has worked since 2025. Prior to this, he spent seven years at Innovative Portfolios, LLC and ten years at Sheaff Brock Investment Advisors, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

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.

Kelly Makeever is a Series 66-licensed financial advisor with PNC Wealth Management, based in Carmel, IN, and has 14 years of industry experience. She has worked with PNC Investments since 2011. Outside of her advisory role, she provides musical instruction as a non-investment-related activity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account designed for employees. The firm uses algorithm-driven risk assessments and manages portfolios with mutual funds and ETFs, with implementation and proxy voting delegated to third parties.

Scott Turner is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm emphasizes annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Jesse Switzer is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with Charles Schwab since 2007 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on financial reviews, retirement and planning discussions, 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 directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Eric Kurth is a CFP® and CFA® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. He has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Jacob Mc Comb is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab and Huntington National Bank, among other positions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses standard asset allocation models and Schwab research tools, with final trading decisions made by clients, and operates as an internal advisory unit within the Schwab ecosystem.

Philip Thomas is a financial advisor with Schwab Wealth Advisory, holding the CFP® designation and Series 66 license. He has 15 years of industry experience, including over a decade with Charles Schwab. Thomas serves as a graduate advisor for the Iota Phi Theta Fraternity, a nonprofit organization focused on community philanthropy and educational services, and acts as a FINRA arbitrator for securities-related disputes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on Schwab’s asset allocation models and research tools, while clients retain control over final trading decisions.

John Wheeler IV is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Creative Planning since 2021 and previously worked at Castle Investment Advisory for eight years. Based in Indianapolis, IN, Wheeler’s background includes roles at both firms. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment approaches and comprehensive retirement plan services.

Melissa Kirchhofer is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Schwab in various capacities since 1995. Her current role at Schwab Wealth Advisory began in 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm utilizes Schwab’s asset allocation models and research tools, delivering advice without discretionary trading authority and operates as an internal advisory unit within the Schwab organization.

Eric Ousley is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior experience includes ten years at Buckingham Asset Management, one year at Hufford Advisors, and six years at Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory 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.

Elijah Spears is a financial advisor with Valic Financial Advisors in Carmel, IN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia and the School of Rock. He is also an insurance agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including 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 for portfolio construction.

David Weir is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Valic Financial Advisors since 2003 and has also been associated with Agia since 2022. Outside of his advisory work, he serves on the board of Amparo, an organization focused on eliminating the sexual exploitation and trafficking of girls in Santa Cruz, Bolivia. 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-developed UMA models and providing various portfolio customization options.

Jeremy Stone is a CFP® credentialed financial advisor with 19 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Bryan Klemm is a financial advisor with VALIC Financial Advisors in Carmel, IN, holding a Series 66 designation and 23 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and is also associated with Agia since 2022. Klemm serves as Treasurer of the Alpha Alpha Alumni Association for the Lambda Chi Alpha fraternity chapter at Butler University, overseeing non-investment financial matters. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and various overlay services for portfolio management.

Matthew Parker is a financial advisor at PNC Wealth Management in Carmel, IN, holding Series 63 and Series 66 licenses with eight years of industry experience. His career includes positions at Merrill, J.P. Morgan Securities, and Charles Schwab, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available via an employee-only pilot. The program uses algorithmic risk assessment and invests in approved model strategies primarily through mutual funds and ETFs.