Martha Whitmill is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Carmel, IN, and has been with the firm since 2025. Prior to joining Valic, she held roles in the insurance industry and has experience with nonprofit organizations, including serving as treasurer for the John Wallace Chapter of the National Society of the Daughters of the American Revolution and as a board member for People & Animals Learning Services (PALS), a nonprofit providing therapeutic equestrian experiences. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account and wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Duffin is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® and Series 63 designations and having 40 years of industry experience. He has worked with several related firms, including Heritage Advisory Group and Ameritas Life Insurance, and has operated Duffin Financial & Insurance Brokerage, Inc. since 2004. Duffin also serves as an agent for United Health Care, focusing on Medicare-related products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory using a range of investment vehicles and program platforms.

Michael Kloempken is a financial advisor with Sanctuary Advisors, LLC in Carmel, Indiana. He holds a Series 65 designation and has four years of industry experience. His prior roles include positions at Wealth Enhancement Group, Oakwood Capital Management, Allstate HOA Management, and MC Legacy Group. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of portfolio management options through its network of over 400 independent investment adviser representatives, employing various analytical approaches and maintaining affiliations with several asset management firms.

Adam Elder is a financial advisor at Mariner Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Avantax and ProEquities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and family office services uncommon at this scale.

Breyanna Kerley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Schwab Wealth Advisory since 2024 and Charles Schwab & Co., Inc. since 2021, with prior roles at DoorDash Inc., World Financial Group, and Navient. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research tools, with a focus on client goals and risk tolerance, and it typically recommends separately managed accounts managed by third-party or affiliated money managers.

Shanitria Olusola is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 license and has worked at Charles Schwab since 2019, joining Schwab Wealth Advisory in 2024. Outside of her advisory role, she is involved in retail jewelry design as the owner of The Reigning Jewelry. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with trades executed only upon client authorization.

Sathish Dharma is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs algorithmic risk assessment and utilizes approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Bradley Beiswanger is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing five years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab & Co., Inc. since 2020. His prior experience includes roles at Union Savings Bank, First American Title Insurance Company, and Ball State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Alyssa Ulrey is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials with 11 years of industry experience. Her prior roles include multiple positions at The Huntington National Bank and The Huntington Investment Company, spanning from 2014 to 2022, as well as a brief tenure at Mary Kay Cosmetics. She also serves as a non-securities insurance agent with Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, employing discretionary unified managed accounts with a strong emphasis on centralized technology and model solutions.

Scott Cranston is a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with Schwab Wealth Advisory since 2022 and has worked at Charles Schwab & Co., Inc. since 2018. Prior to joining Schwab, he was affiliated with IUPUI from 2016 to 2018. 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 & Co.-referred clients. The firm’s advice focuses on asset allocation and investment selection based on Schwab’s proprietary models and internal research, with an emphasis on client authorization for all trades.

Andrew Peters is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2008. 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 is based on Schwab’s asset-allocation models and internal research, with client authorization required for trades.

Drew Stuart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., and Mass Mutual Investors Services. 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 & Co.’s asset allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Leo Lyons is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Charles Schwab since 2023 and joined Schwab Wealth Advisory Inc. in 2025. Prior to this, he held roles at Accurity Consolidated, Trueblood Real Estate, and Giants Stadium LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Edward Snyder is a CFP® and ChFC® credentialed advisor with 32 years of industry experience. He has been with Commonwealth Financial Network since 2016 and is co-owner, president, and secretary of Oaktree Financial Advisors, an entity involved in securities, advisory, insurance, and tax preparation services. Snyder also serves as a trustee of the company retirement plan for Oaktree Financial Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Charles Moffitt is a Series 66-licensed financial advisor with Rockefeller Financial LLC, where he has worked since 2023. He has four years of industry experience, including prior roles at Charles Schwab and involvement with Indiana University programs. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform.

Carrie Allstatt is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has worked with various entities within Charles Schwab & Co. since 2004, including Schwab Private Client Investment Advisory, Inc. from 2012 to 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and internal research tools to guide investment selection, focusing on client goals and risk tolerance without exercising discretionary trading authority.

Andrew Miller is a CFP®, CFA®, and Series 65 credentialed advisor with 18 years of industry experience. He has been with Creative Planning since 2020 and previously operated Miller Financial Management for 13 years. Outside of his advisory work, he is a passive owner of a medical consulting business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services through a large national platform.

Shuyuan Wu is a financial advisor at Transamerica Financial Advisors with four years of industry experience. She holds Series 65 and Series 63 licenses. Wu serves as a member of the Deacon Board at the Chinese Community Church of Indianapolis, where she is involved in record keeping and financial reporting for the organization. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Benjamin Cota is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. He previously worked at Charles Schwab & Co., Inc. for eight years and has been with Park Avenue Securities, a subsidiary of Guardian Life, since 2026. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.

Jennifer Ruble is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 13 years of industry experience. Prior to joining Rockefeller Financial in 2023, she worked at Merrill from 2010 to 2023. She serves as a board member and director of the First Church of Christ, Scientist Indianapolis. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and offers a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.