Joshua Gavit is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment and Ronald Blue Trust. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio strategies and third-party portfolio implementation.

Peter Taylor is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at PNC Investments LLC since 2021 and previously held roles at The Oaks Academy, Safeway Logistics, and Spartan Logistics. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Brian Libich is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera, TD Ameritrade, Chase Investment Services, and Edward Jones. In addition to his advisory work, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and a range of advisory services using model portfolios and technology-enabled tools, with a focus on both non-discretionary and limited discretionary account management.

Robert Miller is a financial advisor with Money Concepts Capital Corp in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Money Concepts Capital Corp since 2002 and also maintains a long-term association with O.W. Krohn & Associates. Outside of his advisory work, Miller is a board director for the U.S. chapter of the International Association of Registered Financial Consultants (IARFC) and owns Beacon Incorporated, a financial services company. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, using a blend of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Justin Rose is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, holding a Series 65 designation with four years of industry experience. His prior work includes roles at the Career and Civic Engagement Office and Winthrop University. In addition to advising, he is an independent insurance agent, a role he maintains outside of securities trading hours. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm emphasizes long-term, diversified portfolios aligned with clients’ risk tolerance, employing equity index funds and ETFs, and integrates behavioral economics into its investment approach.

Joshua Click 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 & Co. Inc. since 1999. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance and trades executed only with client authorization.

Trevor Conwell is a financial advisor with Commonwealth Financial Network based in Carmel, IN. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Oaktree Financial Advisors, Primerica Advisors, and Indiana University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $213 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

Robert Turner is a financial advisor at Empower Advisory Group with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Equitable Advisors and Axa Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Tia Lee is a CFP® professional with 13 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Spectrum Wealth Counsel, LLC and Spectrum Management Group, Inc. She is based in Indianapolis, IN. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, financial and tax planning, and retirement plan consulting. 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.

Brian Roemke is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Buckingham Strategic Wealth, LLC and Prudential Insurance Company of America. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Elizabeth Yeo is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and OSAIC. Outside of her advisory role, she serves as secretary of the board for F3R, Inc., where she manages communications and charity auctions, and assists with event coordination for R3M Sports Group, Inc. during the Masters Golf Tournament. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

David Recker is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and Fifth Third Securities. Outside of his advisory role, he has ownership interests in a real estate business unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm uses algorithmic tools to recommend risk-based investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Brock Noel is a financial advisor with Valic Financial Advisors in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Valic Financial Advisors and Agia in 2024, he spent 19 years at TIAA-CREF. He is also appointed as an agent to sell non-securities insurance products for Agia. 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 for portfolio construction.

Dylan Scheid is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and previously worked at SBC Wealth Management and served in roles at Wabash College and Lawrence North High School. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, offering customized wealth management services such as investment management, financial planning, and tax services. The firm combines proprietary quantitative screening and manager selection with access to alternative and private market solutions through affiliated platforms and structures.

Aaron Cantrell is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Schwab Wealth Advisory in Indianapolis, IN, where he has worked since 2024. His prior experience includes roles at Charles Schwab, Charles Schwab Bank SSB, Kroger, Purdue Baseball, Home Depot, and Zionsville Community Schools. 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 guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with a focus on client goals and risk tolerance, while investment execution requires client authorization.

Bawi Ceu is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. Prior to joining Schwab Wealth Advisory, Ceu held roles at Charles Schwab and Mutual of Omaha Investor Services. Outside of finance, Ceu worked in language services at LUNA Language Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance, without exercising discretionary trading authority.

Husam Boraby is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, using standardized asset-allocation models and research tools, with trades executed only upon client authorization.

Parker Brandenburg is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Indianapolis, IN. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Circle Financial Planning. 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 internal research and asset-allocation models, with customized recommendations aligned to clients' goals and risk tolerance.

Leah Harper is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. She has previously worked with Charles Schwab & Co., Inc. and Ivie and Associates. Outside of her advisory role, Harper engages in freelance writing on topics including art, design, art history, spirituality, and wine and food pairings. 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 approach utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Bradley Herx is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Charles Schwab since 1999 and has served at Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab's asset-allocation models and internal research tools to deliver investment guidance tailored to client goals and risk tolerance, with trades executed only upon client authorization.