Daniel Maloney is a financial advisor with Cetera Planning Partners in Indianapolis, IN, holding a Series 66 credential and 16 years of industry experience. His prior work includes roles at Avantax and Edward Jones. Outside of finance, he serves on the National Executive Council for the fraternity Alpha Kappa Lambda and hosts a weekly bar trivia event in Carmel, IN. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios tailored to client objectives and risk tolerance, supplemented by ancillary services like tax planning and estate planning delivered through third-party providers.

John Miller is a CFP® with 28 years of experience in the financial services industry, currently serving at Sanctuary Advisors, LLC since 2024. His background includes roles at Stifel and City Securities Corporation. He is an owner of a management consulting firm, JEM2024 LLC, and serves on the boards of 91 Place and Avondale Meadows YMCA, both nonprofit organizations focused on youth support in Indianapolis. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, and charitable organizations. The firm supports a wide range of investment approaches and offers portfolio management through various programs and platforms, operating with a fiduciary standard when advisory agreements are in place.

Mitchell Bailey is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. Prior to this, he worked at County Materials Corporation for two years. He holds Series 66 and Series 63 licenses and is based in Indianapolis, IN. 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 & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Timothy Friend is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, and R.D. Robinette & Associates. He has been with Charles Schwab and Schwab Wealth Advisory since 2018. 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 uses Charles Schwab’s asset-allocation models and research tools to offer personalized recommendations, while client authorization is required for trade execution.

Scott Walloch is a CFP® professional with 18 years of industry experience. He is currently with Mariner Wealth Advisors, joining in 2024, after previous roles at Avantax Planning Partners, Forvis Mazars Wealth Advisors, and Hufford Financial Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized portfolios overseen by an Investment Committee, integrating in-house research with third-party managers and offering capabilities such as alternatives, structured notes, and ERISA 3(38) retirement plan solutions.

Trent Walters is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1992, including 14 years specifically with Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm employs Charles Schwab’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance, with trades executed only upon client authorization.

Mark Salzinger is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding a Series 65 designation with 20 years of industry experience. His prior roles include positions at Salzinger Sheaff Brock and The No Load Fund Investor, LLC. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement consulting, and educational resources. The firm employs a blend of quantitative and qualitative analysis through an Investment Committee to implement diversified investment strategies and utilizes technology to support holistic wealth management.

Lincoln Straub is a financial advisor at Schwab Wealth Advisory with Series 66 registration and one year of industry experience. Prior to joining Schwab Wealth Advisory, he held positions at Charles Schwab & Co., Inc. and Indiana Members Credit Union. 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 and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on internal asset-allocation models and research tools, with a focus on client goals and risk tolerance, while trades are executed only with client authorization.

Michael Roberts is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. His prior work includes roles at Charles Schwab bank and Cetera Investment Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Melisa Benavidez is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Charles Schwab in various capacities since 1997, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to individual client goals and risk tolerance.

Anne Martin is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022. Prior to her financial career, she spent five years at Flix Brewhouse and eight years at Allied Solutions. Anne donates extra breast milk to a milk bank as a compensated activity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Brian Kincanon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at KeyBank and Key Investment Services in various capacities since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider platform with portfolio management and model-based advisory products, supported by KeyCorp affiliates for additional financial services.

Randall Kensinger is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes positions with Diversified Investors Securities Corp. and A. G. Edwards & Sons, Inc. He is based in Fishers, Indiana. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios provided by Morningstar Investment Management to offer personalized asset allocation and retirement guidance.

Avery Prince is a financial advisor at Schwab Wealth Advisory with two years of industry experience and holds a Series 66 designation. Prior to joining the financial sector, Avery worked at Amazon for three years and has a background with American Income Life spanning nine years. Avery is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to guide investment selection and performs at-least-annual portfolio reviews tailored to client goals and risk tolerance.

Jason Pearce is a financial advisor at Schwab Wealth Advisory with Series 63, Series 65, and Series 66 licenses and four years of industry experience. He previously worked at Shunk Gulley and Charles Schwab & Co., Inc. before joining Schwab Wealth Advisory. 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–referred clients. The firm offers asset allocation and investment guidance using Charles Schwab’s proprietary models and research tools, with recommendations tailored to each client’s goals and risk tolerance.

Thomas Nickol is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 41 years of experience in the financial services industry, including longstanding roles at Capitol Financial Services since 1984 and Kestra Advisory since 2016. Nickol is also involved in the sales and service of employee benefits and fixed insurance products through related business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment advice, and manages approximately $79.8 billion in assets, including serving large institutional investors and sovereign wealth funds.

Amy Cummings is a CFP®-certified financial advisor with 31 years of industry experience, currently with VOYA Financial Advisors, Inc. in Carmel, IN. She previously worked for Valic Financial Advisors for 26 years and had roles at Agia and a brief period of unemployment before joining Voya in 2025. VOYA Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients through a comprehensive offering of financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to manage accounts on both discretionary and non-discretionary bases.

Justin Logan is a financial advisor at Empower Advisory Group with eight years of industry experience. His previous roles include positions at Fidelity Investments, Beacon Pointe Financial Advisors LLC, and Charles Schwab. Outside of finance, he works part-time performing light cleaning and maintenance at a sports and entertainment facility in Westfield, Indiana. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates.

Bradford Karcher is a CFP® professional with eight years of industry experience, currently serving with Schwab Wealth Advisory in Indianapolis, IN. He has been with Charles Schwab and its affiliated entities since 2017 and previously worked at Marsh Supermarkets and Ball State University. He serves on the board of the Hamilton Southeastern High School Academy of Finance, where he participates in decisions regarding program funding and activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab. The firm’s approach utilizes standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Ronald Abramson is a financial advisor at Schwab Wealth Advisory with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 1997, serving at Schwab Wealth Advisory since 2015. Based in Indianapolis, IN, he provides financial planning and investment guidance within the Schwab Wealth Advisory program. Schwab Wealth Advisory delivers non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in its program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.