Amy Cummings is a CFP® professional with 31 years of industry experience. She is currently an advisor at Voya Financial Advisors, Inc., where she has worked since 2025. Prior to that, she spent 26 years at Valic Financial Advisors and two years at Agia. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services including financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a significant focus on non-discretionary, recommendation-based advice.

Bradford Karcher is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. He has worked within Charles Schwab since 2017 and has prior experience at Marsh Supermarkets and Ball State University. Karcher serves on the Board of Directors for the Hamilton Southeastern High School Academy of Finance, contributing to decisions on program funding. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Ronald Abramson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 designations and has 29 years of industry experience, including over a decade at Schwab Wealth Advisory and a continuous tenure at Charles Schwab since 1997. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients participating in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Brooklyn Brown is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, Brooklyn worked at Farrall Wealth Management and held positions at Family Express Corp., Indiana University RPS, Express Employment Professionals, and ACE Hardware. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized portfolios and diversified asset allocation.

Nicholas Scherer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Charles Schwab and Capital Strategies Investment Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Charles Schwab's standard asset allocation models and research tools while leaving final trading decisions to clients.

Paris Proctor is a financial advisor with CWM, LLC, holding a Series 66 designation and two years of industry experience. Their prior roles include positions at Carson Wealth and Raymond James Financial. Outside of advising, Proctor has experience in nonprofit work and various entrepreneurial ventures, including involvement with Goodie Nation 501c3 and small business ventures in the food and cleaning service sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management and a range of retirement-plan services, typically managing accounts on a discretionary basis using model portfolios supported by an in-house Investment Committee and a combination of analytical tools and third-party resources.

Ryan Donovan is a CFP® with 28 years of experience, currently serving at Principal Financial Services in Indianapolis, IN. He has been with Principal Securities Inc. and Principal Mutual Life since 1997. Outside of his advisory work, Donovan serves as a deacon at Colonial Hills Baptist Church, where he participates in church committees and ministries. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ronald Brock is a financial advisor with Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with Allworth Financial since 2025 and has prior experience with several firms including Trust Advisors, Innovative Portfolios, and Sheaff Brock Investment Advisors. Outside of his advisory role, he is the owner of Pickle Indy LLC, a recreation sports business. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies, including core-satellite and defined-outcome ETF approaches, and employs technology to manage held-away employer retirement accounts while offering both discretionary and non-discretionary services.

Don Etchison is a financial advisor with SPC in Fishers, IN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with SPC since 2003 and also worked at Parkland Securities since 2014. Outside of his advisory work, he performs as a musician in a classic rock band. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers a range of portfolio management, financial planning, and ERISA-related retirement plan services, with an emphasis on discretionary management and collaboration with third-party managers.

Corbyn Munson is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential. He has worked in the financial industry since 2024, previously with Foguth Financial Group and has additional experience outside finance, including a role at Pohlcat Golf Course. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across various asset classes.

Jeffrey May is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has been with Schwab Wealth Advisory since 2012. Prior to that, he worked at Charles Schwab starting in 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, leaving final trading decisions to clients while conducting regular account reviews.

Marc Srncik is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 1999, including Charles Schwab Bank, SSB, and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Sayre Ariishi is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and has worked at Schwab Wealth Advisory Inc., TD Ameritrade, Charles Schwab Bank, and Charles Schwab & Co. Prior to his finance career, he worked at United Parcel Service and in roles related to Indiana University Athletics. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations including stocks, bonds, mutual funds, ETFs, and separately managed accounts. The firm operates within the Schwab ecosystem and delivers advice using Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

James Kunkel is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked within the Schwab organization since 2000, including roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment recommendations but does not exercise discretionary trading authority, with a structure integrated within the Schwab ecosystem.

Ann Waren is a Series 66-credentialed financial advisor with Principal Financial Services, based in Fishers, IN. She has 11 years of industry experience, having worked with Principal Securities Inc. and Principal Life Insurance Company since 2015. Additionally, she serves as a bank and trust officer at Principal Bank, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michael Clayman is a CFP® with 23 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. Prior to joining Focus Partners, he spent ten years at Buckingham Asset Management, LLC. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy using enhanced open architecture that combines fundamental and quantitative analysis, third-party managers, and alternative investment strategies, supported by a comprehensive platform of affiliated service companies.

Jessica Ebling is a financial advisor at &PARTNERS with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors, Finish Line Inc, and Blue and Co., LLC. &PARTNERS serves a broad range of individual and institutional clients, 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 proprietary and third-party strategies, with accounts managed on both discretionary and non-discretionary bases.

Thomas Behr is a CFP® with 29 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Lion Street Financial, LLC and First Western Trust Bank. He also acts as a trustee for family insurance trusts. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach with both active and passive strategies, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Brett Brooks is a CFP® professional with 20 years of experience in the financial services industry. He has worked with The Huntington Investment Company since 2010 and was previously associated with Ameriprise Financial Services, LLC. Brooks is based in Zionsville, IN. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm utilizes an open-architecture model combining third-party and affiliate investment strategies and offers multiple wrap-fee programs on the Envestnet MAS platform.

William Buckner is a financial advisor at TLG Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at M Holdings Securities and Mack Financial Group. Outside of his advisory role, Buckner serves on the boards of the Indiana University Foundation, the CRIPE Board of Directors, and as Chair of the Student Relations Committee on the Board of Trustees in Bloomington, Indiana. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.