Elizabeth Reed is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Evernest Financial Advisors and Valeo Financial Advisor. Outside of advising, her background includes multiple roles at Butler University and community involvement with Illinois Street Christian Church. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Bradley Goodwin is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and is also associated with Agia, where he offers non-securities insurance products. Prior to his current roles, he was involved with IPitomy Communications, LLC and Goodwin Global Communications, LLC. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors nationwide.

Martha Prather is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab since 2016. Her other business activities include involvement in a family real estate business. 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 and financial planning based on standardized asset-allocation models and internal research tools.

Daniel Mcnelis is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank for a decade. Outside of his advisory role, he is involved with the Circle City Irish Festival, a nonprofit organization that promotes Irish culture in Indianapolis and supports educational and homeless feeding initiatives. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform with discretionary and non-discretionary model offerings and maintains integration with KeyCorp affiliates for due diligence and specialized financial services.

Colton Wottring is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of advising, Colton owns and operates Wott Movement and Performance, a personal training business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports advisor-directed portfolio management with various account types and employs multiple analytical approaches while acting as a fiduciary when agreements are in place.

Kinley Kisselbaugh is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience and holds Series 63 and Series 66 licenses. Kinley has worked at Charles Schwab-affiliated firms since 2012, including Schwab Private Client Investment Advisory and currently Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, primarily involving mutual funds, ETFs, separately managed accounts, and alternative investments.

Michael Dooley is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes prior roles at TIAA, TIAA-CREF, OneAmerica Securities, and Valic Financial Advisors. He is also appointed as an agent to sell non-securities insurance products for AGIA. Voya Financial Advisors, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with services including financial planning, portfolio management, and retirement-plan advisory. The firm combines in-house and external strategists with technology-driven tools to deliver both discretionary and non-discretionary investment management across a broad product offering.

Gary Bridwell is a financial advisor with VALIC Financial Advisors in Carmel, Indiana, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with VALIC Financial Advisors since 2005 and also holds a position as an agent with Agia. Outside of his advisory work, Bridwell co-owns a vacation rental business in Tennessee and serves as a board member of the Bedford Public Library in Indiana. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and supporting tax and ESG overlay options.

Margaret Dipaolo is a financial advisor at Ameritas Advisory Services, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Ameritas since 2009, including roles at Ameritas Life Insurance and Ameritas Investment Corp. Her prior work includes positions at MD Financial Advisor, LLC and Embracing Abilities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, and organizations. The firm offers various programs and utilizes model portfolios, mutual funds, ETFs, and individual securities, supported by a corporate structure that includes affiliated broker-dealer and insurance entities.

Kevin Mccurdy is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, KeyBanc Capital Markets Inc., and Hufford Financial Advisors, LLC. He has been with Sanctuary Advisors and its affiliated entity, Sanctuary Securities, Inc., since 2016. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a variety of investment approaches through a large network of independent advisor representatives and offers services such as portfolio management, retirement plan consulting, and the use of sub-advisers and model portfolios.

Trevor Aldrich is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Scotlynn Group and Charles Schwab & Co., Inc. Prior to his advisory career, he managed Aldrich Landscape Inc. for ten years. 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 approach is based on Schwab’s asset-allocation models and internal research, offering personalized recommendations without exercising discretionary trading authority.

Raquel Raiten is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked within Charles Schwab-affiliated firms since 2017. Her prior experience includes a role at State Collection Service. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research.

Robert Jackson IV is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Jackson has been with Charles Schwab since 2006 and with Schwab Wealth Advisory since 2020. 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 referred clients. The firm uses Charles Schwab’s standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Boyd Haley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and at Schwab Wealth Advisory since 2025. Outside of his advisory role, he performs auctioneer duties at Haley Auction Services, a business he has been involved with since 2016. 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 standard asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

Sean Mc Namara is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has worked within Charles Schwab-related entities since 2014, including nine years at Charles Schwab Bank. 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 approach is based on standardized asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Andrew Schuler is a financial advisor at Corient with a Series 65 designation and three years of industry experience. His prior roles include positions at Vivaldi Capital Management LP, Biechele Royce Advisors, and Market Street Wealth Management. He also served in the Indiana Army National Guard for six years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Chadwick Kieper is a CFP® professional with five years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has been with Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory in 2024. His background includes service in the United States Marine Corps Reserve from 2014 to 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s approach centers on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Nathan Harshman is a financial advisor at Allworth Financial, L.P. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab, Innovative Portfolios, LLC, and Sheaff Brock Investment Advisors, LLC. Outside of his advisory role, he serves on the board of White Rock Fellowship in Noblesville, IN, where he advises on personnel and facility matters. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan consulting, employing both quantitative and qualitative analysis to create customized investment allocations across a variety of asset classes and strategies.

Dawn Morley is a Series 65-licensed financial advisor with 21 years of industry experience. She is currently with CWM, LLC and Carson Wealth, having previously worked at Axia Advisory Corp and Trust Investment Advisors. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to develop and monitor model portfolios and providing tailored solutions including alternative investments and third-party sub-advisors.

Frank Esposito is a CFA® charterholder with 20 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Evernest Financial Advisors, Windsor Wealth Management, UBS Financial Services, and J.P. Morgan Securities. Outside of his advisory work, he holds volunteer treasurer roles with Providence Cristo Rey Building Corporation and Brebeuf Jesuit Hockey, and serves as committee chair for a local Boy Scouts of America troop. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.