Ryan Donovan is a CFP® professional with 29 years of experience at Principal Financial Services in Indianapolis, IN, where he has worked since 1997. His credentials also include Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a deacon at Colonial Hills Baptist Church, participating in church committees and ministries. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and referral arrangements.

Ronald Brock is a financial advisor at Allworth Financial, L.P. with 24 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Allworth Financial in 2025, he worked at several firms including Trust Advisors, LLC, Innovative Portfolios LLC, Salzinger Sheaff Brock, LLC, SBAuer Funds, LLC, and Sheaff Brock Investment Advisors. Outside of his advisory roles, he is the owner of Pickle Indy LLC, a recreation sports business. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and educational resources, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

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 Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, IN, where he has worked since 2012. He has 15 years of industry experience, including a prior role at Charles Schwab starting in 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations with at-least-annual reviews while trades require client authorization.

Marc Srncik is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including lengthy tenure at Charles Schwab and Charles Schwab Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach uses standardized asset allocation models and internal research tools to guide investment selection, with client authorization required for all trades.

Sayre Ariishi is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2019, as well as at TD Ameritrade and United Parcel Service. Prior to his financial services career, he held roles at Indiana University and its Athletics Ticket Office. Schwab Wealth Advisory, Inc. 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 based on Charles Schwab’s asset-allocation models and internal research tools.

James Kunkel is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and related entities since 2000, including Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Based in Indianapolis, IN, he has been with Schwab Wealth Advisory since 2022. 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 proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

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 advising at Focus Partners Wealth, LLC. His prior roles include ten years at Buckingham Asset Management, LLC, and earlier positions at Hufford Advisors, LLC, Schwab Wealth Advisory, and Charles Schwab. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating private funds and third-party managers.

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.

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.

Patrick Morrow is a financial advisor with Cerity Partners LLC, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He previously worked at Strategic Benefit Consultants, Inc., LPL Financial, LLC, and SBC Wealth Management. Outside of his advisory role, he manages non-investment related activities including residential real estate and farmland through Morrow Properties LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm’s investment approach is centered on client-specific Investment Profiles and asset allocation, integrating proprietary quantitative methods with third-party strategies and direct security selection, and offers access to alternative and private market solutions along with OCIO services.

Allyson Fritchley is a financial advisor at Rockefeller Financial LLC with a Series 66 designation. She joined the firm in 2024 and previously held roles at Marian Investor Coaching, Inc. and Franciscan University of Steubenville. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm offers portfolio management, financial planning, and brokerage services, operating under a Private Advisor model with a consolidated investment platform that includes equities, fixed income, and alternatives.

Beau Barrett is a Certified Financial Planner (CFP®) with 27 years of experience in the financial services industry. He currently serves at Sanctuary Advisors, LLC, where he has worked since 2018. Prior to that, he held positions at Bank of America and Merrill. Barrett is a board member and secretary of the CG Hardwood Club, a fundraising organization supporting the Center Grove Boys Basketball program. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent adviser representatives who deliver customized investment strategies and manage accounts on both discretionary and non-discretionary bases.

Matthew Potter is a financial advisor at Allworth Financial, L.P. with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Sheaff Brock Investment Advisors, Schwab Wealth Advisory Inc, and Charles Schwab. Allworth Financial serves a broad client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and manages privately offered funds, combining quantitative and qualitative analysis to implement customized investment strategies.

Bret Horsfield is a CFP® professional with five years of industry experience, currently advising at Corient. He previously worked at Windsor Wealth Management and Oxford Financial Group. Outside of his advisory role, he provides occasional financial guidance for a family-run restaurant business in Carmel, IN. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies and utilizes risk management tools and alternative investments as appropriate.

Richard Mack is a financial advisor with TLG Advisors, Inc. based in Indianapolis, IN, holding a Series 63 designation and 40 years of industry experience. His prior roles include long tenures at The Leaders Group Inc., M Holdings Securities, Inc., and Pacific Financial Companies. He has also been involved with Mack Financial Group Inc. as president. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm employs manager selection and ongoing monitoring based on fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Kevin Trisler is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory since 2025. His career includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc., where he has worked for over 20 years. 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 Charles Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without discretionary trading authority.