Daniel Mcnelis is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 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 education and feeding the homeless. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection and provides oversight and monitoring while leveraging affiliations within the KeyCorp group.

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 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliates since 2012. His work history includes roles at Schwab Private Client Investment Advisory, Inc. and Schwab Wealth Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations implemented through Schwab’s standard asset allocation models and research tools.

Michael Dooley is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior roles include 14 years at TIAA and TIAA-CREF and positions at Valic Financial Advisor, Inc. and Agia. Outside of advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides a range of financial planning and portfolio management services through multiple program structures, predominantly offering non-discretionary, recommendation-based advice.

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 credentials and has worked at Ameritas-related firms since 2009, including Ameritas Life Insurance and Ameritas Investment Corp. She is also the owner of Magpie Indy, LLC, an LLC used to manage a real estate property. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuities, supported by a network of Investment Adviser Representatives and a robust platform infrastructure.

Kevin Mccurdy is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Sanctuary Advisors in 2016, he worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 a network of over 400 independent investment adviser representatives who utilize various analytical approaches and investment platforms to manage portfolios on both discretionary and non-discretionary bases.

Robert Jackson IV is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients, distinguishing its approach from many other enterprise wealth managers.

Boyd Haley is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 66 and Series 63 licenses and bringing five years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been affiliated with Charles Schwab & Co., Inc. since 2020. Outside of finance, he performs auctioneer duties at Haley Auction Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models without 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®-certified financial advisor at Schwab Wealth Advisory with five years of industry experience. He has been with Schwab Wealth Advisory since 2024 and Charles Schwab & Co., Inc. since 2020. His prior background includes service in the United States Marine Corps Reserve. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Nathan Harshman is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding Series 63 and Series 66 credentials with 18 years of industry experience. His prior roles include positions at Charles Schwab, Sheaff Brock Investment Advisors, Innovative Portfolios, and AW Securities. Outside of his advisory work, he serves as a board member for White Rock Fellowship in Noblesville, IN. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, index allocations, and options-based overlays, and features specialized divisions such as one focused on airline industry employees.

Dawn Morley is a financial advisor at CWM, LLC with 21 years of industry experience. She holds a Series 65 designation and has worked at Axia Advisory Corp for 13 years before joining CWM, LLC and Carson Wealth in 2025. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing discretionary management with model portfolios overseen by an in-house Investment Committee.

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.

Stephen Randolph is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Active Wellness LLC. He has been with Rockefeller Financial since 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Catherine Harstick is a CFP®-certified financial advisor with Valic Financial Advisors, bringing 23 years of industry experience. She has held positions at firms including MissionSquare Investment Services, CITIGROUP, and Compass Retirement Group LLC. In addition to her advisory role, she is licensed to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet’s UMA models and overlay management.

Derek Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked within the Schwab organization and TD Ameritrade in various roles since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm serves individual clients with wealth management education and investment recommendations, while final trading decisions remain with clients.

John Rentsch is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Charles Schwab since 2008 and at Schwab Wealth Advisory since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and is compensated by Charles Schwab & Co. under a cost-and-expense arrangement rather than charging clients directly.

Stephen Orr is an investment advisor at TLG Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work history at The Leaders Group Inc, Mack Financial, Allison Payment Systems LLC, and Domtar. Outside of his advisory role, Orr is involved in life insurance sales and marketing through Mack Financial and serves as an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services including portfolio management, financial and estate planning, and ERISA fiduciary services.

Stephanie Bunday is a ChFC® credentialed financial advisor with Valic Financial Advisors, bringing 17 years of industry experience. She has been with Valic Financial Advisors since 2007 and also has involvement with Agia since 2022. Outside of her advisory role, she serves on the board of the Boys & Girls Clubs of Johnson County and acts as Secretary for Raising Spirits, Inc., a nonprofit supporting local organizations in Indiana. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large advisor network.