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 at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity, TD Ameritrade, and Charles Schwab in various capacities since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s advice is based on Schwab’s internal research and asset-allocation models, offering guidance on diverse investment options with trades executed only upon client authorization.

John Rentsch is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Charles Schwab and its affiliated firms continuously since 2008. 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 uses proprietary asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance, while trades require client authorization.

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.

Jackson Bush is a CFP® and holds a Series 65 license with three years of industry experience. He is currently associated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, having previously worked at Harbour Investments, Inc. Outside of his advisory role, he is involved in several non-investment related activities including operating a bread truck business, serving as a mechanic, and managing bookkeeping and payroll for an equipment repair company. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm employs a combination of active and passive strategies across public and private asset classes, leveraging a curated focus list of independent managers and providing comprehensive performance reporting and educational resources.

Brent Rattin is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2018, following prior roles at JP Morgan Securities and Zeiders Enterprises. Rattin is based in Indianapolis, IN, and holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm uses Charles Schwab & Co.’s asset allocation models and internal research tools to tailor recommendations, with a focus on client authorization for trades and annual portfolio reviews.

Olivia Wilson is a financial advisor at Cerity Partners LLC with Series 63 and Series 65 credentials and two years of industry experience. She has held positions at Northwestern Mutual, Turnkey Communities, and SerVaas Family Office before joining Cerity Partners. Cerity Partners serves a diverse client base including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services, combining proprietary quantitative screening with both third-party strategies and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Bradford Waltz is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1997. 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’s advice is guided by Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Kevin Sasena is a financial advisor at Cerity Partners LLC with seven years of industry experience. Before joining Cerity Partners in 2024, he worked at Strategic Benefit Consultants for six years and Diamond Chain Company for two years. Outside of his advisory role, he serves as managing member of Rolling Fields LLC, a business holding real estate investments. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with third-party strategies and direct security selection, providing access to alternative and private market solutions for qualified clients.

David Klaus is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with 18 years of industry experience. He holds the CFP® designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of his advisory role, Klaus serves as Programming Chair for the Financial Planning Association of Greater Indiana, organizing educational programs for members. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, and institutions, providing financial planning, portfolio management, and retirement plan consulting. The firm integrates quantitative and qualitative analysis through an Investment Committee to deliver customized investment solutions across various asset classes and model strategies.

Katherine Collins is a CFP® and holds a Series 65 license with 18 years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at Buckingham Strategic Wealth, LLC and Hufford Advisors, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Nicholas Brehmer is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including roles at Churchill Management and TD Ameritrade. His current tenure with Guardian Life and Park Avenue Securities began in 2025. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party solutions, and integrated lending options.

John Cooke is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, Indiana. He holds a Series 66 designation and has six years of industry experience, including prior roles at Morgan Stanley and Imagination Publishing, Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of portfolio management solutions and financial planning services through a network of over 400 independent advisors, employing various analytical approaches and serving as a fiduciary when a written advisory agreement is in place.

Craig Gralia is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and affiliated with Charles Schwab since 2007. Schwab Wealth Advisory 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 proprietary asset-allocation models and internal research tools.

Brent Paddock is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he serves as an umpire for high school and college baseball games. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and implements portfolios with mutual funds and ETFs, with portfolio management delegated to third parties.

Garrett Smith is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked at Ameriprise, Herff Jones, Comlux, and Deloitte. Outside of his advisory role, he serves on the Board of Directors of the Indiana Sigma of SAE House Corporation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers both discretionary and non-discretionary account management through a large network of independent investment adviser representatives.

Yousef Alduwairi is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been with Schwab Wealth Advisory since 2017 and also worked briefly at FedEx in 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Keith Ingram is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2009. Ingram is also associated with National Financial Group in insurance sales. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management using a variety of investment programs and strategies.