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 industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2018, and previously held roles at JP Morgan Securities and Charles Schwab & Co. Inc. His credentials include Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering tailored financial reviews, retirement planning, and investment recommendations primarily based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority.

Olivia Wilson is a financial advisor at Cerity Partners LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with two years of industry experience. She previously worked at Northwestern Mutual, Turnkey Communities, and SerVaas Family Office. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative tools to build client programs and offers a range of services such as portfolio management, financial planning, and access to alternative investments.

Bradford Waltz is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 1997. He has worked at Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering investment recommendations and financial planning through a model-based approach while leaving final trading decisions to clients. The firm operates as an internal advisory unit of Charles Schwab & Co., Inc., and focuses on annual reviews without discretionary trading authority.

Kevin Sasena is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Strategic Benefit Consultants and Diamond Chain Company. Outside of his advisory role, he is a managing member of Rolling Fields LLC, a company involved in real estate holdings. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors. The firm offers customized investment management and comprehensive wealth services, emphasizing diversified asset allocation and access to alternative and private-market investments.

David Klaus is a CFP® with 18 years of industry experience currently advising at Allworth Financial, L.P. He has worked previously with Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Klaus serves as Programming Chair for the Financial Planning Association of Greater Indiana, organizing quarterly meetings. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies including model allocations and options-based overlays, employs third-party sub-advisers, and uses technology to manage held-away retirement accounts.

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 66 and Series 63 licenses. He has 18 years of industry experience, including 14 years at Churchill Management prior to joining Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

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 designations and bringing 18 years of industry experience. He has worked with Charles Schwab since 2007 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

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 at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Schwab Wealth Advisory since 2017. His prior experience includes a role at FedEx and ownership of Triangle Taxi LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Keith Ingram is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2009 and has been associated with National Financial Group since 2004. Outside of advisory services, he is involved in insurance sales through National Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and a range of custodial and third-party platforms.

Megan Layton is a CFP® with four years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Indianapolis, IN. She has worked with Charles Schwab since 2019, including roles at Schwab Wealth Advisory Inc and previously at Equitable Advisors LLC. Outside of financial advising, she has held positions with local organizations such as Carmel Clay Parks and Recreation and the Indiana Department of Natural Resources. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset allocation models and research tools to recommend investments, with clients retaining final trading decisions and SWAI conducting annual account reviews.

Francis Woods IV is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked with Ameritas firms since 2009 and has been affiliated with National Financial Group since 1998. Woods is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Daniel Meiklejohn is a financial advisor at Focus Partners Wealth, LLC with the designations CFP®, PFS™, and Series 65. He has three years of industry experience and previously worked at Spectrum Wealth Management, Ice Miller LLP, and Forvis Mazars Wealth Advisors, LLC. Meiklejohn is based in Indianapolis, IN. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brian Short is a Certified Financial Planner® with 13 years of experience in the financial services industry. He is currently an advisor at Focus Partners Wealth, LLC and has previously worked at Spectrum Wealth Management, Fidelity Brokerage Services, and TD Ameritrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brandon Kohnen is a financial advisor with Eagle Strategies (NY Life) in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He has worked with Nylife Securities LLC since 2011 and New York Life Insurance Company from 2011 to 2023. Outside of his advisory role, Kohnen is an ordained minister in Arizona and officiates weddings. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Oksana Poznakhovska is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and over 21 years of industry experience. Her career includes roles at firms such as Ladenburg Thalmann Financial Services and Pershing Advisor Solutions LLC. She has been with Sanctuary Advisors and related entities since 2022. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting using a range of investment approaches and acts as a fiduciary when a written agreement is in place.