Mitchell Mahoney is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding the Series 63 and Series 66 credentials and bringing eight years of industry experience. His prior roles include several positions within Charles Schwab and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers services such as annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools.

Daniel O'Sullivan is a financial advisor with Fifth Third Securities, Inc. in Zionsville, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Bradley Wethington is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 66 licenses, with 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021 and was previously with SIHO Insurance Services for 12 years. Wethington serves on the Indiana Board of Directors for NAIFA. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm uses a range of investment strategies through proprietary and third-party managers, supporting various account types and lending solutions.

Steven Tozer is a financial advisor with Fifth Third Securities, Inc. in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at JPMorgan Securities, LLC, Strategic Advisers, Inc., and Fidelity Brokerage Services, LLC. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

Matthew Ulsas is a CFP® and holds a Series 65 license with 27 years of industry experience. He is currently with Corient, where he has worked since 2023, following a 29-year tenure at Windsor Wealth Management. Corient provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools. The firm offers a range of specialized services through affiliated entities, including private fund platforms and trust services.

Brent Walker is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Allworth Financial in 2024, he worked for Wealthpoint Advisors, LLC for 15 years. 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 ranging from core-satellite and index allocations to specialized approaches such as Buffered Equity ETFs and options-based overlays, and it operates several affiliated businesses including a broker-dealer and a tax/accounting practice.

Tyrone Rivers is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory in Indianapolis, IN. He has held roles at several firms, including Fidelity Brokerage Services and TD Ameritrade. Outside of his advisory work, Rivers writes a blog on American culture covering topics such as social interactions and the meaning of life. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services like annual financial reviews and investment recommendations through Schwab’s asset allocation models and research tools.

Brian Pingatore is a CFP® professional with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Asset Management, TD Ameritrade, and Charles Schwab. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework and offers access to a variety of private and registered pooled vehicles.

Jorge Hernandez is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, J.P. Morgan Securities, and Charles Schwab. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party Sub-Managers and proprietary Private Bank strategies, offering a variety of wrap-fee programs on the Envestnet MAS platform.

Michael Keppler is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and with Charles Schwab & Co., Inc. since 2000. Schwab Wealth Advisory, Inc. 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 a range of asset types. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Joshua Gilbert is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2019 under related Schwab entities. His prior experience includes roles at Valeo Financial Advisors and various Schwab-related firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, and investment recommendations based on Schwab's research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge fees to clients.

Zoe Woods is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 65 and Series 63 licenses. She has five years of industry experience and previously worked at National Financial Group. Prior to her advisory career, she spent four years at the University of Dayton and two years at Carmel High School. 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 utilizes model portfolios and risk questionnaires to align investments with client objectives.

Thomas Gray is a CFP® and CFA® with 18 years of experience in the financial industry. He is a member of the six-advisor team at C.H. Douglas & Gray Wealth Management in Indianapolis, where he has worked since 2007. Outside of his advisory role, he is an independent insurance agent. C.H. Douglas & Gray Wealth Management offers asset management, financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using methods based on modern portfolio theory and behavioral economics.

Scott Mickey is a financial advisor with TIAA-CREF, holding the Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Terry Brown is a financial advisor at Cetera Planning Partners with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Planning Partners and Charles Schwab & Co., Inc. Outside of his advisory role, Brown owns two trading card businesses and serves as a board member of his home owners association. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm combines diversified investment approaches with ancillary services such as tax planning and estate planning through third-party providers.

Amanda Legler is a CFP® professional with eight years of industry experience. She is currently with Schwab Wealth Advisory and previously worked at SYM Financial Advisors. Amanda serves as a council member on the Purdue University HTM Strategic Alliance Council, where she participates in discussions on educational opportunities and program development for students. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations based on 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 for its services.

Kevin Bell is a financial advisor with Guardian Life in Indianapolis, IN, holding the ChFC® and Series 63 credentials and bringing 44 years of industry experience. He has been with Guardian Life since 1992 and has served in his current firm role since 1999. He is involved in presenting continuing education courses to agents and CPAs and participates in national and state-level insurance education and audit committees. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage, financial planning, retirement plan consulting, and investment advisory services to individuals, pension plans, charities, and corporate clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary management, with access to proprietary and third-party model portfolios.

Bradley Siddons is a CFP® professional with 14 years of experience in the financial industry. He currently works at Schwab Wealth Advisory, Inc. and has been with Charles Schwab and its affiliates since 2011. Prior to his current role, he spent seven years at Schwab Private Client Investment Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm utilizes Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions while receiving annual account reviews.

Avshalom Gad is a CFP® and ChFC® with 23 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life) since 2007. His career includes longstanding roles with NYLIFE Securities LLC and New York Life Insurance Company beginning in 2003, as well as a brief tenure at Ameriprise. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm focuses on tailoring solutions to client objectives and plan sponsor criteria, and manages a significant portion of assets on a non-discretionary basis.

Samantha Pezzute is a financial advisor at Allworth Financial, L.P. with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, JPMorgan Chase Bank, and Northwestern Mutual. Allworth Financial is an SEC-registered adviser providing fee-based asset management and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios with a range of strategies, including model allocations, defined-outcome ETFs, and options overlays, and is notable for its ownership structure and specialized divisions such as its Airline division.