Robert Phillips is a CFP®, CFA®, and PFS™ with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Spectrum Wealth Counsel, LLC and Spectrum Management Group, Inc. Phillips is also a member of Phoenix Partners, LLC, an investment entity formed with a co-owner of Slaint, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach and offers a broad range of wealth management and advisory services, supported by an extensive network of affiliated service companies and product relationships.

Kelly Makeever is a Series 66-licensed financial advisor with PNC Wealth Management, based in Carmel, IN, and has 14 years of industry experience. She has worked with PNC Investments since 2011. Outside of her advisory role, she provides musical instruction as a non-investment-related activity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account designed for employees. The firm uses algorithm-driven risk assessments and manages portfolios with mutual funds and ETFs, with implementation and proxy voting delegated to third parties.

Scott Turner is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm emphasizes annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Jesse Switzer is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been 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, focusing on financial reviews, retirement and planning discussions, 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 directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Eric Kurth is a CFP® and CFA® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. He has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, offering services such as 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 research tools while leaving final trading decisions to clients.

Jacob Mc Comb is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab and Huntington National Bank, among other positions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses standard asset allocation models and Schwab research tools, with final trading decisions made by clients, and operates as an internal advisory unit within the Schwab ecosystem.

Philip Thomas is a financial advisor with Schwab Wealth Advisory, holding the CFP® designation and Series 66 license. He has 15 years of industry experience, including over a decade with Charles Schwab. Thomas serves as a graduate advisor for the Iota Phi Theta Fraternity, a nonprofit organization focused on community philanthropy and educational services, and acts as a FINRA arbitrator for securities-related disputes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on Schwab’s asset allocation models and research tools, while clients retain control over final trading decisions.

John Wheeler IV is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Creative Planning since 2021 and previously worked at Castle Investment Advisory for eight years. Based in Indianapolis, IN, Wheeler’s background includes roles at both firms. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment approaches and comprehensive retirement plan services.

Melissa Kirchhofer is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Schwab in various capacities since 1995. Her current role at Schwab Wealth Advisory began in 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm utilizes Schwab’s asset allocation models and research tools, delivering advice without discretionary trading authority and operates as an internal advisory unit within the Schwab organization.

Eric Ousley is a CFP® professional with 19 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and was previously with Buckingham Asset Management, LLC for 10 years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.

Elijah Spears is a financial advisor with Valic Financial Advisors in Carmel, IN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia and the School of Rock. He is also an insurance agent for 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-developed UMA models for portfolio construction.

David Weir is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Valic Financial Advisors since 2003 and has also been associated with Agia since 2022. Outside of his advisory work, he serves on the board of Amparo, an organization focused on eliminating the sexual exploitation and trafficking of girls in Santa Cruz, Bolivia. Valic Financial Advisors primarily serves U.S.-based 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various portfolio customization options.

Jeremy Stone is a CFP® credentialed financial advisor with 19 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Bryan Klemm is a financial advisor with VALIC Financial Advisors in Carmel, IN, holding a Series 66 designation and 23 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and is also associated with Agia since 2022. Klemm serves as Treasurer of the Alpha Alpha Alumni Association for the Lambda Chi Alpha fraternity chapter at Butler University, overseeing non-investment financial matters. 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and various overlay services for portfolio management.

Matthew Parker is a financial advisor with PNC Wealth Management in Zionsville, IN, holding Series 63 and Series 66 registrations and six years of industry experience. His prior roles include positions at Valeo Financial Advisors, JPMorgan Chase, Bank of America, Merrill, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm employs algorithm-driven investment strategies with third-party portfolio implementation, focusing on mutual funds and ETFs with annual rebalancing.

Onajh Porter is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, Porter is involved in entertainment and music distribution, owning and distributing music through various digital platforms. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and service providers.

Benjamin Voss is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, The Huntington National Bank, and JP Morgan Securities. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers point-in-time planning and ongoing discretionary management through various managed account programs, including customized portfolio options under a fiduciary standard.

Patrick Lee is a financial advisor with Guardian Life and holds a Series 66 designation. He began his career in the financial industry in 2023 and has prior experience in education at several institutions, including the University of Cincinnati and Florida Atlantic University. Lee is currently based in Indianapolis, IN, and has been working at Park Avenue Securities since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Martha Whitmill is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Carmel, IN, and has been with the firm since 2025. Prior to joining Valic, she held roles in the insurance industry and has experience with nonprofit organizations, including serving as treasurer for the John Wallace Chapter of the National Society of the Daughters of the American Revolution and as a board member for People & Animals Learning Services (PALS), a nonprofit providing therapeutic equestrian experiences. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account and wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Manuel Lopez is a financial advisor with Empower Advisory Group, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Bucher and Christian Consulting, Citigroup Inc., and Banco de Crédito Inversiones Miami. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and managed account options.