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.

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.

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.

Darin Riddle is a CFP® with 16 years of industry experience, currently serving at Sanctuary Advisors, LLC. His prior experience includes 16 years at Charles Schwab, where he worked until 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a wide range of investment approaches through a large network of independent adviser representatives and employs multiple analytical methods and custodial arrangements.

Jordan Coffey is a financial advisor at Valic Financial Advisors with four years of industry experience and holds a Series 66 designation. Prior to joining Valic in 2022, he worked at Comprehensive Retirement Solutions and Cetera Advisors. Outside of his advisory role, Coffey is involved in driving for ride-share services and participates in a motorcycle-sharing program. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives.

Todd Bieberich is a financial advisor with Valic Financial Advisors in Carmel, Indiana, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience and has worked at Valic Financial Advisors since 2007. In addition to his advisory role, he is associated with Agia in a non-securities insurance capacity. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centrally coordinated model solutions.

Bradon Pullyblank is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cooperstown Distillery and Pizza Hut. Prior to his advisory career, he spent six years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Daniel Rojas is a CFP® professional with eight years of experience in the financial services industry. He is currently with Cerity Partners LLC and has previous experience at firms including Savant Wealth Management, Valeo Financial Advisors, and Charles Schwab. Outside of his advisory role, he serves as an investment committee member for Marian University's endowment fund. Cerity Partners provides customized wealth management and related services to a broad national client base, utilizing tailored asset allocation and a combination of proprietary quantitative screening and third-party managers.

James White is a financial advisor at TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has experience working with multiple firms, including Indiana Farm Bureau Insurance and Ryan White Insurance dba RWI Wealth Strategies. His career in financial services spans over a decade, with roles in both wealth management and insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Michael Lantz is a financial advisor with Money Concepts Capital Corp in Indianapolis, IN. He holds the CFP® designation and Series 65 and 63 licenses, with three years of industry experience. Prior to joining Money Concepts in 2021, he worked at 3Rivers Federal Credit Union and Ball State University. Outside of advising, he is involved in app development. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation approaches and offers both discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a large network of advisors.

David Skelding is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Schwab Wealth Advisory since 2021 and has worked with Charles Schwab since 2006. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm uses Schwab’s standard asset allocation models and research tools to support client decisions, with final trading authority retained by clients.