Christian Goza is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2019. His prior experience includes positions at Marathon Gas and Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach centers on asset allocation and investment selection guided by Schwab’s internal research tools, with personalized recommendations reviewed at least annually.

Darin Paul is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation. He has prior experience at Physicians Mutual and Combined Insurance Company, spanning over two decades in related fields. His work history also includes self-employment beginning in 2025. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a turnkey asset management platform, and a variety of investment vehicles, serving both clients directly and through other advisory programs.

Steven Ford is a financial advisor at Carson Wealth with Series 63 and 65 licenses and 36 years of industry experience. His career includes roles at Cetera, Cadaret, Grant & Co., and multiple advisory firms, as well as ownership of FFI Investments, Inc. In addition to financial advisory, he provides tax consulting and estate planning services as a CPA. Carson Wealth is an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

Jeffrey Moore is a Certified Financial Planner® with 27 years of industry experience. He has worked at Fifth Third Securities, Inc. since 2016 and previously held roles at Raymond James Financial, M&I Investment Management Corp., M&I Financial Advisors, Cetera Investment Services, and Natcity Investments. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway platform, providing clients with various investment strategies such as mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Justin Roski is a financial advisor with Carson Wealth based in Indianapolis, IN, holding a Series 66 designation and bringing four years of industry experience. He has held roles at CWM, LLC, Wealthcare Partners, and Cetera Wealth Services. Roski also serves as a Senior Relationship Manager at Wealthcare Partners, providing operational support to lead advisors. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

George Elliott is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Charles Schwab and its affiliates since 2010, including eight years at Schwab Wealth Advisory in Indianapolis, IN. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice utilizes Charles Schwab’s standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Edward Humphreys II is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds the CFA® designation and Series 63 license. His prior roles include positions at Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and Forvis Mazars Wealth Advisors, LLC. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning services, discretionary and non-discretionary portfolio management, and uses a combination of quantitative and qualitative analysis to implement customized investment strategies.

Robert Phillips is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has worked at firms including Raymond James & Associates and KeyBanc Capital Markets Inc. Phillips is a member of PHOENIX PARTNERS, LLC, an investment vehicle formed with a co-owner of Slaint, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and investment services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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 designations and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and with Charles Schwab since 1999. 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’s advice utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools, focusing on tailored recommendations and at-least-annual reviews without discretionary trading authority.

Jesse Switzer is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, Indiana. He holds the Series 63 and Series 66 designations and has 19 years of industry experience, including 14 years with Schwab Wealth Advisory and 19 years affiliated with Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with customized recommendations aligned to clients’ goals and risk tolerance.

Eric Kurth is a CFP® and CFA® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2016, following three years at Spectrum Wealth Management. Schwab Wealth Advisory 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’s approach includes guidance on asset allocation and investment selection based on proprietary Schwab models and research, with portfolio reviews at least annually.

Jacob Mc Comb is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Huntington National Bank and Filer Credit Union. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations, while trades are executed only with client authorization.

Philip Thomas is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with Schwab Wealth Advisory Inc. in Indianapolis, having previously worked at Charles Schwab and Waddell & Reed. Thomas serves as a graduate advisor for the Iota Phi Theta Fraternity, a nonprofit organization focused on philanthropy and educational services. He also acts as a FINRA arbitrator, rendering decisions on securities-related disputes. Schwab Wealth Advisory 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’s guidance is based on proprietary asset-allocation models and internal research, offering tailored recommendations with client authorization required for all trades.

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 the Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 1995. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with client-authorized trading and typically recommending separately managed accounts.

Eric Ousley is a CFP® professional with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Asset Management, Hufford Advisors, and Charles Schwab. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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 Certified Financial Planner® with 19 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory Inc. since 2016 and previously held roles at TD Ameritrade and Edward Jones. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide asset allocation and investment selection, with trades executed only upon client authorization.