John Duffin is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He has worked with Ameritas since 2021 and has prior experience at OneAmerica Securities and American United Life. Duffin is also the owner and president of Duffin Financial & Insurance Brokerage, Inc., where he has been active since 2004. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary retirement-plan advice through a variety of discretionary and non-discretionary strategies.

Michael Kloempken is a financial advisor with Sanctuary Advisors, LLC in Carmel, Indiana. He holds a Series 65 designation and has four years of industry experience. His prior roles include positions at Wealth Enhancement Group, Oakwood Capital Management, Allstate HOA Management, and MC Legacy Group. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of portfolio management options through its network of over 400 independent investment adviser representatives, employing various analytical approaches and maintaining affiliations with several asset management firms.

Adam Elder is a financial advisor at Mariner with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax and ProEquities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax services. The firm employs customized, discretionary portfolios supported by internal research and third-party managers, and provides specialized services such as family office and financial wellness solutions.

Breyanna Kerley is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Schwab Wealth Advisory Inc. since 2024. Her prior experience includes roles at Charles Schwab & Co., DoorDash Inc., World Financial Group, and Navient. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with trading decisions made by clients.

Shanitria Olusola is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana, bringing four years of industry experience. She has worked at Schwab Wealth Advisory since 2024 and Charles Schwab since 2019, with prior roles at Progressive Insurance and other companies. Outside of her advisory role, Olusola is involved in retail jewelry design as the owner of The Reigning Jewelry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual financial reviews and investment recommendations across various asset classes. The firm offers advice within the Schwab ecosystem, using standardized asset allocation models and research tools while clients retain final trading decisions.

Sathish Dharma is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs algorithmic risk assessment and utilizes approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Bradley Beiswanger is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory Inc. since 2025, with prior roles at Charles Schwab & Co., Inc., Union Savings Bank, and First American Title Insurance Company. 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 as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Bart Conner is a financial advisor with Principal Financial Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Union Financial since 2019 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company for over a decade. In addition to his advisory role, he is licensed as an insurance agent specializing in life, disability insurance, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Grannan is a financial advisor with Principal Financial Services in Indianapolis, IN. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company in 2021, he held various roles including several positions at Iowa State University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alyssa Ulrey is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials with 11 years of industry experience. Her prior roles include multiple positions at The Huntington National Bank and The Huntington Investment Company, spanning from 2014 to 2022, as well as a brief tenure at Mary Kay Cosmetics. She also serves as a non-securities insurance agent with Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, employing discretionary unified managed accounts with a strong emphasis on centralized technology and model solutions.

Scott Cranston is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Charles Schwab & Co., Inc. since 2018 and joined Schwab Wealth Advisory in 2022. Prior to his financial services career, he worked at IUPUI for two years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on a consultative approach without discretionary trading authority.

Andrew Peters is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Charles Schwab and Schwab Wealth Advisory since 2008, with a brief gap in employment from 2024 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program. The firm focuses on annual financial reviews and investment recommendations using Schwab’s research tools, leaving final trading decisions to clients while conducting at least annual account reviews.

Drew Stuart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory and Charles Schwab & Co., Inc., where he has worked for over a decade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Leo Lyons is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Accurity Consolidated, among other previous roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and does not manage accounts on a discretionary basis.

Edward Snyder is a CFP® and ChFC® credentialed advisor with 32 years of industry experience. He has been with Commonwealth Financial Network since 2016 and is co-owner, president, and secretary of Oaktree Financial Advisors, an entity involved in securities, advisory, insurance, and tax preparation services. Snyder also serves as a trustee of the company retirement plan for Oaktree Financial Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Charles Moffitt is a Series 66-licensed financial advisor with Rockefeller Financial LLC, where he has worked since 2023. He has four years of industry experience, including prior roles at Charles Schwab and involvement with Indiana University programs. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform.

Carrie Allstatt is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Schwab Wealth Advisory, Inc. She has worked within the Charles Schwab organization since 2004, including roles at Schwab Private Client Investment Advisory, Inc. from 2012 to 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations across a range of asset classes. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients make final trading decisions.

Andrew Miller is a CFP®, CFA®, and Series 65 credentialed advisor with 18 years of industry experience. He has been with Creative Planning since 2020 and previously operated Miller Financial Management for 13 years. Outside of his advisory work, he is a passive owner of a medical consulting business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services through a large national platform.

Bradley Wells is a financial advisor with Lincoln Investment in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, Oneamerica Securities, and American United Life. He also serves as a client relationship consultant and insurance agent with Shepherd Financial, providing retirement plan consulting and wealth management services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning, retirement plan advice, and portfolio management services, utilizing both strategic and dynamic investment approaches.

Shuyuan Wu is a financial advisor with Transamerica Financial Advisors in Fishers, IN, holding Series 65 and Series 63 licenses and four years of industry experience. Wu serves as a member of the Deacon Board at the Chinese Community Church of Indianapolis, involving responsibilities such as record keeping and financial reporting. Previously, Wu worked at SB & COMPANY and has been affiliated with WFGIA since 2020. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services through proprietary model portfolios and third-party money managers, providing discretionary and non-discretionary program options.