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 two years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked at Cooperstown Distillery and Pizza Hut, and has a background that includes full-time education. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and other institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, asset allocation, and a combination of proprietary and third-party strategies.

Daniel Rojas is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Savant Wealth Management, Valeo Financial Advisors, and Charles Schwab. He is also a member of the investment committee for the endowment fund at Marian University. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets. The firm offers customized wealth management solutions with an investment approach that emphasizes client-specific profiles, asset allocation, and access to alternative and private market investments.

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.

David Skelding is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 2006. Based in Indianapolis, IN, he has worked at Schwab Wealth Advisory Inc. since 2021. 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 and certain Charles Schwab–referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to deliver tailored investment recommendations, focusing on trades executed only with client authorization.

Megan Gump is a financial advisor at Schwab Wealth Advisory with five years of industry experience and holds a Series 66 designation. Prior to her current role, she has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. She also has experience in the coffee and hospitality industry, including a role at Dark Side Coffee House. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and internal research tools, offering tailored recommendations while maintaining client authorization for trades.

Chloe White is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc. and Humankind. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm utilizes Charles Schwab’s standard asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Rylan Wistrom is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has been affiliated with Charles Schwab since 2015. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach uses Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

Stephanie Braden is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. She has been with the firm and its affiliated entities since 2026. Outside of financial services, she has experience with organizations including NeuroFIT and DotFIT and has a background that includes work with the Indiana Army National Guard. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios and third-party managers from preapproved lists.

Daniel Weisenbach is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Ameritas Life Insurance Corp and Ameritas Investment Corp, with additional experience as a self-employed advisor. Outside of his advisory work, he owns and operates DPW Financial LLC, which conducts financial classes and seminars. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform combining model portfolio solutions, discretionary asset management, financial planning, and consulting services, with a unique operational structure supporting a high client load per advisor.

Jack Newcomer is a Series 65 credentialed financial advisor with three years of industry experience, currently with Allworth Financial, L.P. He previously worked at WealthPoint Advisors LLC and has diverse experience including positions with the Indianapolis Colts and Taylor University. Outside of his advisory role, he serves as an assistant football coach for Noblesville Schools. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and education services, employing both quantitative and qualitative analysis to implement customized investment strategies.

Graham Bowen is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at CertaSite, AuthentiCx, 938 Church, Cru, and West Chester University. Cerity Partners serves a diverse client base including high-net-worth individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific Investment Profiles, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions.

Miranda Bonde is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her previous roles include positions at Charles Schwab & Co., Gallagher Fiduciary Advisors, Osaic Wealth, Woodbury Financial Services, American United Life, OneAmerica Securities, LPL Financial, Futurity First, and ProEquities. 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 driven by Schwab’s asset-allocation models and internal research tools.

Matthew Rice is a CFP® professional with 17 years of experience in financial advising. He is currently with Mariner and has held prior roles at RiverPoint Capital Management, Buckingham Strategic Wealth, and TIAA-CREF among others. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes alongside integrated tax and administrative capabilities.

Micah Dean is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and has been with Schwab Wealth Advisory since 2021. Prior to joining Schwab, he held positions at Purdue University and Universal Studios Orlando. Schwab Wealth Advisory, Inc. 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 utilizes proprietary asset-allocation models and research tools to offer tailored investment recommendations, while maintaining client authorization for all trades.

Brian Cooke is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves on the board of the Cooke Family Foundation and is a finance committee member for Cathedral High School, advising on their foundation’s financial matters. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ various investment strategies and offers solutions such as portfolio management, retirement plan consulting, and separately managed accounts.

Dakota Bunday is a financial advisor with Valic Financial Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Valic Financial Advisors, Dakota worked at IUPUI and FCHS for a combined eight years. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs. The firm operates at scale with over 1,200 advisors managing roughly $29.2 billion and employs discretionary unified managed accounts with tax-aware and impact overlays.

Victoria Hall is a financial advisor at Farther with two years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and CH Douglas & Gray. In addition to her advisory role, she operates as an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

David Gould is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its advisory affiliates since 2008. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s services include asset allocation and investment selection guided by Charles Schwab’s proprietary models and research, with client trades executed only upon authorization.