Benjamin Cota is a financial advisor at Guardian Life with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc. from 2017 to 2025 and Park Avenue Securities since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and a range of advisory programs including discretionary and non-discretionary investment management.

Jennifer Ruble is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 13 years of industry experience. Prior to joining Rockefeller Financial in 2023, she worked at Merrill from 2010 to 2023. She serves as a board member and director of the First Church of Christ, Scientist Indianapolis. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and offers a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

James Gaudion is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at PNC Capital Markets and Winthrop Capital Management before joining PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio available to PNC Bank employees that uses algorithm-driven risk assessments and approved investment strategies managed by PNC or third parties.

Robert Wisneski II is a financial advisor at Fifth Third Securities, Inc. based in Indianapolis, IN, holding Series 63 and Series 66 credentials with 25 years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab, where he worked for nearly two decades. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.

Matthew Magdich is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. He holds a Series 66 designation and has 20 years of industry experience. His career includes roles at Charles Schwab since 2008 and Schwab Private Client Investment Advisory, Inc. from 2012 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s standard asset allocation models and research tools to recommend investments while allowing clients to make final trading decisions.

Sydney Bianchi is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Bianchi worked at Charles Schwab Bank and Charles Schwab, with additional experience in healthcare and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, utilizing Schwab’s research tools and standard asset allocation models while leaving final trading decisions to clients.

Rachel Leahy is a CFP® professional with four years of industry experience, currently serving as an advisor at Corient. She previously worked at Vivaldi Capital Management LP and Biechele Royce Advisors, Inc. Since 2016, Leahy has also been the Director of Alternatives at Sunrise Capital Management LLC, where she performs fund accounting and clerical duties for several private funds. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies, with a focus on risk management and the inclusion of alternative investments and private fund allocations where appropriate.

Michael White is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has worked at Charles Schwab and its affiliated firms since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, focusing primarily on individual wealth management rather than institutional accounts.

Christopher Tedford is a financial advisor with TIAA-CREF in Carmel, Indiana, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPM Chase. He has been with TIAA-CREF and its related entities since 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios, and it also advises donor-advised funds.

Jennifer Kremer is a financial advisor at TIAA-CREF with 22 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2011. Outside of her advisory role, she serves as a board member and Chair of the Grants/Scholarships Committee for the Washington Township Schools Foundation and is involved with the North Central Football Boosters as a board member and event organizer. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolios and acts as adviser to donor-advised funds within a vertically integrated group.

Gun Esen 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 has worked at Schwab Wealth Advisory since 2012. Outside of his advisory role, he manages rental properties in Carmel, Indiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm’s services include annual financial reviews, retirement and planning discussions, and investment recommendations, with final trading decisions made by clients.

Sandra Villiger is a CFP® professional with 27 years of experience in the financial services industry. She has worked at Windsor Wealth Management for 34 years before joining Corient in 2023. Villiger is based in Indianapolis, IN. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and alternative investment options where appropriate.

Matt Lybarger is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes positions at Schwab Wealth Advisory Inc. since 2020, Charles Schwab & Co., Inc. since 2018, and Scottrade from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients, distinguishing its advisory approach from many enterprise wealth managers.

Andrew Zimmerman is a financial advisor at Cerity Partners LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at ARGI Investment Services, Edward Jones, and held roles in education and electric services. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to private-market investments and affiliated pension consulting and insurance services.

Jaron Bowersox is a financial advisor with Transamerica Retirement Advisors, LLC based in Indianapolis, IN. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Fidelity Investments and UBS Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing model asset allocations and portfolio oversight provided by Morningstar Investment Management.

Brenda Pierce is a financial advisor at Schwab Wealth Advisory with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Schwab Wealth Advisory and Charles Schwab since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers services such as annual financial reviews, retirement planning, and investment recommendations, using standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Brady Heyne is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 designations and has 17 years of industry experience. He has been with Charles Schwab since 2008 and with Schwab Wealth Advisory since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program using Schwab’s standard asset allocation models and research tools. The firm supports clients through annual reviews and investment recommendations without exercising discretionary trading authority.

Michael Deprospero is a financial advisor with Principal Financial Services in Indianapolis, IN, holding a Series 66 designation and bringing 37 years of industry experience. He has worked with Princor Financial Services and Principal Life Insurance Co. since 2012. Outside of advising, he is involved in selling fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. 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.

Mitchell Carnes is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Winthrop Capital Management and HFF, Inc. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by internal research and third-party managers, with integrated tax and accounting capabilities uncommon for a firm of its size.

Michael Shively is a financial advisor at Corient based in Indianapolis, IN, with six years of industry experience. He holds the Series 66 designation and has worked at firms including The Wellington Group LLC, Park Avenue Securities, and Charles Schwab & Co., Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investment options where appropriate.