Katherine Collins is a CFP® with 18 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. She previously worked for ten years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering comprehensive investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis along with a network of affiliated service companies and product relationships.

Nicholas Brehmer is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. He has 18 years of industry experience, including 14 years at Churchill Management prior to joining Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

John Cooke is a Series 66-licensed financial advisor with six years of industry experience, currently with Sanctuary Advisors, LLC since 2022. Prior to joining Sanctuary, he worked at Morgan Stanley from 2020 to 2022 and was involved with Imagination Publishing, Inc. from 2017 to 2019. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary investment advisory solutions through a large network of independent advisers and operates as part of Sanctuary Wealth, managing approximately $34.9 billion in assets.

Craig Gralia is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked with Charles Schwab since 2007 and with Schwab Wealth Advisory since 2012. 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 within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Brent Paddock is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he serves as an umpire for high school and college baseball games. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and implements portfolios with mutual funds and ETFs, with portfolio management delegated to third parties.

Garrett Smith is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience and Series 66 registration. His prior roles include positions at Ameriprise, Herff Jones, Comlux, and Deloitte. Outside of his advisory work, he serves on the Board of Directors for the Indiana Sigma of SAE House Corporation. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisors and offers a range of discretionary and non-discretionary solutions tailored to client goals.

Yousef Alduwairi is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Schwab Wealth Advisory since 2017. His prior experience includes a role at FedEx and ownership of Triangle Taxi LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Keith Ingram is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Life Insurance Corp, Ameritas Investment Corp, and National Financial Group since 2004. Ingram is also involved in insurance sales through National Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Jacob Riggen is a CFP® with four years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. in Lebanon, IN. His prior work includes roles at Northwestern Mutual Investment Services LLC and Shane Beaman. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm uses a mix of discretionary and non-discretionary account management strategies, combining fundamental and technical analysis alongside model and manager-based approaches.

Megan Layton is a CFP® with four years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Indianapolis, IN. She has worked with Charles Schwab since 2019, including roles at Schwab Wealth Advisory Inc and previously at Equitable Advisors LLC. Outside of financial advising, she has held positions with local organizations such as Carmel Clay Parks and Recreation and the Indiana Department of Natural Resources. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset allocation models and research tools to recommend investments, with clients retaining final trading decisions and SWAI conducting annual account reviews.

Francis Woods IV is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Ameritas entities since 2009 and has worked with National Financial Group since 1998. Woods is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Daniel Meiklejohn is a CFP® and PFS™ credentialed advisor with three years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously spent one year at Spectrum Wealth Management, along with nine years at Ice Miller LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and a range of strategies including public equities, fixed income, alternatives, and options-based overlays.

Brian Short is a Certified Financial Planner™ with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Spectrum Wealth Management, Fidelity Brokerage Services, and TD Ameritrade. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad range of portfolio strategies, supported by an extensive network of affiliated service companies and product relationships.

Brandon Kohnen is a financial advisor with Eagle Strategies (NY Life) in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He has worked with Nylife Securities LLC since 2011 and New York Life Insurance Company from 2011 to 2023. Outside of his advisory role, Kohnen is an ordained minister in Arizona and officiates weddings. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Oksana Poznakhovska is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Capital Integration Systems LLC, CAIS Capital LLC, Cadaret, Grant & Co. Inc., Pershing Advisor Solutions LLC, and Ladenburg Thalmann Financial Services. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs a network of independent advisors and affiliated broker-dealers to deliver its services.

Mitchell Mahoney is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding the Series 63 and Series 66 credentials and bringing eight years of industry experience. His prior roles include several positions within Charles Schwab and Fidelity Investments. 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 and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools.

Daniel O'Sullivan is a financial advisor with Fifth Third Securities, Inc. in Zionsville, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Bradley Wethington is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 66 licenses, with 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021 and was previously with SIHO Insurance Services for 12 years. Wethington serves on the Indiana Board of Directors for NAIFA. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm uses a range of investment strategies through proprietary and third-party managers, supporting various account types and lending solutions.

Steven Tozer is a financial advisor with Fifth Third Securities, Inc. in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at JPMorgan Securities, LLC, Strategic Advisers, Inc., and Fidelity Brokerage Services, LLC. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

Matthew Ulsas is a CFP® and holds a Series 65 license with 27 years of industry experience. He is currently with Corient, where he has worked since 2023, following a 29-year tenure at Windsor Wealth Management. Corient provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools. The firm offers a range of specialized services through affiliated entities, including private fund platforms and trust services.