Julia Sears is a financial advisor with Valic Financial Advisors holding a Series 66 credential and five years of industry experience. She previously worked at Purdue Federal Credit Union for twelve years and has been associated with AIG/VALIC Financial Advisors since 2019. Outside of her advisory role, she assists part-time with a local photography studio, helping take photos at schools and sports events. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering services such as portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages roughly $29.2 billion in assets and utilizes centralized technology and model solutions to support its extensive client base.

Christopher O’Connor is a financial advisor with Key Investment Services LLC in Indianapolis, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Northwestern Mutual, and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm uses a multi-provider platform with discretionary and non-discretionary investment models and integrates services from its affiliates KeyBank and KeyBanc Capital Markets.

Ryan Mcdaniel is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. He holds Series 63 and Series 66 designations. 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 advice follows Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Anna Smith is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining the firm, she worked for ten years at IU Health Methodist Hospital and currently works part-time as a registered nurse at IU Health North Hospital. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model with discretionary and non-discretionary portfolio options and integrates services from KeyCorp affiliates for investment and banking capabilities.

Courtney Miller is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Miller's Elite LLC, Parkland Securities, and various nonprofit organizations such as ITOWN Ministries and the Indiana Alliance of YMCA's. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice typically delivered at the individual advisor level.

Melissa Oconnell is a financial advisor with Schwab Wealth Advisory, Inc. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Noyes Advisors LLC. Outside of her advisory work, she is involved as a brand ambassador for Forte Event Marketing. 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’s guidance is based on proprietary asset-allocation models and internal research, emphasizing tailored recommendations aligned with clients’ goals and risk tolerance.

Lukas Baumgartner is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2015, as well as Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and research, offering tailored recommendations reviewed at least annually.

Sawyer Stoltz is a financial advisor with Sanctuary Advisors, LLC in Carmel, IN, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Sanctuary Securities, Inc., he worked at Charles Schwab & Co., Inc., Lake City Bank, and Indy Wealth Advisors, and spent eight years in full-time education. Outside of finance, he sells clothing online through Depop and performs landscaping and maintenance work for a heavy machinery company. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and uses a variety of investment approaches delivered through a network of over 400 independent adviser representatives.

Carlo Freese is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Charles Schwab since 2002 and with Schwab Wealth Advisory since 2012. Based in Indianapolis, IN, his career includes over two decades within the Schwab organization. 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 & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and research tools, focusing on client goals and risk tolerance, with trades executed only upon client authorization.

David Amstutz III is a CFP® professional based in Indianapolis, IN, with nine years of industry experience. He has been with Schwab Wealth Advisory since 2018 and Charles Schwab since 2017. In addition to his financial advisory roles, he has been affiliated with the University of Indianapolis since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm employs Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, without exercising discretionary trading authority.

Christopher Routt is a Series 66-licensed financial advisor with Valic Financial Advisors, bringing two years of industry experience. Prior to joining Valic, he held roles with Agia and worked extensively in education with the Scott County School District #2 and Indiana Wesleyan University. Routt is also president of Mr. Foto, Inc., a professional photography business, and serves on the boards of the Scott County Community Foundation and The Refuge for Children, an emergency shelter for displaced youth. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs and brokerage services, utilizing Envestnet-developed UMA models and providing options such as Tax Overlay and ESG Overlay services.

Alexander Jarrett is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2021, following roles in engineering and environmental services. 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 guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with annual reviews while executing trades only with client authorization.

Jeana Golden is a financial advisor at &PARTNERS with 29 years of industry experience. She holds the Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is involved in catering through a small business based in Indianapolis. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and institutions. The firm offers investment management and financial planning services using a range of strategies and third-party managers, with capabilities as both a registered investment adviser and broker-dealer.

Donald Graf is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Charles Schwab since 2011 and with Schwab Wealth Advisory since 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with trades executed only upon client authorization.

Nicholas Hanson is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated advisory services since 2008. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations with client authorization required for trades.

Orfeo Di Mizio is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. Prior to his financial services career, he spent over a decade at Luca Pizza di Roma. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s proprietary asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.

Michael Felmet is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has been associated with Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Saul Alvarez Jr. is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Alvarez also has experience as an agent for non-securities insurance products. 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 overlay services on a centralized technology platform.

Hilary Bogard is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 66 designation and has worked in various roles within Cetera and Avantax firms since 2024. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also offers tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, utilizing a diversified investment approach tailored to client objectives and risk tolerance.

James McMahon is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Sheaff Brock Investment Advisors, LLC and Morgan Stanley DW Inc. Outside of his advisory work, he owns and operates a small business called Breakfast Club in Carmel, Indiana. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and consulting services. The firm utilizes a combination of quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and specialized portfolios.