Amanda Legler is a CFP® professional with eight years of industry experience. She is currently with Schwab Wealth Advisory and previously worked at SYM Financial Advisors. Amanda serves as a council member on the Purdue University HTM Strategic Alliance Council, where she participates in discussions on educational opportunities and program development for students. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Kevin Bell is a financial advisor with Guardian Life in Indianapolis, IN, holding the ChFC® and Series 63 credentials and bringing 44 years of industry experience. He has been with Guardian Life since 1992 and has served in his current firm role since 1999. He is involved in presenting continuing education courses to agents and CPAs and participates in national and state-level insurance education and audit committees. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage, financial planning, retirement plan consulting, and investment advisory services to individuals, pension plans, charities, and corporate clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary management, with access to proprietary and third-party model portfolios.

Bradley Siddons is a CFP® professional with 14 years of experience in the financial industry. He currently works at Schwab Wealth Advisory, Inc. and has been with Charles Schwab and its affiliates since 2011. Prior to his current role, he spent seven years at Schwab Private Client Investment Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm utilizes Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions while receiving annual account reviews.

Avshalom Gad is a financial advisor with Eagle Strategies (New York Life) in Fishers, Indiana, holding the CFP® and ChFC® designations along with a Series 66 license. He has 22 years of industry experience, including over 19 years with Eagle Strategies and ongoing roles with Nylife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Samantha Pezzute is a financial advisor at Allworth Financial, L.P. with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, JPMorgan Chase Bank, and Northwestern Mutual. Allworth Financial is an SEC-registered adviser providing fee-based asset management and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios with a range of strategies, including model allocations, defined-outcome ETFs, and options overlays, and is notable for its ownership structure and specialized divisions such as its Airline division.

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.

Patrick Schubach is a financial advisor at The Huntington Investment Company with 18 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His career includes roles at both Huntington National Bank and The Huntington Investment Company since 2007. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture model incorporating third-party and affiliate strategies through various wrap-fee programs on the Envestnet MAS platform.

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 one year of industry experience. He holds a Series 65 designation and has previously worked at Cooperstown Distillery and Pizza Hut. Prior to his advisory career, he spent six years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Daniel Rojas is a CFP® professional with eight years of experience in the financial services industry. He is currently with Cerity Partners LLC and has previous experience at firms including Savant Wealth Management, Valeo Financial Advisors, and Charles Schwab. Outside of his advisory role, he serves as an investment committee member for Marian University's endowment fund. Cerity Partners provides customized wealth management and related services to a broad national client base, utilizing tailored asset allocation and a combination of proprietary quantitative screening and third-party managers.

Michael Lantz is a financial advisor with Money Concepts Capital Corp in Indianapolis, IN. He holds the CFP® designation and Series 65 and 63 licenses, with three years of industry experience. Prior to joining Money Concepts in 2021, he worked at 3Rivers Federal Credit Union and Ball State University. Outside of advising, he is involved in app development. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation approaches and offers both discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a large network of advisors.

David Skelding is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2006. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Megan Gump is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and four years of industry experience. She has worked within various roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, and has experience outside finance including in the hospitality and coffee sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program. The firm delivers advice through Schwab’s asset allocation models and research tools, offering annual reviews and investment recommendations, while clients retain final trading decisions.

Chloe White is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc. and held various roles in education and nonprofit organizations. 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, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.

Rylan Wistrom is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked within the Charles Schwab organization since 2015. 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 planning, and investment recommendations across a range of asset classes. The firm operates as an internal advisory unit within Charles Schwab, utilizing proprietary asset allocation models and research tools while leaving final trading decisions to clients.

Stephanie Braden is an advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. She has been with the firm and its affiliated entities since 2026. Outside of financial advising, she has experience in fitness and wellness industries, including roles with NeuroFIT and DotFIT. 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 offers financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

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 financial advisor at Allworth Financial, L.P. with three years of industry experience. He holds a Series 65 designation and has worked at Allworth Financial since 2024, with prior experience at WealthPoint Advisors LLC. Outside of his advisory role, he serves as an assistant football coach for Noblesville Schools. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs both discretionary and non-discretionary approaches, with a notable focus on specialized offerings and the use of third-party sub-advisers.

Graham Bowen is a financial advisor at Cerity Partners LLC in Indianapolis, IN, holding a Series 65 credential with one year of industry experience. Prior to joining Cerity Partners, he worked at CertaSite, AuthentiCx, 938 Church, Cru, and West Chester University. Cerity Partners provides customized wealth management and related services to a broad national client base including individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Miranda Bonde is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. Her prior experience includes roles 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 provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement planning discussions, and investment recommendations using Schwab research tools and model allocations. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients, distinguishing its service approach from many other enterprise wealth managers.