Andrew Zimmerman is a financial advisor at Cerity Partners LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at ARGI Investment Services, Edward Jones, and in education roles at Western School Corporation and Manchester Community Schools. He also has experience with Maven Electric LLC. Cerity Partners serves a diverse client base including individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach combining client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

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 with Schwab Wealth Advisory in Indianapolis, IN. She holds Series 63 and Series 65 licenses and has 9 years of industry experience. Pierce has been with Schwab Wealth Advisory and Charles Schwab since 2015. 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 point-in-time wealth management consultations. The firm’s guidance is based on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Brady Heyne is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2008. 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 guidance focuses on asset allocation and investment selection using Schwab’s proprietary research tools and standard asset-allocation models, with at-least-annual portfolio reviews tailored to client goals and risk tolerance.

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 eight 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 individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an Investment Committee and integrates in-house research with third-party managers across a broad range of asset classes and strategies.

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.

Luke Osborn is a financial advisor at Mariner in Indianapolis, IN, holding Series 63 and Series 66 registrations with two years of industry experience. His work history includes positions at Mariner, Edds Supplies, The Vanguard Group, and roles as self-employed and at Harnham. Prior to his financial career, he spent time at Purdue University and Northridge High School. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and offers specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

William Hyde is a CFA® charterholder with one year of industry experience currently at Cerity Partners LLC in Indianapolis, IN. His prior roles include positions at Graphene Capital Management, Flood Tide Capital, and Tilden Park Capital. Cerity Partners advises a broad client base including individuals, families, trusts, 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 framework focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, while providing access to alternative and private market solutions.

Daniel Munger is a CFP® with six years of industry experience currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, Fidelity Investments, Prudential Insurance Company of America, and American International Group. Schwab Wealth Advisory 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 investment approach uses standard asset-allocation models and proprietary research tools, offering tailored recommendations without exercising discretionary trading authority.

Carey Muloma is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2009, including tenure at OptionsXpress, Inc. from 2016 to 2017. 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 uses standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, executing trades only with client authorization.

Elizabeth Reed is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Evernest Financial Advisors and Valeo Financial Advisor. Outside of advising, her background includes multiple roles at Butler University and community involvement with Illinois Street Christian Church. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Bradley Goodwin is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and is also associated with Agia, where he offers non-securities insurance products. Prior to his current roles, he was involved with IPitomy Communications, LLC and Goodwin Global Communications, LLC. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors nationwide.

Martha Prather is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab since 2016. Her other business activities include involvement in a family real estate business. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on standardized asset-allocation models and internal research tools.

Daniel Mcnelis is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank for a decade. Outside of his advisory role, he is involved with the Circle City Irish Festival, a nonprofit organization that promotes Irish culture in Indianapolis and supports educational and homeless feeding initiatives. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform with discretionary and non-discretionary model offerings and maintains integration with KeyCorp affiliates for due diligence and specialized financial services.

Colton Wottring is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of advising, Colton owns and operates Wott Movement and Performance, a personal training business. 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 supports advisor-directed portfolio management with various account types and employs multiple analytical approaches while acting as a fiduciary when agreements are in place.

Kinley Kisselbaugh is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience and holds Series 63 and Series 66 licenses. Kinley has worked at Charles Schwab-affiliated firms since 2012, including Schwab Private Client Investment Advisory and currently Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, primarily involving mutual funds, ETFs, separately managed accounts, and alternative investments.

Michael Dooley is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes prior roles at TIAA, TIAA-CREF, OneAmerica Securities, and Valic Financial Advisors. He is also appointed as an agent to sell non-securities insurance products for AGIA. Voya Financial Advisors, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with services including financial planning, portfolio management, and retirement-plan advisory. The firm combines in-house and external strategists with technology-driven tools to deliver both discretionary and non-discretionary investment management across a broad product offering.

Gary Bridwell is a financial advisor with VALIC Financial Advisors in Carmel, Indiana, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with VALIC Financial Advisors since 2005 and also holds a position as an agent with Agia. Outside of his advisory work, Bridwell co-owns a vacation rental business in Tennessee and serves as a board member of the Bedford Public Library in Indiana. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and supporting tax and ESG overlay options.

Margaret Dipaolo is a financial advisor at Ameritas Advisory Services, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Ameritas since 2009, including roles at Ameritas Life Insurance and Ameritas Investment Corp. Her prior work includes positions at MD Financial Advisor, LLC and Embracing Abilities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, and organizations. The firm offers various programs and utilizes model portfolios, mutual funds, ETFs, and individual securities, supported by a corporate structure that includes affiliated broker-dealer and insurance entities.