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 65 and Series 63 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 serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-directed investment decisions supported by due diligence and ongoing monitoring, and operates within the KeyCorp group with connections to 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 Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. He holds Series 63 and Series 66 licenses and is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Anna Smith is a financial advisor at Key Investment Services LLC with one year of industry experience and holds the Series 66 designation. Prior to her current role, she worked as a registered nurse at IU Health Methodist Hospital and IU Health North Hospital. She continues to work part-time as a registered nurse on weekends. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions combined with ongoing recommendations and oversight, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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., holding Series 63 and Series 66 licenses and 14 years of industry experience. She previously worked at JP Morgan Securities and Noyes Advisors, among other firms. Outside of her advisory role, she works as a brand ambassador for Forte Event Marketing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Charles Schwab’s research tools and 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.

Lukas Baumgartner is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked with Schwab Wealth Advisory Inc. since 2015 and with Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations utilizing Charles 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 advisory services.

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 in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and associated with Charles Schwab since 2002. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program. The firm delivers advice through standard asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations while leaving final trading decisions to clients.

David Amstutz III is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Indianapolis, IN. He has been with Schwab Wealth Advisory since 2018 and has additional experience with Charles Schwab dating back to 2017. He is also affiliated with the University of Indianapolis since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many other enterprise wealth managers.

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 four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab, Tetra Tech Engineering Services, and Golars Environmental. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering 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 directly charge clients fees or exercise discretionary trading authority.

Jeana Golden is a financial advisor at &PARTNERS with 29 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Advisors and related entities for 17 years prior to joining &PARTNERS. Outside of her advisory role, she is involved in a catering business based in Indianapolis. &PARTNERS serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting services. The firm employs a variety of investment strategies and offers advisory services on both discretionary and non-discretionary bases.

Donald Graf is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2011, joining Schwab Wealth Advisory in 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations. The firm uses Schwab's asset allocation models and research tools, with advisors recommending allocations but leaving final trading decisions to clients.

Nicholas Hanson is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 2008. 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. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standardized asset allocation models and research tools while leaving final trading decisions to clients.

Michael Felmet is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with Schwab Wealth Advisory since 2018, working within the Charles Schwab organization since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to deliver investment recommendations while leaving final trading decisions to clients, conducting annual account reviews without discretionary trading authority.

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 Mc Mahon is a financial advisor with Allworth Financial, L.P., holding a Series 63 license and 27 years of industry experience. He worked at Sheaff Brock Investment Advisors, LLC for 19 years before joining Allworth Financial in 2025. Outside of his advisory role, he owns a local business called Breakfast Club. 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 strategies, including model-based allocations and specialized approaches, and manages both discretionary and non-discretionary engagements.

James Willard is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, Indiana, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Fifth Third Securities since 1999. Outside of his advisory role, he coaches the boys' golf team at Fall Creek Junior High. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by features such as direct indexing and a tax-overlay service.