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.

Kevin Mccurdy is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, KeyBanc Capital Markets Inc., and Hufford Financial Advisors, LLC. He has been with Sanctuary Advisors and its affiliated entity, Sanctuary Securities, Inc., since 2016. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a variety of investment approaches through a large network of independent advisor representatives and offers services such as portfolio management, retirement plan consulting, and the use of sub-advisers and model portfolios.

Trevor Aldrich is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Scotlynn Group and Charles Schwab & Co., Inc. Prior to his advisory career, he managed Aldrich Landscape Inc. for ten years. 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, financial planning, and wealth management consultations. The firm’s approach is based on Schwab’s asset-allocation models and internal research, offering personalized recommendations without exercising discretionary trading authority.

Raquel Raiten is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked within Charles Schwab-affiliated firms since 2017. Her prior experience includes a role at State Collection Service. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research.

Robert Jackson IV is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Jackson has been with Charles Schwab since 2006 and with Schwab Wealth Advisory since 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Boyd Haley is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and has been with Schwab Wealth Advisory since 2025. Outside of his advisory role, he performs auctioneer duties at Haley Auction Services. 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 guidance focuses on asset allocation and investment selection based on Charles Schwab’s internal research and standard models, with client authorization required for trades.

Sean Mc Namara is a CFP® professional with 11 years of experience in the financial services industry. He has been with Schwab Wealth Advisory, Inc. since 2026 and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for a combined total of over a decade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and includes guidance on mutual funds, ETFs, separately managed accounts, and alternative investments, while executing trades only with client authorization.

Andrew Schuler is a financial advisor at Corient with a Series 65 designation and three years of industry experience. His prior roles include positions at Vivaldi Capital Management LP, Biechele Royce Advisors, and Market Street Wealth Management. He also served in the Indiana Army National Guard for six years. 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 that integrates in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Chadwick Kieper is a CFP® professional with five years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has been with Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory in 2024. His background includes service in the United States Marine Corps Reserve from 2014 to 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s approach centers on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Nathan Harshman is a financial advisor at Allworth Financial, L.P. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab, Innovative Portfolios, LLC, and Sheaff Brock Investment Advisors, LLC. Outside of his advisory role, he serves on the board of White Rock Fellowship in Noblesville, IN, where he advises on personnel and facility matters. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan consulting, employing both quantitative and qualitative analysis to create customized investment allocations across a variety of asset classes and strategies.

Joseph Sparks is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Schwab Wealth Advisory, Charles Schwab & Co., FORVIS, LLC, and Ronin Inc. Outside of finance, he was involved with Anarchy Axe Throwing from 2019 to 2022. Schwab Wealth Advisory, Inc. 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 is based on proprietary asset-allocation models and research tools, with tailored recommendations reviewed at least annually.

Dawn Morley is a financial advisor at Carson Wealth with 22 years of industry experience. She holds a Series 65 credential and has previously worked at Axia Advisory Corp for 13 years and Trust Investment Advisors for 8 years. CWM, LLC, an enterprise platform with more than 650 advisors overseeing approximately $50.6 billion in assets, provides discretionary asset management, financial planning, and retirement plan services. The firm’s investment approach is guided by an Investment Committee that constructs model portfolios and offers tailored solutions including custom indexing and access to alternative investments.

Frank Esposito is a CFA® charterholder with 20 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Evernest Financial Advisors, Windsor Wealth Management, UBS Financial Services, and J.P. Morgan Securities. Outside of his advisory work, he holds volunteer treasurer roles with Providence Cristo Rey Building Corporation and Brebeuf Jesuit Hockey, and serves as committee chair for a local Boy Scouts of America troop. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Stephen Randolph is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Active Wellness LLC. He has been with Rockefeller Financial since 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Catherine Harstick is a CFP®-certified financial advisor with Valic Financial Advisors, bringing 23 years of industry experience. She has held positions at firms including MissionSquare Investment Services, CITIGROUP, and Compass Retirement Group LLC. In addition to her advisory role, she is licensed to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet’s UMA models and overlay management.

Derek Young is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity, TD Ameritrade, and Charles Schwab in various capacities since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s advice is based on Schwab’s internal research and asset-allocation models, offering guidance on diverse investment options with trades executed only upon client authorization.

John Rentsch is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Charles Schwab and its affiliated firms continuously since 2008. 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 uses proprietary asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance, while trades require client authorization.

Stephen Orr is an investment advisor at TLG Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work history at The Leaders Group Inc, Mack Financial, Allison Payment Systems LLC, and Domtar. Outside of his advisory role, Orr is involved in life insurance sales and marketing through Mack Financial and serves as an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services including portfolio management, financial and estate planning, and ERISA fiduciary services.

Stephanie Bunday is a ChFC® credentialed financial advisor with Valic Financial Advisors, bringing 17 years of industry experience. She has been with Valic Financial Advisors since 2007 and also has involvement with Agia since 2022. Outside of her advisory role, she serves on the board of the Boys & Girls Clubs of Johnson County and acts as Secretary for Raising Spirits, Inc., a nonprofit supporting local organizations in Indiana. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large advisor network.

Jackson Bush is a CFP® and holds a Series 65 license with three years of industry experience. He is currently associated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, having previously worked at Harbour Investments, Inc. Outside of his advisory role, he is involved in several non-investment related activities including operating a bread truck business, serving as a mechanic, and managing bookkeeping and payroll for an equipment repair company. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm employs a combination of active and passive strategies across public and private asset classes, leveraging a curated focus list of independent managers and providing comprehensive performance reporting and educational resources.