Matthew Ulsas is a CFP® and holds a Series 65 license with 27 years of industry experience. He is currently with Corient, where he has worked since 2023, following a 29-year tenure at Windsor Wealth Management. Corient provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools. The firm offers a range of specialized services through affiliated entities, including private fund platforms and trust services.

Brent Walker is a CFP®-certified financial advisor with 28 years of experience, currently with Allworth Financial, L.P. in Indianapolis, IN. He previously worked at WealthPoint Advisors, LLC for 15 years and Pile Wealth Management for over a decade. Allworth Financial serves a broad client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to deliver customized portfolio management, financial planning, and investment strategies across multiple asset classes.

Matthew Akers is a financial advisor with PNC Wealth Management in Noblesville, Indiana, holding a Series 66 license and bringing 17 years of industry experience. His prior roles include positions at Schwab Wealth Advisory, CUNA Mutual Group, LPL Financial, and Edward Jones. In addition to advisory work, he is a licensed insurance agent involved in commissionable insurance and annuity sales through Golden Reserve, LLC. PNC Wealth Management offers retail brokerage and advisory services with a focus on model-based investment programs. The firm provides a discretionary digital account that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists, primarily utilizing mutual funds and ETFs.

Tyrone Rivers is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has held positions at Charles Schwab, Fidelity Brokerage Services, Valic Financial Advisors, and TD Ameritrade. Outside of his advisory work, Tyrone maintains a blog that addresses cultural topics such as social interactions and the meaning of life. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Brian Pingatore is a CFP® professional with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Asset Management, TD Ameritrade, and Charles Schwab. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within a tax- and fee-sensitive framework and offers access to a variety of private and registered pooled vehicles.

Michael Keppler is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and with Charles Schwab & Co., Inc. since 2000. 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 referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations with at-least-annual reviews.

Joshua Gilbert is a CFP® and holds a Series 66 designation with 11 years of experience in the financial services industry. He has been with Charles Schwab and affiliated entities since 2014, currently serving as an advisor with Schwab Wealth Advisory in Indianapolis, IN. His prior roles include positions at Schwab Private Client Investment Advisory, Inc. and Valeo Financial Advisors. 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 services focus on asset allocation and investment selection using Schwab’s proprietary models and research, with client authorization required for all trades.

Ryan Buyer is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various entities of Charles Schwab 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 certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with an emphasis on client authorization for trades and tailored recommendations aligned with individual goals and risk tolerance.

Zoe Woods is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked with National Financial Group since 2022 and has a background that includes roles at Ameritas Investment Company and experience in education at the University of Dayton and Carmel High School. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, blending model portfolios, mutual funds, ETFs, and individual securities, supported by an integrated corporate structure that includes broker-dealer and insurance affiliates.

Thomas Gray is a CFP® and CFA® with 18 years of experience in the financial industry. He is a member of the six-advisor team at C.H. Douglas & Gray Wealth Management in Indianapolis, where he has worked since 2007. Outside of his advisory role, he is an independent insurance agent. C.H. Douglas & Gray Wealth Management offers asset management, financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using methods based on modern portfolio theory and behavioral economics.

Scott Mickey is a financial advisor with TIAA-CREF, holding the Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Anthony Larosa is a CFP® with 28 years of industry experience. He currently works at Farther and previously spent seven years at Private Counsel Group, Ltd, where he was Owner and Managing Director. He also has experience as an Indiana-Resident Insurance Agent. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm uses a Modern Portfolio Theory approach implemented through proprietary model portfolios and algorithmic rebalancing, primarily utilizing exchange-traded funds, mutual funds, individual equities, and fixed income.

Terry Brown is a financial advisor at Cetera Planning Partners with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Planning Partners and Charles Schwab & Co., Inc. Outside of his advisory role, Brown owns two trading card businesses and serves as a board member of his home owners association. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm combines diversified investment approaches with ancillary services such as tax planning and estate planning through third-party providers.

Amanda Legler is a CFP® professional with eight years of industry experience. She currently works at Schwab Wealth Advisory and has previously been employed at Charles Schwab & Co., Inc., SYM Financial Advisors, Vertical Wealth, LLC, and Principal Financial Services. Amanda serves as a council member on Purdue University’s HTM Strategic Alliance Council, focusing on educational program development. 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, utilizing standardized asset-allocation models and internal research tools to tailor recommendations.

Kevin Bell is a ChFC® credentialed financial advisor with Guardian Life, based in Indianapolis, IN. He has 44 years of industry experience and has worked with Guardian Life and its affiliated companies since 1992. Outside of his advisory role, Bell is involved in continuing education presentations for agents and CPAs, serves on NAIFA’s national audit committee, and participates in Indiana’s Insurance Producer Education and Continuing Education Advisory Council. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside diverse planning and consulting services tailored by its network of investment adviser representatives.

Bradley Siddons is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has held roles within Charles Schwab affiliates since 2011. Based in Indianapolis, IN, Siddons has worked across multiple Schwab entities, including Schwab Private Client Investment Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, executing trades only with client authorization.

Avshalom Gad is a CFP® and ChFC® with 23 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life) since 2007. His career includes longstanding roles with NYLIFE Securities LLC and New York Life Insurance Company beginning in 2003, as well as a brief tenure at Ameriprise. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm focuses on tailoring solutions to client objectives and plan sponsor criteria, and manages a significant portion of assets 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 licenses and has previously worked at firms including Northwestern Mutual and Charles Schwab. Based in Indianapolis, IN, she has been with Allworth Financial since 2025. Allworth Financial serves individual and high-net-worth investors, as well as pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, utilizing a combination of quantitative and qualitative analysis to provide customized investment strategies.

Darin Riddle is a CFP® with 16 years of industry experience, currently serving at Sanctuary Advisors, LLC. His prior experience includes 16 years at Charles Schwab, where he worked until 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a wide range of investment approaches through a large network of independent adviser representatives and employs multiple analytical methods and custodial arrangements.

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.