Thomas Hosty is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Northwestern Mutual Wealth Management Company and MARK WISE Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with final trading decisions made by clients, and operates as an internal advisory unit within the Schwab ecosystem.

Kyle Nelson is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has worked at various Charles Schwab entities since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, with discretionary management generally handled by affiliated or third-party managers.

Thomas Carney is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Empower Advisory Group and Empower Financial Services, Inc., having previously worked at Fisher Investments and Fidelity Investments in various advisory roles. Outside of his advisory work, he is a passive owner of a rental property managed by a professional investment property manager. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated model links services to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and savings rates over short-term forecasts.

John Geshay is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Carmel, Indiana. He holds Series 63 and Series 65 licenses and has six years of industry experience. His work history includes positions at FIFTH THIRD SECURITIES since 2019, Fifth Third Bank since 2018, Morgan Stanley in 2017, and Hope College from 2016 to 2018. Outside of his advisory role, he is involved in managing rental properties in Indianapolis. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, allowing clients to select strategies based on their risk profiles, and operates as a subsidiary of Fifth Third Bank with comprehensive advisory and broker-dealer activities.

Amelia West is a CFP® with 21 years of industry experience, currently serving at CWM, LLC. Her career includes roles at Carson Wealth, Total Wealth Planning, Howell Financial Advisors, and Goldstein Group Financial Advisors. Outside of her advisory work, she volunteers as an administrator and treasurer for Saint Ambrose Academy. CWM, LLC is an SEC-registered adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services utilizing discretionary management and a combination of fundamental and technical analysis alongside third-party sub-advisors.

Anthony Jones is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Charles Schwab since 2018 and joined Schwab Wealth Advisory in 2021. Outside of his advisory role, Jones owns TOJO Leather, a small business designing and selling personal leather goods. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients making final trading decisions.

Zachary Quante is a financial advisor with Focus Partners Wealth, LLC in Indianapolis, IN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Spectrum Wealth Management for two years and was a full-time student for eight years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis, and offering a broad range of investment and wealth management services.

Eric Giddings is a CFP® professional affiliated with Focus Partners Wealth, LLC, based in Indianapolis, IN. He has one year of industry experience and previously worked at Padgett Business Advisors, Seber Tans PLC, Trifound, and Plante Moran. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis, offering a broad range of wealth management and advisory services.

Bernard Reed is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, holding the Series 63, Series 65, and Series 66 licenses and having four years of industry experience. Prior to joining Sanctuary Advisors in 2025, he worked at Management for seven years, Key Wealth Management for one year, and Regions Wealth Management for two years. Outside of his advisory role, he is the founder and chairman of the board of Fortis Transition Partners, a firm that serves as a buy-side intermediary for private equity acquisitions. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers and affiliated broker-dealer entities, offering a range of discretionary and non-discretionary investment solutions and managing approximately $34.9 billion in assets.

Matthew Boles is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN since 2020. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Jarret Wandrei. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge fees directly to clients, with discretionary management typically handled by affiliated or third-party money managers.

Jason Towe is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Fidelity Investments, Robinhood Financial, and Charles Schwab & Co., Inc. Outside of finance, he hosts Hambones Trivia, an entertainment event in Indianapolis. 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 and options overlays, with discretionary and non-discretionary management, and is noted for its private ownership structure and specialized divisions such as its Airline division.

John Cassady is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Lisa Beally is a CFP® designated financial advisor with Edward Jones in Indianapolis, IN, bringing 8 years of industry experience. She has been with Edward Jones since 2017, following a 13-year career at Aerosmith Fastening Systems. Outside of her advisory role, she co-owns a rental property through a family-managed LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Taylor Ehrman is a financial advisor with Osaic Wealth, Inc. in Carmel, Indiana, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Prior to joining Osaic in 2024, he worked at firms including Woodbury Financial Services and First Allied Advisory Services. Ehrman serves as treasurer for a local homeowners association and owns Ehrman Standard LLC, a holding company. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various portfolio construction tools and supports both discretionary and non-discretionary account management.

Stephanie Shaw is a financial advisor with LPL Financial in Carmel, Indiana, holding CFP® and Series 66 credentials and totaling 13 years of industry experience. She is a partner and stockholder at Langdon Shaw Associates Inc., where she has worked for over 15 years. Shaw serves as Treasurer and a board member of the Indianapolis Opera and is also on the finance committee and board of the Indianapolis Symphonic Choir. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Amanda Schreeg is a financial advisor with Edward Jones in Fishers, Indiana, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at NextGear Capital, First Business Bank, and Scout & Cellar, where she also served as a wine consultant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jon Ramey is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves with the Wright State University Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Samuel Smith is a Financial Advisor with The Avagian Smith Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Samuel works with successful individuals, families, business owners, and corporate executives to help them make informed financial decisions throughout different life stages. Samuel's areas of expertise include retirement planning, investment management, tax-efficient strategies, estate and legacy planning services, business succession planning, concentrated stock and stock compensation planning, and wealth transfer strategies. He and his team focus on coordinating key aspects of their clients' financial lives to provide a disciplined framework for making confident decisions. Samuel is a member of the Estate Planning Council of Indianapolis and holds a Bachelor's Degree from Indiana State University. Outside of his professional work, Samuel enjoys baseball, basketball, football, spending time with his family, and watching movies.

Michael Brannen is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Ross is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, Ross participates on the Redistricting Parent Advisory Council for Carmel Clay Schools, a nonprofit community role. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients. The firm employs structured planning processes and offers various investment and planning tools while generally acting in an advisory capacity.