Dakota Bunday is a financial advisor with Valic Financial Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Valic Financial Advisors, Dakota worked at IUPUI and FCHS for a combined eight years. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs. The firm operates at scale with over 1,200 advisors managing roughly $29.2 billion and employs discretionary unified managed accounts with tax-aware and impact overlays.

Victoria Hall is a financial advisor at Farther with two years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and CH Douglas & Gray. In addition to her advisory role, she operates as an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

David Gould is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its advisory affiliates since 2008. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s services include asset allocation and investment selection guided by Charles Schwab’s proprietary models and research, with client trades executed only upon authorization.

Jared Thorne is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Sanctuary Advisors and Sanctuary Securities since 2019 and previously spent ten years at Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment approaches through a network of over 400 independent advisors, offering portfolio management, financial planning, and retirement plan consulting services.

Christopher Dwulet is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 credentials and two years of industry experience. His prior positions include roles at Ammo.com and Dream Connections International. 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 proprietary asset-allocation models and internal research, offering personalized recommendations while trades require client authorization.

Jonathan Wilkin is a Series 66-credentialed financial advisor with 15 years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2015 and has been affiliated with Charles Schwab & Co., Inc. since 2011. Prior to that, he spent a year at Wells Fargo Advisors in 2010. 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 Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Matthew Holmes is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. His prior work includes roles at Charles Schwab, FORVIS Wealth Advisors, and Thrivent Investment Management. Holmes has also held a position at DoorDash. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations, providing services such as financial planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis through an Investment Committee to offer customized investment strategies across various asset classes and uses technology to support holistic wealth management.

Gregory Brodnik is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and having 18 years of industry experience. He has worked with Schwab Wealth Advisory and Charles Schwab since 2017 and previously worked at TDAmeritrade and Raymond James & Associates. Outside of his advisory role, he and his wife co-own rental properties in Greenwood, Indiana, where they manage tenant screening and property maintenance. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice and financial planning. The firm uses Schwab’s asset-allocation models and internal research tools to offer personalized recommendations reviewed at least annually, with trades executed only upon client authorization.

Joshua Jaramillo is a financial advisor at PNC Wealth Management in Carmel, IN, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only discretionary digital account that uses algorithmic risk assessments and invests via approved model strategies with mutual funds and ETFs.

Cally Elkin is a financial advisor at Guardian Life with two years of industry experience. She holds Series 65 and Series 63 licenses. Outside of her advisory work, she is involved in the hospitality industry as a restaurant server at Taxman Brewing Company. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and digital advisory tools.

Jacob Craig is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Fifth Third Bank, Green Leaf Inc, and several other organizations prior to joining his current firm. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Lisa Reddick is a financial advisor at Allworth Financial, L.P. with 19 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Sheaff Brock Investment Advisors, J.P. Morgan Securities LLC, and Charles Schwab. 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, retirement plan consulting, and education through various channels, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Branden Lienemann is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory since 2018. He has been associated with Charles Schwab since 2015, working within their advisory programs in Indianapolis, IN. 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 referred clients. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with personalized recommendations and at-least-annual reviews tailored to client goals and risk tolerance.

Michael Sheldon is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab, Securities America, Inc., and Chase Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs and employs a multi-provider model with discretionary and non-discretionary portfolio management supplemented by affiliated insurance products.

John Vaughn is a financial advisor with PNC Wealth Management in Zionsville, IN, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital portfolio solution for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Ernesto Hernandez is a financial advisor with First Command Advisory Services in Indianapolis, IN, holding the Series 63 and Series 65 designations and bringing 13 years of industry experience. He has been with First Command Advisory Services since 2015 and is also affiliated with related entities within the First Command group. Outside of his advisory role, Hernandez serves as a board member at McCordsville Community Church, where he advises on executive decisions and assists with financial oversight. First Command Advisory Services is an SEC-registered investment adviser that provides financial planning and asset management services primarily to individuals, corporate, and charitable clients, with a special focus on active-duty service members and their families. The firm utilizes a centralized investment management team to design and manage model portfolios, offering a range of wrap-fee programs that rely on approved third-party managers and a centralized platform for portfolio administration.

Richard Peters is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and has 14 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2017 and has worked at Charles Schwab since 2011. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain 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 Charles Schwab’s proprietary models and research tools, with recommendations customized to client goals and risk tolerance.

Tanya Campbell is a financial advisor at Mariner with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Voya Financial Advisors and TIAA. She serves as Director of Member Relations for CFA Society Indianapolis, focusing on member engagement and retention. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with notable integration of tax and accounting services.

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 at Key Investment Services LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual, The Prudential Insurance Company of America, and LPL Enterprise. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and offering various wrap programs and ancillary insurance products.