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.

Alexander Molnar is a CERTIFIED FINANCIAL PLANNER™ professional at Schwab Wealth Advisory with five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory in 2024. Molnar is a member of the Pokagon Band of Potawatomi. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations, with trades executed only upon client authorization.

James McMahon is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Sheaff Brock Investment Advisors, LLC and Morgan Stanley DW Inc. Outside of his advisory work, he owns and operates a small business called Breakfast Club in Carmel, Indiana. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and consulting services. The firm utilizes a combination of quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and specialized portfolios.

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.

Alex Marshall is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, holding a Series 66 license and one year of industry experience. His prior work includes roles at Sanctuary Securities, Inc., DoorDash, and Travis Matthew, as well as academic positions at the University of Cincinnati and various schools. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and other services using a range of investment approaches and fiduciary oversight.

Mark Wheelock is a financial advisor with Principal Financial Services in Indianapolis, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Instacart and Shipt, as well as legal work with Nick Baker Law LLC. He also engages in the sale of fixed insurance products, including fixed life and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through a variety of advisory and promoter arrangements.

Michael Sherwood is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and is also associated with Charles Schwab, where he has worked since 1998. He previously operated Sherwood Property Group LLC for nearly two decades. 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 based on proprietary asset-allocation models and internal research tools.

Zinaida Kumok is a financial advisor at Farther with Series 65 credentials and no prior industry experience before joining the firm. She has worked at Farther since 2026 and has also been associated with C.H. Douglas & Gray Wealth Management and VTX Capital, LLC. Outside of finance, Kumok is president of Zina Kumok Inc., a freelance writing business she has operated since 2015. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Alexander Yates is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Valic Financial Advisors since 2010 and has also served as an agent with Agia since 2022, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and maintaining approximately $26.4 billion in discretionary assets.

Andrew Fairman is a financial advisor at Cerity Partners LLC with 20 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at Strategic Benefit Consultants, Inc., UBS Financial Services, Merrill, and LPL Financial. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Kristopher Schwarte is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Western & Southern Life, GWFS Equities, Primerica, Cengage Learning, TD Ameritrade, Scottrade, and Fidelity Brokerage Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithmic risk assessment and portfolio rebalancing using mutual funds and ETFs.

Micah Williams is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and three years of industry experience. He has worked with firms including T. Rowe Price and TIAA before joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focusing on long-term portfolio returns and operates within the framework set by plan sponsors.

Richard Kane Jr. is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 1999. 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 Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab & Co.’s standard asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Steven Smith is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Delaware Life and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that offer managed and non-discretionary portfolio advice, relying on Morningstar Investment Management for portfolio construction and ongoing oversight.

Robert Kaspar is a financial advisor with Corient, holding a Series 63 designation and bringing 34 years of industry experience. His prior roles include positions at Crown Capital Securities, Lp and Windsor Wealth Management. He serves as a director of the Ball State University Foundation, contributing to its Finance and Investment Committee. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team approach combining internal and third-party strategies with continuous portfolio monitoring and risk management tools.

Stephen Weick is a financial advisor at PNC Wealth Management with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining PNC Investments LLC in 2022, he worked at The Engledow Group and held roles in companies outside of finance, including Starbucks, Compass Group USA, Leelanau Coffee Roasting Company, and Java House Coffee. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and implements investments via approved mutual fund and ETF strategies.

Paul Barlow is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding Series 66 and Series 63 licenses with 28 years of industry experience. His prior roles include positions at Mercer Global Advisors, CornerCap, Charles Schwab & Co., and Merrill, among others. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies across various asset classes and provides services such as financial planning, portfolio management, retirement plan consulting, and education through multiple channels.

Cara Brasor is a Certified Financial Planner (CFP®) with 20 years of industry experience. She is currently with Schwab Wealth Advisory and has previously worked at Valeo Financial Advisors, Centerstone Investors, and IVA Funds Distributors. Outside of her advisory role, she is a manager of Brasor Investments, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with a focus on tailored recommendations aligned to client goals and risk tolerance.

Bradley Martin is a CFP® with 14 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Indianapolis, IN, where he has worked for a total of nine years, alongside his broader tenure at Charles Schwab since 2011. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm uses proprietary asset-allocation models and internal research tools to offer recommendations tailored to client goals and risk tolerance, with trades executed only upon client authorization.