Danielle Halliday is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She previously worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life for seven years and is the owner of Janell Enterprises LLC, a weight loss coaching business. Halliday also serves on the board of directors for the Cure Cancer Foundation, a nonprofit supporting families in need. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that employs approved strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Thomas Petersen is a financial advisor with VOYA Financial Advisors, Inc. in Indianapolis, IN, holding Series 66, Series 63, and Series 65 licenses and bringing 16 years of industry experience. Before joining Voya Financial Advisors in 2025, he worked for over three decades at Hamilton Southeastern Schools. Outside of his advisory role, he performs as the second tenor saxophonist in the Starlighter Big Band. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of advisers. The firm offers a combination of in-house and third-party investment strategies, utilizing technology-enabled tools and operating with a mix of non-discretionary and discretionary account management.

Matthew Alspaugh is a financial advisor with Carson Wealth in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has provided paraplanning and operational support at Carson Group Partners since 2018 and has held similar roles at Wealthcare Partners Ltd and Cetera Wealth Services since 2017. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Peter Taylor is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at PNC Investments LLC since 2021 and previously held roles at The Oaks Academy, Safeway Logistics, and Spartan Logistics. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Justin Rose is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, holding a Series 65 designation with four years of industry experience. His prior work includes roles at the Career and Civic Engagement Office and Winthrop University. In addition to advising, he is an independent insurance agent, a role he maintains outside of securities trading hours. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm emphasizes long-term, diversified portfolios aligned with clients’ risk tolerance, employing equity index funds and ETFs, and integrates behavioral economics into its investment approach.

Aaron Popyk is a CFP® and Series 65 licensed advisor with three years of industry experience. He has worked at Savant Wealth Management since 2022, with a brief tenure at SGH Wealth Management earlier that year. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

James Cartright is a Series 65-credentialed financial advisor at Farther with one year of industry experience. Prior to joining Farther, he held roles at several firms including Accredo and C.H. Douglas and Gray. He is also active as an independent insurance agent. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary model portfolios with algorithmic rebalancing alongside AI tools.

Eric Ford is a CFP® professional with 19 years of experience in financial advisory services. He is currently with Carson Wealth in Indianapolis, IN, and has previously worked with firms including Cadaret, Grant & Co., Inc. and Wealthcare Partners Ltd. Ford is also the owner of two small corporations, EF15 Inc. and WCP Management Inc. CWM, LLC, the firm he is associated with, is an SEC-registered investment adviser that operates an enterprise platform overseeing approximately $50.6 billion in assets through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored solutions including alternative investments and third-party sub-advisors.

Lauran Reynolds is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 65, Series 63, and Series 66 licenses and has eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Reynolds worked at Charles Schwab since 2018 and at Winthrop Capital Management from 2014 to 2017. 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 guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with personalized recommendations reviewed at least annually.

Yetunde Ajayi is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. She has also worked in the hospitality sector with Home2 Suites By Hilton and Tobis Hotels & Gardens. 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 various discretionary managed-account options, including advisor-directed models and direct indexing, supported by its affiliation with Fifth Third Bank and multiple platform providers.

Thomas Nickol is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 41 years of experience in the financial services industry, including longstanding roles at Capitol Financial Services since 1984 and Kestra Advisory since 2016. Nickol is also involved in the sales and service of employee benefits and fixed insurance products through related business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment advice, and manages approximately $79.8 billion in assets, including serving large institutional investors and sovereign wealth funds.

David Faulk is a financial advisor with Empower Advisory Group in Cumberland, IN, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at GWFS Equities since 2014. Outside of his advisory role, he serves as assistant pastor and board member at Lawrence Apostolic Church and as pastor and chairman of the board of elders at New Life Church. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and clients’ savings rates and serves a large participant base relative to its advisor headcount.

Daniel Fletcher is a financial advisor at SPC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Woodbury Financial Services from 2006 to 2020 before joining SPC and Parkland Securities LLC in 2020. In addition to his advisory role, he is an independently licensed insurance agent appointed with various companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary advice through multiple account programs and partnerships.

Steven Ford is a financial advisor at Carson Wealth with Series 63 and 65 licenses and 36 years of industry experience. His career includes roles at Cetera, Cadaret, Grant & Co., and multiple advisory firms, as well as ownership of FFI Investments, Inc. In addition to financial advisory, he provides tax consulting and estate planning services as a CPA. Carson Wealth is an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

Justin Roski is a financial advisor with Carson Wealth based in Indianapolis, IN, holding a Series 66 designation and bringing four years of industry experience. He has held roles at CWM, LLC, Wealthcare Partners, and Cetera Wealth Services. Roski also serves as a Senior Relationship Manager at Wealthcare Partners, providing operational support to lead advisors. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Vitor Hara is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024, with prior roles at Fifth Third Bank and JP Morgan Chase. Before entering the financial industry, he spent eight years at Cheddars Scratch Kitchen and seven years at Indiana University Purdue University Indianapolis. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Stephanie Willison is a CFP®, PFS™, and Series 65 credentialed advisor at Savant Wealth Management with 24 years of industry experience. She previously worked at Treybourne Wealth Planners, Inc. for 11 years before joining Savant Wealth Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by a large team and affiliated accounting, legal, and trust service entities.

Manuel Lopez is a financial advisor with Empower Advisory Group, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Bucher and Christian Consulting, Citigroup Inc., and Banco de Crédito Inversiones Miami. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and managed account options.

James Gaudion is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at PNC Capital Markets and Winthrop Capital Management before joining PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio available to PNC Bank employees that uses algorithm-driven risk assessments and approved investment strategies managed by PNC or third parties.

Jaron Bowersox is a financial advisor with Transamerica Retirement Advisors, LLC based in Indianapolis, IN. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Fidelity Investments and UBS Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing model asset allocations and portfolio oversight provided by Morningstar Investment Management.