Ashlee Craiger is a financial advisor at &PARTNERS with six years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and Rodan + Fields for nine years. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, and retirement-plan participant discretionary management. The firm uses a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with investment management available on both discretionary and non-discretionary bases.

Terri Ballard is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 1999. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, a jewelry sales business. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.

Jeffery Joyce is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with J. W. Cole Advisors, Inc. and has previously worked at Elements Financial Services LLC, Elements Financial Federal Credit Union, and Cross Financial Services. In addition to his advisory role, he serves as CFO of North Salem State Bank, managing accounting, finance, treasury, wealth management, and the trust department, and supervises the Wealth Strategies team at North Salem Wealth Strategies. J. W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Jorge Hernandez is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Bank of America, Merrill, JPMorgan Chase Bank, Charles Schwab, and Regions Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, providing a range of wrap-fee programs on the Envestnet MAS platform.

Patrick Schubach is a financial advisor at The Huntington Investment Company with 18 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His career includes roles at both Huntington National Bank and The Huntington Investment Company since 2007. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture model incorporating third-party and affiliate strategies through various wrap-fee programs on the Envestnet MAS platform.

Stephen Krout is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Prime Distribution Services, and Celadon Trucking Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

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 and has worked at several firms including Charles Schwab and Securities America, Inc. prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Tanya Campbell is a financial advisor at Mariner with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Voya Financial Advisors and TIAA-CREF. She serves as Director of Member Relations for the CFA Society Indianapolis, focusing on attracting, promoting, and retaining membership. Mariner provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and operational family office capabilities.

Owen Atkison is a financial advisor with GWN Securities Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Midwest Deferred Compensation Specialists, Harvest Investment Services, and teaching positions at the University of Indianapolis and Franklin Community High School. He is also licensed as a life and health insurance agent, engaging in sales of insurance products and retirement plan enrollments. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs that include traditional and active investment strategies.

Stephen Sexton is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. He has worked with Charles Schwab since 2006 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm delivers advice using Schwab’s asset allocation models and research tools, with clients making final trading decisions.

Alexander Molnar is a CFP®-credentialed financial advisor with Schwab Wealth Advisory, Inc., based in Indianapolis, IN, and has four years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has been associated with Charles Schwab & Co., Inc. since 2020. He is a member of the Pokagon Band of Potawatomi. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm focuses on annual financial reviews and recommendations without discretionary trading authority, operating as an internal advisory unit within the Schwab ecosystem.

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.

Angela Davis is a financial advisor with Key Investment Services LLC in Indianapolis, IN, holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank, JP Morgan Securities LLC, American United Life, and OneAmerica Securities. Outside of her advisory work, she shares ownership of a property management business serving traveling nurses. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolios, emphasizing client-directed investment choices combined with ongoing monitoring and due diligence.

Bruce Hoover is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. His prior work includes Woodbury Financial Services and Ameriprise Financial Services. He serves as a finance officer and board member for the Avon American Legion Post 145, a nonprofit organization supporting veterans and local community causes. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm employs an open-architecture model combining third-party and proprietary investment strategies, offering a range of wrap-fee programs primarily on the Envestnet MAS platform.

Drew Schmitz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2021, as well as involvement in e-commerce operations with a family company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Jennifer Di Candido is a Series 66-licensed financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, she worked at Macy’s and held various roles including positions at Indiana University and Nutek Aerospace Corp. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Chad Hauskins is a Series 66-credentialed financial advisor with Edward Jones in Plainfield, Indiana, where he has worked since 2007, totaling 18 years of industry experience. He serves as a trustee on the board of the Plainfield-Guilford Township Public Library, contributing to the library's budget, committees, and general operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large nationwide network of advisors and branches and offers services under a fiduciary standard.

Erin Shaw is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2013. She is based in Indianapolis, IN, and holds the Series 66 designation. Shaw serves on the Investment Committee of Junior Achievement of Central Indiana, an organization focused on educating young people in financial literacy and entrepreneurship. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with a range of market-facing registrations and functions.

Sarah Switzer is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Raymond James in 2023, she worked at Guardian Life from 2019 to 2023 and held various roles at Charles Schwab between 2011 and 2019. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Thomas Gunnell is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He has held roles at LPL Financial since 2018 and has been involved with Core Fitness since 2018, including current employment at DeVaughan Strong. Outside of finance, he is engaged in fitness-related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL and third-party sources.