Brenda Pierce is a financial advisor at Schwab Wealth Advisory with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Schwab Wealth Advisory and Charles Schwab since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers services such as annual financial reviews, retirement planning, and investment recommendations, using standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Wade Fisher is a financial advisor with Fifth Third Securities, Inc. in Greenwood, Indiana. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at Fifth Third Bank, Menards, and Purdue University. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and unique platform features such as direct indexing and tax-overlay services.

Haley Moore is a financial advisor at Bankers Life Advisory Services, Inc. holding the Series 66 designation and has one year of industry experience. Her prior work includes roles at Humana, Centerstone, DoorDash Essentials LLC, Dewolff Boberg and Associates, Ulta Beauty, and Pepsi Co. Bankers Life Advisory Services, Inc. provides investment advisory services primarily to mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolios aligned with clients’ goals and risk tolerances.

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 with The Huntington Investment Company, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, J.P. Morgan Securities, and Charles Schwab. 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 proprietary Private Bank strategies, offering a variety of wrap-fee programs on the Envestnet MAS platform.

Terry Brown is a financial advisor at Cetera Planning Partners with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Planning Partners and Charles Schwab & Co., Inc. Outside of his advisory role, Brown owns two trading card businesses and serves as a board member of his home owners association. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm combines diversified investment approaches with ancillary services such as tax planning and estate planning through third-party providers.

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 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.

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® certificant with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab Wealth Advisory since 2024 and also has experience with Charles Schwab & Co., Inc. Molnar is a member of the Pokagon Band of Potawatomi. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem and uses Schwab’s standard asset allocation models and research tools while leaving final trading decisions to clients.

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.

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.

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.