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.

Stephen Sexton is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds the Series 63 and Series 66 securities licenses and has been associated with Charles Schwab since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s services focus on asset allocation and investment selection guided by Charles Schwab & Co.’s models and research, with client authorization required for all trades.

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.

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 at Key Investment Services LLC in Indianapolis, IN, holding Series 63 and Series 66 designations with 12 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and OneAmerica Securities. Outside of her advisory work, she shares ownership in a rental property business that serves traveling nurses. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model combining discretionary implementation and manager-led portfolio design, with a focus on non-discretionary asset management and wrap-fee programs.

James Jones III is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. His work history includes roles at Edward Jones, BMO Harris Bank, and LPL Financial LLC. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and provides ongoing portfolio management aligned with clients’ goals and risk tolerances.

Rodney Smith is a financial advisor at Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Drew Schmitz is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to this, he held roles at Hope College and other firms. Outside of his advisory work, he assists with e-commerce, order fulfillment, and marketing for a family-owned business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to create model asset allocations and incorporates ESG considerations where applicable.

Jennifer Di Candido is a Series 66-licensed financial advisor with J.P. Morgan Securities in Indianapolis, IN, having five years of industry experience. Prior to joining J.P. Morgan in 2021, she held roles at Macy's, Indiana University, Nutek Aerospace Corp, and other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Jon Short is a CFP® professional with 26 years of industry experience. He currently works at Ameriprise Financial Services and previously spent 17 years at The Huntington Investment Company and 9 years at Merrill. He serves as a board member of the Enis Furley Foundation, a nonprofit organization assisting families facing illness or hardship. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies.

Kelly Fennelly is a CFP® with 24 years of industry experience, currently advising at OSAIC Wealth, Inc. since 2023. Her prior experience includes roles at Elements Financial Federal Credit Union, LPL Financial, Thrivent Investment Management, and Chase Investment Services Corp. She is a partner in KJ&J Wealth, a team-based advisory practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with discretionary and advisor-managed strategies, supported by various tools for asset allocation, portfolio optimization, and alternative investments.

Matthew Johnson is a Series 66-credentialed financial advisor with Equitable Advisors in Indianapolis, IN, and has three years of industry experience. His prior roles include positions at Home Depot, Indiana University, Ivy Tech Community College, and several other organizations. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.

Steven Woods is a financial advisor with Raymond James & Associates in Greenwood, IN, holding a Series 66 designation and with 10 years of industry experience. He has worked at Raymond James since 2016 and is also the owner of LTC Solutions, Inc., a long-term care and life insurance agency. Outside of finance, Woods has been involved in the National Football League as an official since 2017 and serves on the Investment Committee of the NFL Referee's Association, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides services to individual, institutional, and municipal clients through financial planning, non-discretionary investment consulting, and specialized advisory programs.

Erin Shaw is a CFP® professional with 25 years of experience in the financial services industry. She has been with J.P. Morgan Securities since 2013 and previously worked at The Huntington Investment Company, Chase Investment Services Corp., and Banc One Securities Corporation. Shaw serves on the Investment Committee for Junior Achievement of Central Indiana, an organization focused on financial literacy and entrepreneurship education for youth. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a proprietary investment process.

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.

Hayden Moran is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Moran has worked in various positions outside finance, including service roles at Purdue University and Green Bean Delivery. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Thomas Gunnell is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. His prior work includes roles at Freedom Investments & Insurance Services and DeVaughan Strong (Core Fitness). Outside of advising, he has been involved with Kennedy Estates and continues his engagement with the fitness industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plan participants, and institutional clients.