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.

Sheila Stevenson is a financial advisor with SPC, holding a Series 66 designation and six years of industry experience. She has worked at Saratoga Wealth Management since 2019 and previously spent 14 years at Equity Financial Services. She is also a commissioned notary public in Indiana. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

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.

Brenda Pierce is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN. She holds Series 63 and Series 65 licenses and has 9 years of industry experience. Pierce has been with Schwab Wealth Advisory and Charles Schwab since 2015. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s guidance is based on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

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.

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.

Anthony Larosa is a CFP® with 28 years of industry experience. He currently works at Farther and previously spent seven years at Private Counsel Group, Ltd, where he was Owner and Managing Director. He also has experience as an Indiana-Resident Insurance Agent. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm uses a Modern Portfolio Theory approach implemented through proprietary model portfolios and algorithmic rebalancing, primarily utilizing exchange-traded funds, mutual funds, individual equities, and fixed income.

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.

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. His prior roles include positions at Charles Schwab, Securities America, Inc., and Chase Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs and employs a multi-provider model with discretionary and non-discretionary portfolio management supplemented by affiliated insurance products.

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.

Navarrus Hale is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sensible Money, LLC, Thrivent Investment Management, and Total Wealth Planning, LLC. 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 uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.