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.

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.

Angela Davis is a financial advisor with Key Investment Services LLC in Indianapolis, IN, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities LLC, American United Life, and OneAmerica Securities. Outside of her advisory work, she co-owns a rental property business focused on housing traveling nurses. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing oversight, and it operates within the KeyCorp group with connections to banking and capital markets affiliates.

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.

Michael Zinser is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Huntington in various capacities since 2007 and joined Ameriprise Financial Services, LLC in 2026. Zinser serves as Vice President and Board Member of the Southport High School Alumni Association, a nonprofit that awards scholarships to graduating seniors. The Huntington Investment Company, doing business as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers a range of wrap-fee programs through an open-architecture model combining third-party and proprietary investment strategies, with portfolio management, trade execution, and other services delivered under percentage-of-assets wrap fees.

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.

Kelly Fennelly is a CFP® with 24 years of industry experience, currently serving as a financial advisor at OSAIC Wealth, Inc. He has worked previously at Elements Financial Federal Credit Union and LPL Financial. Fennelly is a partner in KJ&J Wealth, a team based in Greenwood, IN. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and offering access to third-party money managers and managed-account solutions.

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 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.

Hayden Moran is a financial advisor with LPL Enterprise in Indianapolis, IN, holding a Series 66 credential and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and KeyBank. Outside of his advisory work, he has experience with Green Bean Delivery and Purdue Parking and Transportation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm’s integrated platform combines advisory programs with brokerage and insurance product sales.

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.

Erin Layton is a Series 66-registered financial advisor at Edward Jones in Indianapolis, Indiana, with 11 years of industry experience, all spent at Edward Jones since 2015. Outside of her advisory role, she is registered as a distributor for Advocare, a health company. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide. The firm offers a range of managed solutions, separately managed accounts, and affiliated products, operating under a fiduciary standard.

Aysenaz Crewse is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2015, including a four-year period at Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Jennifer Ervin is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She has been with the firm since 2016, following a brief tenure at Tmfs Advisors, LLC. Ervin holds the Series 63, Series 65, and Series 66 licenses. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Thomas Scott is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated firms since 2019, following a four-year tenure at PNC Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual and institutional clients, offering a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or custom strategies, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Daun Sidor is a financial advisor at Morgan Stanley in Indianapolis, IN, holding a Series 63 designation with 27 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by its Global Investment Committee’s research and modeling tools.

Bry Howard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Ivy Tech Community College of Indiana, Ehlen & Heldman PC, and KSM Business Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and strategies, supported by a large national network of financial advisors and branch offices.