Jeff Olbina is a financial advisor with PNC Wealth Management in Greenfield, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at LPL Financial, Indiana Members Credit Union, and several other financial services firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and third-party managed model strategies primarily using mutual funds and ETFs.

Neil Quinlan is a CFP® credentialed financial advisor with 21 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, and previously spent 13 years at ARGI Investment Services, LLC. Quinlan is also involved with Wastah, LLC, providing personal and family consulting on a limited basis. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Wesley Sykes is a financial advisor with Money Concepts Capital Corp in Indianapolis, IN, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Money Concepts Capital Corp since 2009. Outside of his advisory work, he is involved with Crown Mentoring, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Brian Rykovich is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2024. His prior experience includes roles at Savant Wealth Management, Treybourne Wealth Planners, CH Douglas & Gray, and Bedel Financial. Mariner serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios overseen by an Investment Committee and provides integrated tax, accounting, and administrative CFO capabilities uncommon among similarly sized advisory firms.

Christopher Mc Cauley is a CFP® certificant with 25 years of experience in the financial services industry. He is currently with Allworth Financial, L.P. and previously worked at Commonwealth Financial Network, Cambridge Investment Research Advisors, Langdon Shaw Associates, and Redwood Investment Advisors. Outside of his advisory role, he owns Strategic Tax Professionals, LLC, a company focused on tax preparation services. Allworth Financial serves a broad client base including individual investors, high-net-worth clients, and institutions, offering financial planning, portfolio management, retirement plan consulting, and investment education. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to implement customized investment strategies across various asset classes and offers both model and specialist portfolios.

Ann Davis is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWFS Equities, JPMorgan Securities LLC, JPMorgan Chase Bank N.A., and Fifth Third Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Christina Jordan is a financial advisor with Allworth Financial, L.P. in Indianapolis, IN, holding Series 65 and Series 63 licenses and having 20 years of industry experience. Her prior roles include positions at AW Securities, Foreside Fund Services, Arbor Court Capital, Innovative Portfolios, Sheaff Brock Investment Advisors, and Woodley Farra. She serves as an executive board member at large for the Purdue University College of Liberal Arts Alumni Board. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, qualified retirement plan consulting, and manages privately offered funds, employing both quantitative and qualitative methods to deliver customized investment strategies.

Elizabeth Drury is a CFP® professional with eight years of experience in financial advising. She has worked with J.W. Cole Advisors, Inc. since 2019 and is also involved with Beck Financial Strategies. Outside of her advisory roles, she serves as an independent referral agent in real estate and is a commissioned insurance agent. J.W. Cole Advisors, Inc. is an enterprise firm serving individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, retirement services, and third-party manager platforms. The firm employs a combination of fundamental and technical analysis, model-based strategies, and digital advice to implement client solutions.

Carson Shadowen is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Strategic Benefit Consultants, Inc., LPL Financial, and J.J.B. Hilliard, W.L. Lyons. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment approach based on client-specific profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Michael Zahm is a CFP® professional with 11 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. since 2016 and Gemmer Wealth Management since 2014. He is also an independent insurance agent and serves on the Board of Trustees for the Hamilton East Public Library in Fishers, IN. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to manage client relationships, often on a non-discretionary basis with advisors seeking client authorization for trades.

Claire Cooke is a financial advisor at Sanctuary Advisors, LLC based in Indianapolis, IN, holding a Series 66 designation with seven years of industry experience. Her work history includes roles at Morgan Stanley and Alliance Bernstein, as well as several positions associated with the University of Notre Dame. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who implement a variety of investment strategies through discretionary and non-discretionary accounts, utilizing both onshore and offshore solutions.

Christopher Williams is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2013 and at PNC Bank and PNC Investments since 2009. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates, with recommendations generally made within plan lineups chosen by plan sponsors.

Chad Nichter is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Sanctuary Wealth, and Wells Fargo Clearing. Nichter provides investment advisory services through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and access to sponsored advisory programs through a combination of in-house manager selection, third-party models, and advisor discretion.

Stephen Klingler is a CFP® with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following prior roles at ARGI Investment Services and TD Ameritrade. Klingler is based in Indianapolis, IN. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, advising approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Brian Feathers is a financial advisor with PNC Wealth Management in Noblesville, Indiana, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Regions Bank, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessment and implements approved model strategies with mutual funds and ETFs.

Shannon Jump is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and 20 years of industry experience. Prior to joining PNC Investments LLC in 2023, she worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2012 to 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for employees. The offering uses algorithm-driven risk assessments to guide investment in approved mutual funds and ETFs, with portfolio management delegated to third parties.

Jared Lee is a financial advisor at Allworth Financial, L.P. in Indianapolis, Indiana, holding Series 63 and Series 66 licenses with 17 years of industry experience. His career includes prior roles at Innovative Portfolios, Sheaff Brock Investment Advisors, LLC, and Charles Schwab. Allworth Financial serves a broad client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and manages privately offered funds while using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Jon Teusch is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Noyes Advisors LLC since 2015 and David A Noyes & Company since 1999. His other business activities include the sale of fixed annuities and fixed life insurance products. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment strategies through a network of over 400 independent advisors and employs both discretionary and non-discretionary management approaches.

Jason Buck is a CFP® with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC, InterOcean Capital, LLC, and Charles Schwab. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, offering a range of services including investment management, financial planning, and access to private and registered pooled vehicles.

Jack Pinkston is a Series 66-licensed financial advisor with one year of industry experience. He currently works at Private Advisor Group, LLC and previously held roles at LPL Financial, Blue Trust, and Key Investment Services, among others. Outside of finance, he spent several years at Heritage Christian School and Taylor University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that includes discretionary and non-discretionary services, combining technology platforms and a range of investment strategies often implemented through third-party managers.