Jim Pinkston is a CFP® with 36 years of industry experience. He is currently with Private Advisor Group, LLC and has worked with the firm since 2019. His prior experience includes roles at Gimbal Financial LLC and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary platforms and third-party managers.

Danielle Halliday is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She previously worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life for seven years and is the owner of Janell Enterprises LLC, a weight loss coaching business. Halliday also serves on the board of directors for the Cure Cancer Foundation, a nonprofit supporting families in need. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that employs approved strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Jeffrey Watson is a CFP® professional with 29 years of industry experience, currently serving at Cetera Planning Partners. He has held roles at Avantax and 1st Global Advisors during his career. Outside of advisory work, he operates a tax preparation business as a sole proprietor. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Debra Mc Culley is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding a Series 65 designation with 20 years of industry experience. Her prior roles include positions at Salzinger Sheaff Brock, LLC and Sheaff Brock Investment Advisors, spanning over two decades. Allworth Financial serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides services such as financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through various channels, employing a combination of quantitative and qualitative investment strategies.

Brian Libich is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera, TD Ameritrade, Chase Investment Services, and Edward Jones. In addition to his advisory work, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and a range of advisory services using model portfolios and technology-enabled tools, with a focus on both non-discretionary and limited discretionary account management.

Robert Turner is a financial advisor at Empower Advisory Group with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Equitable Advisors and Axa Advisors. 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’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Dylan Scheid is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and previously worked at SBC Wealth Management and served in roles at Wabash College and Lawrence North High School. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, offering customized wealth management services such as investment management, financial planning, and tax services. The firm combines proprietary quantitative screening and manager selection with access to alternative and private market solutions through affiliated platforms and structures.

Scott Holley is a financial advisor at Cerity Partners LLC with 49 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, LLC, and Strategic Benefit Consultants, Inc. In addition to his advisory work, Holley owns Holley Motorsports LLC, a collectible car company and new car dealership. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Jason Llewellyn is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Allworth Financial in 2026, he worked at Holistic Financial Partners, LLC, Raymond James & Associates, and Clifton Gunderson Wealth Advisors. Outside of advisory work, he serves as a board member for the Certified Divorce Financial Analyst (CDFA) organization. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and retirement plan consulting, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

John Wood Jr. is a financial advisor at Commonwealth Financial Network with over 41 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Cambridge Investment Research Advisors, Inc. He is also president and owner of Strategic Planning Group, Inc., a private entity facilitating securities and advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting, and provides support in operations, trading, technology, compliance, and practice management.

Thomas Kaiser is a CFA® charterholder based in Indianapolis, IN, with five years of industry experience. He has worked at Allworth Financial, Innovative Portfolios, LLC, Sheaff Brock Investment Advisors, LLC, and 40|86 Advisors. Kaiser serves as president and board member of the CFA Society of Indianapolis, overseeing operations and acting as a liaison with the CFA Institute. Allworth Financial serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across multiple asset classes and maintains various specialist portfolios while employing technology to support a comprehensive planning approach.

Nikolas Schweitzer is a Wealth Management Advisor at Merrill Lynch Wealth Management in Auburn Hills, MI. He provides financial advice and guidance to individuals, businesses, and private estates, working closely with clients and their other trusted advisors to address a variety of short- and long-term financial goals. Since joining Merrill in 2016, Nikolas has focused on a consultative approach, listening to clients’ financial situations, preferences, and goals to develop personalized strategies. His expertise includes college education planning, divorce transition planning, retirement income, portfolio management services, liquidity management, and investment consulting for defined benefit and contribution plans. He utilizes the investment insights of Merrill and the banking convenience of Bank of America to assist clients in pursuing income and growth objectives, current cash needs, and lending solutions. Nikolas holds a Bachelor of Business Administration with a focus in Finance and a Master of Business Administration, both from Northwood University’s DeVos Graduate School. He is recognized as a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). During his time at Northwood University, he was a member of the collegiate football team for five years. In his personal time, Nikolas enjoys basketball, football, golfing, hiking, hunting, soccer, traveling, and watching movies.

Tiffany Van Hook is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at firms including Goldman Sachs Wealth Services and BKD Wealth Advisors. In addition to her advisory work, she operates a consulting service focused on family financial education and estate planning. Allworth Financial serves a broad client base, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to create customized investment strategies and provides education through various channels.

Daniel Maloney is a financial advisor with Cetera Planning Partners in Indianapolis, IN, holding a Series 66 credential and 16 years of industry experience. His prior work includes roles at Avantax and Edward Jones. Outside of finance, he serves on the National Executive Council for the fraternity Alpha Kappa Lambda and hosts a weekly bar trivia event in Carmel, IN. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios tailored to client objectives and risk tolerance, supplemented by ancillary services like tax planning and estate planning delivered through third-party providers.

John Miller is a CFP® with 28 years of experience in the financial services industry, currently serving at Sanctuary Advisors, LLC since 2024. His background includes roles at Stifel and City Securities Corporation. He is an owner of a management consulting firm, JEM2024 LLC, and serves on the boards of 91 Place and Avondale Meadows YMCA, both nonprofit organizations focused on youth support in Indianapolis. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, and charitable organizations. The firm supports a wide range of investment approaches and offers portfolio management through various programs and platforms, operating with a fiduciary standard when advisory agreements are in place.

Scott Walloch is a CFP® professional with 18 years of industry experience. He is currently with Mariner Wealth Advisors, joining in 2024, after previous roles at Avantax Planning Partners, Forvis Mazars Wealth Advisors, and Hufford Financial Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized portfolios overseen by an Investment Committee, integrating in-house research with third-party managers and offering capabilities such as alternatives, structured notes, and ERISA 3(38) retirement plan solutions.

Mark Salzinger is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, holding a Series 65 designation with 20 years of industry experience. His prior roles include positions at Salzinger Sheaff Brock and The No Load Fund Investor, LLC. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement consulting, and educational resources. The firm employs a blend of quantitative and qualitative analysis through an Investment Committee to implement diversified investment strategies and utilizes technology to support holistic wealth management.

Brian Kincanon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at KeyBank and Key Investment Services in various capacities since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider platform with portfolio management and model-based advisory products, supported by KeyCorp affiliates for additional financial services.

Randall Kensinger is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes positions with Diversified Investors Securities Corp. and A. G. Edwards & Sons, Inc. He is based in Fishers, Indiana. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios provided by Morningstar Investment Management to offer personalized asset allocation and retirement guidance.

Justin Logan is a financial advisor at Empower Advisory Group with eight years of industry experience. His previous roles include positions at Fidelity Investments, Beacon Pointe Financial Advisors LLC, and Charles Schwab. Outside of finance, he works part-time performing light cleaning and maintenance at a sports and entertainment facility in Westfield, Indiana. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates.