Ryan Brown is a financial advisor at Valic Financial Advisors in Carmel, IN, with 17 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, also holding a position at Agia since 2022. Outside of his advisory role, Brown serves on the board of directors for John Brown & Sons Farm, a family-owned agricultural business. 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 for portfolio construction.

Susan Oman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at American Funds and Orchard Software. 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 and clients’ savings rates in its financial planning services.

Whitney Ashley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at Commonwealth since 2020 and also has a background with Leman Financial Advisors beginning in 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Joshua Goldberg is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and has held prior roles at Bank of America, Merrill, Republic Airways, Morgan Stanley, and Butler University. He has been with Rockefeller Financial since 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services through its integrated Private Advisor model and Rockefeller Global Investment Management platform.

Timothy Johnston is a financial advisor at Wealth Enhancement Advisory Services, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he serves as a member of the Development Board at Indiana University Simon Cancer Center and is chair of the board of directors for F3+R, Inc., which focuses on fundraising for precision medicine research. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and consulting services.

August Hardee II is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and having 11 years of industry experience. He has held roles at multiple firms including Star Benefit Associates, Net Law Inc., WealthWave, and A. M. Hardee & Associates, LLC, where he serves as President and CEO providing consulting advice on economic and charitable matters. His activities also include offering Medicare supplement and prescription drug plans through Star Benefit Associates. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Bryan Hoffman is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 1998 and also works with the Jasper Stidham Endowment committee and serves as treasurer for the Pheasants Forever Sagamore Chapter, supporting local wildlife habitat and youth education. Valic Financial Advisors 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, employing Envestnet-developed UMA models and operating with approximately $26.4 billion in discretionary assets.

Ronald Frank is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2004. In addition to his advisory role, he serves as a referral partner for Net Law, introducing a platform for estate planning tools. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple program platforms to deliver its services.

Michael Stolte is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 15 years of industry experience. He has worked at PNC Investments since 2014 and previously held roles at Fifth Third Securities and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account currently available as an invitation-only pilot for employees. The program uses algorithmic risk assessments and invests through approved mutual fund and ETF strategies managed or delegated by PNC and third parties.

Michael Feltz is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. His prior work includes roles at Oaktree Financial Advisors Inc., Northwestern Mutual, and various positions outside the financial sector. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and wealth planning solutions under Commonwealth’s supervision.

John Collins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Aspida Life Insurance Company, WFG Direct, and World Financial Group. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that include proprietary and third-party model portfolios. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

James Hopper is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Money Concepts Capital Corp since 2017 and previously worked in the dining industry for 12 years. Outside of advising, he serves as a BNI Chapter President and is involved in health insurance and health equipment sales. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and advanced platforms.

J. Cowles is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America, N.A. He serves as a director on the board of the Harrison Center for the Arts, a charitable organization in Indianapolis. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services while operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Kevin Smith is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate 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 an optional tax-overlay service.

Marcus Burns is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Ameriprise, BMO Harris Bank, LPL Financial LLC, PNC Investments, Key Investment Services, Bank of America, and Merrill. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary private bank portfolios, offering multiple wrap-fee programs primarily on the Envestnet MAS platform.

Christopher Baker is a CFP® professional with 34 years of industry experience. He is currently affiliated with Commonwealth Financial Network and is co-owner, CEO, and treasurer of Oaktree Financial Advisors, Inc., which provides securities, advisory, insurance, and tax preparation services. His career includes over two decades with Oaktree Financial Advisors and more than nine years at Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $210 billion in client assets. The firm offers comprehensive adviser support including managed-account programs, third-party asset manager access, and custody and clearing services.

Elizabeth Davis is a Series 66-credentialed financial advisor with two years of industry experience. She is currently with Key Investment Services LLC and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and PRUCO Securities, LLC. Prior to her advisory roles, she spent 14 years in online sales. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment model selection and provides access to third-party discretionary managers along with ongoing monitoring and supervisory oversight.

Mia Cardwell is a CFP® professional with 25 years of industry experience, currently serving with Rockefeller Financial LLC. She previously worked at Whitnell & Co. for 14 years and has held various roles within the Rockefeller organization since 2021. Her outside business activities include ownership of rental properties in Florida. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as both an investment adviser and a registered broker-dealer.

Margot Dwyer is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Rockefeller Financial LLC since 2021 and previously held positions at Bank of America and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services.

Gregory Lutterman is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Huntington since 2014. He is also involved with Madison Park Church. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary private bank portfolios.