Tanner Watson is a CFP® with seven years of industry experience, currently serving at Walter & Keenan Wealth Management. He previously worked at Korhorn Financial Group, KFG Wealth Management, and RSM US Wealth Management. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups. The firm emphasizes fundamental analysis and constructs individualized portfolios with a focus on dividend growth and quality-oriented equity selection, while also offering specialized services for private foundations and endowments.

Matthew Aurenz is a financial advisor at Hilltop Wealth & Tax Solutions with 24 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Hilltop Wealth Solutions in 2018, he worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, Aurenz serves as treasurer and board member for Bethel Valparaiso Church and is a board member of Hilltop Kids, a nonprofit providing support to underprivileged children and families. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and tax-exempt entities, offering discretionary portfolio management, comprehensive financial and tax planning, and retirement account management. The firm integrates tax and estate considerations into its investment recommendations and combines advisory services with affiliated tax and bookkeeping capabilities.

Clifton Hawkins is a financial advisor at Hilltop Wealth & Tax Solutions with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including NYLife Securities, Mass Mutual, and Flagstar Bank. Hawkins is also licensed in insurance since 2005. Hilltop Wealth & Tax Solutions serves individual and institutional clients with discretionary portfolio management, financial and tax planning, and retirement plan management. The firm integrates tax and estate considerations into investment decisions and combines advisory services with affiliated tax and bookkeeping capabilities.

Jennifer Rupp is a CFP® with 17 years of industry experience, currently serving at Hendershott Wealth Management, LLC. Her prior experience includes roles at Mutual Securities, Inc. and Guidance Investment Advisors, LLC. Outside of her advisory work, she is an independent consultant for Arbonne, a non-investment related business. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers tailored portfolio management, financial planning, and a financial coaching program, primarily using mutual funds, ETFs, and model portfolios with a non-discretionary approach requiring client approval for transactions.

Tyler Mccullough is a financial advisor with W&S Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing four years of industry experience. He is also a partner in Plastics Reimagined LLC, an entity established to hold a pending patent unrelated to securities. W&S Advisory Services serves parents and custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform and offers standalone comprehensive financial planning through agents of Western & Southern Life. The firm employs a model portfolio approach with non-discretionary, automated allocations and is noted for its fintech-driven onboarding and fee structure.

Erik Brenner is a CFP® with 31 years of industry experience, currently serving at Hilltop Wealth & Tax Solutions. He has worked previously with Ameriprise Financial Services and Purshe Kaplan Sterling Investments. Brenner is involved in several nonprofit boards, including the Beacon Health Foundation and Clay Church Finance Committee, and is a published author of *The Personal CFO Revolution*. Hilltop Wealth & Tax Solutions serves individual and institutional clients with integrated financial planning, discretionary portfolio management, and tax services. The firm combines advisory and tax capabilities, incorporating tax and estate considerations into customized investment strategies.

Joseph Gastaldi is a financial advisor with Alden Investment Group, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His background includes roles at Greenleaf Advisors LLC, Securities America Inc., and operating Joseph Gastaldi Insurance since 1996. Gastaldi is also involved with Newcleus Financial as a 401(k) plan advisor. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, and provides specialized retirement program design and employee education services for small and mid-sized employers.

Ashleigh Riewe is a financial advisor at Hilltop Wealth & Tax Solutions with a Series 65 designation and one year of industry experience. She previously worked for Liberty Mutual Insurance for six years before joining Hilltop Wealth Solutions, where she has been since 2018. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial and tax planning, and retirement account management. The firm integrates tax and estate considerations into customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

Andrew Lynch is a financial advisor at Walter Keenan Wealth Management in South Bend, IN, with nine years of industry experience. He holds the CFP® designation and Series 65 license. Lynch previously worked at RSM US Wealth Management LLC for eight years before joining his current firm. Walter Keenan Wealth Management serves primarily high net worth individuals and family groups, offering personalized investment advisory services along with foundation support such as grant review and administration. The firm emphasizes fundamental analysis and individualized portfolio construction, with a focus on dividend growth and value-oriented equities.

James Sawdon is a CFP® with seven years of industry experience, currently serving as an advisor at Walter & Keenan Wealth Management. His prior roles include positions at Walter & Keenan Financial Consulting Company and Oliver Estate, Inc. Walter & Keenan Wealth Management primarily serves high net worth individuals and family groups, offering personalized investment advisory services and portfolio management for various account types. The firm emphasizes fundamental analysis and individualized portfolio construction, with a focus on dividend growth and value-oriented equities, and maintains an active practice serving foundations and endowments.

Daniel Wolfson is a financial advisor at Walter & Keenan Wealth Management with 12 years of industry experience. He holds a Series 65 designation and previously worked at RSM US Wealth Management LLC for eight years before joining Walter & Keenan. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and private foundations. The firm emphasizes fundamental analysis and individualized portfolio construction, focusing on dividend growth, quality equity selection, and alternative investments for clients with longer time horizons.

James Keenan is a financial advisor at Walter & Keenan Wealth Management with 26 years of industry experience. He previously worked at Walter & Keenan Financial Consulting Company for 36 years before joining the current firm in 2021. Mr. Keenan serves on the University of Notre Dame’s Graduate Studies and Research Advisory Council, where he advises on strategic priorities for the graduate school and research enterprise. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and several endowments and private foundations. The firm emphasizes fundamental analysis and constructs individualized portfolios with a focus on dividend growth and quality-oriented equity selection, while also incorporating alternatives for clients with longer time horizons and higher risk tolerance.

Bryant Voeson is a financial advisor at Walter & Keenan Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Johnson Investment Counsel. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, focusing on individualized portfolios with an emphasis on dividend growth and quality-oriented equity selection. The firm also serves corporations, IRAs, and private foundations, offering both discretionary and non-discretionary portfolio management along with ancillary foundation support.

Holden Price is a CFP® and ChFC® with four years of industry experience, currently serving as an advisor at Korhorn Financial Group and KFG Wealth Management LLC. He has held roles at Korhorn Financial Group since 2021, where he assists with day-to-day operations. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models using mutual funds, ETFs, and custom strategies, and it provides both standalone planning engagements and ongoing advisory relationships.

Michael Fritschi is a CFP® and ChFC® affiliated with Korhorn Financial Group, where he has worked for four years. His prior experience includes roles at Mid-American Screw Products and Elkhart High School. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models and model-based portfolio management with mutual funds, ETFs, and alternative strategies, and supports clients with ongoing monitoring, rebalancing, and access to the eMoney planning platform.

Joseph Catanzarite is a CFP®-certified financial advisor with 21 years of industry experience, currently serving at Harbour Investments, Inc. since 2012. He has also been associated with Lincoln Investment and Capital Analysts Inc. during his career. Outside of his advisory role, he operates an independent insurance agency and is a member of Catanzariti, LLC, which owns office real estate. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments such as mutual funds, ETFs, and annuities.

Michael Green is a CFP® professional with 14 years of experience in financial advisory. He currently works at Congress Wealth Management LLC and previously spent nine years at Pinnacle Advisory Group, Inc. He is based in Granger, Indiana. Michael is affiliated with CW Advisors, LLC, a multi-team firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse clientele including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach with a mix of active, passive, quantitative, and ESG strategies, supported by centralized investment oversight.

Brian Sullivan is a financial advisor at Thurston Springer Advisors with 18 years of industry experience. He previously worked for nine years at Wells Fargo Advisors before joining Thurston Springer Financial in 2024. He holds the Series 63 and Series 66 designations. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment strategies ranging from buy-and-hold to active models such as Tactical Momentum and Earnings Momentum.

Benjamin Chambers is a CFP® with six years of industry experience, currently serving as an advisor at Korhorn Financial Group. Prior to joining Korhorn, he worked at KFG Wealth Management LLC and has experience as a tax preparer at KFG Tax & Business Services. Chambers also worked at Kabelin Ace Hardware and Spring Arbor University. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and independent managers, and offers additional services including retirement plan consulting and access to the eMoney planning platform.

Andrew Daigneau is a financial advisor with Korhorn Financial Group in Granger, IN, holding a Series 65 credential and one year of industry experience. Prior to joining Korhorn Financial Group, he has worked in various roles including event coordination for the Leaving Legacies Foundation, sales at Tactial Energy Group, and chauffeur services with South Bend Luxury Chauffeur. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm utilizes asset allocation models and model-based portfolio management, incorporating mutual funds, ETFs, independent managers, and select strategies such as options and short sales.