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.

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 at Alden Investment Group with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Greenleaf Advisors LLC and Securities America Inc. Outside of advisory services, he is licensed to sell life, health, disability, and long-term care insurance as needed by clients. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering portfolio management, retirement-plan advisory, fiduciary services, and fee-only financial planning. The firm utilizes customized asset allocations combining proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates multiple technologies and supports sub-advisors.

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 CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Walter Keenan Wealth Management since 2024 and previously spent eight years with RSM US Wealth Management LLC and two years at Protiviti, Inc. 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 and quality-oriented equity selection, with additional allocations to alternatives for clients with longer time horizons and higher risk tolerance.

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.

William Davis is a financial advisor at Hilltop Wealth & Tax Solutions with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he serves as a trustee on the investment committees for Beacon Health Systems and Community Hospital of Breman and is active in local chambers of commerce and community organizations, including the Madison Township Lions Club. Hilltop Wealth & Tax Solutions serves individual and institutional clients with discretionary portfolio management, comprehensive financial and tax planning, and retirement plan management. The firm integrates tax and estate considerations into customized investment strategies tailored to each client’s objectives and circumstances.

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 13 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Congress Wealth Management LLC and Pinnacle Advisory Group, Inc. for a combined 14 years. CW Advisors serves a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a core-and-satellite investment approach incorporating active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, family office services, and retirement plan advisory, while also supporting other advisers through sub-advisory and operational outsourcing.

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.

William Mock is a CFP® and ChFC® with 24 years of industry experience. He is currently with Korhorn Financial Group, where he has worked since 2013, following six years at Silver Oak Securities Inc. Outside of his advisory role, he serves as treasurer for a local homeowners association and a non-profit swim club, assisting with financial reporting and recordkeeping. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs asset allocation models and model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, and offers ongoing monitoring, rebalancing, and access to the eMoney planning platform.

Fredrick Anderson is a Series 66 licensed advisor with Korhorn Financial Group and has 23 years of industry experience. He has worked at KFG Wealth Management, LLC since 2011 and is also a co-owner and CPA at Anderson & Co., a tax preparation firm. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm primarily uses asset allocation models and model-based portfolio management, incorporating mutual funds, ETFs, independent managers, and select strategies, while supporting ongoing monitoring, rebalancing, and client access to the eMoney planning platform.

Joshua Fritzke is a CFP® with four years of industry experience, currently with Korhorn Financial Group in Granger, IN. He has been with Korhorn Financial Group and its affiliated entities, including KFG Wealth Management LLC and Silver Oak Securities, since 2021. Prior to this, his work history includes roles at DZ Atlantic Group and other firms. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation primarily through mutual funds and ETFs, including Dimensional funds and Innovator Defined Outcome ETFs, and incorporates independent managers and private funds when appropriate.