Alexander Adams is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Indianapolis, IN, holding the CFP® designation and Series 63 and 66 licenses. He has 43 years of industry experience, including 22 years with FIFTH THIRD SECURITIES and FIFTH THIRD BANK. FIFTH THIRD SECURITIES provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Michael Matis is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Agia, RenPSG, Morgan Stanley, and Oneamerica Securities. Outside of advisory work, he is an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts and centralized technology platforms to manage assets at scale.

Norman Merlet is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Valic Financial Advisors since 2016 and is also involved with AGIA in a non-securities insurance capacity. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion for around 300,000 clients.

Jerilynn Holmes is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Valic Financial Advisors since 2019 and also has experience with Agia and Forum Credit Union. Holmes is licensed to offer non-securities insurance products through her role as an agent with Agia. 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Eric Zebrauskas is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at TCFG Wealth Management and Summit Financial Group. Outside of his advisory work, he is actively involved in golf coaching, serving as a coach for Hamilton Heights Middle School and several junior PGA programs, and owns a golf coaching and club rehabilitation business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model with a notable focus on retirement-plan consulting and pension services, serving a broad client base that includes individual, charitable, corporate, and high-net-worth clients.

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.

Trevor Conwell is a financial advisor with Commonwealth Financial Network based in Carmel, IN. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Oaktree Financial Advisors, Primerica Advisors, and Indiana University. 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 around $213 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

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.

Elizabeth Yeo is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and OSAIC. Outside of her advisory role, she serves as secretary of the board for F3R, Inc., where she manages communications and charity auctions, and assists with event coordination for R3M Sports Group, Inc. during the Masters Golf Tournament. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Brock Noel is a financial advisor with Valic Financial Advisors in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Valic Financial Advisors and Agia in 2024, he spent 19 years at TIAA-CREF. He is also appointed as an agent to sell non-securities insurance products for Agia. 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.

Brian Kornelis is a financial advisor at Key Investment Services LLC in Carmel, IN, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and KeyBank. Outside of finance, he spent six years involved with Bethel Christian Reformed Church and five years at the International Christian School of Vienna. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model for portfolio management and offers a range of wrap programs and ancillary insurance products, integrating resources from KeyCorp affiliates.

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.

Amy Cummings is a CFP®-certified financial advisor with 31 years of industry experience, currently with VOYA Financial Advisors, Inc. in Carmel, IN. She previously worked for Valic Financial Advisors for 26 years and had roles at Agia and a brief period of unemployment before joining Voya in 2025. VOYA Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients through a comprehensive offering of financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to manage accounts on both discretionary and non-discretionary bases.

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.

Don Etchison is a financial advisor with SPC in Fishers, IN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with SPC since 2003 and also worked at Parkland Securities since 2014. Outside of his advisory work, he performs as a musician in a classic rock band. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers a range of portfolio management, financial planning, and ERISA-related retirement plan services, with an emphasis on discretionary management and collaboration with third-party managers.

James Loper is a financial advisor with Empower Advisory Group in Noblesville, Indiana. He holds a Series 66 designation and joined the firm in 2026. Prior to his advisory role, he worked for eight years at Hyundai/Genesis of Noblesville and 12 years at O'Charley's Grill & Bar. 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 linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Kobie Fellure is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has one year of industry experience and previously worked in roles including at Pacers Sports and Entertainment and Plainfield Community High School. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with integration across KeyCorp affiliates and primarily manages assets on a non-discretionary basis using wrap-fee programs.

Ann Waren is a Series 66-credentialed financial advisor with Principal Financial Services, based in Fishers, IN. She has 11 years of industry experience, having worked with Principal Securities Inc. and Principal Life Insurance Company since 2015. Additionally, she serves as a bank and trust officer at Principal Bank, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Allyson Fritchley is a financial advisor at Rockefeller Financial LLC with a Series 66 designation. She joined the firm in 2024 and previously held roles at Marian Investor Coaching, Inc. and Franciscan University of Steubenville. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm offers portfolio management, financial planning, and brokerage services, operating under a Private Advisor model with a consolidated investment platform that includes equities, fixed income, and alternatives.

Kate Wright is a financial advisor with TIAA-CREF, holding a Series 66 designation and 12 years of industry experience. She has worked at TIAA-CREF since 2019 and previously held roles at OneAmerica Securities, American United Life, Keenan Blanchford, and Northwestern Mutual. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.