Matthew Akers is a Series 66-registered financial advisor with 16 years of industry experience. He is currently with PNC Wealth Management and has previously worked at Schwab Wealth Advisory, CUNA Mutual Group, and LPL Financial. Akers is also a licensed insurance agent through Golden Reserve, LLC, where he is involved in commissionable insurance and annuity sales. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation for employees. The firm utilizes approved model strategies managed by PNC or third-party strategists, with a focus on mutual funds and ETFs, annual rebalancing, and algorithm-based risk assessment.

Avshalom Gad is a CFP® and ChFC® with 23 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life) since 2007. His career includes longstanding roles with NYLIFE Securities LLC and New York Life Insurance Company beginning in 2003, as well as a brief tenure at Ameriprise. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm focuses on tailoring solutions to client objectives and plan sponsor criteria, and manages a significant portion of assets on a non-discretionary basis.

Darin Riddle is a CFP® with 16 years of industry experience, currently serving at Sanctuary Advisors, LLC. His prior experience includes 16 years at Charles Schwab, where he worked until 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a wide range of investment approaches through a large network of independent adviser representatives and employs multiple analytical methods and custodial arrangements.

Jordan Coffey is a financial advisor at Valic Financial Advisors with four years of industry experience and holds a Series 66 designation. Prior to joining Valic in 2022, he worked at Comprehensive Retirement Solutions and Cetera Advisors. Outside of his advisory role, Coffey is involved in driving for ride-share services and participates in a motorcycle-sharing program. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives.

Todd Bieberich is a financial advisor with Valic Financial Advisors in Carmel, Indiana, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience and has worked at Valic Financial Advisors since 2007. In addition to his advisory role, he is associated with Agia in a non-securities insurance capacity. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centrally coordinated model solutions.

James White is a financial advisor at TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has experience working with multiple firms, including Indiana Farm Bureau Insurance and Ryan White Insurance dba RWI Wealth Strategies. His career in financial services spans over a decade, with roles in both wealth management and insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Dakota Bunday is a financial advisor with Valic Financial Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Valic Financial Advisors, Dakota worked at IUPUI and FCHS for a combined eight years. He is also appointed as an agent to sell non-securities insurance products for 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 wrap programs. The firm operates at scale with over 1,200 advisors managing roughly $29.2 billion and employs discretionary unified managed accounts with tax-aware and impact overlays.

Jared Thorne is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Sanctuary Advisors and Sanctuary Securities since 2019 and previously spent ten years at Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment approaches through a network of over 400 independent advisors, offering portfolio management, financial planning, and retirement plan consulting services.

Jacob Craig is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 65 and Series 63 designations and has worked at Fifth Third Bank since 2022. His prior work includes roles at Green Leaf Inc, Kroger, Kelly Services, and Indiana State University. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway platform, providing options from mutual fund and ETF models to separately managed accounts and direct indexing.

Julia Sears is a financial advisor with Valic Financial Advisors holding a Series 66 credential and five years of industry experience. She previously worked at Purdue Federal Credit Union for twelve years and has been associated with AIG/VALIC Financial Advisors since 2019. Outside of her advisory role, she assists part-time with a local photography studio, helping take photos at schools and sports events. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering services such as portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages roughly $29.2 billion in assets and utilizes centralized technology and model solutions to support its extensive client base.

Anna Smith is a financial advisor at Key Investment Services LLC with one year of industry experience and holds the Series 66 designation. Prior to her current role, she worked as a registered nurse at IU Health Methodist Hospital and IU Health North Hospital. She continues to work part-time as a registered nurse on weekends. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions combined with ongoing recommendations and oversight, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Courtney Miller is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Miller's Elite LLC, Parkland Securities, and various nonprofit organizations such as ITOWN Ministries and the Indiana Alliance of YMCA's. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice typically delivered at the individual advisor level.

Sawyer Stoltz is a financial advisor with Sanctuary Advisors, LLC in Carmel, IN, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Sanctuary Securities, Inc., he worked at Charles Schwab & Co., Inc., Lake City Bank, and Indy Wealth Advisors, and spent eight years in full-time education. Outside of finance, he sells clothing online through Depop and performs landscaping and maintenance work for a heavy machinery company. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and uses a variety of investment approaches delivered through a network of over 400 independent adviser representatives.

Christopher Routt is a Series 66-licensed financial advisor with Valic Financial Advisors, bringing two years of industry experience. Prior to joining Valic, he held roles with Agia and worked extensively in education with the Scott County School District #2 and Indiana Wesleyan University. Routt is also president of Mr. Foto, Inc., a professional photography business, and serves on the boards of the Scott County Community Foundation and The Refuge for Children, an emergency shelter for displaced youth. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs and brokerage services, utilizing Envestnet-developed UMA models and providing options such as Tax Overlay and ESG Overlay services.

Saul Alvarez Jr. is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Alvarez also has experience as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on a centralized technology platform.

James Willard is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, Indiana, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Fifth Third Securities since 1999. Outside of his advisory role, he coaches the boys' golf team at Fall Creek Junior High. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by features such as direct indexing and a tax-overlay service.

Steven Smith is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Delaware Life and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that offer managed and non-discretionary portfolio advice, relying on Morningstar Investment Management for portfolio construction and ongoing oversight.

Stephen Weick is a financial advisor at PNC Wealth Management with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining PNC Investments LLC in 2022, he worked at The Engledow Group and held roles in companies outside of finance, including Starbucks, Compass Group USA, Leelanau Coffee Roasting Company, and Java House Coffee. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and implements investments via approved mutual fund and ETF strategies.

Paul Barlow is a financial advisor at CWM, LLC with 28 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Carson Group, Mercer Global Advisors, CornerCap, Charles Schwab, Park Avenue Securities, Guardian Life Insurance, and FTB Advisors. CWM, LLC is an SEC‑registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm utilizes a discretionary portfolio management approach with model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Amber Morris is a financial advisor with Valic Financial Advisors in Carmel, IN, holding a Series 66 designation and 14 years of industry experience. She has been with Valic Financial Advisors since 2012 and also works as an agent for Agia. Outside of her advisory work, Morris serves as the treasurer and a board member of Mercy Road Church Northeast. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.