J. Cowles is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, N.A. and Merrill. He serves as a director on the board of the Harrison Center for the Arts, a charitable organization based in Indianapolis. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, along with broker-dealer capabilities and alternative investment placement.

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.

Brittany Vollmar is a financial advisor with Lincoln Investment in Carmel, Indiana, holding a Series 66 designation and 19 years of industry experience. She has worked at Lincoln Investment since 2017, following five years with OneAmerica Securities and American United Life. In addition to her advisory role, Vollmar serves as a client relationship consultant and insurance agent with Shepherd Financial, focusing on retirement plan consulting and individual wealth management. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services through both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets.

Erin Goodrich is a CFP® with 14 years of experience in the financial services industry. She is currently with Lincoln Investment and has prior experience at Capital Analysts, Schwab Private Client Investment Advisory, Inc., and Charles Schwab. Outside of her primary role, she also serves as a senior wealth advisor providing retirement plan consulting and individual wealth management through Shepherd Financial, LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Marcus Burns is a financial advisor at The Huntington Investment Company with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Ameriprise, BMO Harris Bank, LPL Financial, PNC Investments, Key Investment Services, Bank of America, and Merrill. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers with proprietary offerings and sponsors multiple wrap-fee programs 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 financial advisor at Key Investment Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and PRUCO Securities, LLC, following a 14-year career in online sales. 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 supported by non-binding financial recommendations and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Mia Cardwell is a CFP®-designated financial advisor with 24 years of industry experience. She is currently with Rockefeller Financial LLC and has previously worked at Whitnell & Co. Outside of her advisory role, she owns and manages several rental properties in Florida. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, offering integrated wealth management, financial planning, and portfolio management services through a designated Private Advisor and access to alternative investments.

Margot Dwyer is a CFP® professional with 25 years of experience in financial advisory services. She currently works at Rockefeller Financial LLC and has previously held roles at Bank of America, NA and Merrill Lynch. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a combination of in-house and third-party managers.

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.

John Koth is a financial advisor with OSAIC Institutions, Inc., holding Series 63, 65, and 66 designations and over 30 years of industry experience. He has served at OSAIC since 2014 and has prior experience as a real estate agent and in compliance consulting. Additionally, he acts as a FINRA arbitrator, participating in dispute resolution since 2005. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending options, with a notable focus on predominantly non-discretionary assets and a dual broker-dealer/adviser structure.

Alex Sylvester is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial before joining Lincoln Investment in 2019. Sylvester serves as President of the Marian University Alumni Association. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs utilizing both strategic and dynamic approaches through an Investment Management & Research team.

Timothy Johnston is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Metlife Securities, and OSAIC. Outside of advisory work, he is involved in commercial real estate ownership through Abner Properties, LLC and Abner Properties Rangeline, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves 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, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Hilda Yataco is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2006. Yataco holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account Platform, including mutual fund/ETF models, SMA strategies, and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Christopher Hale is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with PNC Investments since 2010 and has a concurrent role at Franklin College since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital investment platform currently in an employee-only pilot phase. The firm uses algorithmic risk assessments to guide model selection and employs third-party strategists for portfolio management, with a focus on mutual funds and ETFs.

Amy Hlavacek is a CFP® professional with six years of industry experience. She is currently with Sanctuary Advisors, LLC and previously worked at FI3 Financial Advisors, LLC and BMO. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management options and financial planning services, employing multiple analytical approaches and acting as a fiduciary when a written advisory agreement is in place.

Jason Rees is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Daniel Meier is a financial advisor at Lincoln Investment with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Capital Analysts, Cetera Advisors LLC, and First Allied Advisory Services. Meier also serves as an investment advisor representative and insurance agent with Shepherd Financial, providing services to retirement plan clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm uses a mix of in-house and third-party investment strategies overseen by an Investment Management & Research team, offering both discretionary and non-discretionary programs.

Thomas Farrell is a financial advisor at TIAA-CREF in Carmel, Indiana, holding a Series 66 license with 21 years of industry experience. He has been with TIAA-CREF since 2017 and previously worked at Blue Horseshoe Solutions for one year. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management, and it acts as adviser to a donor-advised fund within a vertically integrated group that uses affiliated funds.

Luke Tansy is a financial advisor with TIAA-CREF in Carmel, IN, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a fiduciary standard across its advisory services and manages portfolios through model-based and customized approaches, including acting as adviser to a donor-advised fund.