Steven Hull is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also serves as an agent with Agia, where he is involved in non-securities insurance products. 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 for portfolio construction and management.

Michael Zahm is a CFP® professional with 11 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. since 2016. Prior to joining Voya, he worked at Axa Advisors LLC and has maintained a connection with Gemmer Wealth Management since 2014. Zahm serves on the Board of Trustees for the Hamilton East Public Library, contributing to community literacy and education initiatives. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering financial planning, portfolio management, and consulting through multiple program structures with an emphasis on recommendation-based, non-discretionary advice.

Michelle Laycock is a financial advisor with Sanctuary Advisors, LLC in Carmel, IN, holding a Series 66 designation and 21 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 20 years before joining Sanctuary Advisors and Sanctuary Securities in 2019. Outside of her advisory role, she is involved in direct sales with AdvoCare International, a health and wellness 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 supports a wide range of investment strategies through a network of independent advisers and offers both discretionary and non-discretionary account management.

Nicholas Wylam is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment Planning LLC and Shepherd Financial since 2015. At Shepherd Financial, he serves as Director of Innovation & Client Experience, focusing on retirement plan consulting and individual wealth management. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular emphasis on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and advisory services, employing both strategic and dynamic investment approaches managed by its Investment Management & Research team.

Christopher Williams is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2013 and at PNC Bank and PNC Investments since 2009. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates, with recommendations generally made within plan lineups chosen by plan sponsors.

Donald Penn is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Raymond James Financial Services and Woodbury Financial Services. Outside of his advisory role, he serves on the board of Princess Cit Developers, Inc., a property development company. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Chad Nichter is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. His career includes roles at LPL Financial, Sanctuary Wealth, Wells Fargo Clearing, and Foresters Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a wide range of portfolio management, financial planning, and consulting services through a network of independent advisers and offers multiple program structures combining in-house and third-party strategies.

Jessica Mosier is a financial advisor with PNC Wealth Management in Carmel, Indiana, holding Series 66 and Series 65 licenses. She has 13 years of industry experience, including six years at PNC Investments and six years at PNC Capital Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements investments through approved model strategies managed by PNC or third-party strategists.

Brian Feathers is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Charles Schwab, Regions Bank, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary portfolio strategy accessible via an employee-only pilot. The firm employs algorithm-driven model selection and delegates investment execution and proxy voting to third parties.

David Bauer is a financial advisor at Lincoln Investment with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2015. In addition to his advisory role, he serves as Director of Investment Management at Shepherd Financial, focusing on investment research and retirement plan advisory services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and various managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Elizabeth Evans is a Series 66-registered financial advisor with Sanctuary Advisors, LLC, based in Carmel, Indiana. She has 14 years of industry experience, having worked at both Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of advisory work, she is a co-owner of Rider Kenley LLC, a tax preparation and accounting services business, where she oversees operational aspects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Brett Brenczewski is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he is also a property owner. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account pilot for employees that employs algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Adam Bunday is a financial advisor with VALIC Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at VALIC Financial Advisors since 1999 and is also an agent with Agia, where he offers non-securities insurance products. Outside of his advisory role, he holds a notary public stamp, which he has offered without charge. VALIC Financial Advisors primarily serves U.S.-based 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 UMA models for portfolio construction and management.

Jason Buck is a CFP® credentialed financial advisor with 26 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at InterOcean Capital Group, LLC and InterOcean Capital, LLC. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a comprehensive suite of wealth management, retirement, tax, and business services.

Sara Luebbert is a financial advisor with PNC Wealth Management in Carmel, IN, holding a Series 66 designation and 10 years of industry experience. She has been with PNC investments and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with PNC Bank online-banking credentials. The program uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third-party strategists.

Ian Flanagan is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Sanctuary Wealth in 2019, he worked at KPMG Corporate Finance LLC and KPMG LLP from 2011 to 2019. Outside of his advisory role, Flanagan is an owner and manager of Rider Kenley LLC, a tax preparation and accounting services business. 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 more than 400 independent adviser representatives who use a variety of analytical approaches and investment platforms, offering both discretionary and non-discretionary management options.

Niki Woodworth is a CFP® with six years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Prior to this, Woodworth worked at EverNest Financial Advisors, Sanctuary Wealth, Windsor Wealth Management, and Brooksource. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis and a broad range of investment strategies.

David Jacocks is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2023. Prior to that, he spent 17 years at American Funds Distributors, Inc. and American Funds. Outside of his primary role, he provides retirement plan consulting and individual wealth management through Shepherd Financial, LLC in Carmel, Indiana. 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 financial planning, retirement plan advice, model portfolios, and both discretionary and non-discretionary investment programs, managing a mix of in-house and third-party strategies overseen by an investment management and research team.

Myra Lighter is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with PNC Investments since 2009. 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 invests via mutual funds and ETFs with annual rebalancing.

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.