Charles Gavit is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments LLC since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven risk assessment and managed model strategies executed via mutual funds and ETFs.

Michael Matis is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Morgan Stanley, RenPSG, Oneamerica Securities, and as a self-employed advisor. In addition to his advisory role, he serves as an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

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 in Carmel, IN, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at TCFG Wealth Management, LLC and Summit Financial Group Inc. Outside of his advisory work, he is actively involved in golf coaching at various levels, including middle school and junior PGA programs, and owns a golf coaching business focused on supporting youth. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.

Joshua Gavit is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment and Ronald Blue Trust. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm’s investment approach involves algorithm-driven portfolio selection and uses approved model strategies executed with mutual funds and ETFs.

Brian Libich is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Voya Financial Advisors since 2016. Outside of his advisory role, Libich is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base, including individuals, institutional clients, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting services through various program structures, primarily providing non-discretionary recommendations.

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.

David Recker is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and Fifth Third Securities. Outside of his advisory role, he has ownership interests in a real estate business unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm uses algorithmic tools to recommend risk-based investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

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.

Joe Miller is a financial advisor with Lincoln Investment in Carmel, Indiana, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has worked at Lincoln Investment since 2020 and previously held roles at Principal Financial Services, Principal Life Insurance Company, and Paychex. Outside of his primary role, he provides retirement plan consulting through Shepherd Financial, LLC. Lincoln Investment serves individuals, including high-net-worth clients, 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 a variety of managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Brian Kornelis is a financial advisor at Key Investment Services LLC in Carmel, Indiana, with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Northwestern Mutual and KeyBank. Prior to his advisory roles, he was affiliated with Bethel Christian Reformed Church for six years and the International Christian School of Vienna for five years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Brian Kincanon is a financial advisor with Key Investment Services LLC in Fishers, Indiana. He holds Series 63 and Series 66 designations and has 18 years of experience in the industry. His career includes multiple roles with Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee arrangements, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Randall Kensinger is a financial advisor at Transamerica Retirement Advisors, LLC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been associated with Diversified Investors Securities Corp. since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and third-party model portfolios, primarily from Morningstar Investment Management, to provide asset allocation and retirement guidance across both discretionary and non-discretionary accounts.

Amy Cummings is a CFP® professional with 31 years of industry experience. She is currently affiliated with Voya Financial Advisors, Inc. and previously worked with Valic Financial Advisors for 26 years, as well as Agia for two years. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based, non-discretionary relationships.

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.

Paris Proctor is a financial advisor with CWM, LLC, holding a Series 66 designation and two years of industry experience. Their prior roles include positions at Carson Wealth and Raymond James Financial. Outside of advising, Proctor has experience in nonprofit work and various entrepreneurial ventures, including involvement with Goodie Nation 501c3 and small business ventures in the food and cleaning service sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management and a range of retirement-plan services, typically managing accounts on a discretionary basis using model portfolios supported by an in-house Investment Committee and a combination of analytical tools and third-party resources.

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.