Danielle Webster is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including GWFS Equities, Inc., Springbuk, OneAmerica Securities, American United Life, and American Funds Distributors, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Patrick Mc Kinley is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Bankers Life and served on the staff at Purdue University. 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 model selection supported by non-binding recommendations and provides access to third-party managers, rebalancing, reporting, and supervisory oversight.

Robin Romine Steinway is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2004. Outside of her advisory role, she is a member of Steinway Properties LLC, where she dedicates a small amount of time answering questions. 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 incorporates features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Marvin Boxdorfer is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 registrations and possessing 37 years of industry experience. His prior affiliations include Parkland Securities LLC and Heartland Wealth Group. Outside of advisory work, he is involved in managing Four Willows Farm, a horse stable business. PlanMember Securities Corporation provides retirement-plan advisory services, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework utilizing risk-based mutual fund portfolios and includes education and support services for plan sponsors and participants.

Vesta Fisher is a financial advisor at PNC Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PNC since 2012, including roles at PNC Bank and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and discretionary model accounts managed by PNC or third-party strategists.

Kevin Mitchell is a ChFC® credentialed financial advisor with 16 years of industry experience. He has worked at Nationwide Investment Services Corporation and LJI Wealth Management, LLC prior to joining Savant Wealth Management in Indianapolis, IN. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated accounting, legal, and trust services.

Daniel Steinbrunner is a financial advisor with PNC Wealth Management in Greenwood, IN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees. The firm uses approved model strategies managed by PNC or third parties, implemented via mutual funds and ETFs with annual rebalancing and limited direct client interaction.

Jeanne Lowe is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She has been with Valic Financial Advisors since 2012 and is also an agent with Agia, where she 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Scott Richards is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities, Prudential Insurance Company of America, Richards Insurance Agency, and Allstate Insurance Company. Richards serves as a board member for Decatur County Parks and Recreation and is a licensed official umpire referee. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Blake Dicken is a CFP® with two years of experience at Savant Wealth Management in Indianapolis, IN. Prior to joining Savant, he worked at Citizens Energy Group and held positions at Indiana University and Franklin Community Schools. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Shane Tyler is a financial advisor with PNC Wealth Management in Franklin, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at PNC Investments LLC since 2025 and previously spent seven years with Charles Schwab and Charles Schwab Bank. Tyler has also been involved with The Papers since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available on an invitation-only basis for employees. The firm’s approach incorporates algorithm-driven risk assessment and uses mutual funds and ETFs managed by PNC or third-party strategists.

Daniel Fletcher is a financial advisor at SPC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Woodbury Financial Services from 2006 to 2020 before joining SPC and Parkland Securities LLC in 2020. In addition to his advisory role, he is an independently licensed insurance agent appointed with various companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary advice through multiple account programs and partnerships.

Charles Law is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes positions at Park Avenue Securities, GUARDIAN Life Insurance Co. of America, MML Investors Services, Mass Mutual Life Insurance Company, and First Command Advisory Services. He serves as a board member of the Briarwood Trace Homeowners Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed and unified managed accounts, as well as brokerage and insurance products. The firm emphasizes client-directed investment choices combined with ongoing monitoring, and it operates within the KeyCorp group, maintaining relationships with affiliated banking and capital markets entities.

Vitor Hara is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024, with prior roles at Fifth Third Bank and JP Morgan Chase. Before entering the financial industry, he spent eight years at Cheddars Scratch Kitchen and seven years at Indiana University Purdue University Indianapolis. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Stephanie Willison is a CFP®, PFS™, and Series 65 credentialed advisor at Savant Wealth Management with 24 years of industry experience. She previously worked at Treybourne Wealth Planners, Inc. for 11 years before joining Savant Wealth Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by a large team and affiliated accounting, legal, and trust service entities.

Wade Fisher is a financial advisor with Fifth Third Securities, Inc. in Greenwood, Indiana. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at Fifth Third Bank, Menards, and Purdue University. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and unique platform features such as direct indexing and tax-overlay services.

Haley Moore is a financial advisor at Bankers Life Advisory Services, Inc. holding the Series 66 designation and has one year of industry experience. Her prior work includes roles at Humana, Centerstone, DoorDash Essentials LLC, Dewolff Boberg and Associates, Ulta Beauty, and Pepsi Co. Bankers Life Advisory Services, Inc. provides investment advisory services primarily to mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolios aligned with clients’ goals and risk tolerances.

Terri Ballard is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 1999. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, a jewelry sales business. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.

Jorge Hernandez is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Bank of America, Merrill, JPMorgan Chase Bank, Charles Schwab, and Regions Bank. 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 and affiliate offerings, providing a range of wrap-fee programs on the Envestnet MAS platform.

Alexander Yates is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Valic Financial Advisors since 2010 and has also served as an agent with Agia since 2022, focusing on 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and maintaining approximately $26.4 billion in discretionary assets.