Stacia Jones is a financial advisor with Silver Oak Securities, Inc. based in Greenwood, IN, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Securities America Advisors, Securities America, and Securities Service Network. Outside of her advisory work, she is the owner of becauseOne, an online platform aimed at helping nonprofits communicate their needs and connect with supporters. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and business entities through a multi-team structure of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances, supported by operational features like ongoing model monitoring and automatic investment processes.

Jon Winteregg is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, Concourse Financial Group Securities, and Langdon Shaw Associates. Outside of his advisory work, he consults for becauseOne, LLC, an online platform supporting nonprofit charitable organizations, and is involved in family trust and estate matters. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a network of over 100 financial professionals. The firm offers a range of advisory programs focused primarily on discretionary investment management tailored to client objectives and risk tolerances, utilizing a combination of individual securities, ETFs, mutual funds, and strategist models.

Matthew Postell is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Centra Credit Union, Fidelity Brokerage Services LLC, and JP Morgan Securities LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and utilizes model portfolios and third-party managers to guide investment decisions.

Gregory Allen is a financial advisor at Savvy with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Edward Jones, and Morgan Stanley. Outside of advising, he is involved in real estate development through Allen Commercial Group. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach and integrates third-party fintech tools, specialized sub-adviser strategies, and tax-aware direct indexing.

Dennis Meyer is a CFP® professional with 38 years of industry experience, currently serving at First Heartland Consultants, Inc. in Indianapolis, where he has worked since 2004. He is a board member of the Columbus Model A Club, a nonprofit car club. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for 401(k) accounts, and asset management solutions through a network of independent investment adviser representatives.

Andrew Riis is a financial advisor at Redhawk Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Able Financial Group for six years. Outside of advising, he is a 50% owner of Reachout Marketing, LLC, a marketing agency. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across multiple asset classes and offers services such as multi-generational wealth planning and separately managed accounts.

Robert Willsey is a financial advisor at Archer Investment Corporation with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nine years at Bison Creek Advisors, LLC. Outside of advisory work, he is involved in life and property and casualty insurance and also works as a seasonal tax preparer. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary funds. The firm employs a disciplined investment process that includes comprehensive financial assessments and diversified portfolio construction, offering both discretionary and model-driven management approaches.

Clint Heisler is a CFP® and ChFC® with 15 years of industry experience, currently advising at Savvy since 2026. He previously worked with LPL Financial and Northwestern Mutual in various roles from 2010 to 2026. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and technology platforms.

Michael Benefield is a financial advisor with Trustmont Advisory Group, Inc., holding a Series 66 designation and nine years of industry experience. He has been with Trustmont since 2019 and previously worked at Voya Financial Advisors. In addition to his advisory role, he is the owner of Benefield Law, a legal practice focused on patent law, estate planning, business law, and litigation, and serves on the board of the Indiana Gamma Gamma Chapter of Alpha Tau fraternity as well as the Clark-Pleasant Education Foundation. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment outlook and utilizes various public research sources, offering discretionary portfolio management and access to brokerage and insurance products through advisers who often hold multiple professional credentials or operate other financial businesses.

Nathan Eix is a CFP® professional at Truepoint, Inc. with six years of industry experience. He previously worked at WealthPoint Advisors, LLC, Charles Schwab, and Thr3e Wise Men. Truepoint serves individuals, families, trusts, and institutional clients, offering comprehensive financial planning, portfolio management, tax and estate planning support, and a digital advice platform. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and it provides integrated tax and administrative services through related entities.

Kyle James is a financial advisor at Modern Wealth Management, LLC with 15 years of industry experience and holds a Series 66 designation. He has worked at Modern Wealth Management since 2023 and previously at Martin James Investment and Tax Management, LLC and World Equity Group. Outside of his advisory role, Kyle serves as Vice President of the board and assistant coach for a youth girls travel softball team through Indy Mavericks, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm utilizes a centralized portfolio management model with an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

C. Brian McKee is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include Cambridge Investment Research Advisors and LPL Financial, and he has operated McKee Financial Resources, Inc. since 1996. McKee provides investment advisory services through multiple affiliated entities. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, implementing diverse strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

Danielle Webster is a financial advisor with Empower Advisory Group in Greenwood, IN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked previously at GWFS Equities, Inc., Springbuk, OneAmerica Securities, American United Life, and American Funds Distributors, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates, offering both 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 has prior work experience at KeyBank, Bankers Life Advisory, Bankers Life Securities, Bankers Life & Casualty, Circle R Mechanical, Purdue University, and Bartholomew Consolidated School Corporation. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and integrates resources from KeyCorp affiliates, combining discretionary and non-discretionary management with services that include tax and values overlays.

Rebekah Thomas is a financial advisor with Fifth Third Securities, Inc. in Franklin, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2013 and has been associated with Fifth Third Bank since 2011. Outside of her advisory role, she is involved in direct sales with Young Living Essential Oils and participates in health product sales with Life Wave. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

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.

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 CFP® and ChFC® with 16 years of industry experience. He is currently an advisor at Savant Wealth Management and has previously worked at LJI Wealth Management, Nationwide Investment Services Corporation, and OneAmerica Securities, Inc. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, charitable organizations, and corporations. 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.

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.

Randy Jaramillo is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Foundations, he worked at Reliant Wealth Management and Simplicity Wealth, among other roles. He also serves as a pastor involved in community outreach and leadership at The Potter’s House Church in Indianapolis. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and uses model portfolios, third-party sub-advisers, and custodians to tailor investment solutions.