Tom Hornak is a financial advisor with PNC Wealth Management in Avon, Indiana, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic selection of investment strategies managed by PNC or third-party strategists, implemented via mutual funds and ETFs with annual rebalancing.

Matthew Alspaugh is a financial advisor with CWM, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with firms including Cadaret, Grant & Co., Inc., Wealthcare Partners Ltd, and Cetera Wealth Services, LLC. Alspaugh also serves as a paraplanner, providing operational support and preparing materials for client meetings. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub‑advisory, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and combining fundamental and technical analysis with third-party sub-advisors and customized investment tools.

Richard Williams is a financial advisor at Foundations Investment Advisors LLC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Madison Avenue Securities, Inc. for 15 years. Williams is also the owner of RDW Financial Group, an insurance sales business that operates alongside his financial planning practice. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers tailored advice using model portfolios and an asymmetric rebalancing approach, employing a mix of fundamental, technical, and cyclical analysis.

Eric Ford is a CFP® with 19 years of industry experience. He is currently an investment advisory representative at CWM, LLC and has held roles at Cetera and Wealthcare Partners Ltd. Ford is also an owner of two closely held corporations, EF15 Inc. and WCP Management Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm uses a discretionary model portfolio approach overseen by an Investment Committee and offers various advisory and retirement-plan services with an emphasis on fiduciary processes and operational support for institutional clients.

Yetunde Ajayi is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. She has also worked in the hospitality sector with Home2 Suites By Hilton and Tobis Hotels & Gardens. 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 various discretionary managed-account options, including advisor-directed models and direct indexing, supported by its affiliation with Fifth Third Bank and multiple platform providers.

Eric Farley is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Farley is involved in baseball instruction as an owner and operator and serves as a varsity assistant baseball coach at Plainfield High School. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, utilizing model portfolios and customized portfolios managed under client-approved investment policies.

Harley Shanklin is a financial advisor at Foundations Investment Advisors LLC with a Series 66 designation and 12 years of industry experience. He has worked at RDW Financial Group since 2014 and joined Foundations Investment Advisors in 2024. Outside of his advisory role, Shanklin serves as a medic and observer coach trainer in the U.S. Army Reserve and is the finance chair and treasurer for the nonprofit Folds of Honor Indiana. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Steven Ford is a financial advisor with CWM, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Cetera, Wealthcare Partners, and Cadaret, Grant & Co. He is also a CPA engaged in tax consulting, planning, and estate planning through Wealthcare Consulting. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers comprehensive services including portfolio management, financial planning, and retirement plan solutions.

Jeffrey Moore is a Certified Financial Planner® with 27 years of industry experience. He has worked at Fifth Third Securities, Inc. since 2016 and previously held roles at Raymond James Financial, M&I Investment Management Corp., M&I Financial Advisors, Cetera Investment Services, and Natcity Investments. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway platform, providing clients with various investment strategies such as mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Justin Roski is an investment advisory representative with CWM, LLC in Indianapolis, Indiana. He holds a Series 66 designation and has four years of industry experience. Prior to joining CWM, he worked at firms including Cetera Wealth Services, Guggenheim Partners, and Alter Domus. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Sheila Stevenson is a financial advisor with SPC, holding a Series 66 designation and six years of industry experience. She has worked at Saratoga Wealth Management since 2019 and previously spent 14 years at Equity Financial Services. She is also a commissioned notary public in Indiana. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Ashlee Craiger is a financial advisor at &PARTNERS with six years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and Rodan + Fields for nine years. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, and retirement-plan participant discretionary management. The firm uses a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with investment management available on both discretionary and non-discretionary bases.

Jeffery Joyce is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with J. W. Cole Advisors, Inc. and has previously worked at Elements Financial Services LLC, Elements Financial Federal Credit Union, and Cross Financial Services. In addition to his advisory role, he serves as CFO of North Salem State Bank, managing accounting, finance, treasury, wealth management, and the trust department, and supervises the Wealth Strategies team at North Salem Wealth Strategies. J. W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Michael Sheldon is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab, Securities America, Inc., and Chase Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs and employs a multi-provider model with discretionary and non-discretionary portfolio management supplemented by affiliated insurance products.

Navarrus Hale is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sensible Money, LLC, Thrivent Investment Management, and Total Wealth Planning, LLC. 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 uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Chad Hauskins is a Series 66-credentialed financial advisor with Edward Jones in Plainfield, Indiana, where he has worked since 2007, totaling 18 years of industry experience. He serves as a trustee on the board of the Plainfield-Guilford Township Public Library, contributing to the library's budget, committees, and general operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large nationwide network of advisors and branches and offers services under a fiduciary standard.

Dustin Stonebraker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with Cetera and affiliated firms since 2018 and has prior experience at PNC Investments. Outside of his advisory role, he is a 50% owner of Good Intentions Farm, producing livestock and produce. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment options.

Bry Howard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Ivy Tech Community College of Indiana, Ehlen & Heldman PC, and KSM Business Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and strategies, supported by a large national network of financial advisors and branch offices.

Richard Greco is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Old National Bank and LPL Financial since 2011. Outside of financial advising, Greco is a performing musician and member of a six-piece band. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Kyle Archer is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at JPMorgan Chase Bank, N.A., Penguin Random House, and International Paper. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of specialized financial products and services.