Michael Stolte is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 15 years of industry experience. He has worked at PNC Investments since 2014 and previously held roles at Fifth Third Securities and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account currently available as an invitation-only pilot for employees. The program uses algorithmic risk assessments and invests through approved mutual fund and ETF strategies managed or delegated by PNC and third parties.

Mia Cardwell is a CFP® professional with 25 years of industry experience, currently serving with Rockefeller Financial LLC. She previously worked at Whitnell & Co. for 14 years and has held various roles within the Rockefeller organization since 2021. Her outside business activities include ownership of rental properties in Florida. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as both an investment adviser and a registered broker-dealer.

Gregory Lutterman is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Huntington since 2014. He is also involved with Madison Park Church. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary private bank portfolios.

John Koth is a financial advisor at OSAIC Institutions, Inc. with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at OSAIC since 2014. His prior roles include real estate agent and compliance consultant. Koth also serves as a FINRA arbitrator, participating in dispute resolution activities since 2005. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model with a distinctive service and distribution approach.

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.

Chad Nichter is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Sanctuary Wealth, and Wells Fargo Clearing. Nichter provides investment advisory services through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and access to sponsored advisory programs through a combination of in-house manager selection, third-party models, and advisor discretion.

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.

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.

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.

James Loper is a financial advisor with Empower Advisory Group in Noblesville, Indiana. He holds a Series 66 designation and joined the firm in 2026. Prior to his advisory role, he worked for eight years at Hyundai/Genesis of Noblesville and 12 years at O'Charley's Grill & Bar. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Matthew Parker is a financial advisor at PNC Wealth Management in Carmel, IN, holding Series 63 and Series 66 licenses with eight years of industry experience. His career includes positions at Merrill, J.P. Morgan Securities, and Charles Schwab, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available via an employee-only pilot. The program uses algorithmic risk assessment and invests in approved model strategies primarily through mutual funds and ETFs.

Matthew Akers is a Series 66-registered financial advisor with 16 years of industry experience. He is currently with PNC Wealth Management and has previously worked at Schwab Wealth Advisory, CUNA Mutual Group, and LPL Financial. Akers is also a licensed insurance agent through Golden Reserve, LLC, where he is involved in commissionable insurance and annuity sales. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation for employees. The firm utilizes approved model strategies managed by PNC or third-party strategists, with a focus on mutual funds and ETFs, annual rebalancing, and algorithm-based risk assessment.

James White is a financial advisor at TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has experience working with multiple firms, including Indiana Farm Bureau Insurance and Ryan White Insurance dba RWI Wealth Strategies. His career in financial services spans over a decade, with roles in both wealth management and insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Jacob Craig is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 65 and Series 63 designations and has worked at Fifth Third Bank since 2022. His prior work includes roles at Green Leaf Inc, Kroger, Kelly Services, and Indiana State University. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway platform, providing options from mutual fund and ETF models to separately managed accounts and direct indexing.

Anna Smith is a financial advisor at Key Investment Services LLC with one year of industry experience and holds the Series 66 designation. Prior to her current role, she worked as a registered nurse at IU Health Methodist Hospital and IU Health North Hospital. She continues to work part-time as a registered nurse on weekends. 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 investment decisions combined with ongoing recommendations and oversight, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Steven Navel is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. Prior to his current role, he held positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as roles with Summit Smart Farm, Distynct, Aquatrols, and Elanco Animal Health. He holds the Series 66 and Series 63 designations. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through 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, risk tolerances, and time horizons.

John Cassady is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Corey Sylvester is a financial advisor at Edward Jones in Cicero, IN, holding a Series 66 designation with 19 years of industry experience, all of which have been with Edward Jones since 2007. Outside of advising, he is involved in managing real estate holdings alongside his wife, including ownership in multiple property-related businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Roy Herrmann is a financial advisor with Edward Jones in Noblesville, IN, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he coordinates activities for a business networking referral group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Kurt Hare is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Tipton, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.