Zachary Ashby is a financial advisor with The Huntington Investment Company based in Avon, IN. He holds the Series 65 and Series 63 designations and has 10 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Fifth Third Securities, and Pro Solutions LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities through advisory and brokerage services. The firm employs an open-architecture investment approach with multiple wrap-fee programs and integrates third-party and proprietary models, including offerings from its Private Bank.

Vincent Kotarski is a financial advisor with Principal Financial Services based in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been involved with Executive Benefits Inc. and Principal Life Insurance Company since 2010. Outside of his advisory role, Kotarski is president and 100% owner of Executive Benefits, Inc., an independent insurance agency specializing in employee benefits and individual life and health products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and business entities. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brett Brenczewski is a financial advisor with PNC Wealth Management in Carmel, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he is also a property owner. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account pilot for employees that employs algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Adam Bunday is a financial advisor with VALIC Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at VALIC Financial Advisors since 1999 and is also an agent with Agia, where he offers non-securities insurance products. Outside of his advisory role, he holds a notary public stamp, which he has offered without charge. VALIC Financial Advisors primarily serves U.S.-based 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 UMA models for portfolio construction and management.

Brandon Craiger is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 14 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies supported by fundamental, technical, and quantitative analysis.

Sara Luebbert is a financial advisor with PNC Wealth Management in Carmel, IN, holding a Series 66 designation and 10 years of industry experience. She has been with PNC investments and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with PNC Bank online-banking credentials. The program uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third-party strategists.

Ian Flanagan is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sanctuary Wealth since 2019. Prior to that, he was employed at KPMG Corporate Finance LLC and KPMG LLP from 2011 to 2019. Outside of his advisory role, Flanagan is an owner and manager of Rider Kenley LLC, a tax preparation and accounting services business. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs multiple investment philosophies supported by sub-advisors and third-party platforms, distinguishing itself through an integrated affiliate structure and recent consolidation activities.

Niki Woodworth is a CFP® with six years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Prior to this, Woodworth worked at EverNest Financial Advisors, Sanctuary Wealth, Windsor Wealth Management, and Brooksource. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis and a broad range of investment strategies.

David Jacocks is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2023. Prior to that, he spent 17 years at American Funds Distributors, Inc. and American Funds. Outside of his primary role, he provides retirement plan consulting and individual wealth management through Shepherd Financial, LLC in Carmel, Indiana. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, model portfolios, and both discretionary and non-discretionary investment programs, managing a mix of in-house and third-party strategies overseen by an investment management and research team.

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.

Myra Lighter is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Thomas Petersen is a financial advisor at Voya Financial Advisors, Inc. with 16 years of industry experience. Prior to joining Voya in 2025, he worked for 31 years at Hamilton Southeastern Schools. Outside of finance, he performs as a second tenor saxophonist with the Starlighter Big Band several times each year. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage services. The firm provides advice via model portfolios and third-party strategists, with a majority of assets managed on a non-discretionary basis.

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.

Matthew Alspaugh is a financial advisor with CWM, LLC in Indianapolis, IN, holding Series 65 and Series 63 designations and having 11 years of industry experience. He has worked at CWM since 2018 and concurrently serves as a paraplanner at Wealthcare Partners Ltd. Prior to that, he held roles at Cadaret, Grant & Co., Inc., Cetera Wealth Services, LLC, OneAmerica Securities, and American United Life. 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 employs a discretionary approach using model portfolios overseen by an Investment Committee and offers portfolio management, financial planning, retirement-plan services, and access to alternative investments.

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.

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.

Peter Taylor is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at PNC Investments LLC since 2021 and previously held roles at The Oaks Academy, Safeway Logistics, and Spartan Logistics. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Justin Rose is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, holding a Series 65 designation with four years of industry experience. His prior work includes roles at the Career and Civic Engagement Office and Winthrop University. In addition to advising, he is an independent insurance agent, a role he maintains outside of securities trading hours. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm emphasizes long-term, diversified portfolios aligned with clients’ risk tolerance, employing equity index funds and ETFs, and integrates behavioral economics into its investment approach.