Claire Amick is a CFP® professional with seven years of experience in the financial industry. She is currently with Facet, where she has worked since 2026, following eight years at The Vanguard Group, Inc. located in Noblesville, IN. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through remote communication and a proprietary platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes, including machine learning for tax optimization and portfolio management, offering a flat subscription fee structure rather than percentage-based asset fees.

Jonathan Pinyot is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 license and one year of industry experience. His prior roles include positions at High Point Retirement, Troyer Retirement, Pruco Securities LLC, and Advantage One Brokers. Before entering the financial industry, he operated JP’s Lawn Care and worked at LAZ Parking and Crew Carwash. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team platform. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and third-party strategists.

Stephen Schug is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Ohio National Financial Services, The O.N. Equity Sales Company, Lincoln Investment, and Capital Analysts, Incorporated. Outside of his advisory work, he serves as Treasurer for the United Methodist Mens Group and President of Main Street Pendleton, a local historic preservation organization. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides comprehensive and modular financial plans and access to various third-party investment programs, operating under a dual-registration model with both discretionary and non-discretionary client accounts.

Jordan Kanter is a financial advisor at Apollon Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Charles Schwab & Co., Inc. Outside of advisory work, Kanter is employed with ELKO Inc., a kitchen and bath fabrication company, where he provides technical support and web design. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of around 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance clients, offering a range of financial planning and portfolio management services using a combination of centrally managed strategies and locally managed portfolios.

Andrew Blakley is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Horter Investment Management, LLC, and Citigroup Global Markets. Outside of advising, he owns four H&R Block offices and serves as president of a payroll and bookkeeping services company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs tactical, strategic, and dynamic investment approaches, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services through a multi-team model.

Ryan Miller is a CFP® professional with 14 years of industry experience. He has worked at Plancorp, LLC since 2025 and previously held roles at Dew Wealth Management, LLC, Elser Financial Planning, Inc, and an earlier iteration of Plancorp. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, financial planning, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management across a diversified range of assets.

Dustin Thomas is a CFP® and Series 65-licensed advisor at Savvy with 12 years of industry experience. He previously worked at Valeo Financial Advisors and Column Capital Advisors, LLC. Outside of his advisory role, he owns Thomas Ten-Forty, LLC, where he prepares individual tax returns. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

John Dewey is a CFP® professional with 14 years of industry experience. He has worked at Advisory Services Network since 2025 and previously spent 12 years at Edward Jones. Outside of his advisory role, he serves as Chairman of the Board for Heartland Film Inc. in Indianapolis. Advisory Services Network is an enterprise firm with a network of approximately 208 independent advisers serving individuals, families, corporations, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets.

Aaron Short is a financial advisor with Carson Wealth based in Fishers, IN, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Edward Jones for six years and currently manages day-to-day operations at Geist Family Wealth, an S-Corp he owns. Additionally, he acts as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee and offering tailored investment solutions.

Teresa Jackson is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at KeyBank and Key Investment Services since 2009. Outside of her advisory role, she owns a small business preparing and selling baked goods. 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 plan clients through a network of financial professionals. The firm uses a multi-provider model and offers multiple wrap programs with custodial and trade execution services.

Whitney Ashley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at Commonwealth since 2020 and also has a background with Leman Financial Advisors beginning in 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Karl Slavik is a CFP® professional with 18 years of industry experience. He has been with Fifth Third Securities, Inc. since 2009 and has worked at Fifth Third in various capacities since 2007. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages assets across a wide range of proprietary and third-party investment strategies.

August Hardee II is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and having 11 years of industry experience. He has held roles at multiple firms including Star Benefit Associates, Net Law Inc., WealthWave, and A. M. Hardee & Associates, LLC, where he serves as President and CEO providing consulting advice on economic and charitable matters. His activities also include offering Medicare supplement and prescription drug plans through Star Benefit Associates. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Ronald Frank is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2004. In addition to his advisory role, he serves as a referral partner for Net Law, introducing a platform for estate planning tools. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple program platforms to deliver its services.

John Collins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Aspida Life Insurance Company, WFG Direct, and World Financial Group. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that include proprietary and third-party model portfolios. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Kevin Smith is a financial advisor with Fifth Third Securities, Inc. based in Fishers, Indiana. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including 19 years with Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. serves a broad mix of individual, institutional, and business clients through investment advisory and brokerage channels. The firm offers multiple managed account programs and portfolio management options via its Passageway platform, supporting a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Jeff Olbina is a financial advisor with PNC Wealth Management in Greenfield, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at LPL Financial, Indiana Members Credit Union, and several other financial services firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and third-party managed model strategies primarily using mutual funds and ETFs.

Ann Davis is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWFS Equities, JPMorgan Securities LLC, JPMorgan Chase Bank N.A., and Fifth Third Securities. 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 connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Elizabeth Drury is a CFP® professional with eight years of experience in financial advising. She has worked with J.W. Cole Advisors, Inc. since 2019 and is also involved with Beck Financial Strategies. Outside of her advisory roles, she serves as an independent referral agent in real estate and is a commissioned insurance agent. J.W. Cole Advisors, Inc. is an enterprise firm serving individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, retirement services, and third-party manager platforms. The firm employs a combination of fundamental and technical analysis, model-based strategies, and digital advice to implement client solutions.

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.