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.

Thomas Nickol is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 41 years of experience in the financial services industry, including longstanding roles at Capitol Financial Services since 1984 and Kestra Advisory since 2016. Nickol is also involved in the sales and service of employee benefits and fixed insurance products through related business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment advice, and manages approximately $79.8 billion in assets, including serving large institutional investors and sovereign wealth funds.

Jason Hull is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes roles at Ameriprise Financial Services, J.P. Morgan Securities, Merrill, Bank of America, Prudential, and Charles Schwab. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, employing an open-architecture investment model that combines third-party sub-managers with proprietary Private Bank offerings.

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 CFP® with 26 years of industry experience, currently serving as an advisor at FIFTH THIRD SECURITIES, Inc. since 2016. He holds Series 63 and Series 65 licenses and is based in Brownsburg, IN. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including high-net-worth individuals, institutions, corporations, trusts, and retirement accounts through investment advisory and brokerage channels. The firm offers multiple program types on its Passageway Managed Account platform, utilizing various third-party portfolio managers and investment strategies.

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.

Melissa Behrman is a Certified Financial Planner® with 26 years of industry experience. She has been with The Huntington Investment Company since 2011 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers alongside proprietary Private Bank models.

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.

Daniel O'Sullivan is a financial advisor with Fifth Third Securities, Inc. in Zionsville, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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 and has worked at several firms including Charles Schwab and Securities America, Inc. prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

John Vaughn is a financial advisor with PNC Wealth Management in Zionsville, IN, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital portfolio solution for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Anthony Kerins is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Key Bank and Valic Financial Advisors. Outside of his advisory work, he serves as Vice President of the South Stars Hockey Club, a high school varsity and junior varsity hockey organization. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing product due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

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.

Bruce Hoover is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. His prior work includes Woodbury Financial Services and Ameriprise Financial Services. He serves as a finance officer and board member for the Avon American Legion Post 145, a nonprofit organization supporting veterans and local community causes. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm employs an open-architecture model combining third-party and proprietary investment strategies, offering a range of wrap-fee programs primarily on the Envestnet MAS platform.

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.