Jeff Olbina is a financial advisor with PNC Wealth Management in Indianapolis, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Indiana Members Credit Union, and Cuna Brokerage Services. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Neil Quinlan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked for ARGI Investment Services, LLC for 13 years. He is also involved with Wastah, LLC, providing consulting related to personal and family matters. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on customized, diversified portfolios and access to alternative and private-market investments.

Nicholas Alexander is a CFP® with 11 years of industry experience, currently serving at Schwab Wealth Advisory since 2025. He has held previous roles within Charles Schwab-affiliated firms since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Joseph English is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Schwab Wealth Advisory since 2020 and has been affiliated with Charles Schwab since 2017. Outside of finance, he has experience working in the parking services industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Wesley Sykes is a financial advisor with Money Concepts Capital Corp in Indianapolis, IN, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Money Concepts Capital Corp since 2009. Outside of his advisory work, he is involved with Crown Mentoring, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Nolan Pugh is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017. Prior to his advisory role, he spent four years at the Krannert School of Management at Purdue University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its advisory approach from many enterprise wealth managers.

Kyle Kerkhoff is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2008, progressively advancing through roles including Financial Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position beginning in 2023. His extensive experience spans over 17 years advising clients in diverse financial situations. Throughout his career, Kyle has focused on developing and implementing financial plans tailored to the unique circumstances of his clients, aiming to support their financial wellbeing and success. His approach emphasizes partnership and ongoing plan monitoring to adapt to clients' evolving needs. Outside of his professional work, Kyle enjoys biking, participating in family activities, fishing, golf, and table tennis.

Nicholas Pfledderer is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 66 and Series 63 designations and two years of industry experience. His prior experience includes roles with Charles Schwab Co., Inc. and the Adorant Group, as well as periods devoted to full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset types. The firm’s advice is delivered using Charles Schwab’s asset allocation models and research tools, with investment decisions ultimately made by clients.

David Kroner is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2015. He has been affiliated with Charles Schwab since 2000. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s proprietary research tools and asset allocation models. The firm focuses on wealth management education, retirement planning, and investment recommendations, with final trading decisions made by clients.

Timothy Johnston is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Metlife Securities, and OSAIC. Outside of advisory work, he is involved in commercial real estate ownership through Abner Properties, LLC and Abner Properties Rangeline, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Brian Rykovich is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2024. His prior experience includes roles at Savant Wealth Management, Treybourne Wealth Planners, CH Douglas & Gray, and Bedel Financial. Mariner serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios overseen by an Investment Committee and provides integrated tax, accounting, and administrative CFO capabilities uncommon among similarly sized advisory firms.

Hilda Yataco is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2006. Yataco holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account Platform, including mutual fund/ETF models, SMA strategies, and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Christopher Hale is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with PNC Investments since 2010 and has a concurrent role at Franklin College since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital investment platform currently in an employee-only pilot phase. The firm uses algorithmic risk assessments to guide model selection and employs third-party strategists for portfolio management, with a focus on mutual funds and ETFs.

Christopher Mccauley is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. He previously worked at Cambridge Investment Research Advisors, Inc. for 14 years. Outside of his advisory role, he owns Strategic Tax Professionals, LLC, a tax preparation business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, operational support, and investment management services. The firm offers discretionary model portfolios and customizable program structures while serving both retail and institutional clients.

Amy Hlavacek is a CFP® professional with six years of industry experience. She is currently with Sanctuary Advisors, LLC and previously worked at FI3 Financial Advisors, LLC and BMO. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management options and financial planning services, employing multiple analytical approaches and acting as a fiduciary when a written advisory agreement is in place.

Jason Rees is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Kaulen Jenkins is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Charles Schwab and its affiliated advisory unit since 2019. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on individual clients rather than institutional accounts.

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.

Jacob Jewell is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Aligned Wealth Management, Aligned Dental Advisors, and Principal Securities Inc. Outside of his advisory role, he serves as the Financial Chair and Board Member for Grant’s Giants, a nonprofit organization focused on raising funds for families affected by Pompe disease. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, with advisory services often delivered on a discretionary basis.

Susan Bober is a financial advisor with Schwab Wealth Advisory, holding a Series 65 designation and 11 years of industry experience. She has been with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice using standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.