Joseph Williams is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 credentials and having 27 years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, and PNC Investments. He has been with Fifth Third Securities and Fifth Third Bank since 2019. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs on the Passageway platform, employing multiple investment strategies and third-party portfolio managers.

Donald Penn is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Raymond James Financial Services and Woodbury Financial Services. Outside of his advisory role, he serves on the board of Princess Cit Developers, Inc., a property development company. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Stephen Klingler is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services, TD Ameritrade Investment Management, and Scottrade. Klingler holds Series 63 and Series 66 licenses. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolio solutions.

Jessica Mosier is a financial advisor with PNC Wealth Management in Carmel, Indiana, holding Series 66 and Series 65 licenses. She has 13 years of industry experience, including six years at PNC Investments and six years at PNC Capital Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements investments through approved model strategies managed by PNC or third-party strategists.

Garrett Henderson is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, Indiana. His prior experience includes roles at Charles Schwab & Co., Inc. and Taylor University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services that include financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools and asset allocation models.

David Bauer is a financial advisor at Lincoln Investment with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2015. In addition to his advisory role, he serves as Director of Investment Management at Shepherd Financial, focusing on investment research and retirement plan advisory services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and various managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Lee Garrett is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN. He has worked within the Charles Schwab ecosystem since 2020 and has held roles at TEKsystems, Academy Sports + Outdoors, and Indiana University earlier in his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on customized allocation recommendations and wealth management education using Schwab’s research tools and asset allocation models.

Shannon Jump is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining PNC Investments LLC in 2023, he worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2012 to 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm utilizes algorithmic risk assessments and third-party strategists to implement investment models primarily using mutual funds and ETFs.

Michael Kortfelt is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2014. He is also registered with Series 63 and Series 65 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., without charging fees directly to clients, and maintains a distinctive operating model that excludes discretionary portfolio management.

Jared Lee is a financial advisor at Allworth Financial, L.P. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Innovative Portfolios, Sheaff Brock Investment Advisors, LLC, and Charles Schwab. Based in Indianapolis, IN, he joined Allworth Financial in 2025. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios combining core-satellite, index allocations, and specialized strategies, and is noted for its Airline division and management of privately offered Shorepoint income funds.

Elizabeth Evans is a Series 66-registered financial advisor with Sanctuary Advisors, LLC, based in Carmel, Indiana. She has 14 years of industry experience, having worked at both Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of advisory work, she is a co-owner of Rider Kenley LLC, a tax preparation and accounting services business, where she oversees operational aspects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

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.

Thomas Coffman is a financial advisor with Schwab Wealth Advisory in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1997. Outside of his advisory role, Coffman serves as a volunteer board member for the Edenwilde Homeowners Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm delivers advice using Schwab’s standard asset allocation models and research tools, with clients retaining final trading decisions, and does not manage accounts on a discretionary basis.

Bonnita Hughes is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Her work history includes roles at Charles Schwab, Charles Schwab Bank, OneAmerica Securities, and American United Life. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools and asset allocation models.

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.

David Chapin II is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2021, and has been associated with Charles Schwab since 2018. Prior to that, he worked at Sheaff Brock Investment Advisors, LLC from 2015 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, offering financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advice delivered through annual reviews and without discretionary trading authority.

Jon Teusch is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Noyes Advisors LLC since 2015 and David A Noyes & Company since 1999. His other business activities include the sale of fixed annuities and fixed life insurance products. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment strategies through a network of over 400 independent advisors and employs both discretionary and non-discretionary management approaches.

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.

Jason Buck is a CFP® credentialed financial advisor with 26 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at InterOcean Capital Group, LLC and InterOcean Capital, LLC. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a comprehensive suite of wealth management, retirement, tax, and business services.

James Hudson is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2015, joining Schwab Wealth Advisory in 2018. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset classes. The firm’s advice is delivered through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.