Nicole Boren is a financial advisor at Cetera Planning Partners with 12 years of industry experience. She holds a Series 66 designation and has previously worked with Avantax Investment Services, ProEquities, and J.J.B. Hilliard Wl Lyons. Outside of her advisory work, Boren owns Always Leopard, LLC, a business specializing in personalized custom clothing. Cetera Planning Partners serves individual and high-net-worth clients, focusing primarily on pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

James Hunter is a financial advisor at FIFTH THIRD SECURITIES, Inc. based in Evansville, IN, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with Fifth Third Bank since 2003 and joined Fifth Third Securities in 2021. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of portfolio management programs on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing clients access to multiple program types and third-party portfolio managers.

Sean Darr is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2016 and has been with FIFTH THIRD BANK since 1993. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Adam Strouse is a CFP® with 24 years of experience in the financial services industry. He is affiliated with Private Advisor Group, LLC, where he has worked since 2012, and previously was with Cambridge Investment Research Advisors, Cincinnati Analysts, Inc., and Mass Mutual Investors Services. Outside of advisory services, he is president of The Autohority, Inc., a retail specialty automobile sales business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm follows a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement client strategies.

Richard Royalty III is a financial advisor at Hornor, Townsend & Kent, LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Hornor, Townsend & Kent in 2026, he worked six years at Rich Royalty State Farm and held roles at Qualia and Buzz Points Inc. He attended Indiana University from 2013 to 2017. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Brian Owen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and offering 15 years of industry experience. He has been with Park Avenue Securities since 2011 and affiliated with Guardian Life since 2010. Outside of his advisory role, he is involved in insurance sales through Guardian Life Insurance Company. Park Avenue Securities is a subsidiary of The Guardian Life Insurance Company of America that provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and advisory solutions tailored to client needs.

Samuel Lingo is a financial advisor at Farther with five years of industry experience. He holds a Series 66 designation and has worked previously at Lifetime Financial Growth, Prudential Financial, Association Member Benefits Advisors, and Practice By The Numbers LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs Modern Portfolio Theory via proprietary model portfolios and algorithmic rebalancing, using a mix of ETFs, mutual funds, individual equities, and fixed income, supplemented by AI tools subject to internal review.

Emily Millsap is a CFP® professional with 24 years of industry experience, currently serving at Cetera Planning Partners. She has held positions with multiple firms, including Avantax Investment Services, Facet Wealth, and Hilliard Lyons. Her outside activities include volunteering to provide pro bono financial education to veterans and advising the board of the Ark Crisis Children's Center, as well as mentoring CFP candidates and serving on the Diversity, Equity, Inclusion, and Belonging board at the University of Evansville. Cetera Planning Partners serves individual and high-net-worth clients, with an emphasis on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates a formal planning process with diversified investment allocations and provides ancillary services such as tax planning, bookkeeping, and estate-planning solutions through affiliated providers.

Julie Weyer is a financial advisor with Guardian Life and Park Avenue Securities in Evansville, IN. She holds the Series 63 and Series 65 designations and has six years of industry experience. Outside of her advisory role, she is involved with Lawton Insurance. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms.

Kevin Niemeier is an advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Fifth Third Securities in 2019, he worked at Wells Fargo Clearing from 2006 to 2008 and has been with Fifth Third Bank since 2008. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account Platform, combining third-party portfolio managers with customizable strategies such as mutual funds, SMAs, and tax-overlay services.

David Hall is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as Vice President of JADT Resale LLC, a retail arbitrage business focused on reselling merchandise such as shoes and activewear online. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brittney Gentry is a Series 66 credentialed advisor with one year of experience at FIFTH THIRD SECURITIES, Inc. She has been affiliated with FIFTH THIRD BANK since 2009. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct-indexing options.

Christopher Boyd is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Bankers Life and its affiliated entities since 2012. Outside of his advisory work, Boyd serves as a trustee for the Sgt John Mills USMC Scholarship, Inc., where he assists in reviewing scholarship applications. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Sheri Barron is a financial advisor with Valic Financial Advisors in Evansville, IN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2000 and also serves as an agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 for portfolio construction.

Jacob Buckmaster is an advisor with Fifth Third Securities, Inc. in Evansville, Indiana. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. His prior experience includes roles at Fifth Third Bank, Vista Title, Toyota Manufacturing, and Memorial High School. Fifth Third Securities, Inc. serves a diverse clientele including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various programs on the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies and tax overlay services.

Richard Tenison is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Newburgh, IN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with FIFTH THIRD SECURITIES since 2000. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Matthew Neff is a financial advisor at Fifth Third Securities, Inc. in Evansville, Indiana, with 16 years of industry experience. He holds the Series 66 designation and has been with Fifth Third since 2010, joining Fifth Third Securities in 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Stephen Hopkins is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Evansville, IN. He holds Series 63 and Series 66 registrations and has 32 years of industry experience, including 22 years with Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple managed account programs and third-party portfolio management solutions via its Passageway platform, combining various investment strategies tailored to client risk profiles.

Amy Williams is a financial advisor at Fifth Third Securities, Inc. in Newburgh, Indiana, with 30 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fifth Third Securities since 2001. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types, including advisor-directed models and separately managed accounts, supported by a wrap-fee platform sponsored via Fidelity’s Managed Account Xchange.

Nancy Bach is a financial advisor at &Partners with Series 63 and Series 65 credentials and 26 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. She serves on the finance committee of the Ursuline Sisters of Mount Saint Joseph, providing oversight and commentary on the congregation's financial matters. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through discretionary and non-discretionary accounts using a range of proprietary and third-party strategies.