Kimberly Huser is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with multiple firms including WealthWave and American Alternative Insurance Corporation. Outside of her advisory role, she participates in the Foxy Ladies 1 Golf League and is involved with NetLaw Inc., referring clients for affordable estate planning documents. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers within an extensive advisor network. The firm supports individual investors, employer-sponsored plans, trusts, estates, charities, and businesses through multiple program platforms and proprietary and external model portfolios.

John Duffin is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and a Series 63 license. He has 40 years of industry experience, including roles at Oneamerica Securities and American United Life. Duffin is also the owner and president of Duffin Financial & Insurance Brokerage, Inc., where he is involved in sales, marketing, compliance, and bookkeeping. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Shuyuan Wu is a financial advisor with Transamerica Financial Advisors in Fishers, IN, holding Series 65 and Series 63 licenses and four years of industry experience. Wu serves as a member of the Deacon Board at the Chinese Community Church of Indianapolis, involving responsibilities such as record keeping and financial reporting. Previously, Wu worked at SB & COMPANY and has been affiliated with WFGIA since 2020. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services through proprietary model portfolios and third-party money managers, providing discretionary and non-discretionary program options.

Matthew Akers is a Series 66-registered financial advisor with 16 years of industry experience. He is currently with PNC Wealth Management and has previously worked at Schwab Wealth Advisory, CUNA Mutual Group, and LPL Financial. Akers is also a licensed insurance agent through Golden Reserve, LLC, where he is involved in commissionable insurance and annuity sales. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation for employees. The firm utilizes approved model strategies managed by PNC or third-party strategists, with a focus on mutual funds and ETFs, annual rebalancing, and algorithm-based risk assessment.

Avshalom Gad is a CFP® and ChFC® with 23 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life) since 2007. His career includes longstanding roles with NYLIFE Securities LLC and New York Life Insurance Company beginning in 2003, as well as a brief tenure at Ameriprise. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm focuses on tailoring solutions to client objectives and plan sponsor criteria, and manages a significant portion of assets on a non-discretionary basis.

James White is a financial advisor at TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has experience working with multiple firms, including Indiana Farm Bureau Insurance and Ryan White Insurance dba RWI Wealth Strategies. His career in financial services spans over a decade, with roles in both wealth management and insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Jacob Craig is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 65 and Series 63 designations and has worked at Fifth Third Bank since 2022. His prior work includes roles at Green Leaf Inc, Kroger, Kelly Services, and Indiana State University. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway platform, providing options from mutual fund and ETF models to separately managed accounts and direct indexing.

James Willard is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, Indiana, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Fifth Third Securities since 1999. Outside of his advisory role, he coaches the boys' golf team at Fall Creek Junior High. 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 multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by features such as direct indexing and a tax-overlay service.

Lesta Andersen is a financial advisor at Lincoln Investment with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Legend Equities Corporation, Chase Investment Services Corporation, Wells Fargo Clearing, and A.G. Edwards & Sons. In addition to her advisory role, she prepares tax returns for a small number of clients. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Steven Smith is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Delaware Life and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that offer managed and non-discretionary portfolio advice, relying on Morningstar Investment Management for portfolio construction and ongoing oversight.

Paul Barlow is a financial advisor at CWM, LLC with 28 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Carson Group, Mercer Global Advisors, CornerCap, Charles Schwab, Park Avenue Securities, Guardian Life Insurance, and FTB Advisors. 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 utilizes a discretionary portfolio management approach with model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Thomas Waterway is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at LPL Financial, LLC, Lantern Global Advisors, and Pentera Group Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, utilizing a fiduciary-based advisory model and a range of investment strategies.

Steven Navel is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. Prior to his current role, he held positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as roles with Summit Smart Farm, Distynct, Aquatrols, and Elanco Animal Health. He holds the Series 66 and Series 63 designations. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving 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 create tailored asset allocations and portfolios aligned with clients’ goals, risk tolerances, and time horizons.

Amanda Schreeg is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Scout & Cellar as a wine consultant and held positions at First Business Bank and NextGear Capital. Outside of finance, she has experience as a wine consultant for Scout & Cellar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Corey Sylvester is a financial advisor at Edward Jones in Cicero, IN, holding a Series 66 designation with 19 years of industry experience, all of which have been with Edward Jones since 2007. Outside of advising, he is involved in managing real estate holdings alongside his wife, including ownership in multiple property-related businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Roy Herrmann is a financial advisor with Edward Jones in Noblesville, IN, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he coordinates activities for a business networking referral group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Cain Strack is a financial advisor at LPL Financial with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at PNC for ten years and BMO Harris Bank for twelve years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

Dustin Mendenhall is a financial advisor with LPL Financial in Fishers, Indiana, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Avantax Planning Partners, Edward Jones, Southbridge, and Vertical Wealth. He is involved with S.A.M. Investment Group LLC, an entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

Aaron Mullett is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and with Primerica Financial Services since 2014. Outside of advisory services, he is involved in sales of loan products and home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Matthew Sims is a financial advisor at Fidelity with six years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Covance. Outside of his advisory role, he serves as an officer for Stopbeefinradio, where he manages content related to new music from major and independent artists. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets.