Shane Tyler is a financial advisor with PNC Wealth Management in Franklin, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at PNC Investments LLC since 2025 and previously spent seven years with Charles Schwab and Charles Schwab Bank. Tyler has also been involved with The Papers since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available on an invitation-only basis for employees. The firm’s approach incorporates algorithm-driven risk assessment and uses mutual funds and ETFs managed by PNC or third-party strategists.

Bradley Hunckler is a financial advisor with The Huntington Investment Company in Indianapolis, IN, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes multiple roles at The Huntington National Bank and The Huntington Investment Company since 2014, and he has been with Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses, offering multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture investment approach combining third-party and proprietary model portfolios, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

Michael Kolis is a financial advisor at The Huntington Investment Company with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, KeyBank, JPMorgan Securities, and PNC Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model that combines third-party sub-managers and affiliate offerings, managing accounts through various strategies and platforms, including Envestnet MAS.

Daniel Fletcher is a financial advisor at SPC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Woodbury Financial Services from 2006 to 2020 before joining SPC and Parkland Securities LLC in 2020. In addition to his advisory role, he is an independently licensed insurance agent appointed with various companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary advice through multiple account programs and partnerships.

Emma Palomba is a financial advisor with Commonwealth Financial Network in Indianapolis, IN. She holds a Series 65 designation and has been with Commonwealth since 2026. Prior to this, she worked at Trade Supply Group and KPMG US. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing about $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Charles Law is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes positions at Park Avenue Securities, GUARDIAN Life Insurance Co. of America, MML Investors Services, Mass Mutual Life Insurance Company, and First Command Advisory Services. He serves as a board member of the Briarwood Trace Homeowners Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed and unified managed accounts, as well as brokerage and insurance products. The firm emphasizes client-directed investment choices combined with ongoing monitoring, and it operates within the KeyCorp group, maintaining relationships with affiliated banking and capital markets entities.

Anthony Palomba is a financial advisor with Commonwealth Financial Network and Heritage Private Wealth Management, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked with Commonwealth Financial Network since 2007 and has been with Heritage Private Wealth Management since 2014. Outside of his advisory work, he is the managing member and sole owner of Lighthouse Personal Finance, an LLC that provides debt and credit counseling services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management resources to affiliated advisors.

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.

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.

Vitor Hara is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024, with prior roles at Fifth Third Bank and JP Morgan Chase. Before entering the financial industry, he spent eight years at Cheddars Scratch Kitchen and seven years at Indiana University Purdue University Indianapolis. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Stephanie Willison is a CFP®, PFS™, and Series 65 credentialed advisor at Savant Wealth Management with 24 years of industry experience. She previously worked at Treybourne Wealth Planners, Inc. for 11 years before joining Savant Wealth Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by a large team and affiliated accounting, legal, and trust service entities.

Manuel Lopez is a financial advisor with Empower Advisory Group, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Bucher and Christian Consulting, Citigroup Inc., and Banco de Crédito Inversiones Miami. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and managed account options.

James Gaudion is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at PNC Capital Markets and Winthrop Capital Management before joining PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio available to PNC Bank employees that uses algorithm-driven risk assessments and approved investment strategies managed by PNC or third parties.

Jaron Bowersox is a financial advisor with Transamerica Retirement Advisors, LLC based in Indianapolis, IN. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Fidelity Investments and UBS Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing model asset allocations and portfolio oversight provided by Morningstar Investment Management.

Brenda Pierce is a financial advisor at Schwab Wealth Advisory with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Schwab Wealth Advisory and Charles Schwab since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers services such as annual financial reviews, retirement planning, and investment recommendations, using standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Wade Fisher is a financial advisor with Fifth Third Securities, Inc. in Greenwood, Indiana. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at Fifth Third Bank, Menards, and Purdue University. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and unique platform features such as direct indexing and tax-overlay services.

Haley Moore is a financial advisor at Bankers Life Advisory Services, Inc. holding the Series 66 designation and has one year of industry experience. Her prior work includes roles at Humana, Centerstone, DoorDash Essentials LLC, Dewolff Boberg and Associates, Ulta Beauty, and Pepsi Co. Bankers Life Advisory Services, Inc. provides investment advisory services primarily to mass-affluent and high-net-worth individuals, offering 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 and risk tolerances.

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.

Terri Ballard is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 1999. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, a jewelry sales business. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.