Christopher Smail is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Gwfs Equities, Inc. since 2016. Outside of his advisory role, he has been a freelance musician for over 25 years, performing and recording as a singer and guitarist. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through an integrated platform aligned with Empower’s recordkeeping and administrative systems.

Danielle Webster is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including GWFS Equities, Inc., Springbuk, OneAmerica Securities, American United Life, and American Funds Distributors, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Patrick Mc Kinley is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Bankers Life and served on the staff at Purdue University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and provides access to third-party managers, rebalancing, reporting, and supervisory oversight.

Paul Taylor is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments, Himested Improvements, JK Construction, and National Filter Sales. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, operating within the KeyCorp group with ties to KeyBank and KeyBanc Capital Markets.

Jason Jones is a financial advisor at Fifth Third Securities, Inc. based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Jones has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2016. Fifth Third Securities, Inc. 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 via the Passageway Managed Account Platform, allowing clients to select from various portfolio management strategies tailored to their risk profiles.

Michael Mcgee is a financial advisor with GWN Securities Inc. in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with GWN Securities since 2008 and is also involved with Midwest Deferred Compensation Specialists, LLC and Mcgee Financial Services, Inc. Outside of his advisory roles, Mcgee is a licensed insurance sales agent specializing in life insurance, annuities, health, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Rebekah Thomas is a financial advisor with Fifth Third Securities, Inc. in Franklin, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2013 and has been associated with Fifth Third Bank since 2011. Outside of her advisory role, she is involved in direct sales with Young Living Essential Oils and participates in health product sales with Life Wave. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers 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 with a distinctive combination of municipal-advisor registration and corporate affiliation.

Lauren Cook is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds the Series 66 designation and has worked at firms including BB&T Securities, Truist Advisory Services, and Thoroughbred Advisors. Based in Indianapolis, IN, she has been with Schwab Wealth Advisory and Charles Schwab & Co. since 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Lee Cole is a financial advisor at Money Concepts Capital Corp with 29 years of industry experience and holds a Series 66 designation. He has worked at Money Concepts Capital Corp since 1997 and was a CPA from 1982 to 2025. Outside of his advisory work, he is employed part-time as a security guard at the Indianapolis Motor Speedway. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Justin Stewart is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Charles Schwab since 2015 and with Schwab Wealth Advisory since 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset allocation models and research tools, offering investment recommendations while leaving final trading decisions to clients.

Christopher Scherschel is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at T Rowe Price and OppenheimerFunds. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Marvin Boxdorfer is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 registrations and possessing 37 years of industry experience. His prior affiliations include Parkland Securities LLC and Heartland Wealth Group. Outside of advisory work, he is involved in managing Four Willows Farm, a horse stable business. PlanMember Securities Corporation provides retirement-plan advisory services, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework utilizing risk-based mutual fund portfolios and includes education and support services for plan sponsors and participants.

Janessa Herrick is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Charles Schwab since 2016 and joined Schwab Wealth Advisory in 2025. Prior to her financial services career, she spent a year with Clark-Pleasant Community School Corporation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools. The firm operates within the Schwab ecosystem and delivers advice using standard asset allocation models without discretionary trading authority.

Dustin Pugh is a financial advisor with Principal Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Zeigler is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at OneAmerica Securities and American United Life for 28 years and has been with Transamerica since 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various programs that emphasize asset allocation and retirement planning. The firm utilizes Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base and focus on non-discretionary assets.

Vesta Fisher is a financial advisor at PNC Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PNC since 2012, including roles at PNC Bank and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and discretionary model accounts managed by PNC or third-party strategists.

Kevin Mitchell is a ChFC® credentialed financial advisor with 16 years of industry experience. He has worked at Nationwide Investment Services Corporation and LJI Wealth Management, LLC prior to joining Savant Wealth Management in Indianapolis, IN. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated accounting, legal, and trust services.

William Dugdale is a financial advisor with Hightower Advisors holding a Series 65 designation. He has prior experience at Eight Eleven Groupo, Compass Real Estate, Diamond Capital Management, and The National Bank of Indianapolis. Dugdale is based in Indianapolis, IN. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers.

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.

Daniel Steinbrunner is a financial advisor with PNC Wealth Management in Greenwood, IN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees. The firm uses approved model strategies managed by PNC or third parties, implemented via mutual funds and ETFs with annual rebalancing and limited direct client interaction.