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.

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.

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.

Jeanne Lowe is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She has been with Valic Financial Advisors since 2012 and is also an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Scott Richards is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities, Prudential Insurance Company of America, Richards Insurance Agency, and Allstate Insurance Company. Richards serves as a board member for Decatur County Parks and Recreation and is a licensed official umpire referee. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Thomas Petersen is a financial advisor at Voya Financial Advisors, Inc. with 16 years of industry experience. Prior to joining Voya in 2025, he worked for 31 years at Hamilton Southeastern Schools. Outside of his advisory role, he performs as the second tenor saxophonist in the Starlighter Big Band, playing approximately four times per year. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary advice and a combination of advisory and broker-dealer capabilities.

Peter Taylor is a financial advisor with PNC Wealth Management in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at PNC Investments LLC since 2021 and previously held roles at The Oaks Academy, Safeway Logistics, and Spartan Logistics. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Blake Dicken is a CFP® with two years of experience at Savant Wealth Management in Indianapolis, IN. Prior to joining Savant, he worked at Citizens Energy Group and held positions at Indiana University and Franklin Community Schools. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Lauran Reynolds is a financial advisor with Schwab Wealth Advisory, holding Series 65, 63, and 66 licenses and eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Lauran worked at Charles Schwab since 2018 and spent three years at Winthrop Capital Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s research tools and standard asset allocation models, while leaving final trading decisions to clients.

Job Ward is a financial advisor at The Huntington Investment Company with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Huntington since 2007. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary private bank offerings.

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.