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. He holds Series 63 and Series 66 designations and has nine years of industry experience. He has been associated with Charles Schwab since 2015 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm utilizes Charles Schwab’s standard asset-allocation models and internal research tools to deliver tailored recommendations based on clients’ goals and risk tolerance.

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.

Janessa Herrick is a financial advisor at Schwab Wealth Advisory with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory Inc. since 2025 and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising 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 with PNC Wealth Management in Greenwood, IN. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Fisher has been with PNC in various capacities since 2012, including roles at PNC Bank and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third parties.

Kevin Mitchell is a CFP® and ChFC® with 16 years of industry experience. He is currently an advisor at Savant Wealth Management and has previously worked at LJI Wealth Management, Nationwide Investment Services Corporation, and OneAmerica Securities, Inc. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, charitable organizations, and corporations. 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.

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.

Jeff Olbina is a financial advisor with PNC Wealth Management in Greenfield, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at LPL Financial, Indiana Members Credit Union, and several other financial services firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and third-party managed model strategies primarily using mutual funds and ETFs.

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.

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 with VOYA Financial Advisors, Inc. in Indianapolis, IN, holding Series 66, Series 63, and Series 65 licenses and bringing 16 years of industry experience. Before joining Voya Financial Advisors in 2025, he worked for over three decades at Hamilton Southeastern Schools. Outside of his advisory role, he performs as the second tenor saxophonist in the Starlighter Big Band. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of advisers. The firm offers a combination of in-house and third-party investment strategies, utilizing technology-enabled tools and operating with a mix of non-discretionary and discretionary account management.

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.

Aaron Popyk is a CFP® and Series 65 licensed advisor with three years of industry experience. He has worked at Savant Wealth Management since 2022, with a brief tenure at SGH Wealth Management earlier that year. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Lauran Reynolds is a financial advisor with Schwab Wealth Advisory Inc. in Indianapolis, IN, holding Series 65, Series 63, and Series 66 licenses and has eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Reynolds worked at Charles Schwab since 2018 and at Winthrop Capital Management from 2014 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with personalized recommendations reviewed at least annually.

Shane Tyler is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining PNC Investments LLC in 2025, he worked at Charles Schwab Bank and Charles Schwab from 2018 to 2025. He also has experience outside of finance working with The Papers over an 11-year period. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, employee pilot program that uses algorithm-driven model strategies implemented through mutual funds and ETFs.

David Faulk is a financial advisor with Empower Advisory Group in Cumberland, IN, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at GWFS Equities since 2014. Outside of his advisory role, he serves as assistant pastor and board member at Lawrence Apostolic Church and as pastor and chairman of the board of elders at New Life Church. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and clients’ savings rates and serves a large participant base relative to its advisor headcount.

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.