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.

Brandon Craiger is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 14 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies supported by fundamental, technical, and quantitative analysis.

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.

Tom Hornak is a financial advisor with PNC Wealth Management in Avon, Indiana, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic selection of investment strategies managed by PNC or third-party strategists, implemented via mutual funds and ETFs with annual rebalancing.

Thomas Petersen is a financial advisor at Voya Financial Advisors, Inc. with 16 years of industry experience. He holds Series 63, 65, and 66 licenses. Before joining Voya Financial Advisors in 2025, he worked for Hamilton Southeastern Schools for 31 years. Outside of his advisory role, Petersen performs as a second tenor saxophonist with the Starlighter Big Band several times a year. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients and offers financial planning, portfolio management, and consulting services through various program structures including wrap programs and third-party money manager access. The firm operates primarily on a non-discretionary basis and maintains both SEC-registered investment adviser and broker-dealer registrations.

Matthew Alspaugh is a financial advisor with CWM, LLC in Indianapolis, IN, holding Series 65 and Series 63 designations and having 11 years of industry experience. He has worked at CWM since 2018 and concurrently serves as a paraplanner at Wealthcare Partners Ltd. Prior to that, he held roles at Cadaret, Grant & Co., Inc., Cetera Wealth Services, LLC, OneAmerica Securities, and American United Life. 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 employs a discretionary approach using model portfolios overseen by an Investment Committee and offers portfolio management, financial planning, retirement-plan services, and access to alternative investments.

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.

Eric Ford is a CFP® with 19 years of industry experience. He is currently an investment advisory representative at CWM, LLC and has held roles at Cetera and Wealthcare Partners Ltd. Ford is also an owner of two closely held corporations, EF15 Inc. and WCP Management Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm uses a discretionary model portfolio approach overseen by an Investment Committee and offers various advisory and retirement-plan services with an emphasis on fiduciary processes and operational support for institutional clients.

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.

Yetunde Ajayi is a financial advisor with Fifth Third Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. She has also worked in the hospitality sector with Home2 Suites By Hilton and Tobis Hotels & Gardens. 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 various discretionary managed-account options, including advisor-directed models and direct indexing, supported by its affiliation with Fifth Third Bank and multiple platform providers.

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.

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.

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 10 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, MML Investors Services, Mass Mutual Life Insurance, and First Command Advisory Services. Outside of his advisory work, he serves as an independent executor of his parents' estate and is a board member of the Briarwood Trace HOA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding financial professional recommendations and ongoing monitoring.