Amy Frizzell is a CFP®-certified financial advisor with 18 years of industry experience. She currently works at Forvis Mazars Wealth Advisors, LLC, having previously held roles at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Outside of her advisory role, she serves as Chair of the Finance and Strategic Planning Committee for the Heroes Foundation in Indianapolis, overseeing their investment portfolio and budget process. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser that provides financial planning, investment management, retirement plan consulting, and family-office style services to individuals, families, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

Jon Short is a CFP® professional with 26 years of experience in the financial services industry. He has worked at The Huntington Investment Company since 2009 and also spent time at Ameriprise Financial Services, LLC. Outside of his advisory role, he serves on the board of the Enis Furley Foundation, a nonprofit organization assisting families facing illness and hardship. The Huntington Investment Company serves individuals, charitable organizations, and businesses with advisory and brokerage services, utilizing an open-architecture investment approach that includes third-party sub-managers and proprietary models through its Private Bank.

Danielle Webster is a financial advisor with Empower Advisory Group in Greenwood, IN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked previously at GWFS Equities, Inc., Springbuk, OneAmerica Securities, American United Life, and American Funds Distributors, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates, offering both point-in-time financial plans and optional managed account solutions.

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.

Jonathan Cracraft is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, with 13 years of industry experience. He holds the Series 66 designation and has been with the firm since 2014. Outside of advising, he is noted as a father since 2026. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, emphasizing long-term, diversified portfolios aligned with client risk tolerance and employing equity index funds and ETFs as core holdings.

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 Series 66 credentialed financial advisor with nine years of industry experience. She is currently with Schwab Wealth Advisory, Inc., where she has worked since 2018 through various affiliated entities. Her prior firms include BB&T Securities, Equity Services, and Thoroughbred Advisors/National Life Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations across multiple asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, with investment decisions ultimately made by clients based on Schwab’s research and model allocations.

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.

Karl Slavik is a CFP® professional with 18 years of industry experience. He has been with Fifth Third Securities, Inc. since 2009 and has worked at Fifth Third in various capacities since 2007. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages assets across a wide range of proprietary and third-party investment strategies.

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.

Janessa Herrick is a financial advisor with Schwab Wealth Advisory in Indianapolis, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2016 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on standard asset allocation models and research tools while leaving final trading decisions to clients.

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.

Christopher Douglas is a financial advisor with C.H. Douglas & Gray Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has 24 years of industry experience. He has been with C.H. Douglas & Gray Wealth Management since 2007. C.H. Douglas & Gray Wealth Management offers asset management, financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using equity index funds and ETFs as core investments.

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.