Timothy Hansen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James since 2007. Outside of his advisory role, he serves as a director of the Indianapolis Symphonic Choir, a nonprofit organization, and participates on the finance committee of Plainfield United Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning, investment consulting, and institutional advisory services through a range of portfolio management styles and affiliated research.

Hunter Todd is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at Connie Mortensen State Farm and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its advisory role to registered investment companies, use of AI and algorithmic methods in research, and formal governance procedures.

Joseph Kaiser is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 credentials and with 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Kaiser & Associates, a legal entity used to manage office administrative expenses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored retirement-income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Andrew Nemetz is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including New York Life Insurance Company, Fisher Investments, Robinhood Financial, and Charles Schwab. Nemetz is based in Indianapolis, IN. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management options, financial planning, and access to third-party managers through a multi-manager platform.

Jami Wolsiefer is a financial advisor at OSAIC Wealth Inc with seven years of industry experience and holds a Series 66 designation. Her prior roles include positions at Elements Financial Federal Credit Union, LPL Financial, Bank of America, and Merrill. She is involved in administrative and client service roles at two associated LLCs. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Paul Clodfelter is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of advising, he teaches at Center Grove Schools and officiates high school football and basketball games. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with various portfolio management options, catering to individual investors, retirement plans, charities, and corporate clients.

Lindsay Vair is a financial advisor with Robert Baird & Co., holding a Series 66 designation and four years of experience in private wealth management. Prior to joining Baird, Lindsay worked at Reams Asset Management and held various roles within IU Health. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, employing a range of strategies including separately managed accounts and tax management, supported by ongoing manager selection and internal research tools.

Larry Neal is a Certified Financial Planner (CFP®) and holds a Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Mark Langdon is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He worked at Merrill from 2010 to 2013 before joining LPL Financial in 2013. Langdon also operates Langdon Financial Group LLC, an investment-related business connected to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

David Brown is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. His previous positions include roles at Prudential Insurance Company of America, Mutual of Omaha, and Regions Bank. Outside of his advisory work, he serves as a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides a range of discretionary and non-discretionary portfolio management and financial planning services, utilizing model portfolios, third-party managers, and customized strategies across various account structures.

Amy Rice is a financial advisor with Robert W. Baird & Co. in Greenwood, IN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at OneAmerica Securities, American United Life, Lincoln Investment LLC, and City Securities Corporation. Outside of her advisory work, she owns a lawn and landscaping business, Mow & More by Greg, LLC. The DDK Group at Robert W. Baird serves individuals, corporations, pensions, and charitable organizations with services such as financial planning, portfolio management, and custody and brokerage solutions. The firm employs a combination of manager-traded and model-traded strategies along with tax management and direct indexing, supported by internal research and strategic partnerships.

Shawna Ballard is a financial advisor with Ameriprise in Greenwood, IN, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its related entities since 2001. Outside of her advisory role, she owns and manages a consulting business, DS Ballard and Associates. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Megan Thompson is a financial advisor at Edward Jones in Franklin, IN, holding a Series 66 designation. She has one year of industry experience and previously worked at OneAmerica Financial, GVC Mortgage dba Bailey & Wood Financial Group, Indiana State University, and Franklin Community School Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Chad Baldwin is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Edward Jones for nine years and held an earlier position with LPL Financial. Baldwin also operates Baldwin Wealth Strategies, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research models and third-party subadvisors across various platforms.

Steven Thompson is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at Comcast Advertising. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kurtis Schletzer is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Baird in 2023. Outside of his advisory role, he is involved as an owner of two LLCs. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies from traditional to non-traditional, including discretionary and non-discretionary management approaches.

Nathan Anderson is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Steven Frye is a Series 66-licensed financial advisor with 23 years of experience. He is currently with LPL Financial and has previously worked at Robert Baird & Co., J.J.B. Hilliard WL Lyons, Raymond James & Associates, City Securities Corporation, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Angela Sodrel is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 28 years of industry experience. She previously worked at Financial Plans & Strategies, Inc. for 13 years and has been with LPL Financial since 2020. Outside of her advisory role, she is involved with Johnson's Hauling & Excavating in Bargersville, IN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and banks. The firm offers a range of financial planning and investment management services through a large network of investment adviser representatives, employing both proprietary and third-party strategies.

Nathanael Allen is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at the Dufresne Spencer Group for six years and at HHGregg for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a range of advisory services and investment strategies supported by a large network of financial advisors and branch offices across the United States.