Caroline Mason is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 66 designation and has worked at various Fidelity divisions since 2006, with a brief tenure at Merrill in 2005-2006. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves in advisory roles for registered investment companies and utilizes systematic methodologies and AI-driven tools in its portfolio management.

Mary Bell is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, following five years at Elements Financial. Outside of her advisory role, she authors a weekly personal blog about her experiences as a Christian. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor network and comprehensive services, including discretionary and non-discretionary strategies as well as affiliated trust and lending options.

Michael Mccormick is a Series 66–licensed financial advisor at OSAIC with 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as treasurer for two nonprofit religious organizations and is an advisory board member for the Lilly Unit-Boys and Girls Clubs of Indianapolis. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment approach and comprehensive financial planning programs.

David Thurman is a financial advisor with LPL Financial based in Fishers, Indiana. He holds a Series 63 designation and has 39 years of experience in the industry, including 34 years at Linsco/Private Ledger Corp. Thurman is also a notary public, providing notary services without charge as a supporting function to his advisory work. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

Charles Low is a financial advisor with LPL Financial in Greenfield, Indiana, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Money Concepts Capital Corp for eight years before joining LPL Financial in 2019. Outside of his advisory role, Low is associated with Forty Financial, an investment-related business in Greenfield. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and access to diverse investment strategies.

Matthew Anderson is a financial advisor with LPL Financial holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Seven Financial, OSAIC, and Signator Investors, Inc. Outside of advisory work, he is the owner of a Dairy Queen franchise in Muncie, IN. 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.

Derek Wanner is a Series 66-licensed financial advisor with Edward Jones in Indianapolis, IN, currently in his first year in the industry. Prior to joining Edward Jones, he worked in the construction and insurance sectors, including roles at Crane Builders and Bixler Insurance. He also has experience with the Central Indiana Chapter of NECA and Huseby Homes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Donald Vick is a financial advisor with J.P. Morgan Securities based in Indianapolis, IN, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at Thrivent Financial, DoorDash, and preaching positions at local churches. Outside of his financial career, he serves as a preacher, conducting sermons and gospel seminars. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG eligibility considerations.

Matthew Burke is a CFP® with 35 years of experience in the financial services industry. He is currently affiliated with Osaic Wealth Inc. and has held previous positions at Resource Planning Group, Commonwealth Financial Network, and Cambridge Investment Research Advisors. Burke serves as a board member of Faithful Shepherd Ministries, a nonprofit counseling service. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform providing brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment programs delivered through affiliated broker-dealer and RIA relationships.

Kacia Mills is a financial advisor at Equitable Advisors in Indianapolis, IN, holding a Series 66 credential and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she worked at Roche Diagnostics for over two decades and has experience with Silverback and Carmel Clay Schools. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Chad Cunningham is a financial advisor at Edward Jones in Lawrence, Indiana, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including consulting and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the country.

Kyle Grayson is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. His prior roles include sixteen years at Lincoln Financial Securities Corporation and over two decades with Osaic FS, Inc. Outside of his advisory work, he serves as president of Donkeymonkey and is involved in other business ventures including Piggybank, LLC and The Electric Amish. 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 variety of financial planning and portfolio management solutions through a large network of investment adviser representatives.

Kent Seacat is a CFP® professional with 40 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at BMO Harris Financial Advisors, PNC Managed Account Solutions, Chase Investment Services Corp., and Banc One Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Steve Spelde is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work includes positions at Foresters Financial Services and Foresters Advisory Services. He is also the owner of Steve Spelde Financial LLC for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Deann Lehman is a financial advisor with LPL Financial operating out of Fishers, IN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James Financial and Edward Jones. She is also involved with the Linton Civitan Club, a community organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, with a broad platform that includes both advisory and non-advisory financial services.

Ryan Gravelin is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has nine years of industry experience, all with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment-management entities.

Gregory Knecht is a Series 66 licensed financial advisor with Edward Jones, based in Greenfield, IN. He has 18 years of industry experience and has been with Edward Jones since 2007. Outside of his advisory role, he owns and maintains a commercial rental property. 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 broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Krista Scott is a financial advisor with J.P. Morgan Securities in Greenfield, Indiana, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at PNC Wealth Management and Waddell & Reed prior to joining J.P. Morgan in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a supported advisory process that integrates quantitative and qualitative research.

Richard Wirey Jr. is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Prudential Insurance Company of America since 1988. He serves on the nonprofit board of Church of the Lakes, assisting the pastor in community activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and a range of financial planning and insurance services.

Tyler Lien is a financial advisor at Edward Jones in Indianapolis, IN with two years of industry experience. He holds a Series 66 designation and joined Edward Jones in 2024. Prior to his current role, his background includes positions in various fields such as education and delivery services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.