Cole Boyd is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has held prior positions at OneAmerica Financial, Robert W Baird, Crane Credit Union, Our Community Bank, Cook Inc., and Owen Valley High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kennith Meeks is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Paul Church is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and nonprofit organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses, with clients maintaining discretion over implementation.

Daryl Petry is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been affiliated with Cetera and its related entities since 2025 and has operated Petry Wealth Management since 2009. Outside of his advisory work, he serves as President of the Board for the Boys & Girls Club of Noblesville. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party strategies.

Jeffrey Wilcox is a financial advisor with LPL Financial in Anderson, Indiana, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for one year before joining LPL Financial in 2017. Outside of his advisory role, Wilcox serves as a substitute teacher at Emmanuel Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm supports its network of over 22,800 advisors with a wide range of advisory and brokerage services, including model portfolios, third-party subadvisors, and various operational tools.

Paul Dickos is a Series 66 credentialed advisor with Edward Jones in Noblesville, IN, where he has worked since 2008. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a 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 nationwide network of more than 23,700 financial advisors.

Rey Dues is a Certified Financial Planner® with 15 years of experience at Charles Schwab and Charles Schwab Bank, SSB. He holds Series 63 and Series 65 licenses and is based in Noblesville, Indiana. His career has been focused within the Schwab organization since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Jeremy Koch is a Series 66 licensed financial advisor with Fidelity, based in Fishers, Indiana, and has 21 years of industry experience. He has been affiliated with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methods including AI in its process.

Kylie Elliott is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Charles Schwab entities since 2013. Outside of her advisory role, she co-owns Bug & Bramble LLC, an online printing business that supports a Halloween costume application design. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Brad Brees is a financial advisor with Edward Jones in Fishers, IN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and provides additional services including trust and securities-based lending options.

Kevin Sanborn is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy for over a decade and currently serves on the board of directors for the Indiana Chapter of the American Physical Therapy Association as Director at Large for the Central District. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide network of advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Brennan Baize is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 credential and four years of industry experience. He has held positions at OSAIC Wealth, Baize Financial Concepts, and Royal Alliance Associates, among others. Baize Financial Concepts, an investment advisory firm and insurance agency, is one of his business activities. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and a range of investment options including stocks, bonds, mutual funds, ETFs, and alternative investments.

Raymond Mark is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2015. He also owns and operates several businesses, including an accounting firm providing tax, payroll, and bookkeeping services, and a consulting practice focused on accounting and management administration. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment implementation options through multiple platforms and employs both proprietary and unaffiliated model strategies tailored to client objectives.

Kyle Storms is a Series 66 licensed financial advisor with Edward Jones, bringing one year of industry experience. His prior roles include positions at Storage Solutions, Inc., First Internet Bank of Indiana, KeyBank N.A., Crown Equipment Corporation, and a long tenure at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Wanda Pabon is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2019, also working at JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Toshua Phillips is a Series 66-licensed financial advisor with Merrill, based in Fishers, IN, and has two years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Raymond James & Associates and several other financial and related firms. Outside of his advisory role, he is also active as a real estate agent with Keller Williams Realty. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hunter Ashlock is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and one year of industry experience. Before joining Edward Jones in 2026, he worked at Charles Schwab & Co., Inc. for two years and RCM Wealth Advisors for one year. He has a background that includes several years of full-time education and experience with Youche Country Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Daniel Lutocka is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2015, including three years with Schw Private Client Investment Advisory, Inc. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized custody and operational support.

Caroline Mason is a financial advisor at Fidelity with 20 years of industry experience. She holds a Series 66 designation and has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with formal advisory and oversight roles.

Aaron Olson is a CFP® professional with nine years of industry experience, currently affiliated with OSAIC and Goldcrescent Wealth Management in Fishers, IN. His prior roles include tenures at Cetera Advisors, Park Avenue Securities, Guardian Life Insurance Company, Edward Jones, Northwestern Mutual, and Bank of America Merrill Lynch. He is also the owner and financial professional of Goldcrescent Wealth Management and operates Kinnamon Financial, providing financial advisory services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to various third-party investment solutions.