Jacob Martin is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. He holds the ChFC® designation and has 12 years of industry experience, having worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2013. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a variety of programs including wrap and money-manager services and educational seminars.

Michael Dunn is a CFP® professional with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Ronald Blue Trust and Charles Schwab. He also serves as an investment advisor representative for Cornerstone Financial Advisory in Indianapolis. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent Financial Professionals who tailor strategies across multiple custody platforms and investment approaches.

Joseph Stoutner is a financial advisor with Ameriprise Financial Services, Inc. in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2004. Outside of his advisory role, Stoutner serves as Treasurer for the nonprofit Wabash College Inc. and is Vice President of NexGen, a nonprofit organization in Indianapolis. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to deliver tax-efficient, income-focused recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Siobhan Minch is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also has experience with Citigroup Global Markets dating back to 1995. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jess Degabriele is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Cheri Jones is a financial advisor at Stifel with 24 years of industry experience. She has held positions at Stifel since 2017 and previously worked at City Securities Corporation from 2009 to 2017. Jones holds Series 63 and Series 66 licenses and serves clients from Zionsville, Indiana. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

Andrea Blassaras is a financial advisor at Stifel with 18 years of industry experience. She has held roles at Stifel since 2017 and previously worked at City Securities Corporation from 2006 to 2017. Andrea holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and provides episodic fee-based financial planning, with clients maintaining discretion over implementation.

Joshua Plank is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and offering 23 years of industry experience. He has worked with MML Investors Services and MassMutual since 2005 and has been involved with Westpoint Financial since 2002. Outside of advisory work, he is engaged in sales activities related to health services through Westpoint Financial Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented financial planning using firm-approved tools.

James Burney is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. since 2002. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients generally retaining discretion over implementation.

Evan Sturges is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co since 2017. Prior to that, he was with Trustwave Holdings Inc. for two years. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Lance Lyday is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. His prior experience includes 18 years at LPL Financial, LLC and over 29 years with Harbour Wealth Partners, Inc., alongside self-employment since 1989. He is a member and Chair of the Investment Committee on the Finance Council for the Archdiocese of Central and Southern Indiana. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and affiliated research.

Nathaniel Robinson is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has nine years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2016. Outside of his advisory role, he is co-owner of Peanut Montessori LLC, an education-related business where he assists with administrative tasks. Charles Schwab & Co., Inc. serves a large client base including 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 combines non-discretionary and discretionary investment approaches supported by multi-asset model portfolios and a centralized operational structure.

Lynsey Hazelwood is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at ReJoyce Financial, LLC and several service industry companies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated custody and brokerage services, and multi-asset model portfolios.

Lisa Lauria is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 29 years of industry experience. Her prior work includes roles at Charles Schwab and Thurston Springer Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, emphasizing collaborative, annual planning engagements.

John Stollmeyer is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2010. Outside of his advisory role, he partners in and helps organize ELITE Soccer Training in Fishers, IN, where he teaches soccer skills to children. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, charitable organizations, and public entities. The firm offers financial planning and investment consulting across a range of portfolio management styles, supplementing advice with firm research and model manager options.

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.

Aubree Reed is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. She has worked at Fidelity Investments since 2023 and held prior roles at Charles Schwab, among other positions. Fidelity's Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios, and maintains a formal advisory role to multiple registered investment companies.

Ryan White is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. He has previously worked at Scott Financial Organization and Concourse Financial Group Securities Inc., and has operated his own firm, White Wealth Management, since 2006, providing comprehensive financial planning services. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Randall Tarter is a CFP® with 27 years of industry experience currently serving at Edward Jones. His prior experience includes roles at LPL Financial and CUNA Brokerage Services, Inc., as well as at Everwise Credit Union. 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Jeremy Sassanella is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Park Avenue Securities, and Guardian Life Insurance. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with sales of various financial products including insurance.