Matthew Bennett is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has five years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2020 to 2025 before joining Mass Mutual in 2025. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning engagements using firm-approved software and supports various investment and planning programs, including a recently added Divorce Planning service.

Raymond Blunk is a financial advisor with OSAIC, holding a Series 63 license and bringing 36 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. He operates Blunk Financial Group, a sole proprietorship engaged in the marketing and sales of fixed insurance products and general securities. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and managed account solutions.

Shannon Emberton is a Series 66 licensed financial advisor with Merrill in Indianapolis, IN, and has 9 years of industry experience. She has been with Merrill since 2016. 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.

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.

Carson Tipton is a financial advisor at Charles Schwab with Series 66 and Series 63 designations and one year of industry experience. His work history includes roles at Charles Schwab & Co., Inc., King Jugg, Uber, DoorDash, Crew Carwash, Kroger, and Hacienda Vieja. 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 combination of non-discretionary and discretionary investment management along with centrally integrated custody, brokerage, and advisory services.

Kathryn Coleman is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She has worked with various Raymond James affiliates since 2008. Outside of her advisory role, she assists as a client associate and financial advisor support at Covert Wealth Management Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Christopher Odle is a CFP® professional affiliated with Cetera who has 22 years of industry experience. He has held various roles across multiple firms including Avantax and MSW Wealth Advisors. Odle is also the owner of JLK Financial, LLC, which provides comprehensive financial planning, and JLK Tax, LLC, offering tax preparation and planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Adam Renbarger is a financial advisor with Edward Jones in Fishers, IN, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he is president of Renfam, LLC, which operates an Airbnb property in Naples, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a broad range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hunter De Haven is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Regions Bank prior to joining J.P. Morgan. His background also includes roles outside finance, such as positions at the US Census Bureau and in various customer service and operations roles. 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 in its recommendations.

Gavin Ellis is a CFP® with 25 years of industry experience, currently serving at Fisher Investments since 2021. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments from 1998 to 2021. He is co-owner of an interior design company launched by his wife that works with realtors on staging houses. Fisher Investments provides discretionary portfolio management to institutional and high-net-worth clients worldwide, using a centralized investment approach that combines quantitative and qualitative research. The firm manages a broad range of mandates, including equity, fixed income, and blended portfolios, and offers sub-advisory and retirement plan services.

William Perry is a financial advisor with Charles Schwab in Indianapolis, IN, holding CFP®, Series 63, and Series 65 designations and 15 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016. Perry is also the president and sole owner of Puma Palace LLC, a leasing business unrelated to investments. 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 both non-discretionary guidance and access to discretionary separately managed accounts using multi-asset model portfolios and alternative investment options, supported by its integrated operational structure and extensive client base.

John Elder is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at OneAmerica Securities and American United Life and served in roles at Butler University and Saint Anthony High School. He is also involved in non-variable insurance sales including fixed life and fixed annuities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing proprietary research and tools, with an advisory approach integrated with multiple financial product channels.

Josef Hess Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1993. He holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and models to assist clients.

Mark Sherman is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Cetera and its affiliated entities since 2025 and previously worked with Avantax from 2017 to 2025. Sherman is also involved as a board member of the Special Olympics of Indiana. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and supervisory arrangements.

Jerry Mc Mullen is a financial advisor at Merrill with 44 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2014, concurrently working at Bank of America, N.A. since 2015. 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 individual and institutional clients.

James Martin is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, Merrill, and Edward Jones. Outside of his advisory role, he serves as a business consultant for Origyn Sports. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering traditional and complex investment strategies.

John Wright is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. He has worked at Charles Schwab since 2012 and was previously with Schwab Private Client Invest Advisory Inc from 2015 to 2019. Outside of his advisory role, Wright offers math tutoring services on a self-employed basis. 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 provides a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing services.

Lisa Lacayo is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney for ten years before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Thompson is a financial advisor with RBC Capital Markets in Indianapolis, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets since 2014 and also works with City National Bank since 2018. Outside of his advisory role, Thompson serves on the board of the Indy Sports Foundation and acts as a sports broadcaster for Indiana University football on ESPN Radio. He is also a director of the Sigma Nu White Star Education Endowment and coaches high school football at Guerin Catholic High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with portfolio management, financial planning, custody, and brokerage services. The firm offers customizable advisory programs and integrates both in-house and third-party investment managers, providing options for tax management, rebalancing, and responsible investing.

Jason Spilbeler is a CFA® charterholder and holds a Series 66 license with 19 years of experience at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. He is based in Indianapolis, IN. Outside of his advisory role, Spilbeler serves as Treasurer and Finance Committee Chair on the Board of Trustees for the Indianapolis Zoo and participates on the Investment Committee for the Goodwill of Central and Southern Indiana Foundation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary investment decisions.