Stephen Harris is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He owns and operates a book reselling business, Inspired Minds Group, and participates in weekly discussions related to this venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated services, supported by a large national network of advisors and branch offices.

Bennett Van Schouwen is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Charles Schwab Bank SSB, Aflac, and academic positions at Indiana University Bloomington and its Economics Department. 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 client decisions.

Jim Wolf is a financial advisor with LPL Financial based in Fishers, Indiana. He holds the Series 63 and Series 66 designations and has 27 years of industry experience, including prior roles at Charles Schwab and CUNA Brokerage Services. Since 2014, he has also been involved with Elements Wealth Management as an investment representative. 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 a range of advisory services including financial planning, model portfolio programs, and access to third-party asset management, supported by technology tools and a broad platform of financial solutions.

Kathleen Henrie is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of AI-driven research methods and its role in advising multiple registered investment companies.

Sean Dixon is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank and Morgan Stanley in various roles 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, using quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework in its investment recommendations.

Ryan Thomas is a Certified Financial Planner® (CFP®) with Edward Jones in Indianapolis, IN, where he has worked since 2008. He has 17 years of industry experience and holds the Series 66 designation. 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 under management and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Clara Starkey is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Prior to her advisory role, she was associated with Indiana University. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Conner Hobbs is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has previously worked with the MSD of Wabash County and Whites Residential and Family Services. Outside of his advisory work, Hobbs serves as a board member for the LaFontaine Library. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Scott Gwin is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2012. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Victoria Rust is a financial advisor with Edward Jones in New Palestine, IN, holding the CFP® designation and Series 66 license. She has six years of experience at Edward Jones and previously worked for 13 years at Thermo Fisher Scientific. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlay services, supported by a nationwide network of approximately 23,701 financial advisors.

Brice Tressler is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. His prior work includes positions at Cetera Wealth Services, Voya Financial Advisors, and TFG Financial Group. Outside of advising, he is an independent insurance agent and is an author of a novel about World War II. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering discretionary and non-discretionary portfolio management among other financial services. The firm operates a multi-manager platform providing advisors access to affiliated and third-party managers along with various program structures.

Michael Mack is a financial advisor with Edward Jones in Fishers, IN, holding CFP® and ChFC® designations and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he is an investor in VOMO LLC, a volunteer mobilization service based in Plano, TX. 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 broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Geoffrey Malko Rasmussen is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and Cetera Investment Services LLC since 2019. Prior to that, he worked at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory role, Rasmussen owns Ginn Financial, a business operating under a Cetera DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party managers and various investment program structures.

Chad Stevens is a financial advisor with Edward Jones in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and worked previously at Comcast Spotlight for 20 years. 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, offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Adam Hiatt is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was affiliated with Northview Church for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Samantha Melching is a financial advisor with LPL Financial and holds the Series 66 designation. She has eight years of industry experience, including prior roles at NewEdge Advisors, Sanctuary Wealth, and OneMain Financial. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Crystal Starkey is a Series 66-licensed financial advisor with Edward Jones in Greenfield, IN, where she has worked since 2007. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Cary Smith is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. Based in Greenfield, IN, 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vern Roach is a CFP®-designated financial advisor with Edward Jones, based in Indianapolis, IN, and has 31 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Brian Miller is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked with Cetera since 2019 and previously with Foresters Financial and Foresters Advisory Services. Outside of his advisory work, he serves on the board of the Perry Township Education Foundation and is involved with the Indy Premier Soccer Club as a board member and parent liaison. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and advisory services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.