Scott Gwin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012, and previously worked at Chase Investment Services Corp., Banc One Securities Corporation, and PRUCO Securities, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Oliver Dorn is a financial advisor at LPL Financial in Fishers, Indiana, holding Series 65 and Series 63 licenses. He has recently begun his advisory career, having worked in various roles including positions at credit unions and educational institutions. Outside of finance, his work experience includes roles at Morey's Piers and Cedar Point amusement parks. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

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.

Jay Barclay is a Certified Financial Planner® with 27 years of industry experience. He is currently with Osaic Wealth, having joined in 2024, and previously worked at Securities America Advisors and other financial services firms. Outside of advising, he serves on the board of the Brendonwood Historic District Foundation and is also involved in photography, creating and selling photo books and photos online. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, allowing advisors to implement customized strategies using various managed account options and third-party managers.

Zachary Schroer is a financial advisor with LPL Financial in New Palestine, Indiana, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at several firms including Raymond James & Associates and Charles Schwab before joining LPL Financial in 2009. Schroer also serves as a FINRA arbitrator, occasionally working on arbitration cases as an identity expert. 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 financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party subadvisors, supported by advanced tools for operational and research purposes.

Mark Schlafer is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortis Investors, Inc. since 1992. Schlafer is also affiliated with Schafer Wealth Management, where he engages in the marketing of traditional insurance and financial advisory services. Osaic Wealth serves a diverse range of clients including retail investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, offering both brokerage and advisory services through a multi-advisor platform.

Andrew Ashcraft is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for nine years with Perry Township Schools. Outside of his advisory role, he provides monthly golf lessons to a junior golfer and is involved with the Franklin Township Civic League and the Christmas In Wanamaker nonprofit as a planning board volunteer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michael Ayers is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has prior work experience at Edward Jones and Meta. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with a broader range of derivatives and commodities capabilities than many institutional advisory programs.

Mary Z. Townsend is a financial advisor with UBS Financial Services in Fishers, IN, holding Series 63 and Series 65 credentials and totaling 34 years of industry experience. She has been with UBS since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and research resources.

David Beaver is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.