Jay Barclay is a Certified Financial Planner® with 27 years of experience in the financial services industry. He currently works at OSAIC and has held prior roles with Securities America Advisors, National Planning Corporation, DCS Wealth Advisory Services, 1st Global Advisors Inc, and Equitable Advisors. Outside of advisory work, he serves on the board of the Brendonwood Historic District Foundation and works as a photographer. OSAIC serves a broad range of clients including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance analysis, and automated rebalancing to construct portfolios across various investment types.

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 with OSAIC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Fortis Investors, Inc. since 1992 and has been affiliated with Indiana University since 1987. In addition to his advisory roles, Schlafer is involved in selling traditional insurance through Schwlafer Wealth Management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

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 in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Edward Jones and Meta (formerly Facebook). J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to support customized investment strategies.

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.

Vinya Muso is a CFP® with 10 years of industry experience, currently serving at Cetera. Previously, she worked with Raymond James Financial Services from 2016 to 2026. She is also involved with Gagne Wealth Management in a financial advisory role. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Jeffry Wambolt is a financial advisor with J.P. Morgan Securities in Fishers, Indiana, holding Series 63 and Series 66 designations with nine years of industry experience. His prior roles include positions at Carson Wealth, Fidelity Investments, and Chase Bank. J.P. Morgan Securities 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 customized investment solutions.

Garry Autry is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years at Money Concepts Capital Corp. In addition to his advisory work, he is involved with Crawford & Associates, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

Joseph Mcintosh is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and National Planning Corporation. In addition to his advisory role, he operates McIntosh CPA LLC, a tax preparation and accounting firm. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions supported by research, technology, and a broad platform that includes insurance and banking partnerships.

Tania Campbell Cruser is a financial advisor with Edward Jones in Maxwell, IN, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Edward Jones since 2010. Outside her advisory work, she owns Bunny Egg Farms, where she raises and breeds rabbits and chickens, selling show animals to 4H participants and pets. 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, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Brandon Proctor is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 credential and previously worked with Commonwealth Financial Network and Village Wealth Management. Outside of advisory roles, he has experience with Indy Jet Management and Doodles of Cali. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.