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.

Garry Autry is a Series 66-licensed financial advisor with 21 years of industry experience, currently practicing at LPL Financial since 2021. He previously worked at Money Concepts Capital Corp for eight years and has been affiliated with Crawford & Associates since 2005, where he is also involved in tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services incorporating both discretionary and non-discretionary management supported by extensive research and various portfolio strategies.

Joseph Mcintosh is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Royal Alliance and National Planning Corporation, and he owns McIntosh CPA LLC, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Keith Waterman is a financial advisor with OSAIC Wealth Inc, holding a Series 66 designation and with 11 years of industry experience. His prior roles include positions at Resource Planning Group, Commonwealth Financial Network, and Cambridge Investment Research Advisors. He is also president of Prosperity Planning Group, Inc., a business entity he owns. OSAIC Wealth Inc serves a wide range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment platforms, utilizing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

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.

Joshua Weaver is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as a deacon and finance committee member at Pennington Park Church, where he oversees benevolence policies and assists with financial decision-making. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, offering integrated brokerage, investment advisory, financial planning, and managed account services. The firm employs various asset-allocation tools and third-party solutions to construct diversified portfolios and support client needs.