Jason Rudder is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He focuses on building long-term relationships with clients to provide financial planning tailored to their unique goals and life stories. His approach emphasizes trust, clear communication, and consistency to help clients make informed financial decisions. Jason has experience in various roles within the financial services industry. Prior to his current role, he worked as a Workplace Financial Consultant at Fidelity Investments from 2021 to 2026. He also served as an Investment Advisor Representative at Regal Investment Advisors in 2020 and as a Registered Representative at Western Southern Life Insurance from 2019 to 2020. His personal interests include comedy, social events with friends, parenthood, sailing, and swimming.

David Tidd is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2012 and at JPMorgan Chase Bank, NA since 2007, following an earlier role at Ameriprise from 2004 to 2007. He holds the Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes 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.

James Mccallister is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1996 and serves as a Primerica Life Insurance PFSU Instructor for Indiana. In addition to his advisory role, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers an operational model based on tiered wrap fees and independent manager oversight.

Kyle Bennett is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously worked at PepsiCo and Indiana University. Bennett serves on the board of HVAF of Indiana, a nonprofit organization, where he chairs the Investment Committee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Jill Shepherd is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and J.J.B. Hilliard, W.L. Lyons, LLC. Shepherd serves as the Executive Board President of Restore Old Town, a nonprofit civic organization in Greenwood, IN. 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, model portfolios, third-party asset management, and institutional platforms.

Katherine Free is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Protiviti and Deloitte & Touche LLP. She owns and operates KMF Financial LLC, an investment-related practice based in Indianapolis. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through financial advisors.

Michael Gilbert is a financial advisor at LPL Financial in Indianapolis, Indiana, holding a Series 66 designation with two years of industry experience. Prior to his current roles at LPL Financial and Blue Chip Wealth Management, LLC, he worked at Milliken & Company for a combined 17 years in engineering services management. 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, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Rosser is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He holds the Series 66 designation and is based in Greenwood, IN. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Donald Ivey III is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work experience includes roles at MSD of Decatur Township and LGSTX Distribution Services, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Bryan Denbo is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Corey Cordray is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including J.P. Morgan Securities and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Vincent Viveros is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Morgan Stanley. Outside of his advisory role, he serves as a board member for EcoGrains, a company focused on sustainable aviation fuel production, and holds leadership positions with the Ivy Tech Foundation and the Escala Foundation, both nonprofit organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research with a focus on written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

Matthew Tedford is a financial advisor with Fidelity, holding Series 63 and 66 designations and bringing 20 years of industry experience. He has been with Fidelity and its affiliates since 2005, including a seven-year tenure at Fidelity Personal and Workplace Advisors and his current role beginning in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and offers specialized services including fund advisory and model portfolio delivery using systematic methodologies.

Craig Clements is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Waddell & Reed, Principal Financial Services, Ameriprise, and various insurance carriers. He operates a DBA related to his LPL business under WRI Investments. 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 variety of advisory services and investment programs, combining large-scale financial activities with an extensive network of over 22,800 advisors.

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.

Julia Phillips is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Phillips has been with JPMorgan Chase Bank, N.A. and affiliated entities since 2011, including over a decade at J.P. Morgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process involves centralized due diligence combining quantitative and qualitative research and may incorporate ESG criteria in client recommendations.

John Hamm is a CFP® and Series 66–registered financial advisor with Edward Jones in Indianapolis, IN, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Timothy Stout is a financial advisor at Edward Jones in Mooresville, IN, with 29 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior work includes roles at Valic Financial Advisors, Corebridge, Voya Financial, OneAmerica Securities, and Tiaa. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Dicken is a CFP® professional affiliated with Wells Fargo Advisors in Indianapolis, IN, with two years of industry experience. His prior roles include positions at Savant Wealth Management and Citizens Energy Group. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and divorce planning, using proprietary research and tools to develop tailored recommendations.

Jason Spilbeler is a CFA® charterholder with 19 years of experience at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in Indianapolis, IN. He serves as Treasurer and chairs the Finance Committee on the Board of Trustees for the Indianapolis Zoo and is a member of the Investment Committee for Goodwill of Central and Southern Indiana Foundation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized reporting within a non-discretionary framework.