Shellee Pietras is a CFP® professional with 21 years of industry experience, currently with Cetera since 2021. Her prior roles include positions at VOYA Financial Advisors and Promise Advisory Group. She serves as a board member of the Franklin Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Camille Green is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she held roles at Anew Hospice, Keen Resources, Dycora Transitional Health, and Golden LivingCenters. Outside of her advisory role, she is involved with Anew Hospice. 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 on a range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Peter Schueth is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he co-owns SCHUETH ENTERPRISES, INC., a family business involved in consulting, real estate sales, and resale of antiques. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sean Hayes is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following two years at Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm’s distinctive features include registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic and AI-driven methodologies in its investment process.

Kyle Adams is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Milwaukee Tool for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Lynda Schmutte is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Merrill Lynch since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Travis Feuerbach is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he founded and directs the U.S. Angler's Choice Tournament Trails Inc., a fishing tournament organization. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Adam Faust is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Nash II is a financial advisor with Cambridge Investment Research Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2009. Outside of his advisory role, Nash owns a consulting business and participates in referral activities related to estate planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management and platform arrangements tailored to client objectives.

Andrew Foster is a Series 66-licensed financial advisor with Thrivent Investment Management in Greenwood, Indiana. He has one year of industry experience and previously worked for Indiana Connections Academy for 12 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various financial topics. The firm’s approach separates planning from implementation and managed-account services, offering clients a consolidated billing option called “WealthPlan.”

Rhonda Denzio is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds a Series 66 designation. She has worked at Raymond James since 2008 and operates a separate business, Denzio's To Go, since 2012. Raymond James & Associates 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, institutions, and municipal entities, offering tailored financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Morgan Pietras is a Series 66 licensed advisor with three years of industry experience, currently with Cetera. Prior to joining Cetera, Pietras has held roles at Promise Advisory Group and has experience in life, health, and annuities insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kristin Maki is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC since 2008 and JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Shane Matthews is a financial advisor at Edward Jones in Greenwood, IN, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Edward Jones since 2004. 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 through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Chad Kaufman is a financial advisor with Raymond James Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2020 and is the owner of Stonecrest Group LLC, where he manages operations and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary advisory services supported by analytical tools and a network of affiliated advisors.

Thomas Muzechuk is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at Jpmorgan Chase Bank, N.A. and Wachovia Securities Financial Network, Inc. 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 guide investment recommendations.

Alex Stirn is a financial advisor with LPL Financial, holding a Series 66 designation. He has one year of industry experience, with prior roles at Indiana Farm Bureau Insurance and Fox Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and diverse portfolio strategies.

Donald Schofield is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2005. Outside of his advisory work, he is involved in archery hunting and photography through Arrow One LLC, serves as president and tennis instructor at Next Level Tennis, and has held the position of past president on the board of the Indiana Bowhunter Association. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Timothy Hansen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James since 2007. Outside of his advisory role, he serves as a director of the Indianapolis Symphonic Choir, a nonprofit organization, and participates on the finance committee of Plainfield United Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning, investment consulting, and institutional advisory services through a range of portfolio management styles and affiliated research.

Scott Corman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to his current role, he held various positions including work with Hope College and Gazelle Sports. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a non-discretionary program where clients retain final decision authority.