David Gent is a financial advisor at Osaic Wealth with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked for Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory role, Gent is a musician who performs at churches, weddings, and public events, and he has authored and published a non-financial book. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk management, supporting various account types and investment strategies.

Hunter Todd is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at Connie Mortensen State Farm and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its advisory role to registered investment companies, use of AI and algorithmic methods in research, and formal governance procedures.

Joseph Kaiser is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 credentials and with 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Kaiser & Associates, a legal entity used to manage office administrative expenses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored retirement-income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Andrew Nemetz is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including New York Life Insurance Company, Fisher Investments, Robinhood Financial, and Charles Schwab. Nemetz is based in Indianapolis, IN. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management options, financial planning, and access to third-party managers through a multi-manager platform.

Jami Wolsiefer is a financial advisor at OSAIC Wealth Inc with seven years of industry experience and holds a Series 66 designation. Her prior roles include positions at Elements Financial Federal Credit Union, LPL Financial, Bank of America, and Merrill. She is involved in administrative and client service roles at two associated LLCs. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Paul Clodfelter is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of advising, he teaches at Center Grove Schools and officiates high school football and basketball games. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with various portfolio management options, catering to individual investors, retirement plans, charities, and corporate clients.

Thomas McCarthy is an Investment Consultant who partners with clients to understand their unique needs and help formulate holistic financial plans aligned with their preferences and suitability to keep them on course for their financial goals. He currently serves as an Investment Solutions Representative at Fidelity Investments since 2022. Prior to this, he worked at Fidelity Investments as a High Net Worth Associate from 2021 to 2022, at JP Morgan Chase as a Private Client Banker from 2020 to 2021, and at Charles Schwab & Co. as a Financial Services Professional from 2018 to 2020.

Tosin Ratchford is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors. His prior experience includes positions at Chase Investment Services Corp. and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Melinda Kean is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked at Morgan Stanley for 18 years before joining Raymond James and Stonecrest Group in 2020. Melinda is also an Associate and Client Services Director at Stonecrest Group, a support company based in Indianapolis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advice using analytical tools and supports its clients through a broad network with specialized programs in municipal finance and SIMPLE IRA advisory services.

Aaron Krider is a Series 66-registered advisor with J.P. Morgan Securities in Indianapolis, IN. He has held positions at JPMorgan Chase Bank, N.A. since 2025 and previously worked in hospitality and accounting firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence supported by quantitative and qualitative research and incorporates ESG criteria in eligible strategies.

David Waite Jr. is a financial advisor with LPL Financial based in Indianapolis, IN, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at Equity Services, Inc. for 17 years and has been associated with National Life of Vermont since 2002. His other business activities include serving as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and incorporates technology tools to support research and operations.

John Murphy is a financial advisor with Fidelity in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Alphastar Capital Management, The Assurance Group, and Bankers Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering disciplined portfolio construction through a blend of fundamental research, quantitative analysis, and systematic methodologies. The firm is notable for its advisory roles to registered investment companies, use of algorithmic and AI-driven research, and its model portfolio delivery to intermediary platforms.

Elizabeth Wertz is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked with Elements Financial Federal Credit Union, The Hostetter Team at Everhart Studio, Elevate Indy, Keep Indianapolis Beautiful, and Growing Places Indy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

Mark Langdon is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He worked at Merrill from 2010 to 2013 before joining LPL Financial in 2013. Langdon also operates Langdon Financial Group LLC, an investment-related business connected to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Matthew Baltera is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Raymond James & Associates, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and utilizes its Global Investment Committee’s return estimates and simulations to model financial outcomes.

Eric Mc Clurg is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Muncie Novelty Co., Inc. He is based in Indianapolis, IN. Merrill, together 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Thomas Gowin is a financial advisor with Robert Baird & Co. in Indianapolis, IN, holding Series 63 and Series 65 designations and 22 years of industry experience. His career includes roles at J.J. B. Hilliard, W.L. Lyons, LLC, OneAmerica Securities, Inc., and Bedel Financial Consulting Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and specialized managed account programs, supported by internal research and ongoing manager monitoring.

Michael Zick is a Certified Financial Planner (CFP®) with over 26 years of experience in the financial industry. He is currently with J.P. Morgan Securities in Indianapolis, where he has worked since 2021, having held previous roles at PNC Financial Services and Banc One Securities Corporation. Outside of his advisory work, he serves on the investment committee for the Indiana State Museum and Historical Sites. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, supporting clients who retain final decision-making authority.

Steven Stapleton is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and over 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs, including tailored financial planning, supported by structured discovery processes and firm-approved tools.

Amy Rice is a financial advisor with Robert W. Baird & Co. in Greenwood, IN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at OneAmerica Securities, American United Life, Lincoln Investment LLC, and City Securities Corporation. Outside of her advisory work, she owns a lawn and landscaping business, Mow & More by Greg, LLC. The DDK Group at Robert W. Baird serves individuals, corporations, pensions, and charitable organizations with services such as financial planning, portfolio management, and custody and brokerage solutions. The firm employs a combination of manager-traded and model-traded strategies along with tax management and direct indexing, supported by internal research and strategic partnerships.