Justin Rich is a CFP® professional with 16 years of experience in the financial industry. He has been with Edward Jones since 2019, following six years at BMO Harris Financial Advisors and BMO Harris Bank. Outside of his advisory role, he is a silent partner in a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Onieal is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2020, previously serving at First Allied Advisory Services and First Allied Securities. In addition to his advisory work, he owns MOJO, Inc., a real estate business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers across discretionary and non-discretionary programs.

Jeffrey Bryan is a financial advisor with Robert W. Baird & Co., holding a Series 63 designation and bringing 40 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Indianapolis, IN. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and employs a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

William Hammond is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica since 2005, alongside a 17-year tenure at H.R.F.E. Consulting. In addition to his advisory role, he is an independent contractor with Impact Health Sharing, providing services unrelated to investments. Primerica Advisors is a wrap-fee asset management firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs a model-delivery investment approach and utilizes third-party asset managers to support its discretionary portfolio management services.

Robert Berger is a financial advisor with LPL Financial in Indianapolis, IN. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Money Concepts Capital Corp for 11 years and has held roles at several other firms since 1998. He also conducts seminars through Benefit Planning Inc., a non-investment related activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Aaron Miller is a financial advisor with Raymond James Financial, holding a Series 66 license and 18 years of industry experience. He has worked with Raymond James since 2008 and previously operated Miller Financial Services, LLC. Additionally, Miller is a licensed agent offering non-variable life insurance policies with Penn Mutual and Pacific Life. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Rachel Orlando is a financial advisor with UBS Financial Services in Indianapolis, Indiana. She holds a Series 66 designation and has 25 years of industry experience, including 10 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

James Haag is a financial advisor with LPL Financial in Pendleton, Indiana. He holds the Series 66 designation and has 10 years of industry experience, including six years at Edward Jones before joining LPL in 2022. In addition to his financial advisory role, Haag operates a life coaching business separate from his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and third-party asset management, supported by a large network of investment adviser representatives.

Andrew Eaton is a financial advisor with Primerica Advisors in Indianapolis, Indiana, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with Primerica Advisors since 2008 and Primerica Financial Services since 2006. Outside of his advisory role, Eaton works as a self-employed mascot performer and also drives for Lyft. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, corporate, and charitable clients. The firm delivers advisory services through model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Tatiana Daniels is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at A.B.L.E. and other organizations. Outside of advising, she is also an artist who creates paintings available for purchase or commission. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Walter Schaefer Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2005 and with West Point Financial Group since 2002. Outside of his advisory role, he serves as an assistant coach for the Westfield High School girls lacrosse team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative planning engagements that utilize firm-approved software to analyze client goals and deliver tailored recommendations.

Joseph Strack is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and 20 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, supported by advisor-facing technological tools and a broad network of over 22,800 advisors.

Robert Taylor is a CFP® professional with over 44 years of experience in the financial industry. He joined OSAIC in 2024 after 18 years at Woodbury Financial Services and has previous experience with PRUCO Securities and Equitable Advisors. Taylor manages his OSAIC business through a branch operation in Fishers, Indiana. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a variety of advisory and brokerage services.

Dirk Kuehler is a CFP® professional with eight years of experience at Mass Mutual Investors Services, operating in Indianapolis, IN. He has worked with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2018 and previously spent two years at Southern Illinois University. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Michael Stewart is a CFP® professional with 26 years of industry experience. He has worked at Merrill for 22 years before joining Wells Fargo Clearing, where he is currently based in Indianapolis, IN. Outside of his financial advisory role, he co-owns and manages a small fruit orchard through Stewart Farm Holdings, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a wide range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Travis Rivers is a financial advisor with Cetera, holding the Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Cetera Wealth Services and Cetera since 2025 and has additional business activities including ownership of an accounting and tax preparation firm, RFS, LLC, and managing a family-owned property through LT Squared Properties LLC. Travis also prepares tax returns for a travel baseball organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Nicholas Gardner is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to his current role beginning in 2019, he worked at Fitness Flooring, Inc. from 2015 to 2019 and has served as a color analyst for Butler men's basketball broadcasts since 2006. He continues to provide commentary for the Butler Radio Network as part of his outside activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses analytic tools and annual collaborative planning to help clients define goals and strategies, with implementation requiring separate brokerage or insurance arrangements.

Nicholas Carter is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. He has been with Mass Mutual Investors Services since 2019 and also works with Mass Mutual Life Insurance Company. Outside of his advisory role, he serves on the boards of a nonprofit organization supporting individuals with special needs and a college fraternity, providing financial and operational advice. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual relationships and event-driven planning services.

Brian Queck is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 65 and Series 63 licenses with 10 years of industry experience. His prior work includes roles at BMO Harris Bank and BMO Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Matthew Burton is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2023 before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.