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 and beginning his industry career in 2026. Prior to his current role, he worked at Indiana Farm Bureau Insurance from 2024 to 2026 and completed eight years of full-time education before entering the financial services field. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors managing over $819 billion in discretionary assets.

Shane Cavanaugh is a financial advisor with LPL Financial in Greenfield, IN, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wells Fargo Clearing Services and has been involved in CrossFit coaching and training roles. Outside of his advisory work, he serves as a part-time CrossFit coach. 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 and model portfolio programs, supported by technology tools and a diverse network of over 22,800 advisors.

Joseph Kemme is a financial advisor with Primerica Advisors in Greenwood, IN, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at PFS Investments Inc., Primerica Financial Services, and the Cincinnati Center City Development Corporation. He also has experience with The Kroger Company and the University of Cincinnati. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and some corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates through a large network of financial advisors.

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.

David Gent is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory work, Gent is a musician who performs as a paid soloist at various events and has authored and published a non-financial book. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides a wide range of financial services through a large network of affiliated advisers, utilizing various asset-allocation tools and investment management platforms.

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 with Osaic Wealth Inc, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Elements Financial FCU, LPL Financial, Bank of America, and Merrill. She also serves as an administrative registered assistant for two investment-related LLCs, performing client service and administrative duties. Osaic Wealth Inc serves a diverse client base including individual investors, institutions, and charitable organizations, offering brokerage, investment advisory, and financial planning services. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios across a range of asset classes and supports multiple advisory platforms and third-party managed account solutions.

Paul Clodfelter is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory work, he officiates high school football and basketball games and teaches at the Center Grove School District. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a broad network of advisors and offers brokerage, investment advisory, financial planning, and retirement consulting services. The firm uses a variety of asset-allocation tools and managed-account platforms to construct diversified portfolios across multiple asset classes.

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 and holds the Series 66 designation. She has been with various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors since 2018. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, using systematic methodologies and AI-driven research, and for its advisory positions with multiple registered investment companies.

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 financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation. He joined J.P. Morgan Securities in 2026 and has prior experience at Blue & Co. and Fitzgerald Hospitality Group. 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. The firm’s services are offered on a non-discretionary basis, with clients retaining final decision-making authority.

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 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining Fidelity, he worked at Alphastar Capital Management, The Assurance Group, and Bankers Life in various advisory and securities roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves in advisory roles to registered investment companies and employs systematic methodologies including AI-driven research in portfolio management.

Michael Piechocki is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Voya Financial Advisors. Outside of advising, he serves as Secretary for the Fraternal Lodge-KSKJ, where he assists with fundraising events. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.