Chad Baldwin is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Edward Jones for nine years and held an earlier position with LPL Financial. Baldwin also operates Baldwin Wealth Strategies, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research models and third-party subadvisors across various platforms.

Steven Thompson is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at Comcast Advertising. 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 financial advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kurtis Schletzer is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Baird in 2023. Outside of his advisory role, he is involved as an owner of two LLCs. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies from traditional to non-traditional, including discretionary and non-discretionary management approaches.

Craig Reed is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory role, Reed serves as Vice President and Chair of the Board at Greenwood Christian Academy, where he is also a member of the finance and investment committees. Raymond James & Associates is a large 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, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Kristopher Kuehr is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including J.P. Morgan Chase, Charles Schwab, and Tiffany and Co. His current role is based in Indianapolis, IN. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to registered investment companies and fund-of-funds.

Jason Zoch is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also owns Fidus Wealth Management LLC, an independent wealth management practice based in Indianapolis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning services including business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing the manner of implementation.

Suzana Kovatch is a CFA® charterholder with 17 years of industry experience. She has worked with J.P. Morgan Securities since 2017 and held previous roles within JPMorgan Chase Bank and its investment management affiliates starting in 2012. Kovatch serves as a board member for Downtown Indy, Inc., a nonprofit focused on the economic success and vitality of downtown Indianapolis. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Carolyn Kuenz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following a four-year tenure at Charles Schwab & Co., Inc. in Indianapolis, IN. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by Wealth Advisors, focusing on funds and strategies approved through internal review.

Steven Frye is a Series 66-licensed financial advisor with 23 years of experience. He is currently with LPL Financial and has previously worked at Robert Baird & Co., J.J.B. Hilliard WL Lyons, Raymond James & Associates, City Securities Corporation, and Merrill. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Robinson is a financial advisor with Fisher Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at World Equity Group, Inc., The Leaders Group, Inc., Wealthvest Marketing, Inc., Trade Risk Guaranty, and Viralhog. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware and risk-management strategies.

Joe Mercer is a financial advisor at Morgan Stanley in Indianapolis, IN, holding a Series 66 designation with 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory process.

Ryan Thomas is a Certified Financial Planner® (CFP®) with Edward Jones in Indianapolis, IN, where he has worked since 2008. He has 17 years of industry experience and holds the Series 66 designation. 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 provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Angela Sodrel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior work includes 13 years at Financial Plans & Strategies, Inc. and roles in Johnson's Hauling & Excavating. She is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Hannah Edmonds is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at Johnson & Johnson and Chick-fil-A. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Nathanael Allen is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at the Dufresne Spencer Group for six years and at HHGregg for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a range of advisory services and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Heather Swartzell is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and concurrently with JPMorgan Chase Bank, N.A. since 2018. Outside of her advisory role, she serves on the board and as Treasurer of Coburn Place, a transitional housing organization for survivors of intimate partner violence. 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 applying an ESG eligibility framework in its recommendations.

Victoria Rust is a financial advisor with Edward Jones in New Palestine, IN, holding the CFP® designation and Series 66 license. She has six years of experience at Edward Jones and previously worked for 13 years at Thermo Fisher Scientific. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlay services, supported by a nationwide network of approximately 23,701 financial advisors.

Mistianne Figueroa is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Bank of America/Merrill Lynch and Fifth Third Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm's approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brice Tressler is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. His prior work includes positions at Cetera Wealth Services, Voya Financial Advisors, and TFG Financial Group. Outside of advising, he is an independent insurance agent and is an author of a novel about World War II. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering discretionary and non-discretionary portfolio management among other financial services. The firm operates a multi-manager platform providing advisors access to affiliated and third-party managers along with various program structures.

David Humes is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at LPL Financial and previously held positions at Edward Jones and Waddell & Reed. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.