Theodore Kruzich is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Cardinal Systems for four years and Judson University for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning in areas such as retirement, tax, estate, and special needs. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Aaron Mullett is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and with Primerica Financial Services since 2014. Outside of advisory services, he is involved in sales of loan products and home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Matthew Sims is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Covance. Outside of finance, he is involved with Stopbeefinradio, where he posts music and videos for major and independent artists. 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. The firm serves a wide range of investors through discretionary and non-discretionary services, fund advisory, and model portfolios delivered to intermediary platforms.

Scott Altman is a financial advisor with LPL Financial in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2011 and previously held roles at Morgan Stanley and Merrill. Altman also operates a separate business, Altman Financial Consulting, based in Indianapolis. 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 through a large network of advisors, with investment strategies that include model portfolios, third-party management, and customized approaches.

Justin Lucas is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Regions Bank, LPL Financial, and Northwestern Mutual. Cetera Investment Advisers LLC serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Thomas Mathews is a financial advisor with Charles Schwab in Carmel, Indiana, holding Series 63 and Series 65 credentials. He has 29 years of industry experience and has been with Charles Schwab and Charles Schwab Bank SSB since 2009. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary investment recommendations with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research.

Benjamin Schlueter is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 24 years of industry experience, including 15 years at Franklin Templeton and ongoing tenure at Raymond James since 2019. Outside of his advisory role, he is involved as an officer and treasurer in a family-owned local ice cream shop in Fishers, Indiana. 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, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a broad network of advisors and specialized programs.

Bailey Detamore is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 credential and previously worked at Slone Partners and Progressive Eyecare. Outside of his advisory role, Detamore serves as the Economic Vitality Chairperson for the Greentown Main Street Association and as Chairman on the Board for Preserve Marriage Ministries, a local organization providing resources and counseling to married couples. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, delivering comprehensive, goal-based planning across various financial topics without discretionary trading authority or direct portfolio management.

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.

Benjamin Donathen is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Stifel. 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, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Stephen Anderson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities in 2017, he worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab from 1999 to 2017. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Hesch is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His prior work includes roles at Wells Fargo Clearing and Fidelity Brokerage Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu addressing cash flow, retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and sports and entertainment planning.

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.

Kristin Popovic is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Inc., Morgan Stanley, and Merrill. Raymond James & Associates is a large brokerage and investment advisory firm managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services through various advisory programs.

Tracy Richardson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 30 years of industry experience. Prior to joining LPL Enterprise in 2024, Richardson worked at The Prudential Insurance Co. of America, PRUCO Securities, Valic Financial Advisors, and Lincoln Financial Advisors. Richardson also serves in a fiduciary capacity for the Richardson Family Trust. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Daniel Gehle is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2023. Prior to his financial advisory career, he spent 15 years at The Home Depot. Gehle also serves as a board member of LifeWise Academy, an organization focused on educating children about Christian teachings during school hours. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Cody Young is a financial advisor with Edward Jones in Carmel, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a 7th-grade assistant baseball coach for Westfield Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains a large network of financial advisors across the United States.

Matthew Trefethen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and affiliated with Cambridge Investment Research, Inc. since 2011. Outside of advising, he is active as a cellist in a local orchestra. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm provides multiple investment platforms and proprietary models, with options for discretionary and non-discretionary management tailored to client objectives.

Aaron Smith is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior employment includes roles at Charles Schwab and Co., TD Ameritrade, Scottrade, and Prudential Insurance. He is also involved in supporting advisors and insurance activities through MARKET SHARE, INC. and MSF ADVISORS. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through an extensive network of affiliated advisers. The firm integrates brokerage and advisory services with financial planning and managed account solutions, employing analytical tools and third-party platforms to construct portfolios across multiple asset classes.

Traci Schath is a financial advisor with Edward Jones in Carmel, IN, holding a Series 66 designation and 13 years of experience at the firm. In addition to her advisory role, she is involved with Children's Speech Language Learning, providing speech and tutoring services and managing related billing and payroll. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services and a large nationwide network of financial advisors and branches.