Kimberly Bryan is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 63 designation and over 26 years of industry experience. She has worked with Wells Fargo Advisors since 2022 and was previously with Wells Fargo Clearing from 2016 to 2022. Outside of her advisory role, she serves as trustee and guardian for her brother’s trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations across various financial needs, with planning engagements generally conducted on a discrete basis.

Amy Simpson is a financial advisor with Cetera, holding the Series 66 credential and one year of industry experience. Her prior work includes positions at Stifel and Milemarker. Amy is based in Indianapolis, IN. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to both affiliated and third-party investment managers.

Kennith Meeks is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Steven Billet is a financial advisor with Cambridge Investment Research Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials. He has 52 years of industry experience, including roles at Lincoln Financial Securities and Life of Virginia. Outside of advising, he operates an independent insurance agency and is a notary public. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers a range of platform and third-party advisory options.

Sarah Sallee is a financial advisor with LPL Enterprise in Indianapolis, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of her advisory role, she is involved in direct sales of beauty and health products and services a prior book of business with MassMutual. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and wrap programs.

Sara Reddington is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2024, she worked at Ameriprise and held various roles in healthcare and education organizations. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and advanced tools, managing approximately $394 billion in assets as of December 31, 2025.

Grant Lee is a financial advisor with Edward Jones in Greenfield, IN, holding the Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He also has experience at the University of Kentucky and in other varied roles outside finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets.

Shawn Magerski is a financial advisor at Cetera with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab & Co., Inc. from 2024 to 2026. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Eric Rogers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory duties, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Christopher Pfeifle is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously at City National Bank from 2019 to 2025. Outside of his advisory role, Pfeifle serves as treasurer on the booster club for boys and girls golf, assisting with fundraising efforts to support local golf teams. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through internal and external managers, supported by an extensive capital-markets footprint.

Mark Heisler is a financial advisor at Mass Mutual Investors Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 1988. He is also a member of The Crossroads Group, LLC, which conducts financial services activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Cheri Moschell is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She has previously worked at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley Dw Inc. She holds a Series 63 designation and is based in Indianapolis, IN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Daryl Petry is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been affiliated with Cetera and its related entities since 2025 and has operated Petry Wealth Management since 2009. Outside of his advisory work, he serves as President of the Board for the Boys & Girls Club of Noblesville. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party strategies.

Corey Johnson is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research to develop model asset allocations, incorporating ESG criteria and leveraging broader derivatives and commodities capabilities.

David Fairman is a financial advisor at Osaic Wealth with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sii from 2016 to 2018 before joining Osaic in 2018. Fairman also operates a sole proprietorship, Clearwater Financial Management, through which he conducts investment, insurance, and fixed annuity sales and marketing activities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager options.

Karla Spearing is a financial advisor with UBS Financial Services in Indianapolis, IN. She holds Series 63 and Series 65 designations and has 38 years of industry experience, including 21 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and manages both discretionary and non-discretionary portfolios.

Lori Westerfield is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and over 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to evaluate investment options within custodial platforms.

Ted Gautier is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Cetera and its affiliated entities since 2019, following prior roles at Foresters Financial Services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Lyman Bond is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Equity Group, LLC. Outside of his advisory work, he is involved in a family farming business, contributing approximately 10 hours per month. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Jeffrey Wilcox is a financial advisor with LPL Financial in Anderson, Indiana, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for one year before joining LPL Financial in 2017. Outside of his advisory role, Wilcox serves as a substitute teacher at Emmanuel Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm supports its network of over 22,800 advisors with a wide range of advisory and brokerage services, including model portfolios, third-party subadvisors, and various operational tools.