Kathleen Henrie is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including overseeing fund advisory and model portfolio delivery. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation strategies.

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 in Bargersville, Indiana, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She previously worked at Financial Plans & Strategies, Inc. for 13 years before joining LPL Financial in 2017. Outside of her advisory role, she is involved with Johnson's Hauling & Excavating. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Clara Starkey is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Prior to her advisory role, she was associated with Indiana University. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nathanael Allen is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. His prior work includes six years at Dufresne Spencer Group and one year at HHGregg. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Scott Gwin is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2012. He holds Series 63 and Series 65 licenses. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 previously worked at Bank of America/Merrill Lynch, JPMorgan Chase Bank, and Fifth Third Bank. 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.

Brice Tressler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Cetera and affiliated entities since 2021 and previously spent seven years at VOYA Financial Advisors and over two decades at TFG Financial Group. Outside his advisory work, he is an independent insurance agent and an author promoting a novel about World War II. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.

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.

Joseph Perry is a financial advisor with J.P. Morgan Securities LLC holding a Series 66 credential and two years of industry experience. He also owns Beuford Capital Partners LLC, a personal investment company focused on purchasing tax liens. J.P. Morgan Securities 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.

Linda Nolting is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2009 and also serves as an officer and secretary at Advanced Property Management, Inc., a business she has been involved with since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Kelly Delk is a financial advisor at Raymond James & Associates with 25 years of industry experience. She has been with Raymond James & Associates since 2008 and previously worked at Carrington Commons Condo's for 11 years. Delk holds a Series 66 designation. 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, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Justin Clapp is a CFP®-designated financial advisor at Edward Jones with three years of industry experience. He has previously worked at Nationwide Investment Services Corporation, Total Wealth Planning, Ronald Blue Trust, and Charles Schwab & Co., Inc. based in Indianapolis, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Sean Stuczynski is a financial advisor with Cambridge Investment Research Advisors and holds Series 66 and Series 63 licenses. He has 26 years of industry experience, including 16 years at Parkland Securities and ownership of Campbell Street Wealth Management, where he offers financial services. He is also an independent insurance agent with various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management strategies and platform arrangements.