Raymond Mark is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2015. He also owns and operates several businesses, including an accounting firm providing tax, payroll, and bookkeeping services, and a consulting practice focused on accounting and management administration. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment implementation options through multiple platforms and employs both proprietary and unaffiliated model strategies tailored to client objectives.

Tamara Turner is a financial advisor with Edward Jones in Lebanon, IN, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Elliott is an Investment Consultant currently working at Fidelity Investments since 2025. He previously served as an Investment Officer at The National Bank of Indianapolis from 2024 to 2025 and worked as a Financial Advisor at Morgan Stanley from 2020 to 2023. Brian engages closely with clients to understand their financial goals and develop strategies that align with their priorities. He emphasizes partnership in financial planning, providing ongoing guidance to help clients make informed decisions. Outside of his professional work, Brian's interests include family activities, fitness, gardening, golf, outdoor adventures, and traveling.

Brielle Forler is a financial advisor at Fidelity with two years of industry experience. She holds the Series 66 designation and has previous work experience at Democracy Federal Credit Union and several other financial institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies supported by oversight controls and the use of advanced technologies such as AI and machine learning.

Jessica Norris is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as a power of attorney for a family member. 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, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Toshua Phillips is a Series 66-licensed financial advisor with Merrill, based in Fishers, IN, and has two years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Raymond James & Associates and several other financial and related firms. Outside of his advisory role, he is also active as a real estate agent with Keller Williams Realty. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Zachary Miskovic is a financial advisor with Thrivent Investment Management in Carmel, IN. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Thrivent, he worked at Northwestern Mutual in multiple related roles. Outside of finance, he is involved in youth hockey coaching, serving as director of coaching and player development for HSE High School and as an assistant and skills coach for Brebeuf High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across retirement, tax, estate, and other planning areas. The firm offers planning on a one-time or ongoing basis without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Neal Young is a financial advisor with Edward Jones in Tipton, IN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has a background in academia, having worked at Ohio Northern University, Covenant College, and Goshen College. Outside of his advisory role, Neal coaches 6th grade basketball for the Hamilton Heights School Corporation. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Shaw is a financial advisor with LPL Financial in Carmel, Indiana, holding a Series 66 designation and 17 years of industry experience. He previously worked at Lincoln Investment for 14 years and at Langdon Shaw Associates for one year. Shaw serves as Treasurer on the Board of Directors for the Sugarbush Hill Homeowners Association and is a board member and secretary for NeuroHope of Indiana, a nonprofit focused on rehabilitation and wellness. 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 with access to model portfolios, third-party management, and various institutional platforms.

Noah Marley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity in 2022, his work history includes roles in various industries such as automotive and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory services. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs.

Hunter Ashlock is a financial advisor at Edward Jones in Fishers, IN, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Charles Schwab & Co., Inc. and RCM Wealth Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tammy Schmaltz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary solutions through a nationwide advisor network.

Caroline Mason is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 66 designation and has worked at various Fidelity divisions since 2006, with a brief tenure at Merrill in 2005-2006. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves in advisory roles for registered investment companies and utilizes systematic methodologies and AI-driven tools in its portfolio management.

Aaron Olson is a CFP® professional with nine years of industry experience, currently affiliated with OSAIC and Goldcrescent Wealth Management in Fishers, IN. His prior roles include tenures at Cetera Advisors, Park Avenue Securities, Guardian Life Insurance Company, Edward Jones, Northwestern Mutual, and Bank of America Merrill Lynch. He is also the owner and financial professional of Goldcrescent Wealth Management and operates Kinnamon Financial, providing financial advisory services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to various third-party investment solutions.

Ted Spurgeon Jr. is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Meridian Investment Advisors, Ternion Advisors, and Waddell & Reed. He has also been involved with Spurgeon Enterprises and ICCI Group dba Eastway Custom Homes. 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 portfolios, third-party asset management, and institutional platforms.

Deshawn Price is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients and their families to develop personalized financial strategies that align with their goals and aspirations. Prior to his current position, Deshawn served as a Workplace Planning Consultant at Fidelity Investments in 2025 and as a High Net Worth II advisor at the same firm from 2020 to 2025. His experience reflects a focus on tailored financial planning and wealth management. Outside of his professional work, Deshawn enjoys bowling, fitness, football, movies, and spending time with his pets.

John Simmons is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior experience includes nine years at Oxford Financial Group, Ltd. from 2014 to 2023. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Patrick Moor is a financial advisor with Primerica Advisors in Noblesville, IN, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 22 years of industry experience and has been with Primerica Advisors since 2003. Outside of his advisory role, he operates an online business selling items through eBay on a part-time basis. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Todd Polackin is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Raymond James since 2013 and also works part time as a sorter for UPS. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Michael Mann is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Northwestern Mutual Investment Services LLC/True Point and has professional experience outside of financial services at companies including Medline and HillRom. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.