Samer Barham is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Bank of America/Merrill Lynch and multiple positions within JPMorgan Chase and J.P. Morgan Securities. He has also held positions outside of finance, including at automotive dealerships and a construction company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kristi Grimm is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated firm since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

Jennifer Taylor is a Series 66 licensed financial advisor with Edward Jones in Noblesville, IN. She has 11 years of experience with Edward Jones and a total of 8 years in the industry. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Gregory Lohman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2016. He is based in Sheridan, IN. Outside of his advisory role, Lohman is a trustee of the Lohman Family Iona Land Trust, a property holding trust in Florida. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while incorporating tax-aware strategies and risk management techniques.

Joshua Masariu is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 25 years of industry experience and has been with Raymond James since 2013. He serves as a non-compensated advisory board member for Redux. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Derek Mac Farlane is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thurston Springer, Butler University, and Zionsville Community Schools. Mac Farlane is also active as a life insurance agent with several insurance companies. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and oversight of substantial discretionary assets.

Gregg Goodrich is a financial advisor with Charles Schwab in Carmel, Indiana, holding Series 63 and Series 66 designations and 13 years of industry experience. His career includes roles at Scottrade and TD Ameritrade before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm’s integrated structure supports a large client base with centralized supervisory and custody services.

Anthony Iacobucci is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Raymond James since 2015, following a brief tenure at Mass Mutual Investors Services. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Jason Guffey is a financial advisor with LPL Financial in Carmel, IN. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2022, he worked at Connectivity Source and held management roles in the food service industry. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives using customizable strategies and third-party asset management.

Steve Jones is a CFP® professional with 23 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services and Financial Management Resources Inc. In addition to his advisory work, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Jason Roberts is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BMO Harris Financial Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. prior to joining LPL in 2021. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of advisors.

Daniel Fuehrmeyer is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Matthew Anderson is a financial advisor with LPL Financial holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Seven Financial, OSAIC, and Signator Investors, Inc. Outside of advisory work, he is the owner of a Dairy Queen franchise in Muncie, IN. 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.

Mistie Trame is a financial advisor with Charles Schwab in Westfield, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at Charles Schwab since 2012 and is also involved in real estate and property management. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Steven Leighty is a financial advisor with Charles Schwab in Carmel, IN, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Charles Schwab since 2001 and also works with Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary managed accounts and offers a multi-asset investment approach supported by centralized custody, supervision, and research resources.

Hannah Thieneman is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Valeo Financial Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm supports clients through comprehensive planning and managed-account programs while maintaining a separation between these services.

Dustin Jones is a financial advisor with J.P. Morgan Securities in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan in various capacities since 2007. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Cole Mc Cardel is a CFP® professional with eight years of industry experience, currently serving at Raymond James & Associates since 2018. His prior experience includes a role at Deloitte for one year and five years at Michigan State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Bradley Witkowski is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, he worked at Fairway Independent Mortgage Company for three years and held roles at Hoosier Air Transport and Angies List. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary managed accounts, supported by a multi-asset strategic approach and centralized operational capabilities.

Gabriel Fernandez Freitez is a financial advisor at Fidelity with a Series 66 designation and experience beginning in 2023. His prior roles include positions at JP Morgan Chase and BMO Bank, as well as running Freitez Spark Clean from 2020 to 2023. He is based in Carmel, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm serves both retail and institutional investors and holds distinctive credentials such as CFTC registration and advisory roles for multiple registered investment companies.