Feixueer Luo is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC since 2024. Prior to this, Luo worked at Raymond James Financial Services Advisors, Inc. and Engelstad Wealth Advisors. Luo is also involved with Engelstad Wealth Advisors in a wealth management support capacity. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Shane Tyler is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining PNC Investments LLC in 2025, he worked at Charles Schwab Bank and Charles Schwab from 2018 to 2025. He also has experience outside of finance working with The Papers over an 11-year period. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, employee pilot program that uses algorithm-driven model strategies implemented through mutual funds and ETFs.

Benjamin Stahl is a CFP® with 14 years of industry experience, currently affiliated with SPC and Parkland Securities. He operates Stahl Financial, Inc., a firm offering financial planning, investment management, securities, annuities, and life and health insurance services. Stahl is also the owner of Stahl Tax Group, Inc., which provides tax preparation and planning, and serves as an independent contractor for Stahl Insurance Group, Inc., focusing on commercial and personal property and casualty insurance. Additionally, he serves on the Special Projections Committee for the Seymour Oktoberfest nonprofit organization. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary strategies tailored to client suitability.

Tally Lykins is a financial advisor at Money Concepts Capital Corp with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Grove Point Investments, LLC and Jcd Investments, LLC. Outside of advising, he consults on operations, financing, and hedging for a family-owned grain elevator business and provides pro bono legal services. Money Concepts Capital Corp is an enterprise adviser managing approximately $4.07 billion in client assets through a network of several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse client base using model-driven and asset-allocation strategies, supported by third-party managers and service providers.

Charles Law is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Park Avenue Securities, Guardian Life Insurance, and First Command Advisory Services. Outside of his advisory role, he serves as an independent executor of his parents' estate and is a board member of the Briarwood Trace Homeowners Association. Key Investment Services LLC is an SEC-registered adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform and offers various wrap-fee programs while integrating services from KeyCorp affiliates.

Thorn Murphy is a financial advisor at Prime Capital Financial with eight years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at Cummins Inc and Giesting Financial. Outside of advisory work, he is the owner of TM Financial LLC, involved in the sale and service of fixed insurance-related products. Prime Capital Financial is an SEC-registered enterprise firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, and family office services. The firm employs a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary and family office practice.

Erin Lane is a financial advisor with Principal Financial Services in Nashville, IN, holding Series 63 and Series 66 licenses and having 26 years of industry experience. Her prior work includes roles at T. Rowe Price from 2013 to 2025 and several positions within Principal and Lincoln Investment during 2025. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joe Doggett is a financial advisor with Money Concepts Capital Corp in Columbus, IN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at Grove Point Investments, LLC and JCD Investment Inc. Outside of advising, he serves as president of Joe C. Doggett & Company, Inc., a health insurance sales business. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. As an enterprise adviser firm with over 430 advisors, MCAS offers multiple managed programs using a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Jodi Engelstad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Wells Fargo Advisors, and Edward Jones. Outside of her advisory work, she serves as a board director for the Ivy Tech Foundation, a nonprofit organization. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized long-term portfolios that often incorporate ETFs, mutual funds, and independent sub-advisers.

Dallas Collins is a financial advisor with AE Wealth Management, LLC in Martinsville, Indiana. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Collins previously worked at Madison Avenue Securities, LLC and co-founded Boys and Collins Financial. He also serves as a notary public in Indiana. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, using a variety of investment strategies and maintaining a high client-to-advisor ratio through standardized platform services.

Julie Bradshaw is an advisor with Fifth Third Securities, Inc. based in Nashville, Indiana. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her prior work includes roles at Fifth Third Bank and Angie's List. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, combining third-party portfolio managers and advisor-directed strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Jonathan Rathert is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing two years of industry experience. Prior to joining Thrivent, he worked at Cummins, Inc. for several years. He is based in Columbus, IN. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across a wide range of topics, allowing clients to combine planning with managed-account programs while keeping these services distinct.

David Eger is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at Cellular Sales and WT Boone. He serves as Chairman of the Board for Pastor's Hope Network and is a board member of Bargersville Main Street. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Alasa Harper is a financial advisor with Thrivent Investment Management in Nashville, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Thrivent in 2020, Harper worked at Allstate Insurance and other firms in various roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority, and offers a combined planning and managed-account option called WealthPlan.

Thomas Scott is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated firms since 2019, following a four-year tenure at PNC Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual and institutional clients, offering a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or custom strategies, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Crystal Rickard is a Series 66 licensed financial advisor with 11 years of industry experience. She is currently with LPL Financial and has prior experience at Centra Credit Union and CUNA Brokerage Services, Inc. Additionally, she is the owner of Crystal Beach Properties, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Zachary De Witt is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to his career in financial advising, he spent 11 years with Franklin Community Schools. Outside of his advisory work, he coaches the Franklin Regional Swim Team, a position he has held for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Kimberly Henderson is a financial advisor with Edward Jones in Franklin, IN, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at Mutual Savings Bank for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Amy Bennett is a financial advisor with Edward Jones in Martinsville, Indiana. She holds the CFP® designation and Series 66 license and has eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at the M.S.D. of Martinsville. Outside of her advisory role, she owns a business rental property and leases her office building to another financial advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Carter Screeton is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience in educational and retail settings. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research, manager selection, and advanced tools including artificial intelligence.