Matthew Liffick is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His prior roles include positions at First Allied Advisory Services, Inc. and Brunette And Associates, LLC. He is also the President and CEO of Liffick Wealth Management Inc., where he provides financial services and client prospecting. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, and charitable organizations by offering financial planning, asset management, and educational seminars. The firm uses collaborative, annual planning engagements with firm-approved analytical tools to deliver written recommendations tailored to client goals.

Thaddeus Eckerle is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Joseph Pietras is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. His prior work includes roles at KPMG LLP and 21st Amendment Wine & Spirits. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology to support client advice.

Brendon Harbron is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and City National Bank. Outside of his advisory role, Harbron is actively involved in the entertainment sector as a board member and owner of multiple escape room businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies utilizing a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Matthew Burke is a CFP® with 35 years of experience in the financial services industry. He is currently affiliated with Osaic Wealth Inc. and has held previous positions at Resource Planning Group, Commonwealth Financial Network, and Cambridge Investment Research Advisors. Burke serves as a board member of Faithful Shepherd Ministries, a nonprofit counseling service. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform providing brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment programs delivered through affiliated broker-dealer and RIA relationships.

Seth Gorman is a financial advisor with Primerica Advisors in Noblesville, Indiana, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes work with PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, he is involved in RV transportation, committing significant time as a driver. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third parties.

Edward Wetzel is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 25 years of industry experience. His career includes prior roles at Lincoln Financial Securities and Cetera, as well as experience operating his own CPA firms. He is currently involved with Wagner & Wetzel CPA Group LLC and Wetzel CPA Group, Inc. Cambridge Investment Research Advisors serves a diverse clientele of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Benjamin Crawford is a financial advisor with LPL Financial and holds a Series 66 credential. He has two years of industry experience, including roles at Old National Bank and involvement in entrepreneurial activities such as owning Big League Developments LLC and working on Moran Farms. 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, employing various investment approaches including model portfolios and third-party asset management.

Kacia Mills is a financial advisor at Equitable Advisors in Indianapolis, IN, holding a Series 66 credential and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she worked at Roche Diagnostics for over two decades and has experience with Silverback and Carmel Clay Schools. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Drew Wagner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. He previously worked at Lincoln Financial Securities and has owned Wagner CPA Group LLC since 2018, providing accounting and tax services. Wagner also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pensions, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals. The firm employs multiple platforms and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.

Vincent Saul is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities from 2015 to 2017. Vincent also has experience with Massmutual Life Insurance Co starting in 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

John Compton is a financial advisor with LPL Financial based in Anderson, Indiana, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at several firms including Integrity Brokerage Services, F500 Advisory Services, and Fiducial Investment Advisors. 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.

Jennifer Mitchell is a financial advisor with Edward Jones in Indianapolis, Indiana. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, having worked with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated financial products through a nationwide network of more than 23,700 advisors.

Liam Perry is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he spent four years at Ball State University and five years at Papa Johns. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Chad Cunningham is a financial advisor at Edward Jones in Lawrence, Indiana, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including consulting and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the country.

Matthew Bennett is a financial advisor with MassMutual Investors Services. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative financial planning engagements using firm-approved software and offers event-driven planning programs such as estate settlement and employer-sponsored planning.

Kyle Grayson is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. His prior roles include sixteen years at Lincoln Financial Securities Corporation and over two decades with Osaic FS, Inc. Outside of his advisory work, he serves as president of Donkeymonkey and is involved in other business ventures including Piggybank, LLC and The Electric Amish. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions through a large network of investment adviser representatives.

Kathryn Coleman is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She has worked with various Raymond James affiliates since 2008. Outside of her advisory role, she assists as a client associate and financial advisor support at Covert Wealth Management Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Christopher Odle is a CFP® professional affiliated with Cetera who has 22 years of industry experience. He has held various roles across multiple firms including Avantax and MSW Wealth Advisors. Odle is also the owner of JLK Financial, LLC, which provides comprehensive financial planning, and JLK Tax, LLC, offering tax preparation and planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Elder is a financial advisor at Wells Fargo Advisors with Series 65 and Series 63 licenses. He has been in the industry since 2024, with prior experience at American United Life and OneAmerica Securities. He also has a background in education, having worked at Butler University and Saint Anthony High School. In addition to advising, he is involved in non-variable insurance sales, including fixed life and fixed annuities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial product sales and referral channels.