Bailey Detamore is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. Prior to joining Thrivent, Detamore worked at Slone Partners and Progressive Eyecare. Outside of work, Detamore serves as the Economic Vitality Chairperson for the Greentown Main Street Association and as Chairman on the Board for Preserve Marriage Ministries, both community-focused organizations in Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning separate from portfolio management through a network of financial advisors.

Justin Rich is a CFP® professional with 16 years of experience in the financial industry. He has been with Edward Jones since 2019, following six years at BMO Harris Financial Advisors and BMO Harris Bank. Outside of his advisory role, he is a silent partner in a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Onieal is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2020, previously serving at First Allied Advisory Services and First Allied Securities. In addition to his advisory work, he owns MOJO, Inc., a real estate business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers across discretionary and non-discretionary programs.

Benjamin Donathen is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Stifel. 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 and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Stephen Anderson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities in 2017, he worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab from 1999 to 2017. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Hesch is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His prior work includes roles at Wells Fargo Clearing and Fidelity Brokerage Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu addressing cash flow, retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and sports and entertainment planning.

James Haag is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. Haag also operates a life coaching business outside of his investment advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Bradley Butler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized institutional services.

Joseph Strack is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked with BMO Harris Financial Advisors since 2013 and joined LPL Financial in 2021. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Tracy Richardson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at The Prudential Insurance Co. of America, PRUCO Securities, Valic Financial Advisors, and Lincoln Financial Advisors. She also acts in a fiduciary capacity for the Richardson Family Trust. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, Model Wealth Portfolios, third-party asset management, and a variety of brokerage and insurance products facilitated by a platform integrating adviser programs with other financial products and lending services.

Daniel Gehle is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2023. Prior to his financial advisory career, he spent 15 years at The Home Depot. Gehle also serves as a board member of LifeWise Academy, an organization focused on educating children about Christian teachings during school hours. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Cody Young is a financial advisor with Edward Jones in Carmel, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a 7th-grade assistant baseball coach for Westfield Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains a large network of financial advisors across the United States.

Matthew Trefethen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and affiliated with Cambridge Investment Research, Inc. since 2011. Outside of advising, he is active as a cellist in a local orchestra. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm provides multiple investment platforms and proprietary models, with options for discretionary and non-discretionary management tailored to client objectives.

Aaron Smith is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior employment includes roles at Charles Schwab and Co., TD Ameritrade, Scottrade, and Prudential Insurance. He is also involved in supporting advisors and insurance activities through MARKET SHARE, INC. and MSF ADVISORS. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through an extensive network of affiliated advisers. The firm integrates brokerage and advisory services with financial planning and managed account solutions, employing analytical tools and third-party platforms to construct portfolios across multiple asset classes.

Stacie Munger is a financial advisor with LPL Financial in Noblesville, IN, holding Series 63 and Series 65 licenses and possessing five years of industry experience. She has worked at LPL Financial and BMO Harris Bank since 2021, with prior experience at BMO Harris Financial Advisors dating back to 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Matthew Conaway is a financial advisor at Stifel with Series 63 and Series 65 designations and three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and William Yancey. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Traci Schath is a financial advisor with Edward Jones in Carmel, IN, holding a Series 66 designation and 13 years of experience at the firm. In addition to her advisory role, she is involved with Children's Speech Language Learning, providing speech and tutoring services and managing related billing and payroll. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services and a large nationwide network of financial advisors and branches.

Joel Harris is a financial advisor with Osaic Wealth, Inc. based in Carmel, Indiana, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, LLC and Signator Investors, Inc. He also conducts investment-related seminars at the Monon Community Center. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct portfolios that include a variety of investment vehicles, with management options tailored to client preferences.

Katherine Squadroni is the Branch Leader at Fidelity Investments in Carmel, IN. In this role, she leads a team of financial advisors to deliver personalized financial experiences aimed at building lifelong relationships with clients. Her professional experience includes serving as a Planning Consultant and Relationship Manager at Fidelity Investments, as well as working as a Financial Advisor at WestPoint Financial Group. Katherine holds a California Insurance License.

Andrew Newman is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He collaborates with clients to understand, build, and pursue their financial goals, focusing on delivering a consistent and high level of customer service to provide a meaningful financial planning experience. Prior to his current position, Andrew worked as a Relationship Manager at Fidelity Investments from 2022 to 2023 and as a Financial Representative from 2021 to 2022. He holds a California Insurance License. Outside of his professional work, Andrew has personal interests in boating, football, golf, movies, and traveling.