Keisha Hall is a financial advisor with Charles Schwab in Carmel, IN, holding Series 65 and Series 63 registrations and one year of industry experience. Her prior roles include positions at KeyBank, Alight Solutions, Comcast, Carvana, and Cracker Barrel. She was also involved with Maximize Your Lifestyle LLC for a year. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 operates a primarily non-discretionary client relationship model and offers access to discretionary separately managed accounts, combining centralized custody and order-routing with multi-asset model portfolio guidance.

Austin Gilbert is a financial advisor with J.P. Morgan Securities in Noblesville, Indiana. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Royal United Mortgage LLC and Arlington Roe and Co. Outside of his advisory work, he operates a woodworking business focused on building and installing window flower boxes and furniture. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework.

Thomas Curran is a CFP® professional with 36 years of industry experience, currently serving at Raymond James & Associates since 2013. He is based in Carmel, IN, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Curran serves as a board member and Finance Committee head for Ben's Ranch Foundation, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services with a range of portfolio management options.

Joseph Cramer Jr. is a CFP® professional with 15 years of industry experience, currently serving at Cetera since 2023. His prior experience includes roles at Minnesota Life Insurance Company and Securian Financial Services, each for 12 years, and operating Shoemaker Financial since 2015. He is involved in fixed insurance sales through Shoemaker Financial and also conducts financial services under Healy Financial. Cetera Investment Advisers LLC is an SEC-registered adviser offering a range of portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with diverse program structures and a multi-manager investment platform.

Brady Creel is a financial advisor at OSAIC with 50 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside his advisory work, Creel owns Southern Express Financial Group, a sole proprietorship selling life, health, and long-term care insurance, and serves as President and CEO of Creel Financial Services, which focuses on fixed insurance client acquisition and servicing. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and financial planning through a large network of advisors and multiple platforms. The firm employs a range of asset-allocation tools and investment strategies across various securities and supports both discretionary and non-discretionary portfolio management.

Thomas Lord is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019. Prior to that, he was employed at Genesys Telecommunications and Interactive Intelligence Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jeremy Coons is a financial advisor at Edward Jones in Carmel, IN, holding CFP® and Series 66 credentials with 14 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., JPMorgan Securities LLC, TD Ameritrade, and an earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Thane Bushong is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Securities America Advisors and National Planning Corporation. Outside of advising, he serves as president of a mortgage brokerage firm and an insurance sales company. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and third-party platforms to construct portfolios that include diverse investment options and supports both discretionary and non-discretionary account management.

Thomas Marcinko is a financial advisor with Edward Jones in Fishers, Indiana, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is associated with Accord Topco LP, a logistics business based in Dallas, Texas. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Douglas Evernham is a CFP® professional with 21 years of experience in the financial services industry. He is currently with LPL Financial and previously spent 14 years at Lincoln Investment. In addition to his advisory work, he serves as president of Everimpact Wealth Management, LLC, and volunteers on the Financial Oversight Team at Grace Community Church as well as serving as an auditor for a local elementary school PTO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Terrance Bogan is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their unique needs and preferences. He focuses on evaluating clients' current investment strategies and retirement plans to ensure alignment with their long-term goals. Before joining Fidelity Investments in 2025, Terrance held roles as Director of Wealth Management at JP Morgan Chase & Co. from 2022 to 2025 and as Vice President and Market Leader at Bank of America Merrill Lynch from 2019 to 2022. These positions provided him with extensive experience in wealth management and financial planning. Outside of his professional work, Terrance engages in family activities, football, social events with friends, parenthood, and traveling.

Zachary Ochsenschlager is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Bank of America, N.A., and has experience in multiple roles outside the financial sector, including time at Arizona State University and ownership of a retail business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad client base.

Alan Pumphrey is a financial advisor with LPL Financial and holds the Series 63 designation. He has 42 years of industry experience, having previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Miguel Rellita is a financial advisor with Charles Schwab & Co., Inc. in Carmel, IN, holding Series 66 and Series 63 licenses. He has two years of industry experience, including prior roles at Amazon and Aerotek, as well as a military background in the U.S. Army. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational support.

Jonathan De Haan is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. He has worked at LPL Financial since 2023 and is also involved with Crestline Development. In addition to his advisory role, he provides tutoring services outside of the investment industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Corey Norman is a financial advisor at OSAIC with 15 years of industry experience. He holds the CFP® and Series 66 designations and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is also involved in sales and marketing of fixed annuities and non-variable insurance through his role at Market Share Inc. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options, utilizing various asset-allocation tools and third-party service platforms.

Aaron Lanteigne is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Aaron serves on the board of Indy Christian Sports Fellowship, an organization focused on supporting individuals through sports and fellowship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics without discretionary trading authority. The firm emphasizes holistic planning and allows clients to combine planning with managed-account services under a consolidated billing option called "WealthPlan."

Nikola Mandic is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. He has been with Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized operational and supervisory infrastructure.

Douglas Ferry is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns DP Ferry Financial, Inc., dedicating time to this investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Luke Bays is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at LPL Financial, Provider Financial, and Northwestern Mutual entities. Outside of finance, he owns and operates Fresh Look Painting LLC, a painting and home improvement business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and solutions, including discretionary and non-discretionary strategies, with a large network of advisors and branch offices.