Gary Libler is a financial advisor with Charles Schwab in Carmel, IN, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm operates a large-scale, integrated model combining non-discretionary advisory services with access to affiliated discretionary SMAs and a structured alternative-investment platform.

Jacob Peebles is a financial advisor at Edward Jones with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual and several other firms in various roles. Peebles is based in Westfield, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Daryl Petry is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Avantax Advisory Services and Petry Wealth Management, which he has led since 2009. Outside of his advisory work, he serves as President of the Board for the Boys & Girls Club of Noblesville. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

John Broughton is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. His prior roles include nine years with Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools. The firm offers a wide range of planning services tailored to clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs planning.

Thomas Balchik is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is associated with Balchik & Associates in Carmel, Indiana. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and various management options.

Paul Dickos is a Series 66 credentialed advisor with Edward Jones in Noblesville, IN, where he has worked since 2008. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs 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 nationwide network of more than 23,700 financial advisors.

Rey Dues is a Certified Financial Planner® with 15 years of experience at Charles Schwab and Charles Schwab Bank, SSB. He holds Series 63 and Series 65 licenses and is based in Noblesville, Indiana. His career has been focused within the Schwab organization since 2011. 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 mix of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Jeremy Koch is a Series 66 licensed financial advisor with Fidelity, based in Fishers, Indiana, and has 21 years of industry experience. He has been affiliated with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methods including AI in its process.

Stephanie Duvall is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and previously worked for Capital Group Companies for eleven years before joining Raymond James in 2018. 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, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Trenton Howard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Workplace Planning Consultant at multiple levels and High Net Worth Service Associate. His professional experience is centered around developing comprehensive financial plans and working closely with clients to align their financial strategies with their long-term goals. Trenton is committed to understanding his clients' visions and translating them into actionable steps to achieve financial success. His career path at Fidelity Investments reflects a focus on workplace planning and client service within the financial industry. Outside of his professional work, Trenton enjoys board games, fitness, outdoor adventures, and reading.

Greg Blunk is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. He is also a founding partner of Blunk Financial Group, a registered securities business, and is involved in fixed life insurance and annuity sales. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated financial services with a focus on diversified portfolios, utilizing asset-allocation tools and multiple third-party solutions.

Kylie Elliott is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Charles Schwab entities since 2013. Outside of her advisory role, she co-owns Bug & Bramble LLC, an online printing business that supports a Halloween costume application design. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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, supported by a multi-asset model portfolio approach and a centralized operational structure.

Brad Brees is a financial advisor with Edward Jones in Fishers, IN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and provides additional services including trust and securities-based lending options.

Lucie Lortz is a CFP® and Series 66-certified financial advisor at Charles Schwab with seven years of industry experience. Her prior professional background includes roles at Edward Jones and various companies outside finance, including Lhp Engineering Solutions and Ann Taylor Inc. In addition to her advisory work, she has been involved in personal shopping and grocery delivery through Instacart. Charles Schwab & Co., Inc. provides integrated investment advisory, brokerage, and custody services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational platform.

Kyle Kerkhoff is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2008, progressively advancing through roles including Financial Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position beginning in 2023. His extensive experience spans over 17 years advising clients in diverse financial situations. Throughout his career, Kyle has focused on developing and implementing financial plans tailored to the unique circumstances of his clients, aiming to support their financial wellbeing and success. His approach emphasizes partnership and ongoing plan monitoring to adapt to clients' evolving needs. Outside of his professional work, Kyle enjoys biking, participating in family activities, fishing, golf, and table tennis.

Samantha Hayton is a financial advisor at Edward Jones in Noblesville, IN, with five years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, she worked with Equitable Advisors LLC and American United Life/OneAmerica Securities, among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kevin Sanborn is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy for over a decade and currently serves on the board of directors for the Indiana Chapter of the American Physical Therapy Association as Director at Large for the Central District. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide network of advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Jessica Watson is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and the Putnam County Health Department for four years. Outside of her advisory role, she works as a travel agent helping clients book trips and serves as a substitute teacher and bus driver for the Greencastle School Corporation. 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. The firm’s services include a broad range of planning topics and offer clients the option to combine planning with managed-account programs under a consolidated billing structure.

Douglas Macomber is a financial advisor with Edward Jones in Carmel, IN, holding Series 63, Series 65, and Series 66 licenses and bringing 28 years of industry experience. He worked at DWS Investments Distributors, Inc. from 2010 to 2018 before joining Edward Jones, where he has been since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary services under a fiduciary standard.

Joel Rietveld is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018 and was previously affiliated with Northwestern Mutual Wealth Management Company and related entities from 2016 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while keeping them separate.