Zachary Petry is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he operates an accounting and tax preparation business under Daryl J Petry PC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Daniel Latimer is a financial advisor with UBS Financial Services in Fishers, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

William Cordell is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Before joining Raymond James in 2020, he worked for Bank of America, N.A. and Merrill for a combined total of 10 years. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Nicholas Dickos is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2021. His prior work experience includes a four-year role at Bbc Pump & Equipment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

David Sternasty is a financial advisor with J.P. Morgan Securities in Westfield, Indiana, holding a Series 66 designation and nine years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and PNC Investments, as well as Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Patrice Thomas is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Thomas has been with Raymond James & Associates since 2013. Outside of advising, Thomas is involved in farming through ownership of P.A.T. Enterprises and participates in real estate design as an officer and partner at Thomas Rehm Designs, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Jack Davidson is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and one year of industry experience. He has previously worked with Blumberg Wealth Advisors, Pneuma Media, and Ballarat Miners, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory solutions including financial planning and access to third-party asset managers, supported by large-scale operational tools and a diverse platform of non-advisory financial services.

Kristen Miller is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 advisors.

Keisha Hall is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including KeyBank, Alight Solutions, and Carvana. Outside of her advisory roles, she was involved with Maximize Your Lifestyle LLC from 2022 to 2023. Charles Schwab 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, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and research resources.

Austin Gilbert is a financial advisor with J.P. Morgan Securities in Noblesville, Indiana. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank N.A., he worked at Royal United Mortgage LLC and Arlington Roe And Co. Outside of finance, he owns a woodworking business creating and installing window flower boxes and furniture. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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.

Douglas Evernham is a financial advisor with LPL Financial in Carmel, Indiana, holding CFP® certification and Series 63 and 65 licenses. He has 21 years of industry experience, having previously worked at Lincoln Investment, Cincinnati Analysts, Inc., and Signal Capital Management, Inc. Outside of his advisory role, Evernham serves on the Financial Oversight Team at Grace Community Church and is an auditor for the Cherry Tree Elementary PTO. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

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 at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Carmel, Indiana. 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 services including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party subadvisors.