Anastacia Yoannides Young is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. In addition to her advisory role, she serves on the board of Race to Remember, a nonprofit that organizes a 5K race to raise funds for Alzheimer’s research, where she acts as treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and fiduciary solutions.

Sarah Morgan is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at Merrill from 2011 to 2017 before joining UBS in 2017. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Florence Brown is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Mass Mutual Investors Services and its affiliate WestPoint Financial Group since 2005. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and a range of investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements and offers asset management, wrap programs, and educational seminars.

Andrew Thomas is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. Prior to joining Cetera in 2024, he worked at Edward Jones from 2019 to 2024 and was employed at Lowe's Inc Regional Distribution Center from 2014 to 2019. Outside of his advisory work, he owns and operates an online collectibles business called Hoosier Daddies Collectibles LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Benjamin McElwee is a financial advisor with LPL Financial in Noblesville, Indiana, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to LPL Financial, he worked at Equitable Advisors for three years and has held various positions including roles outside the financial industry. He provides investment advisory services through Independent Advisor Alliance, a separate registered investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Coburn is a financial advisor with Osaic Wealth who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Osaic Services, Inc. In addition to his advisory work, he is president and owner of Coburn & Associates, a corporation focused on the sale of fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization with various managed account options and third-party money manager programs.

Craig Replogle is a CFP®-designated financial advisor with Robert W. Baird & Co. Inc., where he has worked since 2011. He has 19 years of industry experience and holds a Series 66 license. Outside of his advisory role, he is a financial partner and LLC member of French Repo LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client objectives.

Bethany Youngs is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials, bringing 13 years of industry experience. Her previous roles include positions at JP Morgan Securities, Fifth Third Bank, BMO Harris Financial Advisors, Bank of America, and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated services.

Joseph Richardson is a financial advisor with LPL Enterprise LLC in Indianapolis, holding Series 65 and Series 63 credentials and one year of industry experience. His prior experience includes roles at W & S Brokerage Services, Western & Southern Life, and involvement in entrepreneurial and athletic ventures. He also served in the United States Army Reserve for eight years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Ann Kitchel is a financial advisor at RBC Capital Markets with 17 years of industry experience and holds a Series 66 credential. Her prior work includes positions at Merrill from 2009 to 2015 and City National Bank from 2019 to 2023. Outside of her advisory role, she has engaged occasionally in modeling jobs around the Midwest and is an independent consultant selling Rodan & Fields skincare products. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with a range of portfolio management and financial planning services.

Donald Schultheis is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Great Point Advisors, WBB Securities, and Goelzer Investment Management. He is also a partner at Lantern Road Capital Partners, where he engages in personal investment activities and consulting. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Matthew Bose is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 19 years with Waddell & Reed Inc and various insurance carriers. Outside of advising, he has operated his own business entities for tax and investment purposes. 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 portfolio programs, and institutional platforms.

Brett Bubalo is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Smith is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at JP Morgan Securities LLC, The Huntington National Bank, and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs, while supporting advisors with research and technology tools.

James Abels is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities, Inc. from 2015 to 2017. He is also affiliated with Mass Mutual Life Insurance Company since 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 offers financial planning, asset management, and educational seminars, using firm-approved software to develop collaborative, annual planning relationships.

Claire Burke is a financial advisor at Osaic with a Series 66 designation. Her work history includes roles at Osaic Wealth Inc, Resource Planning Group, The Sixpence, and Creating Joyful Moments. She has experience in client service and financial roles dating back to 2016. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and discretionary strategies.

Mark Hayes is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Plan Intelligence, LLC and MSI Financial Services, Inc. He serves as a board member of the Michigan State Alumni Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, supported by both proprietary and third-party resources.

Joseph Gautier is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, he worked at Northwestern Mutual in various capacities from 2014 to 2025. 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 ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that utilize firm-approved analytical tools to develop written recommendations.

Gregory Sylvester is a Series 66 credentialed financial advisor with Edward Jones in Fortville, Indiana. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Davis Luckew is a financial advisor at OSAIC with a Series 66 credential and one year of experience. His previous roles include positions at Schlafer Wealth Management and Indiana University. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and the use of various discretionary and third-party strategies.