Tyler Yoars is a financial advisor at Edward Jones in Carmel, IN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he held various roles in companies including BMO, Door Dash, Uber Eats, and AT&T. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 over 23,000 financial advisors.

Matt Engerer is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Raymond James & Associates since 2013. 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, charitable organizations, and public entities, offering services such as financial planning, investment consulting, and municipal advisory.

Elyse Loeser is a financial advisor at Raymond James & Associates with five years of industry experience. She holds a Series 66 designation and previously worked at RQM+ for five years before joining her current firm in 2021. 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, non-discretionary investment consulting, and institutional fiduciary services.

Courtney Lockwood is a financial advisor at Charles Schwab with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary advice alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Elijah Hedrick is a financial advisor at Cetera with the Series 66 designation and has been in the industry for less than one year. His work experience includes roles at multiple subsidiaries of Cetera as well as Hedrick Wealth Management Group and Pathlock. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that incorporates affiliated and third-party managers, with assets under management exceeding $256 billion.

Rene Wien is a financial advisor with J.P. Morgan Securities in Carmel, IN, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked briefly at Uber and Smokey Bones Bar and Fire Grill. 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.

Jeffrey Evers is a financial advisor at LPL Financial in Carmel, IN, holding Series 63 and Series 65 licenses. He has over eight years of experience in the financial services industry, including roles at BMO Bank NA and The UPS Store. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

William Lafferty IV is a CFP® professional with 13 years of industry experience, currently affiliated with J.P. Morgan Securities. His career includes roles at J.P. Morgan Chase Bank and Charles Schwab, where he worked from 2013 until joining J.P. Morgan Securities in 2018. Outside of finance, he is a signer on a family-owned automotive business bank account but has no operational involvement. 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 an ESG eligibility framework to guide its recommendations.

Bennett Van Schouwen is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Charles Schwab Bank SSB, Aflac, and academic positions at Indiana University Bloomington and its Economics Department. 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 an ESG eligibility framework to support client decisions.

Jim Wolf is a financial advisor at LPL Financial in Fishers, Indiana, with 27 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with LPL Financial since 2009. Since 2015, he has also been associated with Elements Wealth Management. LPL Financial is a national 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Corinne Komarnicki is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Gaylord Archival, Pall Corporation, and JAS Recruitment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Michael Johnson is a financial advisor with Thrivent Investment Management in Carmel, IN, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Thrivent, he worked in various roles including at CICOA Aging & In-Home Solutions, Inc. and CliftonLarsonAllen LLP, and he has a background as a CPA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account services through a consolidated billing option.

Chris Hauser is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their unique needs. He collaborates with clients to identify strategies that support their financial goals and wealth planning requirements. Prior to joining Fidelity Investments in 2024, Chris worked as a Wealth Advisor at Charles Schwab from 2017 to 2024. There, he gained experience in advising clients on wealth management and financial planning. Outside of his professional role, Chris has personal interests that include baseball, football, golf, being a parent, spending time with pets, and exploring culinary experiences as a foodie.

Brant Buczkowski is a Financial Consultant currently working at Fidelity Investments. He has held several roles within the financial services industry, including Investment Consultant and Investment Solutions Representative at Fidelity Investments, as well as Financial Advisor at Thrivent Financial. Brant focuses on assisting clients with protecting and growing their wealth through holistic planning and investment strategies. He works with clients to understand their goals and aspirations in order to develop actionable plans aimed at achieving financial stability and freedom. Outside of his professional work, Brant has personal interests that include baseball, board games, family activities, golf, and traveling.

Stephen Brennan is a CFP® professional affiliated with LPL Financial, based in Carmel, Indiana, with 16 years of industry experience. He has been associated with LPL Financial since 2009 and has operated Elements Wealth Management since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Samuel Caley is a financial advisor at Edward Jones in Tipton, Indiana, with two years of industry experience. He holds a Series 66 designation and previously worked at Lifetime Financial Growth, Guardian, and Park Avenue. Outside of finance, he has experience in education roles at Indian Valley High School and Claymont City Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a nationwide network of financial advisors and branch offices.

Bryce Marsh is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Northwestern Mutual in various roles from 2018 to 2026. His background also includes experience outside the financial industry in the restaurant sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses across a broad range of planning topics, with services that can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Amanda Sylvester is a Series 66 licensed financial advisor with Edward Jones, based in Cicero, IN. She has 10 years of industry experience and has been with Edward Jones since 2015. Outside of her advisory role, she is the sole member of Tengile LLC, a real estate holding company. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Adam Barber is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and North Salem State Bank. His background also includes roles outside finance, such as teaching at Purdue University and employment in community school systems and retail. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s planning services have been available since 1998 and can be combined with managed accounts under a consolidated billing option called “WealthPlan.”

Joseph Copeland Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Morgan Stanley Private Bank and Stifel Nicolaus before joining Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and municipal advisory services.