Michael Mann is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC/True Point and positions outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Samer Barham is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Bank of America/Merrill Lynch and multiple positions within JPMorgan Chase and J.P. Morgan Securities. He has also held positions outside of finance, including at automotive dealerships and a construction company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kristi Grimm is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated firm since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

James Hart is a financial advisor with Raymond James & Associates in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2011. 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 clientele including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jennifer Taylor is a Series 66 licensed financial advisor with Edward Jones in Noblesville, IN. She has 11 years of experience with Edward Jones and a total of 8 years in the industry. 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, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Gregory Lohman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2016. He is based in Sheridan, IN. Outside of his advisory role, Lohman is a trustee of the Lohman Family Iona Land Trust, a property holding trust in Florida. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while incorporating tax-aware strategies and risk management techniques.

Joshua Masariu is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 25 years of industry experience and has been with Raymond James since 2013. He serves as a non-compensated advisory board member for Redux. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Derek Mac Farlane is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Thurston Springer and has experience in education with Butler University and Zionsville Community Schools. Mac Farlane is also registered as an insurance agent with multiple life insurance providers. 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 representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Gregg Goodrich is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Scottrade, TD Ameritrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary advisory and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational services.

Anthony Iacobucci is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Raymond James since 2015. 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, charitable organizations, and governmental entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jason Guffey is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Connectivity Source and in the restaurant industry with Pizza King and Pizza Hut of Fort Wayne. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 both discretionary and non-discretionary management along with research and model portfolios from various sources.

Jordan Browning is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and has additional experience in insurance sales through Vital Insurance Partners, where he is a partner focused on life and health insurance and Medicare-related products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs a range of asset-allocation tools and third-party solutions to construct and manage portfolios across a variety of investment vehicles.

Steve Jones is a CFP® professional with 23 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services and Financial Management Resources Inc. In addition to his advisory work, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Everardo Rodriguez Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Royal Alliance Associates and various positions related to financial services and education. He serves as a board member for the nonprofit OUTFITTERS INC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. 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 research and model portfolios.

Jason Roberts is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BMO Harris Financial Advisors since 2014. Roberts is based in Carmel, Indiana. 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 broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Daniel Fuehrmeyer is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Matthew Anderson is a financial advisor with LPL Financial, holding a Series 66 credential and 12 years of industry experience. His career includes roles at Northwest Bank, Seven Financial, and OSAIC. Outside of finance, Anderson owns Colonial Renting & Leasing, Inc., which operates Dairy Queens in Muncie, IN. 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Samuel Gleaves is a CFP® professional with seven years of industry experience, currently serving with Stifel Nicolaus & Co. Inc. since 2018. His prior work includes roles at Axa Advisors, LLC and WestPoint Financial Group. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Mistie Trame is a financial advisor with Charles Schwab in Westfield, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at Charles Schwab since 2012 and is also involved in real estate and property management. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Steven Leighty is a financial advisor with Charles Schwab in Carmel, IN, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Charles Schwab since 2001 and also works with Charles Schwab Bank, SSB. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts and offers a multi-asset investment approach supported by centralized custody, supervision, and research resources.