Logan Petre is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fifth Third Securities, Fifth Third Bank, and JPMorgan Chase Bank. Petre serves as treasurer and board member for Indy Hygiene Hub, a nonprofit providing essential hygiene items to families in Central Indiana. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Alexander Taylor is a financial advisor with Thrivent Investment Management in Carmel, IN. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at FOCUS and Ball State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various financial topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Joseph Misner is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Thrivent, he worked at Zotec Partners and Salesforce. Outside of his advisory role, Misner works part-time as a food delivery driver for DoorDash and Uber Eats. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning engagements separately from portfolio management.

Michael Dickerson is a CFP® and ChFC® with 26 years of industry experience. He is currently with OSAIC, having joined in 2024 after 24 years at Woodbury Financial Services Inc. He is also president of Dickerson Wealth Advisers, Inc., managing fixed insurance business and student loan planning services. OSAIC serves a diverse client base including individual and institutional investors through a wide network of advisers, offering integrated brokerage, advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Sean Pflum is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Fidelity and its affiliates from 2012 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Xavier Williams is a CFP® with five years of industry experience, currently serving at Charles Schwab. His prior roles include positions at Gary D. Nelson Associates, Marin SBDC, Wells Fargo NA, and Maxwell Money Management. Charles Schwab & Co., Inc. 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.

Rebecca Obermeier is a financial advisor with LPL Financial and holds the Series 66 designation. She has 21 years of industry experience, with prior roles at Evolution Private Wealth Management and Ic Advisory Services Inc. Obermeier serves on the board of the nonprofit Behold and Become. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services supported by research and technology-driven strategies.

Jessica Eaton is a financial advisor with Edward Jones in Carmel, IN, holding Series 63 and Series 66 designations and bringing eight years of industry experience. Her prior roles include positions at Regions Bank/Cetera, VALIC Financial Advisors, Key Investment Services, Fidelity Investments, United Healthcare, and Rci. She also has experience with Western Governors University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Hare is a financial advisor with Edward Jones in Tipton, Indiana, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Hare serves as an assistant football coach for Tipton Community School Corporation and is a board member and chairman of the finance and grant making committees at the Tipton County Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Richard Graham is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management services, delivering recommendations on a non-discretionary basis.

Jason Van Skike is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of his advisory role, he has a minimal involvement in rental real estate investment. 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 and consulting with a range of portfolio management styles and affiliated research.

Samantha Melching is a financial advisor at LPL Financial with eight years of industry experience and a Series 66 designation. She has held previous roles at NewEdge Advisors, Sanctuary Wealth, OneMain Financial, and Berger Transfer & Storage. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment management approach.

Steven Wallen is a financial advisor with Thrivent Investment Management in Carmel, Indiana. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he served as a guest speaker at Genesis Church, a non-denominational Christian church, where he prepared and delivered biblical sermons. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional accounts.

James Hartman II is a financial advisor at LPL Financial in Carmel, IN, with 37 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2008. In addition to his advisory role, he is involved with RHF Financial, Inc., a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Matt Arthur is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Michael Niles is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include founding Mike Niles Consulting LLC and a long tenure at Crown Capital Securities, Lp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a wide range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Andrew Kemp is a financial advisor with Edward Jones in Carmel, IN, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Robert Dunlap is a financial advisor with LPL Financial in Fishers, Indiana, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2003. Dunlap teaches a course titled Retirement Planning Today through his business activities. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, research, and retirement plan consulting.

Tina Effinger is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 66 designations and has nine years of industry experience. Tina has been with Charles Schwab since 2016. 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 combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and access to alternative investments through a centralized, integrated platform.

James Klasa is a CFP®-certified financial advisor with 31 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior experience at PNC Investments. He also serves as a Wealth Management Regional Manager at Yellow Cardinal Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and supports a broad network of advisors with programs that incorporate advanced analytical tools and municipal advisory services.