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.

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.

Sandro Smith is an advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles at Indiana University and Soft Touch Moving and Storage. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Greggory Keele is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2025. He previously worked at Ameriprise Financial Services from 2005 to 2025. Outside of his advisory role, he is involved in divorce financial planning as a Certified Divorce Financial Analyst and serves on the board of the Damar Foundation, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to client needs and supported by firm research and tools.

Daniel Nitsch is a financial advisor with LPL Financial, holding a Series 66 license and bringing 12 years of industry experience. He has previously worked with BMO Investment Services, Money Concepts Capital Corp, and Bmo Harris Financial Advisors, Inc. Outside of his financial career, he is involved as an artist and musician with DysFUNKtion Brass. 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 financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Roxanne Rubenstein is a financial advisor with Raymond James & Associates and holds Series 65 and Series 63 licenses. She has 27 years of industry experience, including prior roles at J.P. Morgan Securities, Morgan Stanley, 1st Global Advisors, Wells Fargo Clearing, and Prudential Equity Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides tailored, primarily non-discretionary financial planning and consulting, utilizing various portfolio management styles supported by affiliated research and a broad affiliate ecosystem.

Angela Henderson is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for the majority of her career. Outside of advisory work, Henderson is a partner in DIVNE HOMES, LLC, a company that purchases and manages rental properties. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, overseeing approximately $15.5 billion in assets under management.

Anthony Gutwein is a CFP® professional with 24 years of industry experience. He is currently associated with MassMutual Investors Services and began his tenure there in 2026 after spending 24 years with Edward Jones. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning as an annual, collaborative process using firm-approved software and analysis tools.

Austin Gilbert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and Royal United Mortgage LLC prior to his current role. Outside of finance, he operates a woodworking business focused on building and installing window flower boxes and furniture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Robert Iorii Jr. is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at UBS Financial Services and Citigroup Global Markets. Based in Indianapolis, IN, he has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, employing research and analytics grounded in diversification and modern portfolio theory.

Nathaniel Zimmerman is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and operation of his own entities in real estate and investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by extensive technology tools and a large network of over 22,800 advisors.

Brady Creel is a financial advisor at Osaic with 50 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory role, he owns Southern Express Financial Group, which sells life, health, long-term care, Medicare insurance, and fixed annuities, and he is President and CEO of Creel Financial Services, focusing on fixed insurance client acquisition and service. 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 process uses model-based asset allocation and portfolio optimization tools, and it is notable for its scale, complex affiliate network, and private-equity ownership.

David Harsh is a financial professional with 23 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at various firms including First Allied Advisory Services and Cetera ADVISORS LLC. In addition to his advisory roles, he is an owner and partner of a holding company, You & I, LLC. Cetera Investment Advisers LLC operates as a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Scott Kemmer is a financial advisor at UBS Financial Services in Indianapolis, IN, with 26 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 designations. Outside of his advisory work, he serves as a church organist at St. Boniface Church, a role he has held since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored financial plans.

Brett Fisher is a financial advisor with Cetera in Indianapolis, IN, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Cetera and affiliated entities since 2015. Outside of his advisory role, he serves as a board member for Noblesville United Soccer Club and Noblesville Youth Baseball, assisting with fundraising and organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of advisors, utilizing a multi-manager platform with various program structures and investment options.

Worth Conner is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2015, including its affiliated firms, and Regions Bank since 2011. Outside of advisory work, he serves on the Dawson County Board of Health and Dawson County United Way as an unpaid advisor on activities and budgeting, and he coaches and trains in annuity and life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and a multi-manager platform.

Joshua Lee is a financial advisor at Osaic Wealth Inc with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones. Outside of his advisory work, he founded Mimir Advisory LLC, an entity through which he manages the sale of insurance, annuity, and commission-based products not offered directly through Osaic. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, with various managed account options and access to alternative investments.

Nicole Hobson is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has been with MML Investors Services LLC and MassMutual Life Insurance Co. since 2014. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses analytical tools and collaborative planning approaches to deliver investment recommendations and offers various event-driven planning programs.

Jeff Lowrie is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sandhill Investment Management and American Funds. Based in Indianapolis, IN, he joined UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocations, and a broad set of capital markets services.

Robert Huser is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has held positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves on the boards of the Ray Huser Foundation and investment committees for the Indiana State University Foundation and the Center for Congregations. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by Wells Fargo research and tools.