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 with 16 years of industry experience, currently affiliated with LPL Financial and Elements Wealth Management. He has worked with LPL Financial since 2009 and has been with Elements Wealth Management, a business serving credit union clients, since 2014. 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 other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets.

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 in Carmel, IN, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Thrivent in 2026, he worked at Northwestern Mutual Wealth Management Company and its affiliates from 2018 to 2026. His early career includes roles outside finance, such as at Cheddars Scratch Kitchen and Ruby Tuesdays. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning across a broad range of topics. The firm offers these services as standalone engagements or combined with managed-account programs under a consolidated billing option, without discretionary trading authority for its planning service.

Amanda Sylvester is a Series 66-licensed financial advisor with Edward Jones in Cicero, Indiana, where she has worked since 2015. She has 11 years of industry experience. Outside of her advisory role, she is the sole member of Tengile LLC, a real estate business. 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 and investment options, operates under a fiduciary standard, and is distinguished by its extensive 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.

Logan Petre is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Fifth Third Securities and Fifth Third Bank. He serves as the treasurer and a board member of Indy Hygiene Hub, a nonprofit providing essential hygiene items to families in central Indiana. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Alexander Taylor is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 63 and Series 66 credentials. His previous work includes roles at FOCUS and Ball State University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations that cover various planning topics without discretionary trading authority.

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.

Dexter Shuler is a financial advisor at Raymond James & Associates with credentials including Series 63 and Series 66 licenses and several years of industry experience. His prior work includes positions at Northwestern Mutual and Caliber. 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 investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services among other solutions.

Rebecca Obermeier is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at LPL Financial since 2025 and has a long tenure dating back to 2010 with Evolution Private Wealth Management. Obermeier serves on the board of the nonprofit Behold and Become. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Jessica Eaton is a financial advisor at Edward Jones in Carmel, IN, holding Series 63 and Series 66 licenses with nine years of industry experience. Her prior work history includes roles at Regions Bank/Cetera, VALIC Financial Advisors, Key Investment Services, Fidelity Investments, and United Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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 large network of financial advisors and branch offices nationwide.

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.