Christopher Odle is a CFP® professional affiliated with Cetera who has 22 years of industry experience. He has held various roles across multiple firms including Avantax and MSW Wealth Advisors. Odle is also the owner of JLK Financial, LLC, which provides comprehensive financial planning, and JLK Tax, LLC, offering tax preparation and planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Adam Renbarger is a financial advisor with Edward Jones in Fishers, Indiana, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is president of Renfam, LLC, which manages an Airbnb property in Naples, Florida. 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 solutions, supported by a large nationwide network of financial advisors and branches.

Hunter De Haven is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Regions Bank prior to joining J.P. Morgan. His background also includes roles outside finance, such as positions at the US Census Bureau and in various customer service and operations roles. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Gavin Ellis is a CFP® with 25 years of industry experience, currently serving at Fisher Investments since 2021. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments from 1998 to 2021. He is co-owner of an interior design company launched by his wife that works with realtors on staging houses. Fisher Investments provides discretionary portfolio management to institutional and high-net-worth clients worldwide, using a centralized investment approach that combines quantitative and qualitative research. The firm manages a broad range of mandates, including equity, fixed income, and blended portfolios, and offers sub-advisory and retirement plan services.

G Butler is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is also engaged as a model with the Helen Wells Agency in Indianapolis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management supported by research and model portfolios.

Mark Sherman is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Cetera and its affiliated entities since 2025 and previously worked with Avantax from 2017 to 2025. Sherman is also involved as a board member of the Special Olympics of Indiana. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and supervisory arrangements.

Nathaniel Turner is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked at Signator Investors, Inc. from 2016 to 2018 before joining OSAIC in 2018. Outside of advising, he is a freelance writer, author, and public speaker on topics related to parenting and humanity, and serves on the board of The League of Extraordinary Parent, a nonprofit focused on providing educational resources for parents. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios while supporting multiple advisory platforms and transition programs.

Scott Erkfitz is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Noblesville, Indiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and third-party data to provide tailored recommendations through a collaborative advisory process.

Deann Lehman is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with LPL Financial in Fishers, IN. Her prior experience includes tenures at Edward Jones and Raymond James Financial. She is also involved in community service through the Linton Civitan Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources across discretionary and non-discretionary management approaches.

Ryan Dwyer is a financial advisor with Edward Jones in Carmel, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He joined Edward Jones in 2018 after working at E*TRADE Capital Management LLC and E*Trade Securities LLC from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Drue Anderson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 26 years of industry experience. Prior to joining J.P. Morgan in 2018, Anderson worked at Citigroup Global Markets for 11 years. Outside of advisory work, Anderson is the owner of Tribal Creative Group LLC, a publishing venture focused on authoring books, including an upcoming work titled "Truth & Tribalism," which explores social group dynamics and decision-making. J.P. Morgan Securities 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. The firm’s offerings include asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis.

Michael Wright is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and Charles Schwab firms since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Matthew Williams is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he worked in hospitality and independently produced a documentary exploring street outreach programs for people experiencing homelessness. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

Gary Zent is a financial advisor with LPL Financial in Fishers, Indiana, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, Zent operates Zent Bookkeeping Services, providing tax preparation and accounting services, and markets Medicare supplement and related health insurance products through Gary Zent Senior Health Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from various sources.

Mason Adams is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked at Forvis, Meijer, DoorDash, and Kroger. Mason is also involved with Prosperity Advisors in a financial services capacity. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

John Johnston Jr. is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2012. Johnston is also the owner of Johnston & Company, P.C., a tax preparation business he has operated since 1998. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Cheri Jones is a financial advisor at Stifel with 24 years of industry experience. She has held positions at Stifel since 2017 and previously worked at City Securities Corporation from 2009 to 2017. Jones holds Series 63 and Series 66 licenses and serves clients from Zionsville, Indiana. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

Lance Lyday is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. His prior experience includes 18 years at LPL Financial, LLC and over 29 years with Harbour Wealth Partners, Inc., alongside self-employment since 1989. He is a member and Chair of the Investment Committee on the Finance Council for the Archdiocese of Central and Southern Indiana. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and affiliated research.

Letha Scolley is a financial advisor at Edward Jones in Carmel, IN, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014 and also has a long-standing role at BP Construction Company, Inc. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

John Stollmeyer is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2010. Outside of his advisory role, he partners in and helps organize ELITE Soccer Training in Fishers, IN, where he teaches soccer skills to children. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, charitable organizations, and public entities. The firm offers financial planning and investment consulting across a range of portfolio management styles, supplementing advice with firm research and model manager options.