Ann Graef is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for nine years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets services.

Shane Cavanaugh is a financial advisor with LPL Financial in Greenfield, IN, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wells Fargo Clearing Services and has been involved in CrossFit coaching and training roles. Outside of his advisory work, he serves as a part-time CrossFit coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a diverse network of over 22,800 advisors.

Kevin Mckay is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2012 to 2025. He serves on the Board of Directors for the Allen County Courthouse Preservation Trust. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services requiring specific advisor credentials.

Nicholas Meyer is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He previously worked at Charles Schwab for 10 years and The Leaders Group Inc for 2 years. Outside of his advisory work, he is involved with Mack Financial as a Qualified Plan Administrator and in sales and investment-related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of financial planning and investment services that include specialized planning for business owners, sports and entertainment professionals, and other niche areas. Advisors use Wells Fargo’s research and tools to develop tailored recommendations delivered through client meetings and summary letters.

Courtney Willey is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 15 years of industry experience. She has worked at Cetera and related entities since 2019 and previously spent time with Foresters Financial Services. Outside of her advisory role, Willey was the owner of C & S Country Treats for 17 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures.

Kevin Clasen is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding CFP® and Series 63 designations and bringing 32 years of industry experience. He has been with MassMutual and its affiliate West Point Financial Group since 2005. Outside his advisory role, Clasen is involved with The Crossroads Group, LLC, a financial services firm, where he serves as a member. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Jaiden Patel is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, Patel was involved in business operations at Tsunami Express Car Wash and held various roles throughout their education at Purdue University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Jordan Bradley is a financial advisor with LPL Enterprise in Indianapolis, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is involved with Shipley's Tavern and Hanover College. LPL Enterprise, LLC serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Megan Ewing is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. She has worked at RBC Capital Markets since 2015 and previously spent 15 years with Merrill Lynch Pierce Fenner Smith, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate in-house and third-party managers, along with options for tax management and responsible investing.

Danielle Couture is a financial advisor at MassMutual Investors Services with six years of industry experience. She holds the Series 66 designation and has worked at MassMutual Investors Services and MassMutual Life Insurance Co since 2019. Prior to that, she was with Financial Planning Solutions, LLC and Bryant University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without investment discretion.

Jeffrey Zenger is a Series 66 licensed financial advisor with Wells Fargo Advisors in Indianapolis, IN, bringing three years of industry experience. His prior roles include positions at Ameriprise, The Zacher Company, and The Bradley Company. Outside of financial advising, he coaches individual marathon runners through his remote coaching business, Run Free Training. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services that include cash-flow, retirement, education, and specialized planning areas. The firm combines tailored recommendations with various financial product offerings and planning tools to meet clients’ diverse needs.

Donald Uhrin is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has been affiliated with Mass Mutual and its related entities since 1980. Uhrin operates his own firm, Donald J. Uhrin, LLC, and serves as Vice President on the board of a local homeowners association. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm‑approved analytical tools and offering various educational programs.

Samantha Bush is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, she operated Samantha Bush LLC for six years and held roles at Waddell & Reed Inc and various insurance carriers. Her background also includes involvement with the Center Grove Trojan Band Boosters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a broad range of non-advisory financial services.

James Schillaci is a financial advisor at UBS Financial Services with 34 years of industry experience. He has held roles at Bank of America and Merrill prior to joining UBS in 2017. His credentials include the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Timothy Flick is a CFP® with 25 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2012 and previously held roles at New England Securities, Fulcrum Advisory Services, Chase Investment Services, and Banc One Securities. Outside of his advisory work, he serves as a church elder at Fortville Christian Church and is president of Let's Plan to Thrive, LLC, which focuses on financial education. Cambridge Investment Research Advisors serves a diverse clientele including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals.

David Roth is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 credential and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile, utilizing in-house and third-party investment managers.

Bryce Adam is a financial advisor with Edward Jones in Noblesville, Indiana. He holds the CFP® and ChFC® designations and has 28 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than 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, supported by a large nationwide network of advisors and branch offices.

Rhett Helt is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked at Thrivent Investment Management Inc. and RBC Wealth Management. He has also worked in education at Wabash College and Guerin Catholic High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management tailored to client risk profiles, utilizing both internal and third-party investment managers.

Braxton Barton is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Prudential Insurance Company of America since 2016 and was with Pruco Securities, LLC from 2016 to 2024 before joining LPL Enterprise in 2024. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Christopher Weymouth is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he serves as a school bus driver for Lawrence Township Transportation in Indianapolis. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust custody and insurance services.