Matthew Weaver is a CFP® professional with five years of industry experience, currently serving as a financial advisor at OSAIC. His work history includes positions at Commonwealth Financial Network and Resource Planning Group. Outside of his advisory role, Weaver is a professional ultimate frisbee player for the Indianapolis Alleycats. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to third-party managers to construct diversified portfolios tailored to client needs.

Maria Rodriguez Velazquez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and The Huntington National Bank, among other related entities. 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 applying an ESG eligibility framework when recommending strategies.

Haley Guthrie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. She previously worked at Charles Schwab for six years and has held various roles including positions outside finance such as cashier at a retail clothing store. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Raymond Mark is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2009 and has been involved with Elements Wealth Management since 2015. 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, retirement plan consulting, and utilizes research from LPL Research and third-party subadvisors.

Jose Lusende is a financial advisor with Edward Jones in Fishers, IN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at George P. Stuart Printing Co. and Martin University. Lusende is a co-founder and partner of Phenix Consulting Group, LLC, a consulting firm focused on building connections between the USA and Africa, and serves as an adjunct faculty member at the University of Indianapolis teaching "Teaching in a Diverse Society." He also serves on the advisory board for the McKenzie Center for Innovation and Technology within Lawrence Township Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary portfolio management strategies along with affiliated mutual funds and trust services.

Logan Sheley is a financial advisor with Charles Schwab in Carmel, IN, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America. He also has experience outside finance, including working at Chicago's Pizza and involvement with Mount Pleasant Christian Church. 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 advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset model portfolios.

Jack Harlos is a Certified Financial Planner (CFP®) with 34 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation from 2009 to 2017. Outside of his advisory role, he serves as a board member of RL Turner Construction and is involved with the finance committee at Ulen Country Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jonathan Jacoby is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation as well as Series 63, 65, and 66 licenses. His prior experience includes roles at Star Financial Bank and Cetera Investment Services. Outside of his advisory work, he serves as a board member of Jacoby Agency, Inc. and mentors at The Crossing, an alternative learning center. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supporting both discretionary and non-discretionary arrangements.

Benjamin Mcelwee is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at LPL Financial and Equitable Advisors. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides asset management, financial planning, retirement plan consulting, and other advisory services through a network of 219 representatives, utilizing model portfolios, sub-advisors, and technology platforms.

David Coburn is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he is president and owner of Coburn & Associates, a corporation focused on the sale of fixed insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and portfolio management strategies to serve individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Cooper Feeney is a CFP® professional with four years of industry experience, currently affiliated with Charles Schwab. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., The Bridgewater Club LLC, American Eagle Outfitters Inc., and Woodstock Country Club. Feeney is based in Carmel, Indiana, and holds a Series 66 license. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning solutions. The firm provides both non-discretionary investment guidance and access to discretionary SMAs, utilizing multi-asset model portfolios and a centralized operational structure.

Yvonne Baird is a financial advisor with Edward Jones in Zionsville, IN, holding a Series 66 designation. She has over 23 years of industry experience, including long-term roles at The Farmers Bank and First Farmers Bank & Trust before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a large nationwide network of advisors and branch offices.

Donald Schultheis is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Great Point Advisors, WBB Securities, and Goelzer Investment Management. He is also a partner at Lantern Road Capital Partners, where he engages in personal investment activities and consulting. Charles Schwab 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.

Matthew Bose is a financial advisor with LPL Financial, holding a Series 66 credential and 24 years of industry experience. His career includes nearly two decades at Waddell & Reed Inc and various insurance carriers, as well as operating his own advisory business, Matthew E Bose. He has also been involved in business entities related to investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Justin Hersberger is a financial advisor with Edward Jones in Elwood, Indiana, holding a Series 66 designation and three years of industry experience. His prior roles include positions in wellness systems and sports medicine, as well as operating a multi-level marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of thousands of advisors and branch offices.

Brett Bubalo is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2006. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Hayes is a CFP® and Series 66-registered financial advisor with LPL Financial, bringing 18 years of industry experience. He previously worked at Plan Intelligence, LLC for five years and has been with LPL Financial since 2014. Hayes serves on the Michigan State Alumni Association Board. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations. The firm provides a wide range of financial planning and advisory services, leveraging a variety of programs and research resources.

Debra Powell is a financial advisor at Stifel with 23 years of industry experience. She holds Series 65 and Series 66 credentials and has been with Stifel since 2017, following three years at City Securities Corporation. Powell is also a commissioned Notary Public for the State of Indiana. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Oguzhan Yesinnar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has been with J.P. Morgan Securities since 2017 and has worked at J.P. Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Thomas Hedrick is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Cetera since 2019 and owns Hedrick Wealth Management. Outside of advisory work, he is involved in real estate through Magnolia Lane Properties, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.