David Kalavsky is a financial advisor with Edward Jones in Carmel, IN, holding Series 63 and Series 66 designations and 13 years of industry experience. Prior to joining Edward Jones in 2026, he spent ten years at FBL Marketing Services and Indiana Farm Bureau Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Nicholas Baker is a financial advisor with Charles Schwab holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab Bank, SSB since 2018 and Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment solutions, using multi-asset model portfolios and centralized operational infrastructure.

Mary Z. Townsend is a financial advisor with UBS Financial Services in Fishers, IN, holding Series 63 and Series 65 credentials and totaling 34 years of industry experience. She has been with UBS since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and research resources.

David Beaver is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Brian Couzens is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at firms including Avantax Investment Services, Archer Investment Corporation, and Chase Investment Services Corp. He is based in Carmel, Indiana. 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 broad range of advisory services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives.

David Jason Smith is a financial advisor with Osaic Wealth Inc., holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Blackridge Asset Management, LPL Financial, and Woodbury Financial Services. Outside of his advisory work, Smith is Vice President and owner of Princeton Medical Solutions, an LLC focused on operational maintenance, and he also supports insurance sales and service through an assistant role at Dickerson Wealth Advisors. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services employing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers across various investment vehicles.

Melanie Collier is a financial advisor with Charles Schwab, holding a Series 66 credential and eight years of industry experience. She has worked at Charles Schwab since 2017 and previously was involved with Porterfield Family Partners and Medicraft, Inc. 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 integrated brokerage, custody, and advisory services.

Craig Smaagaard is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs while keeping these services separate.

Annie Kruzel is a financial advisor with Ameriprise in Carmel, IN, holding CFP®, Series 63, and Series 66 designations and 18 years of industry experience. She previously worked at The Huntington Investment Company for 16 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice that integrates tax-aware withdrawal strategies and Social Security claiming options.

Bailey Walker is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, Bailey worked briefly at Charles Schwab and has held roles outside of finance including positions at Holiday Inn Express and Sycamore Drive In. Bailey also attended Purdue University from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nichole Green is a Series 66-credentialed financial advisor at Fidelity with 12 years of industry experience. She has worked at multiple Fidelity entities since 2017 and previously at Signator Investors, Inc. from 2012 to 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a diverse investable universe.

Rafael Cordaro is a financial advisor with LPL Financial in Carmel, IN. He holds Series 63 and Series 65 designations and has 21 years of industry experience, including 18 years with LPL Financial. Outside of his advisory role, he is also an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research tools and a broad non-advisory financial services platform.

Eric Anderson is a financial advisor at Edward Jones in Frankfort, IN, holding a Series 66 designation with 10 years at Edward Jones and a total of 5 years of industry experience. His career has been focused entirely at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Waterman is a financial advisor with OSAIC Wealth Inc, holding a Series 66 designation and with 11 years of industry experience. His prior roles include positions at Resource Planning Group, Commonwealth Financial Network, and Cambridge Investment Research Advisors. He is also president of Prosperity Planning Group, Inc., a business entity he owns. OSAIC Wealth Inc serves a wide range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment platforms, utilizing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Ashley Hennen is a financial advisor at Charles Schwab in Carmel, IN, with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2020 and 2023, respectively. Prior to her financial career, she was involved with the Greensburg Animal Shelter for five years. 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 combines non-discretionary advisory relationships with access to discretionary model portfolios and offers integrated custody, brokerage, and cash-sweep services.

Brady Hall is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 credential and has worked at firms including JPMorgan Chase Bank and Securities America Advisors. He was also involved with Parking Ventures LLC from 2021 to 2022. 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 mix of non-discretionary and discretionary investment management, combining centralized custody and brokerage services with access to multi-asset model portfolios and alternative investments.

Patrick O’Donovan is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Raymond James since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while providing services supported by a broad network of research and portfolio management options.

Michael Bremer is a financial advisor with Mass Mutual Investors Services in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes a 20-year tenure at Cuna Brokerage Services and Cuna Mutual Group, followed by a year at LPL Financial. He is also a partner at Earnest Consulting Group, where he presents credit union-owned life insurance as an investment option for employee benefits. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that emphasize goal analysis and investment strategy recommendations.

Joshua Weaver is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as a deacon and finance committee member at Pennington Park Church, where he oversees benevolence policies and assists with financial decision-making. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, offering integrated brokerage, investment advisory, financial planning, and managed account services. The firm employs various asset-allocation tools and third-party solutions to construct diversified portfolios and support client needs.

Rockford Stites is the sole advisor at Rockford Group Investment Advisor in Carmel, IN, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has held various roles at Primerica Advisors and Primerica Financial Services from 2012 to 2022 and operates Rockford Group LLC and Rockford Group Insurance, LLC. Stites is also an owner and insurance agent at Rockford Group Insurance, LLC, dedicating approximately 10% of his time to fixed insurance sales. Rockford Group Investment Advisor is an independent firm led by Stites.