Eric Wasson is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Financial Engines Advisors L.L.C., The Mutual Fund Store, Hefty Wealth Partners, LPL Financial, and TD Ameritrade. Wasson is based in Indianapolis, IN. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios, long-term orientation, and fiduciary standards under ERISA.

Sean Manterfield is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Outside of his advisory role, he has been involved with community and cultural organizations including the Indianapolis Hebrew Congregation, Indianapolis Opera, and Christ Church Cathedral for multiple years. He is also associated with At Your Door Productions and has prior work experience at Specified Lighting Systems. 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 programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Zachary Magee is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he provides insurance services independent of Guardian. Mass Mutual Investors Services operates as 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 programs, utilizing firm-approved analytical tools to support goal-based planning.

Luke Sommers is a financial advisor at Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses with 15 years of industry experience. His career includes roles at Kokomo Tribune and PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based recommendations and utilizing outsourced portfolio management and custodial support.

Steve Stevens is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with MML Investors Services Inc and MassMutual Life Insurance Company since 2014. Outside of his advisory role, Stevens serves as a board member for Easter Seals Crossroads and provides life and business coaching through his consulting firm. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and structured annual planning engagements.

Steven Rastrelli is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at PNC Investments for nine years. Outside of his advisory work, he has been involved with Boy Scout Troop 96 since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Troutman is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, he appeared in a local plumbing commercial in a non-compensated capacity. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad array of capital markets and advisory solutions.

Lou Elliott is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United Parcel Service from 2008 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Joseph Knoth is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2013. Outside of his financial career, he was involved with Hoyt's Carpet Cleaning from 2010 to 2021. Mass Mutual Investors Services 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, employing firm-approved software and collaborative planning processes to develop written recommendations tailored to client goals.

David Brechbuhl is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Cetera and affiliated entities since 2015. Outside of his advisory role, he serves as an Honorary Consul for Switzerland for the state of Indiana and is a board member and development committee member at the Central Indiana Police Foundation. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and approximately 800,000 clients. The firm offers a range of investment and retirement solutions including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Kerrie Coe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Cetera and Cetera Investment Services for over a decade before joining Wells Fargo Clearing. Outside of her advisory role, she has full ownership of Kentucky Sycamore Properties LLC, a residential property holding company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven process based on modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than many institutional advisers.

Shelby Utterback is a financial advisor with LPL Enterprise, holding a Series 66 license and based in Indianapolis, IN. Shelby has no prior industry experience and has been with LPL Enterprise since 2026. Outside of advising, Shelby is involved in the dental field, with recent work history at several dental practices and the IU Dental School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Charles Holden is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Enterprise, he worked at Charles Schwab & Co., Inc. and has involvement in several business ventures, including All Aspects Restoration and CH Mechanical Holdings Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and it also offers access to third-party asset managers and insurance products through affiliated entities.

Kevin Wells is a financial advisor with LPL Financial in Indianapolis, Indiana, holding Series 63, Series 65, and Series 66 credentials and a total of 28 years of industry experience. He has been with LPL Financial since 2006. Wells previously operated a non-variable insurance brokerage, Capitas Financial, servicing existing contracts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies alongside a platform that includes advisory and non-advisory financial services.

Joel Singer is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. Outside of his advisory role, he is owner of Singer Squared LLC, a holding company. Raymond James & Associates is a 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, non-discretionary investment consulting, and institutional fiduciary services.

Chad Mccullough is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. Outside of his advisory work, he serves on the board of directors for Memorial Day Mile, Inc., a nonprofit organization that organizes an annual road race in Franklin, Indiana. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Matthew Green is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the development board for the Indiana University Simon Cancer Center and is involved as a silent partner in several Skyzone trampoline park ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Matthew Rittenhouse is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets since 2014 and was previously with City National Bank from 2018 to 2021. 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 variety of advisory programs featuring discretionary and non-discretionary portfolio management that utilize both in-house and third-party managers.

Joanna Franz is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch for 15 years before joining UBS in 2023. Based in Indianapolis, IN, she provides advisory services through a well-established institutional firm. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and offers a broad range of capital markets services through its platform.

William Lafferty IV is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2018. His prior roles include positions at Charles Schwab and Schwab Private Client Investment Advisory. Outside of his advisory work, he is a signer on a family-owned auto repair business bank account but has no operational involvement. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and using both quantitative and qualitative research methods.