Andrew Spears is a Series 66 licensed financial advisor with Raymond James & Associates, based in Carmel, Indiana. He has eight years of industry experience, including prior work with LPL Financial and Ball State University. Outside of advisory work, Spears owns Kendra's Camera Photography, a small business involved in administrative operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services supported by a diverse range of investment strategies and affiliated research.

Ryan Hiatt is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent seven years with Mainscape, Inc. in Noblesville, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. 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.

James Fleming is a financial advisor with Edward Jones in Fishers, IN, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of advisors and branch offices.

Laura Nordyke is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 12 years of industry experience. She worked at BMO Harris Financial Advisors, Inc. for eight years before joining LPL Financial in 2021. Outside of her advisory work, she provides bookkeeping and marketing support for her brother’s handyman business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Stephan Hodge is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Kenneth Varndell II is a financial advisor with OSAIC based in Carmel, Indiana. He holds the CFP® and ChFC® designations and has 34 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. and has been affiliated with The Northstar Capital Group since 2000, where he also serves in roles related to sales and financial strategic planning. He is a board member at Marketshare Financial. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios that include multiple asset classes on either a discretionary or non-discretionary basis.

Ronald Ellis is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial, Merrill, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Michael Hutto is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® designation and has worked at Royal Alliance, Lincoln Financial Securities Corporation, and MarketShare Financial Inc. Outside of his advisory work, he volunteers with the Boy Scouts of America as an Assistant Scoutmaster and Troop Committee Member. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides a range of brokerage and advisory services supported by asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and unified managed accounts.

Jay Gentry is a CFP® professional with 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. Based in Carmel, IN, he maintains his registration through Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 affiliated discretionary SMAs and offers a range of integrated investment and custody services.

Zachary Rinehart is a financial advisor at Edward Jones in Cicero, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Knight Transportation and UPS and attended Indiana University Kokomo. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Melinda Woolsey is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at several firms including Cetera Advisors LLC and First Allied Advisory Services, Inc. before joining Raymond James in 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional investors, and public entities, offering tailored financial planning and advisory services supported by extensive research and diversified portfolio management strategies.

Krysten Overly Armour is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 29 years of industry experience. She previously worked at Lincoln Financial Securities for eight years before joining Cambridge in 2020. Armour serves as an active board member for Noblesville Youth Baseball. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm supports a variety of investment strategies delivered through independent Financial Professionals and provides access to both proprietary and third-party model portfolios.

Reza Mollabashy is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates for 20 years and has prior experience working in the fitness industry, including roles at Orangetheory Fitness and Lifetime Fitness. Mollabashy serves as an advisor to the Indianapolis Youth Hockey Association Jr. Fuel, where he provides guidance on budget, policy, strategic planning, and public relations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Mardar is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has held roles at OSAIC Wealth Inc and Engage Financial Group/Osaic Wealth since 2025. Outside of his advisory work, he has been involved with The Hawthorns Golf and Country Club since 2023. 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 provides brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account platforms, using firm-provided asset-allocation tools and third-party services to construct portfolios.

Zachary Petry is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he operates an accounting and tax preparation business under Daryl J Petry PC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Patrick Price is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having worked at J.P. Morgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Latimer is a financial advisor with UBS Financial Services in Fishers, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

William Cordell is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Before joining Raymond James in 2020, he worked for Bank of America, N.A. and Merrill for a combined total of 10 years. Raymond James & Associates 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, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Nicholas Dickos is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2021. His prior work experience includes a four-year role at Bbc Pump & Equipment. Edward Jones is a full-service wealth management firm serving over 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, and operates under a fiduciary standard.

David Sternasty is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones and PNC Investments. His current role at J.P. Morgan Securities began in 2019. 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.