Bennett Van Schouwen is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Aflac prior to joining J.P. Morgan in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Gary Lents is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding Series 63 and Series 66 credentials and with 34 years of industry experience. He has been with Robert W. Baird since 2000. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research, manager selection, and advanced tools such as artificial intelligence in client advice.

Christopher Boylan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has previously worked at Pruco Securities LLC, BMO Bank, the University of Southern Indiana, and Live Nation. Outside of his advisory role, he works as a rideshare driver delivering groceries in Indianapolis. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, and institutional entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and related brokerage and insurance services.

Robert Miller is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, IN, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Raymond James and Miller Financial Services, LLC since 2006. Outside of his advisory work, he is involved in the sale of non-variable life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Jim Wolf is a financial advisor with LPL Financial based in Fishers, Indiana. He holds the Series 63 and Series 66 designations and has 27 years of industry experience, including prior roles at Charles Schwab and CUNA Brokerage Services. Since 2014, he has also been involved with Elements Wealth Management as an investment representative. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by technology tools and a broad platform of financial solutions.

Kathleen Henrie is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of AI-driven research methods and its role in advising multiple registered investment companies.

Sara Hamilton is a financial advisor at Cetera with four years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Cetera, she worked at Regions Bank and has experience in various roles including as a photographer with Sara Jane Photography. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Christopher Wernsman is a financial advisor with Cetera in Indianapolis, IN, holding a Series 66 designation. He has been with Cetera since 2024 and has prior experience in various non-financial roles, including positions at Panda Express and Power Home Solar. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party model portfolios and investment strategies.

Alain Brown is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for nine years at Fifth Third Securities. Outside of his advisory role, he is a co-owner of WRIEL Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Sean Dixon is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 10 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, and previously at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG frameworks and leveraging broader derivatives and commodities capabilities.

Matthew Wolff is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previous experience with Raymond James Financial Services Inc., Executive Financial Planning Group Inc., and Marietta CPAs. Outside of his advisory work, he serves as an assistant coach for a travel baseball team. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical modeling to tailor non-discretionary planning and investment consulting to client goals.

Douglas Miltenberger is a financial advisor at Cetera with 24 years of industry experience. He has held roles at Huntington National Bank and The Huntington Investment Company since 2010 and currently serves as a regional sales manager for First Merchants Private Wealth Advisors, leading a team of wealth management professionals. Additionally, he is a member of the finance committee for the Ball State University Alumni Council. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and oversees more than $256 billion in assets across 10,000 advisors.

John O Brien is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at Fifth Third Securities and The Prudential Insurance Company of America. He serves on the board of the Booth Tarkington Civic Theatre, a nonprofit arts organization in Carmel, IN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using 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.

Tyler Zimmerly is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm uses third-party asset managers and emphasizes a percentage-based, tiered wrap fee structure.

Jeremy Meurer is a financial advisor with Raymond James & Associates in Anderson, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Nicholas Sutherlin is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Indianapolis, IN. He has been with LPL Enterprise since 2026 and has experience in education, having taught at multiple colleges and universities. Outside of finance, he has been involved in self-employment ventures and had a role at Bridges Craft Pizza and Wine Bar. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust, insurance, and lending services.

Ryan Thomas is a Certified Financial Planner® (CFP®) with Edward Jones in Indianapolis, IN, where he has worked since 2008. He has 17 years of industry experience and holds the Series 66 designation. 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 under management and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Fields is an advisor at LPL Enterprise with Series 63 and Series 65 credentials and has been with the firm since 2026. He has no prior experience in the financial industry, with previous roles at Subaru of Indiana Automotive, Faith West Preschool, Domino's Pizza, Target, and CTI Personnel. 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 primarily utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and non-securities products and services through affiliated entities.

Steven Sharp is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 designations and over 10 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2016. Outside of his advisory role, Sharp is a chapter advisor for the Sigma Phi Epsilon fraternity, assisting with financial management and mentoring undergraduate members, and he owns a small puppy breeding business specializing in golden retrievers. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing firm-approved analytical tools in a collaborative, annual planning process.

Katherine Roberts is a financial advisor at Robert W. Baird & Co. in Indianapolis, IN, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2015 to 2019. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm employs a blend of manager-traded and model-traded strategies, tax management, and ongoing manager monitoring, and reported approximately $394 billion in regulatory assets under management as of December 2025.