Amanda Schreeg is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Scout & Cellar as a wine consultant and held positions at First Business Bank and NextGear Capital. Outside of finance, she has experience as a wine consultant for Scout & Cellar. 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, supported by a large nationwide network of financial advisors and branch offices.

Jon Ramey is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He is involved with the Wright State University Foundation and is a member of Turtle Cove WaveRiders LLC, a holding company for personal watercraft. 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 delivers advisory work through a broad network of Financial Advisors who use proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Michael Brannen is a financial advisor with Wells Fargo Clearing in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Gamble is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations and having 26 years of industry experience. He has been with Edward Jones since 1999. In addition to his advisory role, he serves as a board member of the Sertoma Club of East Indianapolis and acts as the Charter Organizational Representative for a Boy Scout Troop sponsored by the club. 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, supported by a nationwide network of over 23,700 financial advisors.

Brittni Bouse is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and seven years of industry experience. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and has involvement in secretarial duties for Allen Bouse Insurance and Financial Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives, emphasizing model-driven investment implementation and access to third-party asset managers.

James Julian is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 28 years of industry experience. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for over 15 years and has operated his own advisory and insurance businesses since the early 2000s. In addition to his advisory work, he provides third-party administration services for 401(k) plans through a separate business he owns. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and serves more than 10,000 advisors and approximately 800,000 clients.

Kevin Gutwein is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. Outside of advisory work, he is involved in managing family real estate holdings. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Casey Glick is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Schwab in 2019, his work history includes roles at IUPUI and Creative Financial Designs. Charles Schwab 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’s client relationship model is primarily non-discretionary, combining periodic investment recommendations with access to discretionary separately managed accounts and a centralized operational structure.

Jonathan Taylor is a financial professional with 21 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including First Allied Advisory Services and Artistry Wealth, LLC. Taylor serves as board president of Interact Family Services and volunteers at St. Mary's Children's Center. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Timothy Mc Donald is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He worked at Navient for three years prior to joining Charles Schwab in 2017. 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 and discretionary investment options supported by multi-asset model portfolios, centralized custody, and an integrated operational structure.

Ariell Cranor is a Series 66-licensed financial advisor with Charles Schwab in Indianapolis, IN, with three years of industry experience. Prior to Schwab, Ariell worked at Dia&Co and Walmart Supercenter. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary financial planning and access to discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

Daniel Chillemi is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years and has been with RBC Capital Markets and City National Bank since 2022. Outside of his advisory work, he serves on the board of Dayspring Center, a homeless shelter for families, and chairs the finance committee at Holy Family Episcopal Church. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers to provide tailored strategies and offers a broad range of investment solutions.

Robert Cwik is a CFP®-certified financial advisor with Charles Schwab in Indianapolis, IN, where he has worked since 1993, accumulating 39 years of industry experience. He holds Series 63 and Series 66 designations. 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 separately managed accounts and provides multi-asset model portfolios supported by centralized custody and operational infrastructure.

Fitzgerald Charlier is a CFP® with 27 years of industry experience. He is currently a financial advisor at Cambridge Investment Research Advisors, where he has worked since 2018. Prior to that, he was with Signator Investors, Inc. from 2016 to 2018. He is also a member of the Faith and Finance Committee at Christ the Savior Lutheran Church in Fishers, IN. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through various custody platforms and proprietary and third-party strategies delivered by a large network of independent financial professionals.

Bryon Foley is a financial advisor with OSAIC in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 22 years. Foley is the founder of BOOMERS & BEYOND, a business networking organization that hosts monthly events for local professionals. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diverse portfolios on both discretionary and non-discretionary bases.

Riley Modesitt is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Ameriprise Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

James Ulman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Cetera, First Community Bank, Merrill, and A. G. Edwards & Sons, Inc. He is based in Indianapolis, IN. 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 employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Blake Haller is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2024, he held roles at Experis, Elanco, Elser Financial, and Lowe's, among others. 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 a combination of non-discretionary and discretionary investment management, with a focus on multi-asset model portfolios and centralized custody and trade execution.

Stephen Munsch is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Charles Schwab, he worked at Menards and FirstDue Remodeling and was a full-time student for nine years. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment management through multi-asset portfolios and alternative investment options within a large, integrated operational structure.

Kathryn Parkins is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial. She has worked with various branches of Raymond James since 2007. Outside of her advisory role, she owns and operates several businesses, including a tax preparation service and a bookkeeping and administration company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary, tailored strategies supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.