Wade Fisher is a financial advisor with Fifth Third Securities, Inc. in Greenwood, Indiana. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at Fifth Third Bank, Menards, and Purdue University. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and unique platform features such as direct indexing and tax-overlay services.

Terri Ballard is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 1999. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, a jewelry sales business. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.

Alexander Yates is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Valic Financial Advisors since 2010 and has also served as an agent with Agia since 2022, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and maintaining approximately $26.4 billion in discretionary assets.

Ronald Sieber is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 credential and has prior experience operating his own advisory business and working in insurance. Outside of advisory work, he owns and manages CGA Insurance LLC, where he sells health and life insurance products and maintains client relationships. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a variety of analytical approaches and model portfolios, delivering services through a large network of affiliated offices and investment professionals.

Kelly Fennelly is a CFP® with 24 years of industry experience, currently serving as a financial advisor at OSAIC Wealth, Inc. He has worked previously at Elements Financial Federal Credit Union and LPL Financial. Fennelly is a partner in KJ&J Wealth, a team based in Greenwood, IN. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and offering access to third-party money managers and managed-account solutions.

Steven Woods is a financial advisor with Raymond James & Associates in Greenwood, IN, holding a Series 66 designation and with 10 years of industry experience. He has worked at Raymond James since 2016 and is also the owner of LTC Solutions, Inc., a long-term care and life insurance agency. Outside of finance, Woods has been involved in the National Football League as an official since 2017 and serves on the Investment Committee of the NFL Referee's Association, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides services to individual, institutional, and municipal clients through financial planning, non-discretionary investment consulting, and specialized advisory programs.

David Eger is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at Cellular Sales and WT Boone. He serves as Chairman of the Board for Pastor's Hope Network and is a board member of Bargersville Main Street. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Thomas Gunnell is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. His prior work includes roles at Freedom Investments & Insurance Services and DeVaughan Strong (Core Fitness). Outside of advising, he has been involved with Kennedy Estates and continues his engagement with the fitness industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plan participants, and institutional clients.

Thomas Scott is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated firms since 2019, following a four-year tenure at PNC Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual and institutional clients, offering a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or custom strategies, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Zachary De Witt is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to his career in financial advising, he spent 11 years with Franklin Community Schools. Outside of his advisory work, he coaches the Franklin Regional Swim Team, a position he has held for over a decade. 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 services through a nationwide network of financial advisors and branch offices.

Autumn Green is a financial advisor at Edward Jones in Greenwood, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Autumn worked in healthcare and retail sectors including Columbus Regional Health and Target. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Kimberly Henderson is a financial advisor with Edward Jones in Franklin, IN, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at Mutual Savings Bank for 20 years. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Madison Mc Ewen is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining the firm, Madison held various roles outside the financial sector, including positions at Olive Garden and Indiana University Residential Programs & Services. Raymond James & Associates, Inc. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Reisert is a CFP® and holds a Series 66 license, with 15 years of experience as a financial advisor at Edward Jones in Greenwood, IN. He has been with Edward Jones since 2011. Outside of his advisory role, Reisert is involved in agricultural real estate and assists with farming decisions through Reisert LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Bryan Epperson is a financial advisor with Raymond James & Associates, holding the Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Raymond James & Associates since 2016, following prior roles at J.J.B. Hilliard, W.L. Lyons, LLC and Merrill. Outside of his advisory work, he serves as a board member of his local homeowners association. 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 municipalities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Kemmerer is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Matthew Mark is a financial advisor at Wells Fargo Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served in the US Space Force since 2021 and attended the US Air Force Academy from 2017 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Michael Coats is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2012. J.P. Morgan Securities LLC 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Travis Blessing is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes 11 years at PNC Private Bank and eight years at Merrill. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining extensive advisory services with a broad range of non-advisory financial activities.

Joseph Drury is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Drury serves on the Board of Directors for the National Guard Association of Indiana. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.