Aaron Mullett is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and with Primerica Financial Services since 2014. Outside of advisory services, he is involved in sales of loan products and home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Justin Lucas is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Regions Bank, LPL Financial, and Northwestern Mutual. Cetera Investment Advisers LLC serves individual investors, 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, utilizing multiple program structures and third-party managers.

Justin Rich is a CFP® professional with 16 years of experience in the financial industry. He has been with Edward Jones since 2019, following six years at BMO Harris Financial Advisors and BMO Harris Bank. Outside of his advisory role, he is a silent partner in a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Stephen Anderson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities in 2017, he worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab from 1999 to 2017. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tracy Richardson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at The Prudential Insurance Co. of America, PRUCO Securities, Valic Financial Advisors, and Lincoln Financial Advisors. She also acts in a fiduciary capacity for the Richardson Family Trust. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, Model Wealth Portfolios, third-party asset management, and a variety of brokerage and insurance products facilitated by a platform integrating adviser programs with other financial products and lending services.

Cody Young is a financial advisor with Edward Jones in Carmel, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a 7th-grade assistant baseball coach for Westfield Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains a large network of financial advisors across the United States.

Katherine Squadroni is the Branch Leader at Fidelity Investments in Carmel, IN. In this role, she leads a team of financial advisors to deliver personalized financial experiences aimed at building lifelong relationships with clients. Her professional experience includes serving as a Planning Consultant and Relationship Manager at Fidelity Investments, as well as working as a Financial Advisor at WestPoint Financial Group. Katherine holds a California Insurance License.

Andrew Newman is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He collaborates with clients to understand, build, and pursue their financial goals, focusing on delivering a consistent and high level of customer service to provide a meaningful financial planning experience. Prior to his current position, Andrew worked as a Relationship Manager at Fidelity Investments from 2022 to 2023 and as a Financial Representative from 2021 to 2022. He holds a California Insurance License. Outside of his professional work, Andrew has personal interests in boating, football, golf, movies, and traveling.

Kyle Sweet is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with Cetera and its related entities since 2011 and has been based in Noblesville, IN. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large national network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party managers.

Kris Brockman is a Financial Consultant at Fidelity Investments, a position held since 2021. In this role, Kris partners with clients and their families to understand their financial goals and develop plans aimed at achieving those objectives, focusing on providing financial stability and freedom. Kris has been with Fidelity Investments since 2016, progressing through various roles including Investment Consultant, Relationship Manager, Investment Solutions Representative, and Premium Relationship Associate. This progression reflects experience across multiple facets of financial consulting and client relationship management. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Vernon Isaacs III is a CFP® certificant with 20 years of experience in financial advising. He has worked at Edward Jones since 2019 and previously held roles at Cetera and Lafayette Bank & Trust Co. Outside of his advisory work, he owns a rental property in Indianapolis. Edward Jones serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branches.

Anna Ferguson is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera and JPMorgan Chase Bank. Outside of her advisory role, she is a co-owner of Charles and Anna Ferguson LLC, a business involved in real estate and farmland leasing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.

Jacob Peebles is a financial advisor at Edward Jones with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual and several other firms in various roles. Peebles is based in Westfield, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Daryl Petry is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Avantax Advisory Services and Petry Wealth Management, which he has led since 2009. Outside of his advisory work, he serves as President of the Board for the Boys & Girls Club of Noblesville. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Thomas Balchik is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is associated with Balchik & Associates in Carmel, Indiana. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and various management options.

Paul Dickos is a Series 66 credentialed advisor with Edward Jones in Noblesville, IN, where he has worked since 2008. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Rey Dues is a Certified Financial Planner® with 15 years of experience at Charles Schwab and Charles Schwab Bank, SSB. He holds Series 63 and Series 65 licenses and is based in Noblesville, Indiana. His career has been focused within the Schwab organization since 2011. 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 mix of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Stephanie Duvall is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and previously worked for Capital Group Companies for eleven years before joining Raymond James in 2018. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Trenton Howard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Workplace Planning Consultant at multiple levels and High Net Worth Service Associate. His professional experience is centered around developing comprehensive financial plans and working closely with clients to align their financial strategies with their long-term goals. Trenton is committed to understanding his clients' visions and translating them into actionable steps to achieve financial success. His career path at Fidelity Investments reflects a focus on workplace planning and client service within the financial industry. Outside of his professional work, Trenton enjoys board games, fitness, outdoor adventures, and reading.

Samantha Hayton is a financial advisor at Edward Jones in Noblesville, IN, with five years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, she worked with Equitable Advisors LLC and American United Life/OneAmerica Securities, among other roles. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.