Clara Starkey is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Prior to her advisory role, she was associated with Indiana University. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Turner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at KETER and Cobham. Outside of his advisory role, he serves as president of Business Improvement Group, Inc., a business consultation firm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, primarily serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure.

Conner Hobbs is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and has previously worked with MSD of Wabash County and Whites Residential and Family Services. Outside of his advisory role, Hobbs serves as a board member for the LaFontaine Library. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment program options.

Carson Coleman is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he worked for Consolidated Electrical Distributors, Inc. for two years and was a student at Indiana University from 2019 to 2023. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Scott Gwin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012, and previously worked at Chase Investment Services Corp., Banc One Securities Corporation, and PRUCO Securities, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Adam Barber is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and North Salem State Bank. His background also includes roles outside finance, such as teaching at Purdue University and employment in community school systems and retail. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s planning services have been available since 1998 and can be combined with managed accounts under a consolidated billing option called “WealthPlan.”

Laura Mc Mahon is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and having 19 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2025. Outside of her advisory role, Mc Mahon operates an art business, Laura's Lovely Creations, where she showcases and sells her artwork and crafts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by proprietary research and planning tools.

Brian Levinson is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors and Edward Jones. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases, managing approximately $671 billion in assets with over 14,000 financial advisors.

David Moore is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and over 55 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years with A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing more than 14,000 financial advisors.

Michael Lawson is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 66, Series 63, and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and Busey Wealth Management. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation through brokerage or insurance arrangements.

Allana Campbell is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has previously worked at UBS Financial Services, Robert Baird & Co., J.J.B. Hilliard W.L. Lyons LLC, Fidelity Brokerage Services, and Charles Schwab. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

Rhys Helt is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and also serves City National Bank since 2017. Outside of finance, he owns and actively manages a Standardbred horse racing stable and serves in several community roles, including fraternity advisor and member of a county zoning appeals board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, integrating multiple portfolio management and financial planning services.

Jonathon Stewart is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera. His career includes roles at First Allied Advisory Services, Artistry Wealth, and Brunette & Associates. He also serves as president of J Bradley Stewart Inc., a holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with a variety of portfolio management and advisory services.

Michael Cahill is a CFP® professional with 21 years of experience in the financial services industry. He is affiliated with Mass Mutual Investors Services and Mass Mutual Life Insurance Company, where he has worked since 2010. Cahill also operates an outside insurance sales business under Michael Cahill LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Amy Leo is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 63 designation and seven years of industry experience. She has been with Wells Fargo Advisors since 2022, following seven years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, accommodating clients who meet specific net-worth criteria.

Bradley Newman is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and State Farm Insurance. Outside of his advisory work, he coaches youth sports through the Hamilton Heights Athletic Association. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Joseph Hammons is a financial advisor at Raymond James Financial with 29 years of industry experience. He has worked at Wells Fargo Clearing from 2002 to 2018 before joining Raymond James in 2018. He holds Series 63 and Series 65 licenses. Hammons is also the owner of Hammons Financial, LLC, an independent contractor business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, as well as institutional and corporate clients. The firm offers tailored, non-discretionary advice and supports a broad advisor network with specialized municipal and retirement plan services.

Travis Severson is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. He is based in Indianapolis, IN. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with program options spanning automated allocations to unified managed accounts.

James Vitou II is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Matthew Duncan is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, previously spending 15 years with Hilliard Lyons. Outside of his advisory role, he coaches soccer at Bishop Chatard High School in Indianapolis. Robert Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.