Mark Kirkhoff is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2001. 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, and offers financial planning, investment consulting, and specialized municipal advisory services.

Kurt Woodward is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Charles Schwab in 2023, he held roles in parking management and the restaurant industry. Outside of finance, Woodward is involved in managing a parking management company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary and discretionary investment options with a multi-asset allocation approach. The firm combines advisory, brokerage, custody, and cash-sweep services in an integrated structure that supports a large client base.

Lorna Nicol is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. 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 non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

William Pfadt is a financial advisor with LPL Financial in Indianapolis, IN, holding the CFP®, ChFC®, and Series 63 designations. He has 36 years of industry experience, including prior roles at OneAmerica Securities, Inc., ON Investment Management CO, and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Scott Frye is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. He has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

David Campbell Jr. is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2010. 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 integrated brokerage, custody, and advisory services.

Daniel Hamilton is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to this, he worked at TEKsystems for three years. He is involved in community and nonprofit activities, including serving as Marketing Chair for the Walk to End Alzheimer's in Indianapolis, an advisory board member for Best Buddies Indiana, and a board member of the Indianapolis Rotary Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mark Settlemyre Jr. is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2009. Charles Schwab & Co., Inc. serves predominantly 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios, alternative investments, and a centralized operational structure.

Amanda Richmond is a financial advisor at LPL Financial in Indianapolis, IN, with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including J.P. Morgan Securities and the Department of Financial Institutions. Richmond is also a notary in Indiana and is involved with Isageniz LLC, a healthcare company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brennan Brown is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera, First Merchants Private Wealth Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its model asset allocations.

Gail Barnes is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 23 years of industry experience, including roles at Avantax Advisory Services and Intuit Tax. Barnes also operates Barnes Financial Services, where she provides accounting and bookkeeping services. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

John Heiden is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves a large client base consisting mainly of 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 options, using multi-asset model portfolios and centralized operational support.

Shellee Pietras is a CFP® professional with 21 years of industry experience, currently with Cetera since 2021. Her prior roles include positions at VOYA Financial Advisors and Promise Advisory Group. She serves as a board member of the Franklin Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Camille Green is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked in healthcare-related roles, including three years at Anew Hospice and five years at Dycora Transitional Health. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning across various areas without discretionary portfolio management, allowing clients to combine planning with managed accounts under a consolidated billing option.

Peter Schueth is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he co-owns SCHUETH ENTERPRISES, INC., a family business involved in consulting, real estate sales, and resale of antiques. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sean Hayes is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following two years at Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm’s distinctive features include registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic and AI-driven methodologies in its investment process.

Clinton Good is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Charles Schwab since 1999. 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 both non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized custody and order-routing systems.

Travis Feuerbach is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2007 and previously spent one year with Edward Jones. Outside of advising, he is the founder and director of the U.S. Angler's Choice Tournament Trails, a fishing tournament organization, and operates an e-commerce business focused on selling tangible merchandise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Adam Faust is a financial advisor with J.P. Morgan Securities in Greenwood, Indiana, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2003. 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 program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Robert Nash II is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He has held positions at Cambridge since 2009 and previously worked at Citigroup Global Markets for 11 years. Outside of his advisory role, Nash owns a consulting business and is involved in offering referrals for basic estate planning through Legal Shield. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.