Charles Williams is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., and Questar Asset Management. Outside of his advisory work, he manages a family farm in Indiana. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and third-party platforms to support varied client needs.

Sean Manterfield is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Outside of his advisory role, he has been involved with community and cultural organizations including the Indianapolis Hebrew Congregation, Indianapolis Opera, and Christ Church Cathedral for multiple years. He is also associated with At Your Door Productions and has prior work experience at Specified Lighting Systems. 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, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Caleb Whicker is a Series 66-credentialed advisor at Thrivent Investment Management with five years of industry experience. He has worked at Thrivent Financial since 2021. Outside of advising, he has held various positions at Cedarville University and the Twin Lakes Camp and Conference Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary portfolio management. The firm offers integrated planning and managed-account services under a consolidated billing option called “WealthPlan.”

Nathan Shields is a CFP® professional with 18 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent six years at J.P. Morgan Securities. 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 broad range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Alex Shrewsbury is a CFP® professional with three years of industry experience. He has been with Edward Jones since 2022 and previously worked at Ahead LLC from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

David Nicholson is a Senior Financial Advisor with Merrill Lynch Wealth Management in Evansville, Indiana, a position he has held since 2008. He began his career in the financial services industry in 1981, accumulating over four decades of experience. David leads Nicholson, Smith & Associates, providing disciplined and customized financial strategies to a select group of high net worth professionals, retirees, individuals, and families, with a focus on college education planning, legacy planning, personal retirement planning, and portfolio management services. A 1977 graduate of Indiana University, David holds FINRA Series 5, 6, 7, 8, 63, and 65 registrations, as well as Life, Health, and Long Term Care insurance licenses. He has been recognized by Forbes Magazine as a Best In State Wealth Advisor for six consecutive years, most recently in 2024. David has dedicated himself to developing deep working relationships with clients by approaching each on a life-by-life basis and aims to be an essential resource in helping clients meet their individual financial goals. Beyond his professional work, David is involved in his community and various organizations. He serves on the Board of Directors for Habitat for Humanity of Southwestern Indiana and participates in church activities, Indiana University alumni events, and soccer administration and coaching. David and his wife LaDonna have been married since 1978 and reside in Westfield, Indiana with their two daughters and five grandchildren.

Colton Wottring is a financial advisor with Edward Jones in Fishers, IN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he was involved in personal training as the owner and head trainer of Wott Movement and Performance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branches.

Michael Marbaugh is a financial advisor with Raymond James Financial in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James Financial Services since 1999 and is also associated with First Financial Bank and Yellow Cardinal Brokerage Services in advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, employing tailored, non-discretionary advice supported by analytical modeling and risk profiling.

Joseph Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, incorporating discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Matthew Turner is the Vice President and Branch Leader at Fidelity Investments. In his current role, he leads a team of advisors to support a broader client base. Prior to becoming Vice President, he served as Assistant Branch Leader from 2020 to 2022 and was the Field Training Director from 2018 to 2020, all within Fidelity Investments. His experience includes leadership and training roles aimed at enhancing advisor effectiveness and client service. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Lou Elliott is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United Parcel Service from 2008 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Evan Kruse is a Financial Consultant with over three years of experience in the financial services industry. He supports clients as they navigate retirement, wealth planning, and important financial decisions by creating clarity and confidence. Throughout his career, Evan has held roles including Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, as well as an internship at Core Investments. Evan is focused on building meaningful relationships by understanding each client's goals and priorities. He collaborates with individuals and families to develop personalized strategies, education, and guidance aimed at empowering confident financial decisions. Outside of his professional work, Evan's personal interests include baseball, golf, family activities, and spending time with pets.

Cresta Clawson is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services and Thrivent Financial. Outside of her advisory role, she owns Cresta Wealth Partners, LLC, which provides ongoing investment advice and insurance services. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services, using firm-provided tools and third-party platforms to construct and manage portfolios across various asset classes.

Dayne Ferguson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2021 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolios constructed using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm is registered as a commodity pool operator and serves multiple registered investment companies, offering both discretionary and non-discretionary advisory services.

Erland Porter is a financial advisor with Thrivent Investment Management in Carmel, IN, holding a Series 66 designation and nine years of industry experience. Prior to joining Thrivent, he worked at Stanley Black & Decker for four years. He serves as Treasurer for New Wineskin Ministries, a church in Indianapolis, where he oversees financial statement preparation and budgeting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on a range of financial topics without portfolio management or implementation. The firm combines goal-based analyses with managed-account programs under consolidated billing, maintaining separate planning and investment services.

Tyler Yoars is a financial advisor at Edward Jones in Carmel, IN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he held various roles in companies including BMO, Door Dash, Uber Eats, and AT&T. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 over 23,000 financial advisors.

Matt Engerer is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Raymond James & Associates since 2013. 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, charitable organizations, and public entities, offering services such as financial planning, investment consulting, and municipal advisory.

Elyse Loeser is a financial advisor at Raymond James & Associates with five years of industry experience. She holds a Series 66 designation and previously worked at RQM+ for five years before joining her current firm in 2021. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Courtney Lockwood is a financial advisor at Charles Schwab with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advice alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Elijah Hedrick is a financial advisor at Cetera with the Series 66 designation and has been in the industry for less than one year. His work experience includes roles at multiple subsidiaries of Cetera as well as Hedrick Wealth Management Group and Pathlock. Cetera Investment Advisers LLC is an SEC-registered firm 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, utilizing a multi-manager platform that incorporates affiliated and third-party managers, with assets under management exceeding $256 billion.