Richard Graham is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank, N.A. since 2008. 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. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management services, delivering recommendations on a non-discretionary basis.

Jason Van Skike is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of his advisory role, he has a minimal involvement in rental real estate investment. 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 and consulting with a range of portfolio management styles and affiliated research.

Samantha Melching is a financial advisor with LPL Financial and holds the Series 66 designation. She has eight years of industry experience, including prior roles at NewEdge Advisors, Sanctuary Wealth, and OneMain Financial. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Steven Wallen is a financial advisor with Thrivent Investment Management in Carmel, Indiana. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he served as a guest speaker at Genesis Church, a non-denominational Christian church, where he prepared and delivered biblical sermons. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional accounts.

James Hartman II is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at LPL Financial since 2008, following prior roles at New England Securities and Osaic FA, Inc. Outside of his advisory work, he is involved in tax preparation and accounting through RHF Financial, Inc. 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.

Matt Arthur is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting. 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 authority.

Michael Niles is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior experience includes running Mike Niles Consulting LLC and working at Crown Capital Securities, LP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning and various asset management solutions delivered through a large network of investment adviser representatives utilizing a range of portfolio strategies.

Andrew Kemp is a financial advisor with Edward Jones in Carmel, IN, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with around $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient investing and proxy voting under a fiduciary standard.

Robert Dunlap is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2003. Dunlap also teaches a course titled Retirement Planning Today through Dunlap Wealth Management. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tina Effinger is a financial advisor with Charles Schwab & Co., Inc. based in Westfield, Indiana. She holds Series 63 and Series 66 licenses and has 10 years of industry experience, all with Charles Schwab. 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 services with access to affiliated discretionary SMA portfolios and offers a centralized platform supporting a large client base.

James Klasa is a CFP®-certified financial advisor with 31 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior experience at PNC Investments. He also serves as a Wealth Management Regional Manager at Yellow Cardinal Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and supports a broad network of advisors with programs that incorporate advanced analytical tools and municipal advisory services.

Zach Couch is a financial advisor at Equitable Advisors with 15 years of industry experience and holds a Series 66 designation. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Justin Burge is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2005. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis.

Michelle Johnson is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans aimed at providing clarity and supporting informed decision-making. She emphasizes maintaining alignment between clients' plans and their goals while navigating life changes, utilizing tools and research available through Fidelity. Michelle has been with Fidelity Investments since 2020. Prior to that, she gained experience at J.P. Morgan Asset Management, holding roles including Internal Client Advisor from 2017 to 2020, Financial Advisor Services from 2016 to 2017, and Client Solutions Specialist from 2014 to 2016.

BJ Scott is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2004. In his current role, he partners with clients to help them work toward their financial goals. His approach involves creating customized, comprehensive plans that address retirement, tax-efficient investing strategies, estate planning considerations, and cash flow management. BJ has over 20 years of experience in the financial services industry, with a career that includes positions as Financial Representative, Investment Representative, Senior Investment Representative, and Financial Consultant at Fidelity Investments. He focuses on assisting clients in maintaining and growing their wealth by leveraging Fidelity's investment resources and cost-effective strategies.

Anthony Chapman is a financial advisor with Edward Jones in Winamac, IN. He holds the CFP® designation and Series 66 license, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety 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.

Blake Montarsi is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. Prior to joining Stifel, he worked at Ameriprise and operated a business called Fry Pie Factory LLC. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Michael Mcdonald is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2009, following prior roles at Merrill and Piper Sandler & Co. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory support with a broad array of non-advisory financial products.

Evan Werckenthien is a CFP® professional with 14 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. Prior to this, he worked with National Planning Corporation from 2013 to 2015. He also operates an independent insurance agency representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and provides a range of account platforms and proprietary model strategies.

Mark Schlafer is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Fortis Investors, Inc. since 1992 and has been affiliated with Indiana University since 1987. In addition to his advisory roles, Schlafer is involved in selling traditional insurance through Schwlafer Wealth Management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.