Steven Young is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with UBS since 2014. Outside of advisory work, he is an author of several positive mindset and self-help books, including titles focused on business success and overcoming imposter syndrome, with his works available on Amazon and Facebook. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Steven Brown is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 credentials and 13 years of industry experience. His work history includes roles at MassMutual Life Insurance Co, Wells Fargo Clearing, Sanctuary Securities, and Charles Schwab & Co., Inc. 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 ongoing financial planning using firm-approved tools and offers asset management, wrap programs, and educational seminars.

Clifford Allen is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 1983. Outside of his advisory role, he serves on the board of directors for the YMCA of Greater Indianapolis, overseeing the operations of local YMCA branches. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of advisors who tailor plans using proprietary research and model-based asset allocations.

Frances Flood is a CFP®, CFA®, and Series 66-licensed financial advisor with 12 years of experience at UBS Financial Services Inc. based in Indianapolis, IN. She has worked exclusively with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Brian Miller is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked with Cetera since 2019 and previously with Foresters Financial and Foresters Advisory Services. Outside of his advisory work, he serves on the board of the Perry Township Education Foundation and is involved with the Indy Premier Soccer Club as a board member and parent liaison. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and advisory services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Scott Eckart is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance since 2005 and has maintained a solo strategic planning business since 2002. Eckart also hosts the podcast Velocity Coaching, which shares stories of business owners and entrepreneurs overcoming obstacles. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, educational seminars, and specialized event-driven planning services.

David Bartz is a financial advisor with RBC Capital Markets in Indianapolis, IN. He holds the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. His prior experience includes 13 years at UBS Financial Services Inc. Outside of advising, he co-owns and manages a rental property with his wife. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers.

Karin Veatch is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase for 13 years before joining UBS in 2021. She serves on the board of directors and the audit committee of Metropolitan Indianapolis Public Media, a nonprofit organization focused on public media. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Thomas Grimsey is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Huntington National Bank, Chase Bank, and Carrington Mortgage Services. Outside of his advisory work, he is the owner of a cleaning business called Heidi’s Clean & Tidy and also serves as a notary. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and a wrap program, while also facilitating insurance sales through affiliated entities.

Kevin Lambert is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 credentials and 25 years of industry experience. He has been with Primerica Advisors since 2010 and has a longer tenure with Primerica Financial Services dating back to 1997. Prior to his financial services career, he worked at PraXair Surface Technologies for 25 years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-driven investment strategies supported by third-party asset managers.

Jay Barclay is a Certified Financial Planner® with 27 years of industry experience. He is currently with Osaic Wealth, having joined in 2024, and previously worked at Securities America Advisors and other financial services firms. Outside of advising, he serves on the board of the Brendonwood Historic District Foundation and is also involved in photography, creating and selling photo books and photos online. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, allowing advisors to implement customized strategies using various managed account options and third-party managers.

Thomas Castelli is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes four years at Prudential Equity Group, LLC. He has been with Wells Fargo Clearing since 2016. 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 over 14,000 financial advisors.

Jason Wenzel is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera in Indianapolis, IN. His prior roles include positions at J.P. Morgan Securities, Schwab Private Client Investment Advisory, and Charles Schwab. He is involved in multiple financial services businesses operating under DBAs such as Artistic Strategies and Brunette & Associates. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to affiliated and third-party managers across various program structures.

Andre Orselli is a Series 66-licensed financial advisor with LPL Enterprise in Indianapolis, IN, and has two years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Raymond James. Outside of his financial advisory work, he coaches high school baseball at Decatur Central High School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party asset managers, and affiliated insurance and trust custody offerings.

Carl Gutwein is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has been with MML Investors Services, LLC since 2022 and previously worked at MassMutual Life Insurance Company starting in 2026. Prior to his advisory career, he was a full-time student from 2010 to 2025. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical software and programs.

Samuel Rincker is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MML Investors Services, Inc. since 1983. The firm serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars. Its advisory approach includes collaborative annual planning engagements utilizing firm-approved analytical tools and offers specialized services such as divorce planning and employer-sponsored programs.

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.

Jaden Ziegler is a financial advisor at RBC Capital Markets with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining RBC, he worked at Charles Schwab & Co., Inc., ManpowerGroup, Lewis Bakeries Inc., and Noodles & Company. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Mark Schlafer is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortis Investors, Inc. since 1992. Schlafer is also affiliated with Schafer Wealth Management, where he engages in the marketing of traditional insurance and financial advisory services. Osaic Wealth serves a diverse range of clients including retail investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, offering both brokerage and advisory services through a multi-advisor platform.

George Kempf is a CFP® with 33 years of industry experience, currently affiliated with RBC Capital Markets in Indianapolis, IN. He has previously worked at UBS Financial Services Inc. and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a blend of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.