Bruce Blumberg is a financial advisor with LPL Financial in Carmel, Indiana, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing for six years. In addition to his advisory work, he serves as a court-appointed freeholder for Hamilton County Circuit Court. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, asset management, and institutional platform solutions.

Lee Ann Cannon is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and previously worked at PwC from 2014 to 2017 before joining Edward Jones. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Adam Trent is a CFP® and ChFC® with 19 years of industry experience. He is currently with Cetera and has previously worked at Charles Schwab & Co. Inc. and Northwestern Mutual Investment Services LLC. In addition to his advisory role, he volunteers as a basketball coach for the Carmel Dads' Club. Cetera operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, with over $256 billion in assets under management and more than 10,000 advisors.

Matthew Frechette is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2009. Based in Carmel, IN, he has spent the majority of his career at this firm. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dale Strabala is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James & Associates since 2004 and also has a longstanding role at Westin Hotel since 1990. He holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options.

Ronald Harrington is a financial advisor at Cetera with 45 years of industry experience. He holds the ChFC® and Series 63 designations and has operated his own financial services business, Harrington Financial Group, since 2012. Harrington also works as an insurance agent offering fixed life, health, and disability products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

David Kalavsky is a financial advisor with Edward Jones in Carmel, IN, holding Series 63 and Series 66 designations and 13 years of industry experience. Prior to joining Edward Jones in 2026, he spent ten years at FBL Marketing Services and Indiana Farm Bureau Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Nicholas Baker is a financial advisor with Charles Schwab holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab Bank, SSB since 2018 and Charles Schwab & Co., Inc. since 2016. 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, using multi-asset model portfolios and centralized operational infrastructure.

Mary Z. Townsend is a financial advisor with UBS Financial Services in Fishers, IN, holding Series 63 and Series 65 credentials and totaling 34 years of industry experience. She has been with UBS since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and research resources.

David Beaver is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Raymond James & Associates, Inc. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Brian Couzens is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at firms including Avantax Investment Services, Archer Investment Corporation, and Chase Investment Services Corp. He is based in Carmel, Indiana. 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 broad range of advisory services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives.

David Jason Smith is a financial advisor with Osaic Wealth Inc., holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Blackridge Asset Management, LPL Financial, and Woodbury Financial Services. Outside of his advisory work, Smith is Vice President and owner of Princeton Medical Solutions, an LLC focused on operational maintenance, and he also supports insurance sales and service through an assistant role at Dickerson Wealth Advisors. Osaic Wealth Inc. 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 employing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers across various investment vehicles.

Melanie Collier is a financial advisor with Charles Schwab, holding a Series 66 credential and eight years of industry experience. She has worked at Charles Schwab since 2017 and previously was involved with Porterfield Family Partners and Medicraft, Inc. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management supported by integrated brokerage, custody, and advisory services.

Craig Smaagaard is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. 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 planning and allows clients to combine planning with managed-account programs while keeping these services separate.

Annie Kruzel is a financial advisor with Ameriprise in Carmel, IN, holding CFP®, Series 63, and Series 66 designations and 18 years of industry experience. She previously worked at The Huntington Investment Company for 16 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice that integrates tax-aware withdrawal strategies and Social Security claiming options.

Bailey Walker is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, Bailey worked briefly at Charles Schwab and has held roles outside of finance including positions at Holiday Inn Express and Sycamore Drive In. Bailey also attended Purdue University from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nichole Green is a Series 66-credentialed financial advisor at Fidelity with 12 years of industry experience. She has worked at multiple Fidelity entities since 2017 and previously at Signator Investors, Inc. from 2012 to 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a diverse investable universe.

Rafael Cordaro is a financial advisor with LPL Financial in Carmel, IN. He holds Series 63 and Series 65 designations and has 21 years of industry experience, including 18 years with LPL Financial. Outside of his advisory role, he is also an independent insurance agent. 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 a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research tools and a broad non-advisory financial services platform.

Keith Waterman is a financial advisor with OSAIC Wealth Inc, holding a Series 66 designation and with 11 years of industry experience. His prior roles include positions at Resource Planning Group, Commonwealth Financial Network, and Cambridge Investment Research Advisors. He is also president of Prosperity Planning Group, Inc., a business entity he owns. OSAIC Wealth Inc serves a wide range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment platforms, utilizing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Ashley Hennen is a financial advisor at Charles Schwab in Carmel, IN, with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2020 and 2023, respectively. Prior to her financial career, she was involved with the Greensburg Animal Shelter for five years. 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 model portfolios and offers integrated custody, brokerage, and cash-sweep services.