Julie Singer is a CFP® and holds a Series 66 designation, with 10 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves on the finance and investment committee of the nonprofit American Cabaret Theatre, Inc. 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Ashley Johnson is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors and Lincoln Financial Distributors. Outside of her advisory role, she assists with bookkeeping and contractor payments for a residential roofing and remodeling business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-supported planning processes and offers a range of programs including wrap accounts and educational seminars.

Kaus Christopher is a CFP®-designated financial advisor with 15 years of industry experience, currently with UBS Financial Services in Indianapolis, IN. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Nicolas Williams is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and has 16 years of industry experience. He has been with MML Investor Services Inc and MassMutual Life Insurance Company since 2010. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and deliver written recommendations.

Edward Puglise is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services for 20 years. Outside of his advisory role, he serves on the Finance Committee of the United Way of DeKalb County and manages his practice through the Stratim Group, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Amy Gillette is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. She has been with Robert W. Baird & Co. since 2000. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary portfolio management, using a mix of in-house and third-party managers across a range of investment strategies.

Christopher Deter is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been affiliated with MML Investor Services, Inc. and MassMutual/West Point Financial Group since 2005. In addition to his advisory role, he works as an insurance broker, focusing on sales and services related to individual life and fixed annuities. MassMutual 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 offers financial planning, asset management, and educational seminars, employing firm-approved software tools to deliver collaborative, goal-based recommendations.

Christopher Blancett is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Enterprise and previously worked at firms including Valic Financial Advisors and Raymond James Financial Services. Outside of advisory work, he is a co-owner of a retail sports card business with his son. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and specialized wrap programs.

Bart Trumpey is a financial advisor at Edward Jones in Indianapolis, IN, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Ayers is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has prior work experience at Edward Jones and Meta. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with a broader range of derivatives and commodities capabilities than many institutional advisory programs.

Abraham Salinas is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 11 years of industry experience. His career includes previous roles at PNC Investments LLC, Fidelity Brokerage Services LLC, JP Morgan Chase, and The Huntington National Bank. 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 entities, using a model-driven investment approach and offering access to third-party asset managers and financial planning services.

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.

Vinya Muso is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He is currently affiliated with Cetera Investment Advisors LLC and has previously worked at Raymond James Financial Services and its affiliates. In addition to his work at Cetera, he is employed as a financial advisor at Gagne Wealth Management in Indianapolis. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management with over $256 billion in assets under management.

Nicole Comerford is a Series 66 licensed financial advisor with 12 years of industry experience. She is currently with Wells Fargo Advisors in Indianapolis, where she has worked since 2026. Prior to this, she held positions at Merrill and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu. The firm offers specialized planning services and integrates advisory services with banking, lending, and trustee products.

Darin Etchison is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the investment committee for Our Lady of Mount Carmel Church, overseeing the management of the parish’s charitable trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jeffry Wambolt is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Carson Wealth, and Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

John Hettiger is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63, 65, and 66 licenses. He has 31 years of industry experience and has been with Mass Mutual and its affiliated companies since 2009. Outside of his advisory role, he serves as a board member for a homeowners association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of investment programs and educational seminars tailored to various client needs.

Garry Autry is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years at Money Concepts Capital Corp. In addition to his advisory work, he is involved with Crawford & Associates, which provides tax preparation and accounting services. 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 and access to model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

John Waite is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a nonprofit board member for Hendricks Regional Health, focusing on strategic planning for a county hospital. LPL Enterprise provides advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and model portfolios developed by LPL and its partners.