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 with LPL Financial in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and advanced technologies to support diverse investment strategies.

Evan Werckenthien is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2015. He also operates an independent insurance agency in Carmel, IN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations, through financial planning, investment management, and retirement advisory services delivered by a network of independent Financial Professionals.

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.

Bruce Blumberg is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors LLC from 2009 to 2016. He serves as a court-appointed freeholder for the Circuit Court of Hamilton County, Indiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

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.

Jason Brenneman is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2023. Prior to this, he was employed with American Funds and Capital Group, and he operated a business, Boombozz Taphouse, for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Christopher Duchemin is a financial advisor with Charles Schwab & Co., Inc. in Carmel, IN, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Charles Schwab since 2016. 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 offers a combination of non-discretionary and discretionary investment solutions with centralized custody and operational support.

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.

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 66 and Series 63 licenses. His prior experience includes roles at Hornor, Townsend & Kent, LLC, Avantax Investment Services, INC, Avantax Advisory Services, and Archer Investment Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

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.