Brady Hall is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 credential and has worked at firms including JPMorgan Chase Bank and Securities America Advisors. He was also involved with Parking Ventures LLC from 2021 to 2022. 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 mix of non-discretionary and discretionary investment management, combining centralized custody and brokerage services with access to multi-asset model portfolios and alternative investments.

Patrick O’Donovan is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Raymond James since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while providing services supported by a broad network of research and portfolio management options.

Michael Bremer is a financial advisor with Mass Mutual Investors Services in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes a 20-year tenure at Cuna Brokerage Services and Cuna Mutual Group, followed by a year at LPL Financial. He is also a partner at Earnest Consulting Group, where he presents credit union-owned life insurance as an investment option for employee benefits. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that emphasize goal analysis and investment strategy recommendations.

Shannon Sanders is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, Sanders worked at BMO Investment Services, BMO Harris Bank, Great Lakes Credit Union, and NCUSD 203, with earlier experience at Gap, 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor resources and technology tools.

Joshua Weaver is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as a deacon and finance committee member at Pennington Park Church, where he oversees benevolence policies and assists with financial decision-making. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, offering integrated brokerage, investment advisory, financial planning, and managed account services. The firm employs various asset-allocation tools and third-party solutions to construct diversified portfolios and support client needs.

Rockford Stites is the sole advisor at Rockford Group Investment Advisor in Carmel, IN, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has held various roles at Primerica Advisors and Primerica Financial Services from 2012 to 2022 and operates Rockford Group LLC and Rockford Group Insurance, LLC. Stites is also an owner and insurance agent at Rockford Group Insurance, LLC, dedicating approximately 10% of his time to fixed insurance sales. Rockford Group Investment Advisor is an independent firm led by Stites.