Cheryl Stultz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She worked at Edward Jones for nine years before joining Cambridge Investment Research Advisors in 2016. Outside of her advisory role, she has served as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Brenda Ramsey is a financial professional with 21 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has worked with several firms, including First Allied Advisory Services and Artistry Wealth, LLC. Outside of her advisory work, she serves as a director at Tuxedo Park Baptist Church and volunteers with LPGA Amateurs Central Indiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary program 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.

Kevin Cole is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Valic Financial Advisors, Ameriprise, Cetera Investment Services, Raymond James Financial Services, and other firms. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers.

Jeremy Fagan is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Mass Mutual Life Insurance Company and its subsidiary, MML Investors Services, since 1999. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client analysis and firm-approved tools to develop investment strategies and offers a range of planning programs including divorce and estate-settlement planning.

Stanley Crisci is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2013 and also at City National Bank since 2019. Outside of finance, he has passive ownership interests in several restaurants and is involved with nonprofit and community organizations, including serving on the board of a condominium association and a committee for a nonprofit charity focused on teen pregnancy support. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to each client’s risk profile with access to both in-house and third-party investment managers.

Kevin Johns is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked at UBS since 2017 and previously held roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Connor Reitz is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he has experience working in various roles outside the financial industry and completed his education at the University of Dayton. Reitz is also involved in a non-variable insurance agency in Carmel, Indiana. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning and access to third-party asset managers.

Michael Van Asten is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services using a combination of in-house and third-party investment managers.

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.

Joseph Mcintosh is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and National Planning Corporation. In addition to his advisory role, he operates McIntosh CPA LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by research, technology, and a broad platform that includes insurance and banking partnerships.

Brandt Wagley is a financial advisor at UBS Financial Services in Indianapolis, IN, with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2013. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Dustin Pennington is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2007. His wife manages a rental property business in Pendleton, IN. 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 options supported by a large nationwide network of financial advisors and branch offices.

Keith Waterman is a financial advisor with OSAIC Wealth Inc, holding a Series 66 designation and 11 years of industry experience. He has worked at firms including Resource Planning Group, Commonwealth Financial Network, and Cambridge Investment Research. Waterman is also president of Prosperity Planning Group, Inc., his own non-investment-related S Corporation business entity. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization tools, and a range of managed account programs, supported by a complex network of affiliates and private equity ownership.

Kelli Popp is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Raymond James in various capacities since 2009. Outside of her advisory role, she owns a small business called Poppsicles, where she knits hats and scarves and manages sales through a web platform. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

John Reddington is a financial advisor at UBS Financial Services with 43 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages farmland where he grows corn and soybeans under cash rent agreements. 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 integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.

Andre Smith is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Indianapolis, IN. His prior experience includes roles at Charles Schwab and Cetera, as well as entrepreneurial activities as a sole proprietor and involvement with Artistic Strategies. Outside of his advisory work, he is a Parish Council Member at St George Orthodox Christian Church, where he helps set policies and vote on the allocation of church funds. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, and supports advisors with proprietary research and planning tools.

Tania Campbell Cruser is a financial advisor with Edward Jones in Maxwell, IN, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Edward Jones since 2010. Outside her advisory work, she owns Bunny Egg Farms, where she raises and breeds rabbits and chickens, selling show animals to 4H participants and pets. 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, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Jessie Brown is a financial advisor at Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials. Jessie has been with Primerica Advisors since 2025 and has prior experience as a homeschool teacher and involvement with Classical Conversations for several years. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-based portfolio strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

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.