Craig Smaagaard is a financial advisor with Thrivent Investment Management in Carmel, Indiana, holding a Series 66 designation and 25 years of industry experience. He 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 its network of financial advisors, focusing on holistic, goal-based analyses and comprehensive written recommendations across various planning topics. The firm offers planning and managed-account programs under a consolidated billing arrangement, maintaining these services separately and conducting periodic reviews without discretionary trading authority for planning clients.

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 financial advisor at Fidelity with 12 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments and its affiliated entities since 2017, as well as previously at Signator Investors, Inc. from 2012 to 2016. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Rafael Cordaro is a financial advisor with LPL Financial in Carmel, IN, holding Series 63 and Series 65 licenses and offering 21 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he serves as an independent non-variable insurance agent. 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 advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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 with Charles Schwab in Carmel, IN, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Charles Schwab since 2020 and Charles Schwab Bank since 2023. Prior to her career in finance, she was involved with the Greensburg Animal Shelter from 2015 to 2020. 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 blend of non-discretionary and discretionary investment advisory options supported by a large-scale, integrated operational platform.

Brady Hall is a financial advisor with Charles Schwab, holding a Series 66 license and bringing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Securities America Advisors, as well as a brief involvement with Parking Ventures LLC. He is based in Carmel, Indiana. 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 guidance via multi-asset model portfolios and maintains a large client base supported by a scale-driven, integrated operational structure.

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 MassMutual Investors Services in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes roles at Cuna Brokerage Services and LPL Financial. He is a partner at Earnest Consulting Group, where he presents Credit Union owned life insurance as an investment option for employee benefits. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning and a range of investment and planning services.

Shannon Sanders is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL, Shannon held positions at BMO Investment Services, BMO Harris Bank, Great Lakes Credit Union, NCUSD 203, and Gap, Inc. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

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.