Lasitaporn Caudill is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. She previously worked for The National Bank of Indianapolis for three years before joining Charles Schwab & Co., Inc., where she has been employed since 2019. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Brandon Phelps is a financial advisor at Charles Schwab & Co., Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2011. 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 combines non-discretionary client relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investments.

Jason Thompson is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Charles Schwab since 2017 and is also affiliated with Uber 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Craig Reed is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory role, Reed serves as Vice President and Chair of the Board at Greenwood Christian Academy, where he is also a member of the finance and investment committees. 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, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Kristopher Kuehr is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Charles Schwab & Co., J.P. Morgan Chase, Tiffany and Co., and H.H. Gregg. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator.

Bobby Jones is a CFP® professional with seven years of industry experience, currently serving at Charles Schwab in Indianapolis, IN since 2019. His prior roles include positions at RPM Franchises - Domino's Pizza, Indiana University Purdue University Indianapolis, and Indiana Hydraulic Equipment Co. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Robert Peters II is a CFP® professional with eight years of industry experience, currently affiliated with Charles Schwab in Indianapolis, IN. He has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2019. Outside of his financial advisory role, Peters coaches youth basketball several times a week at The National Basketball Academy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program and affiliated services, offering a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment options.

Joshua Pickard is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2019, he worked in the retail and automotive sectors, including roles at Potbelly's, Economy Plumbing Supply, and Andy Mohr Buick GMC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational capabilities.

Jason Zoch is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also owns Fidus Wealth Management LLC, an independent wealth management practice based in Indianapolis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning services including business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing the manner of implementation.

Rajan Desai is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab since 2005. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Suzana Kovatch is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 17 years of experience in the financial industry. She has worked at J.P. Morgan Securities since 2017 and previously held roles within JPMorgan Chase Bank, J.P. Morgan Institutional Investments Inc., and J.P. Morgan Investment Management Inc. Kovatch serves on the board of Downtown Indy, Inc., a nonprofit organization focused on downtown Indianapolis's economic development and community vitality. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research supported by a centralized due diligence team and may incorporate ESG criteria in its recommendations.

Carolyn Kuenz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes four years at Charles Schwab & Co., Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research, with capabilities that include ESG considerations and broader derivatives and commodities services.

Ryan Rosenwinkel is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 designations and 14 years of industry experience. He has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Sara Hamilton is a financial advisor at Cetera with four years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Cetera, she worked at Regions Bank and has experience in various roles including as a photographer with Sara Jane Photography. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Steven Frye is a Series 66-licensed financial advisor with 23 years of experience. He is currently with LPL Financial and has previously worked at Robert Baird & Co., J.J.B. Hilliard WL Lyons, Raymond James & Associates, City Securities Corporation, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Robinson is a financial advisor with Fisher Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at World Equity Group, Inc., The Leaders Group, Inc., Wealthvest Marketing, Inc., Trade Risk Guaranty, and Viralhog. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware and risk-management strategies.

Tyler Zimmerly is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm uses third-party asset managers and emphasizes a percentage-based, tiered wrap fee structure.

Joe Mercer is a financial advisor at Morgan Stanley in Indianapolis, IN, holding a Series 66 designation with 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory process.

Ryan Thomas is a Certified Financial Planner® (CFP®) with Edward Jones in Indianapolis, IN, where he has worked since 2008. He has 17 years of industry experience and holds the Series 66 designation. 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 under management and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Angela Sodrel is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 28 years of industry experience. She previously worked at Financial Plans & Strategies, Inc. for 13 years and has been with LPL Financial since 2020. Outside of her advisory role, she is involved with Johnson's Hauling & Excavating in Bargersville, IN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and banks. The firm offers a range of financial planning and investment management services through a large network of investment adviser representatives, employing both proprietary and third-party strategies.