Kristopher Kuehr is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at J.P. Morgan Chase and Charles Schwab & Co., Inc. He is based in Indianapolis, IN. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Bobby Jones is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Charles Schwab since 2019. Prior to joining Schwab, he worked at RPM Franchises - Domino's Pizza and Indiana University Purdue University Indianapolis. Jones is based in Indianapolis, IN, and holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

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 with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2017. Her prior roles include positions at J.P. Morgan Institutional Investments Inc. and Jpmorgan Investment Management Inc. She is a board member of Downtown Indy, Inc., a nonprofit organization focused on the economic success and vitality of downtown Indianapolis. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Carolyn Kuenz is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She previously worked at Charles Schwab & Co., Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ryan Rosenwinkel is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab since 2014. 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 supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Sara Hamilton is a financial advisor at Cetera with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera since 2026. Prior to that, she gained experience at Regions Bank and held various roles including managing Sara Jane Photography. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Steven Frye is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Robert Baird & Co., J.J.B. Hilliard WL Lyons, LLC, and Raymond James & Associates. Frye is also involved with ICAG Insurance Agency, a non-variable insurance business. 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 advisers. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

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 credentials and over 28 years of industry experience. She previously worked at Financial Plans & Strategies, Inc. from 2007 to 2020 before joining LPL Financial. Outside of her advisory role, she is involved with Johnson's Hauling & Excavating in Bargersville, IN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeremiah Rader is a CFP® with six years of industry experience, currently affiliated with LPL Financial. He previously worked at Ameriprise and Securities America, Inc. He also operates Rader Financial Services as a DBA for his LPL business. 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, offering a range of advisory programs, financial planning, and brokerage services.

Hannah Edmonds is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at Johnson & Johnson and Chick-fil-A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Nathanael Allen is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. His prior work includes six years at Dufresne Spencer Group and one year at HHGregg. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Paul Turner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at KETER and Cobham. Outside of his advisory role, he serves as president of Business Improvement Group, Inc., a business consultation firm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, primarily serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure.