Jeremiah Rader is a CFP®-certified financial advisor with six years of industry experience. He is currently with LPL Financial, having joined in 2023, and previously worked at Ameriprise and Securities America, Inc. He operates Rader Financial Services as a DBA for his LPL business. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Hannah Edmonds is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Johnson & Johnson and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Nathanael Allen is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at the Dufresne Spencer Group for six years and at HHGregg for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a range of advisory services and investment strategies supported by a large network of financial advisors and branch offices across the United States.

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.

Heather Swartzell is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2014, following positions at Charles Schwab and JPMorgan Chase Bank. Outside of her advisory role, she serves on the board of Coburn Place, a transitional housing organization for survivors of intimate partner violence, where she acts as Treasurer and participates on the finance committee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Laura Mc Mahon is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and having 19 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2025. Outside of her advisory role, Mc Mahon operates an art business, Laura's Lovely Creations, where she showcases and sells her artwork and crafts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by proprietary research and planning tools.

Mistianne Figueroa is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America/Merrill Lynch, JPMorgan Chase Bank, N.A., and Fifth Third Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting.

David Humes is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at LPL Financial and previously held positions at Edward Jones and Waddell & Reed. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Perry is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. He is the owner of Beuford Capital Partners LLC, a personal investment company that purchases tax liens, operated with minimal weekly commitment. Prior to his current role, Perry has worked at Morgan Stanley and Oxford Financial Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision authority.

Linda Nolting is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2009 and also serves as an officer and secretary at Advanced Property Management, Inc., a business she has been involved with since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Kelly Delk is a financial advisor at Raymond James & Associates with 25 years of industry experience. She has been with Raymond James & Associates since 2008 and previously worked at Carrington Commons Condo's for 11 years. Delk holds a Series 66 designation. 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, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Ross Henderson is a CFP® with over 32 years of experience in the financial services industry. He has been with Edward D. Jones & Co., L.P. since 1993. Based in Indianapolis, IN, Henderson holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Justin Clapp is a CFP®-credentialed financial advisor at Edward Jones with three years of industry experience. He previously worked at Nationwide Investment Services Corporation, Total Wealth Planning, LLC, Ronald Blue Trust, and Charles Schwab & Co., Inc. He is based in Indianapolis, IN. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jorge Hernandez is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at The Huntington Investment Company, Merrill, Bank of America, JPMorgan Chase Bank, and Charles Schwab. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

James Parvin is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017, including a role at Charles Schwab Bank beginning in 2024. Prior to his career in financial services, he was employed at The GEO Group, Inc. and Applebee’s. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and research through its integrated operational platform.

Sean Stuczynski is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Parkland Securities for 16 years. He is also the owner and president of Campbell Street Wealth Management in Indianapolis and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Tenille Redwine is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, UBS Financial Services, and Assurance IQ. Outside of her advisory work, she coaches volleyball for youth ages 8 to 18. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered investment company adviser and utilizes AI-driven tools in portfolio management.

Laura Taylor is a Series 66 licensed advisor with J.P. Morgan Securities in Indianapolis, IN, and has one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank and Denham Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting with a focus on systematic due diligence and a range of investment strategies.

Ronald Rader is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. In addition to his advisory work, he operates Rader & Rader CPAs, a tax preparation and accounting firm established in 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Sybrand Vermeulen is a financial advisor at Edward Jones in Plainfield, IN, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Modern Woodmen of America, Liberty Mutual, and Endress+Hauser. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.