Heather Swartzell is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and concurrently with JPMorgan Chase Bank, N.A. since 2018. Outside of her advisory role, she serves on the board and as Treasurer of Coburn Place, a transitional housing organization for survivors of intimate partner violence. J.P. Morgan Securities 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 recommendations.

Laura Mc Mahon is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 credential and 18 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2025. Outside of her advisory work, she operates an online business showcasing and selling her artwork. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options tailored to clients who meet certain net-worth thresholds, using proprietary research and tools to develop customized recommendations.

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 previously worked at Bank of America/Merrill Lynch, JPMorgan Chase Bank, and Fifth Third Bank. J.P. Morgan Securities 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 recommendations.

David Humes is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options, utilizing models and research from internal and third-party sources.

Joseph Perry is a financial advisor with J.P. Morgan Securities LLC holding a Series 66 credential and two years of industry experience. He also owns Beuford Capital Partners LLC, a personal investment company focused on purchasing tax liens. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Ryan Buyer is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Charles Schwab since 2015, including two years at Schw Private Client Investment Advisory. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of non-discretionary investment recommendations and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated custody and brokerage services, and a structured approach to alternative investments.

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 with Cambridge Investment Research Advisors and holds Series 66 and Series 63 licenses. He has 26 years of industry experience, including 16 years at Parkland Securities and ownership of Campbell Street Wealth Management, where he offers financial services. He is also an independent insurance agent with various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management strategies and platform arrangements.

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 financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2025, following prior roles at JPMORGAN Chase Bank and other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Ronald Rader is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America Advisors and National Planning Corporation. In addition to his advisory work, he operates Rader & Rader CPAs, a tax preparation and accounting business he founded in 1994. 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 various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Sybrand Vermeulen is a financial advisor at Edward Jones with five years of industry experience. His career includes roles at Modern Woodmen of America, Liberty Mutual, and Endress+Hauser. Vermeulen holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm 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.

Nicholas Yeend is a financial advisor with J.P. Morgan Securities in Indianapolis, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, Brammer & Yeend CPAs, Horizon Planning Group, and Guardian Life Insurance Company. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Vitou II is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Mitchell Anderson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. He has worked at Thrivent and its related entities since 2020 and previously held positions at Ball State University, Center Grove High School, and Vincennes University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brandon Knop is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at multiple firms including Promise Advisory Group and BKD, LLP. Outside of his advisory role, he is an independent contractor for DoorDash and owns Door2Door Financial, LLC, a financial services business. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Keshaun Stewart is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Mr. Plumber and Wyndham Destinations. Outside of his advisory role, Stewart is involved in property management as a landlord. 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 discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and operational support.