John Geshay is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Carmel, Indiana. He holds Series 63 and Series 65 licenses and has six years of industry experience. His work history includes positions at FIFTH THIRD SECURITIES since 2019, Fifth Third Bank since 2018, Morgan Stanley in 2017, and Hope College from 2016 to 2018. Outside of his advisory role, he is involved in managing rental properties in Indianapolis. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, allowing clients to select strategies based on their risk profiles, and operates as a subsidiary of Fifth Third Bank with comprehensive advisory and broker-dealer activities.

William Kult is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions with Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, he serves as an assistant soccer coach at Heritage Christian. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anna Mc Cahill is a Series 66 licensed financial advisor with Merrill, based in Zionsville, IN. She has two years of industry experience and has worked with Merrill since 2021. Prior to her current role, she was affiliated with Indiana University and has experience related to community activities including involvement with the Franklin Family Aquatic Center and Franklin Community High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal and third-party managers.

Richard Greco is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Old National Bank and LPL Financial since 2011. Outside of financial advising, Greco is a performing musician and member of a six-piece band. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Matthew Zacarias is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and was previously with Charles Schwab from 2015 to 2018. 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 through a team of Wealth Advisors. The firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

Stuart Spencer is a financial advisor with Edward Jones in Zionsville, IN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Velde Cadillac Buick GMC from 2014 to 2017. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Miller is a financial advisor with J.P. Morgan Securities in Indianapolis, holding a Series 66 designation and nine years of industry experience. His background includes roles at Merrill and Bank of America, and he has also worked at Noblesville High School. 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 to support investment recommendations.

Timothy Harris is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following an eight-year tenure at City Securities Corporation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Bradley Butler is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Merrill and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Brandon Dean is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and seven years of industry experience. His prior roles include nine years with Bank of America/Merrill Lynch and a position as a general partner at Simple Shipping Solutions LLC, a box truck delivery business where he acts as a passive investor. 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.

Matthew Trefethen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and affiliated with Cambridge Investment Research, Inc. since 2011. Outside of advising, he is active as a cellist in a local orchestra. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm provides multiple investment platforms and proprietary models, with options for discretionary and non-discretionary management tailored to client objectives.

Matthew Conaway is a financial advisor at Stifel with Series 63 and Series 65 designations and three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and William Yancey. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Kenneth Nocton is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations and 11 years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Chase Bank N.A. and JPMorgan Securities LLC from 2013 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, managed solutions, and affiliated mutual funds, operating under a fiduciary standard with a widespread network of financial advisors and branch offices.

Rick Dodson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at J.P. Morgan Securities and JP Morgan Chase. Outside of his financial career, he occasionally referees youth soccer games. 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 and investment strategies, including managed solutions and separately managed accounts, supported by a nationwide network of over 23,000 financial advisors.

John Rawlings Jr. is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at WEVV and WLIO. Outside of finance, he freelances as a photographer producing highlights for WISH TV. 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 and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Duane Haley is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera and its affiliates since 2025, following nine years at Cambridge Investment Research Advisors and ongoing management of his own wealth advisory business, Cornerstone Financial Advisory DJH LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, supported by over 10,000 advisors and managing assets exceeding $256 billion.

Beth Helm is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 1996 and holds a Series 66 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Ball is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. He previously worked at Raymond James Financial and Bsh Financial and is also involved with LGL Investment Partners, LLC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Postell is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Fidelity Brokerage Services, JP Morgan Securities, and TD Ameritrade. He is also involved with Centra Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 investment adviser representatives.

Brockton Yoder is a CFP®-credentialed financial advisor with three years of industry experience, currently with Ameriprise in Zionsville, IN. His prior experience includes roles at LPL Financial, State Bank of Lizton, and Capital Group - American Funds Distributors, Inc. He is also engaged in outside employment managing client investments for State Bank of Lizton. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.