Joel Rietveld is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018 and was previously affiliated with Northwestern Mutual Wealth Management Company and related entities from 2016 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while keeping them separate.

Raymond Mark is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2015. He also owns and operates several businesses, including an accounting firm providing tax, payroll, and bookkeeping services, and a consulting practice focused on accounting and management administration. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment implementation options through multiple platforms and employs both proprietary and unaffiliated model strategies tailored to client objectives.

Brian Elliott is an Investment Consultant currently working at Fidelity Investments since 2025. He previously served as an Investment Officer at The National Bank of Indianapolis from 2024 to 2025 and worked as a Financial Advisor at Morgan Stanley from 2020 to 2023. Brian engages closely with clients to understand their financial goals and develop strategies that align with their priorities. He emphasizes partnership in financial planning, providing ongoing guidance to help clients make informed decisions. Outside of his professional work, Brian's interests include family activities, fitness, gardening, golf, outdoor adventures, and traveling.

Brielle Forler is a financial advisor at Fidelity with two years of industry experience. She holds the Series 66 designation and has previous work experience at Democracy Federal Credit Union and several other financial institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies supported by oversight controls and the use of advanced technologies such as AI and machine learning.

Neal Young is a financial advisor with Edward Jones in Tipton, IN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has a background in academia, having worked at Ohio Northern University, Covenant College, and Goshen College. Outside of his advisory role, Neal coaches 6th grade basketball for the Hamilton Heights School Corporation. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Noah Marley is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity, his work history includes positions at General Motors, DoorDash, and Kokomo School Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves in advisory roles for multiple registered funds.

Deshawn Price is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients and their families to develop personalized financial strategies that align with their goals and aspirations. Prior to his current position, Deshawn served as a Workplace Planning Consultant at Fidelity Investments in 2025 and as a High Net Worth II advisor at the same firm from 2020 to 2025. His experience reflects a focus on tailored financial planning and wealth management. Outside of his professional work, Deshawn enjoys bowling, fitness, football, movies, and spending time with his pets.

Patrick Moor is a financial advisor with Primerica Advisors in Noblesville, IN, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 22 years of industry experience and has been with Primerica Advisors since 2003. Outside of his advisory role, he operates an online business selling items through eBay on a part-time basis. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jennifer Taylor is a Series 66 licensed financial advisor with Edward Jones in Noblesville, IN. She has 11 years of experience with Edward Jones and a total of 8 years in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Gregory Lohman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2016. He is based in Sheridan, IN. Outside of his advisory role, Lohman is a trustee of the Lohman Family Iona Land Trust, a property holding trust in Florida. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while incorporating tax-aware strategies and risk management techniques.

Steve Jones is a CFP® professional with 23 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services and Financial Management Resources Inc. In addition to his advisory work, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Mistie Trame is a financial advisor with Charles Schwab in Westfield, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at Charles Schwab since 2012 and is also involved in real estate and property management. 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 and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Gabriel Fernandez Freitez is a financial advisor at Fidelity with a Series 66 designation and experience beginning in 2023. His prior roles include positions at JP Morgan Chase and BMO Bank, as well as running Freitez Spark Clean from 2020 to 2023. He is based in Carmel, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm serves both retail and institutional investors and holds distinctive credentials such as CFTC registration and advisory roles for multiple registered investment companies.

Andy Kelley is a Financial Consultant currently working at Fidelity Investments since 2024. He has accumulated extensive experience in financial services through previous roles including Investment Executive at Fifth Third Securities from 2020 to 2024, and Financial Advisor at Edward Jones Investments from 2016 to 2020. Over the past nine years, Andy has worked with many clients in various situations, focusing on understanding financial planning and individual client needs. His approach involves partnering with clients to create, implement, and monitor financial plans aimed at helping them achieve their definitions of financial wellbeing and success. Outside of his professional work, Andy has personal interests in cars, family activities, golf, parenthood, and traveling.

Seth Gorman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he is involved in RV transportation in Fort Wayne, Indiana, committing significant time to this activity alongside his advisory work. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and supports clients primarily through a large network of financial advisors.

Edward Wetzel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously with Lincoln Financial Securities from 2012 to 2020. He also maintains involvement with his own CPA firms, including Wagner & Wetzel CPA Group LLC and Wetzel CPA Group, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Drew Wagner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously at Lincoln Financial Securities. In addition to his advisory role, Drew owns Wagner CPA Group LLC, providing accounting and tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Scott Reed is a Series 66-licensed financial advisor with Edward Jones in Elwood, Indiana, where he has worked since 2015. He has 13 years of industry experience. Outside of his advisory role, he is involved in managing rental property in Anderson, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Odle is a CFP® professional affiliated with Cetera who has 22 years of industry experience. He has held various roles across multiple firms including Avantax and MSW Wealth Advisors. Odle is also the owner of JLK Financial, LLC, which provides comprehensive financial planning, and JLK Tax, LLC, offering tax preparation and planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Hunter De Haven is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Regions Bank prior to joining J.P. Morgan. His background also includes roles outside finance, such as positions at the US Census Bureau and in various customer service and operations roles. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.