Mark Simmel is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has been with Charles Schwab since 2012 and with Charles Schwab Bank since 2015, both based in Indianapolis, IN. 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 client relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by dedicated research and alternative investment due diligence.

Cameron Isaacs is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he held roles at Black Rock Coffee and Cigna Healthcare, among others, and has experience in both corporate and church environments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts and a range of integrated brokerage, custody, and advisory services.

David Ramos is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked with several firms including J.P. Morgan Securities, JPMorgan Chase Bank, and The Huntington National Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caroline Condra is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

James Cavitt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2018 and with J.P. Morgan Securities LLC since 2015. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Paul Cox is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Securities, Fifth Third Bank, Strategic Advisers Inc., and Fidelity Brokerage Services, Inc. since 1993. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment approaches, utilizing multi-asset model portfolios and a formal alternative investment process.

Robert Parke is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Edward Mccoy is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2018. His prior work includes roles at Ball State University and Fasttimes Indoor Karting. 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory models and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Chad Stevens is a financial advisor with Edward Jones in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and worked previously at Comcast Spotlight for 20 years. 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, offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Ryan Valentine is a financial advisor with Charles Schwab and holds Series 66, Series 63, and Series 65 licenses. He has 20 years of industry experience, including prior roles at Charles Schwab Bank SSB and Ey. Outside of his advisory work, he assists with a family-owned dog boarding and daycare business, Puppy Pitstop. Charles Schwab 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 in-house research and alternative investment due diligence.

Samantha Harris is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Her background includes roles in pharmaceuticals and retail, as well as part-time work related to investment and home service product sales affiliated with Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-driven investment strategies supported by third-party asset managers and custodians.

Jessica Swonder is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Cetera Investment Services LLC, Regions Bank, and multiple positions within JPMorgan Chase Bank and J.P. Morgan Securities. 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.

Austin Stark is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at Stark Capital Solutions, Impact Networking, Mad Paddle Brewery, and Hanover College. Charles Schwab serves 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large client base through a centralized operational structure.

Jessica Quigley is a financial advisor with Edward Jones in Danville, IN, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2015 and previously worked for Danville Community School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers various advisory programs and investment strategies under a fiduciary standard.

Steven Cygan is a CFP® professional with four years of industry experience, currently advising clients at Charles Schwab in Indianapolis, IN. His prior experience includes roles at Charles Schwab Bank, VIPKid, and BMO Harris Bank. 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 SMAs and offers a centralized structure integrating brokerage, custody, and advisory services.

Kenneth Datro is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and several other firms. Kenneth is based in Indianapolis, IN. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

William Cummins is a CFP® professional with 41 years of experience in the financial services industry, working at LPL Financial since 1995. He also has a longstanding relationship with Bankers Life Insurance Society dating back to 1988. Cummins serves as an independent insurance agent and managing director at several related businesses, including Cash Balance Advisors and Redwood Tax Specialist. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by extensive research and technology solutions.

Joshua Hudson is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has worked at Charles Schwab since 2016 and previously spent a year at The Capital Group / American Funds. 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 blend of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a large, integrated operational structure.

John Reuter III is a financial advisor with Raymond James & Associates in Indianapolis, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Justin Brown is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at PFS Investments Inc. since 2012 and has been associated with Primerica Financial Services since 2001. In addition to his advisory work, Brown has served with the Lafayette Fire Department since 2010. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan management.