Nicholas Yeend is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Guardian Life Insurance Company, Horizon Planning Group, and several firms in the Indianapolis area. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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 in Greenwood, IN, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked with firms including BKD, LLP and OneAmerica Securities. Outside of financial advising, he works as an independent contractor for DoorDash. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through multiple program platforms and third-party managers.

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.

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 with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 registrations and with two years of industry experience. Prior to joining Charles Schwab, Isaacs held positions in various businesses including Black Rock Coffee and several local enterprises such as Journey Church and Enroute Coffee and Tea. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, ongoing investment advice, and centralized operational structures.

Caroline Condra is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., PSP Capital, and Inherent Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

James Cavitt is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2015, totaling 11 years of industry experience. He is based in Plainfield, IN, and his work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

Patrick Schubach is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 66, Series 63, and Series 65 designations and bringing 18 years of industry experience. His prior experience includes roles at Huntington National Bank and The Huntington Investment Company from 2007 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice. The firm's approach combines proprietary research, third-party data, and algorithmic tools to support tax-aware withdrawal strategies and dependable income planning.

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 8 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2018, he worked at Ball State University and Fasttimes Indoor Karting. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

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 who holds Series 66, 63, and 65 licenses and has 20 years of industry experience. His prior experience includes roles at Charles Schwab and Co., Inc., 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 & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and comprehensive advisory services.

Samantha Harris is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior work includes roles at Primerica Financial Services and positions in the pharmaceutical and retail sectors. In addition to her advisory duties, she receives compensation for referring home security and automation services through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Jessica Swonder is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has held various roles at J.P. Morgan Securities, JPMorgan Chase Bank, Cetera Investment Services, Regions Bank, and Randstad Technologies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary approach.

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 financial advisor with Charles Schwab in Indianapolis, holding a CFP® designation along with Series 63 and Series 66 licenses. He has five years of industry experience, including prior 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 discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.