Daniel Chillemi is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years and has been with RBC Capital Markets and City National Bank since 2022. Outside of his advisory work, he serves on the board of Dayspring Center, a homeless shelter for families, and chairs the finance committee at Holy Family Episcopal Church. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers to provide tailored strategies and offers a broad range of investment solutions.

Robert Cwik is a CFP®-certified financial advisor with Charles Schwab in Indianapolis, IN, where he has worked since 1993, accumulating 39 years of industry experience. He holds Series 63 and Series 66 designations. 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 provides multi-asset model portfolios supported by centralized custody and operational infrastructure.

Fitzgerald Charlier is a CFP® with 27 years of industry experience. He is currently a financial advisor at Cambridge Investment Research Advisors, where he has worked since 2018. Prior to that, he was with Signator Investors, Inc. from 2016 to 2018. He is also a member of the Faith and Finance Committee at Christ the Savior Lutheran Church in Fishers, IN. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through various custody platforms and proprietary and third-party strategies delivered by a large network of independent financial professionals.

Bryon Foley is a financial advisor with OSAIC in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 22 years. Foley is the founder of BOOMERS & BEYOND, a business networking organization that hosts monthly events for local professionals. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diverse portfolios on both discretionary and non-discretionary bases.

Christopher Brooks is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory from 2016 to 2020. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and utilizes a delivery model relying heavily on LPL-sponsored programs and endorsed third-party managers.

Nicholas Oliff is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at TruckerFi / Conserv Capital, TrueShares, Chicago Baseball and Educational Association, University of Illinois at Chicago, and Jefferson College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Riley Modesitt is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Ameriprise Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Steven Woods is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has worked at Raymond James since 2016 and owns LTC Solutions, Inc., a long-term care and life insurance agency. In addition to his advisory work, Woods officiates football games in the National Football League and serves on the Investment Committee of the NFL Referee’s Association. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through non-discretionary advisory relationships and supports institutional consulting and municipal finance services.

James Ulman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Cetera, and First Community Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

William Kult is a financial advisor with LPL Financial in Indianapolis, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Kult serves as an assistant soccer coach at Heritage Christian. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Erin Shaw is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2013. She is based in Indianapolis, IN, and holds the Series 66 designation. Shaw serves on the Investment Committee of Junior Achievement of Central Indiana, an organization focused on educating young people in financial literacy and entrepreneurship. 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 large institutional advisory operations with a range of market-facing registrations and functions.

Blake Haller is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2024, he held roles at Experis, Elanco, Elser Financial, and Lowe's, among others. 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 a combination of non-discretionary and discretionary investment management, with a focus on multi-asset model portfolios and centralized custody and trade execution.

Stephen Munsch is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Charles Schwab, he worked at Menards and FirstDue Remodeling and was a full-time student for nine years. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment management through multi-asset portfolios and alternative investment options within a large, integrated operational structure.

Sarah Switzer is a financial advisor with Raymond James & Associates in Indianapolis, holding Series 63 and Series 66 designations and 19 years of industry experience. She has previously worked at Guardian Life and Charles Schwab in various advisory roles. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Kathleen Richardson is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Kathryn Parkins is a CFP® professional with 24 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2007 through various affiliated entities. She owns and operates several businesses outside of advisory work, including a tax preparation service and a bookkeeping and administration company. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and employs various implementation strategies, including brokerage and advisory accounts, with a notable focus on non-discretionary advisory services.

Hayden Moran is a financial advisor with LPL Enterprise in Indianapolis, IN, holding a Series 66 credential and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and KeyBank. Outside of his advisory work, he has experience with Green Bean Delivery and Purdue Parking and Transportation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm’s integrated platform combines advisory programs with brokerage and insurance product sales.

Erin Layton is a Series 66-registered financial advisor at Edward Jones in Indianapolis, Indiana, with 11 years of industry experience, all spent at Edward Jones since 2015. Outside of her advisory role, she is registered as a distributor for Advocare, a health company. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide. The firm offers a range of managed solutions, separately managed accounts, and affiliated products, operating under a fiduciary standard.

Aysenaz Crewse is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2015, including a four-year period at Charles Schwab 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 separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Jennifer Ervin is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She has been with the firm since 2016, following a brief tenure at Tmfs Advisors, LLC. Ervin holds the Series 63, Series 65, and Series 66 licenses. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.