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.

Rick Vollmar is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 1999 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Warren Mc Crea is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual firms and Oracle. He is active as a volleyball coach and sports fitness coach with community organizations in Indiana and California. LPL Enterprise provides advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers a range of financial planning and asset management solutions.

Jerry Romjue is a financial professional with Cetera and holds the Series 63 and Series 65 designations. He has 12 years of industry experience and has previously worked with First Allied Advisory Services and FIRST Allied Securities. Outside of his advisory role, he is a Certified Public Accountant and is involved in retail sales through a partnership in HONEY HOUNDS LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Brian Johnson is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Johnson leads a business networking event. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers and various program structures.

Neal Taflinger is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian / Lifetime Financial Growth, Park Ave Securities LLC, and Aflac. Taflinger is also engaged as an insurance broker through a separate outside activity focused on life, disability, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses proprietary software and structured planning approaches to deliver collaborative, goal-oriented recommendations.

Thomas Mckinstry IV is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Lifetime Financial Growth and a sixteen-year tenure at Meijer. 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 and discretionary investment options, utilizing multi-asset model portfolios and providing centralized custody and order-routing services.

Ryan Pearman is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and five years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2019. Prior to his current roles, he was involved with Shawnee Baptist Church and Premier Graphics of Louisville. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization, offering a wide range of asset-based fee investment strategies.

Joseph Huffman is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held roles at Prime CarWash, Quincy University, Denison Parking, and RBI Factory. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning across various topics without discretion over portfolio management. The firm emphasizes goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

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.

Kent Ray is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Mark Balaszek is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 2014, including Schwab Trust Bank and Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and supervisory structures.

Christina Holloway is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 12 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools.

Michael Galullo is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has prior experience with Cambridge Investment Research Advisors, Inc. Outside of finance, he works as a server at Ruth Chris Steakhouse in Indianapolis. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering diverse investment strategies and manages over $256 billion in assets through more than 10,000 advisors.

Zachary Scott is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Sii. Outside of his advisory role, he serves as a client relationship manager for Signature Financial Group LLC and is authorized to conduct business involving the sales and marketing of securities and insurance products through Foresight Financial Management, LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account solutions, employing a range of portfolio construction tools and third-party platforms.

Jeffrey Bryan is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds a Series 63 designation and has worked at Robert W. Baird & Co. since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides financial planning, portfolio management, and consulting services tailored to client goals, utilizing a range of investment strategies and overlay services.

Andrew Gleaves is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for eight years. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William Hammond is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and having 20 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2005 and was also associated with H.R.F.E. Consulting for 17 years. Outside of his advisory role, Hammond is an independent contractor with Impact Health Sharing, focusing on non-investment related activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports account custody through Pershing, focusing primarily on individual investors rather than institutional clients.

Julianna Morales is a CFP®-credentialed financial advisor with 22 years of industry experience, currently with LPL Financial since 2021. She previously worked at BMO Harris Financial Advisors, Inc. for nine years and has maintained a role at BMO Harris Bank NA since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Robert Berger is a financial advisor with LPL Financial in Indianapolis, IN. He holds the ChFC® designation and has 39 years of industry experience. Before joining LPL Financial in 2024, he worked at Money Concepts Capital Corp for 13 years and held positions at several other firms dating back to 1998. Outside of his advisory role, he conducts seminars through Benefit Planning Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by advanced operational and research tools.