Karthik Raghupathy is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus & Company, Incorporated before his current role at Sapient Capital LLC. He is a founding board member and charter member of the Indiana chapter of TiE Global, an organization supporting local entrepreneurs. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group, which informs asset allocation and financial planning analyses.

Scott Tuttle is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB, as well as firms including Verbarg Risk Management, Northwestern Mutual, and Heineman State Farm. Outside of advisory work, he manages a construction business overseeing drywall jobs and participates in drag racing during the summer. 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 strategies, offering multi-asset model portfolios and a formal alternative investment platform.

Cindy Woolf is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 63 designation and 38 years of industry experience. She joined RBC Capital Markets in 2023 after nine years with UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Michael Wright is a CFP® certificant with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Based in Indianapolis, IN, he holds the Series 63 license. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and provides a variety of advisory programs and investment strategies through a large nationwide network of financial advisors.

Erin Robertson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Prior to joining J.P. Morgan in 2021, she worked at Charles Schwab & Co., Inc. and TIAA, and also has experience as a reader for Educational Testing Service and as an educator at Ivy Tech Community College. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory capabilities with brokerage and investment management functions, delivering advisory services on a non-discretionary basis.

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 65 and Series 63 credentials and one year of industry experience. He previously worked at Northwestern Mutual in several capacities and has been involved with the Community Life Center since 2024. Outside of his advisory role, he coaches volleyball and participates in community sports and fitness activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm combines adviser programs with a range of financial products and employs an integrated platform utilizing model portfolios, third-party asset managers, and insurance 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.

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.

Timothy Harris is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following an eight-year tenure at City Securities Corporation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

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.