James Martin is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, Merrill, and Edward Jones. Outside of his advisory role, he serves as a business consultant for Origyn Sports. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering traditional and complex investment strategies.

John Wright is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. He has worked at Charles Schwab since 2012 and was previously with Schwab Private Client Invest Advisory Inc from 2015 to 2019. Outside of his advisory role, Wright offers math tutoring services on a self-employed basis. 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 provides a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing services.

Daniel Thompson is a financial advisor with RBC Capital Markets in Indianapolis, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets since 2014 and also works with City National Bank since 2018. Outside of his advisory role, Thompson serves on the board of the Indy Sports Foundation and acts as a sports broadcaster for Indiana University football on ESPN Radio. He is also a director of the Sigma Nu White Star Education Endowment and coaches high school football at Guerin Catholic High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with portfolio management, financial planning, custody, and brokerage services. The firm offers customizable advisory programs and integrates both in-house and third-party investment managers, providing options for tax management, rebalancing, and responsible investing.

Steve Spelde is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work includes positions at Foresters Financial Services and Foresters Advisory Services. He is also the owner of Steve Spelde Financial LLC for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Scott Erkfitz is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Noblesville, Indiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and third-party data to provide tailored recommendations through a collaborative advisory process.

Deann Lehman is a financial advisor with LPL Financial operating out of Fishers, IN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James Financial and Edward Jones. She is also involved with the Linton Civitan Club, a community organization. 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 financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, with a broad platform that includes both advisory and non-advisory financial services.

Austin Krutzsch is a financial advisor with Mass Mutual Investors Services in Indianapolis, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2015. Mass Mutual Investors Services, a subsidiary of MassMutual, is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs, including divorce and estate-settlement planning, and conducts educational seminars.

Jamie Engle is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial and Uvest Financial Services Group. She is based in Indianapolis, IN. Cetera Investment Advisers is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers, operating a multi-manager platform with various program options and custodial arrangements.

Michael Wright is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and Charles Schwab firms since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Ryan Gravelin is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2016 and previously worked at Enterprise Holdings from 2013 to 2016. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Andrew Smith is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at Edelman Financial Engines and its predecessor firms since 2016, with prior experience at TMFS Advisors, LLC. Smith serves as a board member and executive committee member of the Better Business Bureau of Central Indiana. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Jeremy Decatur is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at Charles Schwab & Co., Inc. for the majority of his career, with previous roles at Global Atlantic Financial Group and Insite Managed Solutions. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by Schwab’s research.

Jamie Sanders is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Jamie works closely with business partners to utilize available resources effectively, aiming to earn and maintain clients' trust within the Private Wealth Management team. Jamie has been with Fidelity Investments since 2007, beginning as a Mutual Fund Trader. From 2009 to 2021, Jamie served as a Senior Relationship Manager, followed by a position as Wealth Management Service Specialist II from 2021 to 2024 before assuming the current role in 2024. Outside of professional responsibilities, Jamie has interests in baseball, concerts, football, movies, and music.

Peter Emigh is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 63 designation and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Emigh is also the owner of Argos Financial Group, Inc., a financial advisory business. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing firm-approved tools to deliver annual, collaborative financial planning engagements.

Gary Zent is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Zent operates a bookkeeping and tax preparation service and markets Medicare supplement and related health insurance policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Nicholas Beets is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Charles Schwab since 2014. 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 and a formal alternative investment process.

John Williams is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Raymond James and its affiliates since 2008. Williams is involved with Executive Financial Planning Group, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and investment consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Joy is a financial advisor with LPL Enterprise in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining LPL Enterprise, he worked at Valic Financial Advisors for 14 years and has been associated with Agia since 2022. He also serves as president of John Joy Insurance, a non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

David Webb is a CFP® with 12 years of industry experience, currently affiliated with Charles Schwab in Indianapolis, IN. He has held roles at Charles Schwab since 2012, including positions at Schwab Private Client Investment Advisory and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Douglas Stine is a financial advisor with RBC Capital Markets based in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at RBC Capital Markets since 2015 and at City National Bank since 2019. Stine serves on the Board of Directors for Indiana Orange Baseball, a youth baseball organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.