Justin Rich is a CFP® professional with 16 years of experience in the financial industry. He has been with Edward Jones since 2019, following six years at BMO Harris Financial Advisors and BMO Harris Bank. Outside of his advisory role, he is a silent partner in a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Onieal is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2020, previously serving at First Allied Advisory Services and First Allied Securities. In addition to his advisory work, he owns MOJO, Inc., a real estate business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers across discretionary and non-discretionary programs.

Robert Berger is a financial advisor with LPL Financial in Indianapolis, IN. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Money Concepts Capital Corp for 11 years and has held roles at several other firms since 1998. He also conducts seminars through Benefit Planning Inc., a non-investment related activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms.

John Hooker is a CFP®-designated financial advisor with Edward Jones, based in Anderson, IN, with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he is the owner of a commercial property management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

James Haag is a financial advisor with LPL Financial in Pendleton, Indiana. He holds the Series 66 designation and has 10 years of industry experience, including six years at Edward Jones before joining LPL in 2022. In addition to his financial advisory role, Haag operates a life coaching business separate from his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Tatiana Daniels is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at A.B.L.E. and other organizations. Outside of advising, she is also an artist who creates paintings available for purchase or commission. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Travis Rivers is a financial advisor with Cetera, holding the Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Cetera Wealth Services and Cetera since 2025 and has additional business activities including ownership of an accounting and tax preparation firm, RFS, LLC, and managing a family-owned property through LT Squared Properties LLC. Travis also prepares tax returns for a travel baseball organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Stacie Munger is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing five years of industry experience. She has worked at BMO Harris Bank and BMO Harris Financial Advisors for over a decade, with multiple tenures at LPL Financial. 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 advisory and brokerage services through a broad network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Kimberly Morse is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. Outside of her advisory role, she is also a Notary Public. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Benjamin Strope is a financial advisor with LPL Financial in Indianapolis, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at LPL Financial since 2024 and has held various roles outside the industry, including positions at BJs Warehouse and Instacart. Strope also conducts seminars through Benefit Planning Inc., an entity affiliated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, leveraging both proprietary and third-party strategies, and supports its advisors with advanced operational and research tools.

Cally Seefeldt is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Kyle Sweet is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with Cetera and its related entities since 2011 and has been based in Noblesville, IN. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large national network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party managers.

Danny Jackson Jr. is a financial advisor with LPL Financial based in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Old National Bank, Bank of America, Merrill, Fifth Third Securities, Fifth Third Bank, and CVS Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Jaisuk Kim is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as a financial advisor at Old National Bank. Outside of his advisory roles, Kim is involved in coaching youth soccer with the Zionsville Youth Soccer Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad non-advisory financial services platform.

Travis Callaway is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following roles at Raymond James & Associates, Edward Jones, and Charles Schwab. Outside of his advisory work, he serves as the head girls track and field coach at New Castle Community School Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cole Boyd is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has held prior positions at OneAmerica Financial, Robert W Baird, Crane Credit Union, Our Community Bank, Cook Inc., and Owen Valley High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brandon Smith is a financial advisor with Edward Jones in Greenfield, IN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kennith Meeks is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Paul Church is a CFP®-designated financial advisor with 40 years of industry experience. He is currently with Stifel Nicolaus & Co Inc, where he has worked since 2020. His prior experience includes positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Prudential Equity Group, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Daryl Petry is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been affiliated with Cetera and its related entities since 2025 and has operated Petry Wealth Management since 2009. Outside of his advisory work, he serves as President of the Board for the Boys & Girls Club of Noblesville. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party strategies.