Samuel Gleaves is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stifel. His previous roles include positions at AXA Advisors, LLC and WestPoint Financial Group. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Hoya is a financial advisor at Fisher Investments with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fisher Investments in 2017, he worked at TD Ameritrade, Inc. from 2013 to 2017. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a range of sub-advisory and retirement plan services.

Dustin Jones is a financial advisor with J.P. Morgan Securities in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan in various capacities since 2007. 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 performance reporting. 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 authority.

Edward Valdettaro is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2005. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Connor Ryan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career as an intern at Merrill following his time as a two-time captain of the football team at Ball State University. Since starting as a financial advisor in 2014, Connor has focused on business development and building trusted relationships with his clients, utilizing the firm's resources to deliver a comprehensive client experience. Connor holds a Bachelor's degree in Financial Planning from Ball State University and the Chartered Financial Consultant (ChFC) designation. His expertise includes corporate benefits, executive compensation, family wealth management, retirement planning, philanthropic planning, and portfolio management services. He is committed to serving public and private executives, business owners, and leaders, aiming to align financial strategies with their life goals. Outside of his professional work, Connor is involved with community organizations such as Habitat For Humanity, Ball State University, Make-a-Wish, and Soles4Souls. He enjoys adventure sports, fishing, football, hiking, reading, running, skiing, traveling, and spending time with his family. He resides in Indianapolis with his wife.

Brody Brumm is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Liberty University and Winamac Community High School. He is also president and manager of Brumm Family Insurance LLC, an entity created to hold family insurance policies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

G Butler is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2010, following prior roles at Merrill and Morgan Stanley. Outside of his advisory work, he is involved with the Helen Wells Agency as a model. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, utilizing both proprietary and third-party strategies, and supports its large network of advisors with advanced operational and research tools.

Nathaniel Turner is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked at Signator Investors, Inc. from 2016 to 2018 before joining OSAIC in 2018. Outside of advising, he is a freelance writer, author, and public speaker on topics related to parenting and humanity, and serves on the board of The League of Extraordinary Parent, a nonprofit focused on providing educational resources for parents. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios while supporting multiple advisory platforms and transition programs.

Larry Marietta is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has a background operating his own accounting and tax firm, Marietta Financial Services, Inc., and serves as a board member of the Indiana Tax Practitioner Association. Additionally, he is involved with The Chalkguy Foundation, a nonprofit that donates Lego sets to children in hospitals. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. The firm serves individual and institutional clients through diverse portfolio management and financial planning services, offering a range of program structures including both discretionary and non-discretionary accounts.

Cheri Jones is a financial advisor at Stifel with 24 years of industry experience. She has held positions at Stifel since 2017 and previously worked at City Securities Corporation from 2009 to 2017. Jones holds Series 63 and Series 66 licenses and serves clients from Zionsville, Indiana. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

Randall Tarter is a CFP® with 27 years of industry experience currently serving at Edward Jones. His prior experience includes roles at LPL Financial and CUNA Brokerage Services, Inc., as well as at Everwise Credit Union. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Christopher Keen is a financial advisor at LPL Financial with 30 years of industry experience. He has held roles at LPL Financial since 2014 and previously worked at Raymond James & Associates from 2008 to 2014. Outside of advising, he is a co-owner of an interior design consulting business, SDK Design Services, 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jack Harlos is a Certified Financial Planner (CFP®) with 34 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation from 2009 to 2017. Outside of his advisory role, he serves as a board member of RL Turner Construction and is involved with the finance committee at Ulen Country Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Yvonne Baird is a financial advisor with Edward Jones in Zionsville, IN, holding a Series 66 designation. She has over 23 years of industry experience, including long-term roles at The Farmers Bank and First Farmers Bank & Trust before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a large nationwide network of advisors and branch offices.

Debra Powell is a financial advisor with Stifel in Zionsville, Indiana, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. She has been with Stifel since 2017, following a three-year tenure at City Securities Corporation. Powell also serves as a notary public in Indiana, providing notarization services related to her work at Stifel. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and advisory services alongside fee-based financial planning. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to assist client decision-making.

Caleb Jones is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Thrivent, Caleb worked at Fidelity Investments for four years and has held various roles outside the financial sector, including positions at Chick-Fil-A and Meten English. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning without discretionary portfolio management, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Jennifer Holland serves as the Resident Director of the Zionsville, Indiana branch office of Merrill and is a Financial Advisor with The Smith Ryan Group. In her role, she works closely with a select number of families, providing a holistic and customized wealth management approach that integrates clients’ goals and objectives into consolidated plans. This approach supports long-lasting relationships and generational wealth management. Jennifer began her career with Merrill in 1999 after earning a bachelor's degree from Indiana University. Her client focus areas include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and is a member of the National Association of Women Business Owners (NAWBO). Based in Noblesville, Indiana, Jennifer lives with her husband, two sons, and their dogs. Outside of her professional responsibilities, she enjoys cooking, gardening, ice hockey, reading, soccer, and spending time with her family.

Trevin Poole is a financial advisor with Edward Jones in Lebanon, Indiana, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Andrew Mardar is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has held roles at OSAIC Wealth Inc and Engage Financial Group/Osaic Wealth since 2025. Outside of his advisory work, he has been involved with The Hawthorns Golf and Country Club since 2023. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account platforms, using firm-provided asset-allocation tools and third-party services to construct portfolios.

Justin Smith is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Merrill since 2002 and has worked at Bank of America since 2009. Outside of his advisory role, he serves as a board member for the Make-A-Wish Foundation, contributing to fundraising and volunteer activities focused on children with life-threatening conditions in Indiana. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates investment management with Bank of America’s broader capital-markets platform and emphasizes tax-efficient strategies and manager selection in its service offerings.