Mark Sherman is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Cetera and its affiliated entities since 2025 and previously worked with Avantax from 2017 to 2025. Sherman is also involved as a board member of the Special Olympics of Indiana. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and supervisory arrangements.

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.

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.

John Johnston Jr. is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2012. Johnston is also the owner of Johnston & Company, P.C., a tax preparation business he has operated since 1998. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Letha Scolley is a financial advisor at Edward Jones in Carmel, IN, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014 and also has a long-standing role at BP Construction Company, Inc. since 1998. 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Maria Rodriguez Velazquez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and The Huntington National Bank, among other related entities. 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 applying an ESG eligibility framework when recommending strategies.

Haley Guthrie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. She previously worked at Charles Schwab for six years and has held various roles including positions outside finance such as cashier at a retail clothing store. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Benjamin Mcelwee is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at LPL Financial and Equitable Advisors. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides asset management, financial planning, retirement plan consulting, and other advisory services through a network of 219 representatives, utilizing model portfolios, sub-advisors, and technology platforms.

Justin Hersberger is a financial advisor with Edward Jones in Elwood, Indiana, holding a Series 66 designation and three years of industry experience. His prior roles include positions in wellness systems and sports medicine, as well as operating a multi-level marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of thousands of advisors and branch offices.

Thomas Hedrick is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Cetera since 2019 and owns Hedrick Wealth Management. Outside of advisory work, he is involved in real estate through Magnolia Lane Properties, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Ryan Hiatt is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent seven years with Mainscape, Inc. in Noblesville, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 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, operating under a fiduciary standard.

Laura Nordyke is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 12 years of industry experience. She worked at BMO Harris Financial Advisors, Inc. for eight years before joining LPL Financial in 2021. Outside of her advisory work, she provides bookkeeping and marketing support for her brother’s handyman business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Zachary Rinehart is a financial advisor at Edward Jones in Cicero, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Knight Transportation and UPS and attended Indiana University Kokomo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Krysten Overly Armour is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 29 years of industry experience. She previously worked at Lincoln Financial Securities for eight years before joining Cambridge in 2020. Armour serves as an active board member for Noblesville Youth Baseball. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm supports a variety of investment strategies delivered through independent Financial Professionals and provides access to both proprietary and third-party model portfolios.

Zachary Petry is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he operates an accounting and tax preparation business under Daryl J Petry PC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Nicholas Dickos is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2021. His prior work experience includes a four-year role at Bbc Pump & Equipment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

David Sternasty is a financial advisor with J.P. Morgan Securities in Westfield, Indiana, holding a Series 66 designation and nine years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and PNC Investments, as well as Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joseph Cramer Jr. is a CFP® professional with 15 years of industry experience, currently serving at Cetera since 2023. His prior experience includes roles at Minnesota Life Insurance Company and Securian Financial Services, each for 12 years, and operating Shoemaker Financial since 2015. He is involved in fixed insurance sales through Shoemaker Financial and also conducts financial services under Healy Financial. Cetera Investment Advisers LLC is an SEC-registered adviser offering a range of portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with diverse program structures and a multi-manager investment platform.

Thane Bushong is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Securities America Advisors and National Planning Corporation. Outside of advising, he serves as president of a mortgage brokerage firm and an insurance sales company. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and third-party platforms to construct portfolios that include diverse investment options and supports both discretionary and non-discretionary account management.

Terrance Bogan is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their unique needs and preferences. He focuses on evaluating clients' current investment strategies and retirement plans to ensure alignment with their long-term goals. Before joining Fidelity Investments in 2025, Terrance held roles as Director of Wealth Management at JP Morgan Chase & Co. from 2022 to 2025 and as Vice President and Market Leader at Bank of America Merrill Lynch from 2019 to 2022. These positions provided him with extensive experience in wealth management and financial planning. Outside of his professional work, Terrance engages in family activities, football, social events with friends, parenthood, and traveling.