Jonathan Owens is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and The Prudential Insurance Company of America. Owens is based in Indianapolis, IN. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

James Fleming is a financial advisor with Edward Jones in Fishers, Indiana, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Michael Bullick is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Edward Jones, First Farmers Bank and Trust, and Raymond James Financial Services. Bullick is also involved with Asbury Country Church, where he has served since 2005. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services.

Jeffrey Valler is a financial advisor with Primerica Advisors in Indianapolis, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Primerica, he worked in various roles including gig economy positions with Uber, DoorDash, and Lyft. He is also involved in part-time sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Benjamin Hoeing is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Ameriprise and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory advice with other financial products and referral channels.

Kevin Dolen is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise Financial Services where he has worked since 2001 across various Ameriprise divisions. He holds Series 63 and Series 66 registrations. Outside of financial advisory, he is involved in a chain of comic book stores, Downtown Comics, Inc., and serves on the board of the Sigma Alpha Epsilon Social Fraternity. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research and algorithmic tools within a defined investment framework.

Nicholas Van Fossen is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at SNVF Capital and Boyd Gaming. He spent four years in full-time education before entering the financial services industry. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational support.

Steven Warner is a financial advisor with Stifel in Anderson, Indiana, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Judd Cromer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Money Concepts Capital Corp, and his own firm, Cromer & Company. He is also a member of the Knights of Columbus, volunteering with the nonprofit in Indianapolis. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and it offers financial planning, access to asset managers, and participation in wrap programs.

Benjamin Zore is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Bank of America and Merrill. Outside of his advisory role, he is employed with Tommy Bahama, assisting customers with clothing needs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Stephan Hodge is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and City Securities Corporation. 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, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

John Ohnemus is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kenneth Varndell II is a financial advisor with OSAIC based in Carmel, Indiana. He holds the CFP® and ChFC® designations and has 34 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. and has been affiliated with The Northstar Capital Group since 2000, where he also serves in roles related to sales and financial strategic planning. He is a board member at Marketshare Financial. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios that include multiple asset classes on either a discretionary or non-discretionary basis.

Jake Steslicki is a financial advisor with Fidelity in Indianapolis, IN, holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at Prudential Advisors, Federated Mutual Insurance Company, and Foguth Financial Group, along with academic work at the University of Michigan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Leo Hardy is a financial advisor with Edward Jones in Anderson, IN, holding Series 63 and Series 66 designations and 39 years of industry experience. He has been with Edward Jones since 1986. 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 under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Caleb Riddle is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2021, he worked at Amazon and Donatos Pizza. He was also briefly affiliated with the Indianapolis Yacht Club in 2021. Charles Schwab 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 and discretionary investment solutions supported by centralized supervision and custody.

Susan Christ is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. She holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to her current role since 2017, she worked at MetLife Securities Inc. from 2015 to 2017 and has been affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory work, she serves as an independent insurance agent and explores life settlement options through a separate financial advisory role. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and provides event-driven planning programs including estate and employer-sponsored planning.

Adam Glowacki is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Charles Schwab since 2008 and has worked at Charles Schwab Bank since 2017. 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 and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jay Gentry is a CFP® professional with 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. Based in Carmel, IN, he maintains his registration through Charles Schwab. 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 affiliated discretionary SMAs and offers a range of integrated investment and custody services.

Orion Foster III is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at American Funds for 12 years before joining Charles Schwab in 2017. 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 affiliated managed-account and financial planning services. The firm provides both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment programs within an integrated custody and brokerage platform.