Lynn Macabee is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

Chhayvuoch Minnich is a financial advisor with Ameriprise in Indianapolis, IN, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. Minnich has been with Ameriprise and its related entities since 2005. Outside of his role at Ameriprise, he owns and manages Minnich Private Wealth Advisory, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Mark Settlemyre Jr. is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2009. Charles Schwab & Co., Inc. serves predominantly 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 guidance, utilizing multi-asset model portfolios, alternative investments, and a centralized operational structure.

Brett Headley is a CFP® with 16 years of experience in the financial services industry. He is currently with UBS Financial Services and previously worked at JP Morgan Chase Bank and J.P. Morgan Securities. He serves as Vice President and Investment Committee Chair for Horizon House, a nonprofit providing services to the homeless community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Jacob Hart is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at multiple firms including Avantax Insurance Agency LLC and Winters CPA Group LLC. Hart also serves as Vice President of the Lions Club of Carthage, a local organization that raises funds for community projects. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Paul Decoursey is a financial advisor at Mass Mutual Investors Services with 48 years of industry experience. He has been with MML Investors Services, Inc. since 1996 and has a long-standing affiliation with MassMutual Life Insurance Company starting in 1973. He holds the Series 63 designation. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using technology-driven tools to deliver written recommendations without discretionary authority.

John Heinzinger is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial. He has held roles at CUNA Brokerage Services and Teachers Credit Union since 2013. Outside of finance, he serves as secretary of Artisan Masterpiece, Inc., a for-profit business established in 2004. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jordan Mock is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Empire Logistics, DHL, and Horan Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Jeff Pittsley is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2011. He owns Pittsley Investment Group, Inc., an investment-related business based in Indianapolis, where he is actively involved. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with various financial products and referral channels.

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.

Thomas Marcinko is a financial advisor with Edward Jones in Fishers, Indiana, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is associated with Accord Topco LP, a logistics business based in Dallas, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Klynt Brummett is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. He is also involved as an insurance agent with Westpoint Financial Group and is a member of The Crossroads Group, LLC, which conducts financial services activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes collaborative planning engagements supported by firm-approved software and offers specialized programs such as divorce planning and estate-settlement services.

Douglas Evernham is a CFP®-designated financial advisor with 21 years of industry experience, currently with LPL Financial since 2026. Prior to joining LPL, he worked at Lincoln Investment for 14 years, Cincinnati Analysts, Inc. for 4 years, and Signal Capital Management, Inc. for 4 years. He is president of Everimpact Wealth Management, LLC, providing financial advisory and planning services, and serves on the Financial Oversight Team of Grace Community Church as a volunteer. 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 and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Clinton Gruettert is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, working with MassMutual entities since 2009. In addition to his advisory role, he serves as Chair of the Investment Committee for the nonprofit Dance Kaleidoscope, overseeing its endowment portfolio. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses collaborative, annual planning engagements supported by firm-approved analytical tools, serving clients ranging from high-net-worth individuals to employer-sponsored programs.

John Heiden is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves a large client base consisting mainly 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 offers a mix of non-discretionary and discretionary investment options, using multi-asset model portfolios and centralized operational support.

Mark Robbins is a financial advisor with Edward Jones in Fishers, Indiana, holding a Series 66 credential and six years of industry experience. Prior to joining Edward Jones in 2019, he held various roles including ownership and management positions in multiple small businesses, such as pizza restaurants and training firms. Robbins also teaches courses on QuickBooks and Excel for adult learners at Hope Training Academy and serves on advisory boards for private companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an extensive nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clinton Good is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Charles Schwab since 1999. 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 solutions supported by a multi-asset model portfolio approach and centralized custody and order-routing systems.

Natalie Pei is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 17 years of industry experience. She has been with Cetera since 2019 and previously worked at Foresters Financial Services and Airbnb. Outside of financial advising, she is involved in modeling and works as a music DJ. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 network of independent advisors and employs a multi-manager platform that includes both affiliated and third-party investment options.

Robert Ahlgrim is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Purdue University and The Home Depot. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes collaborative, non-discretionary implementation supported by proprietary research and algorithmic tools, with enrollment limited to clients meeting specific asset requirements.

Vincent McMahon is a financial advisor with Edelman Financial Engines in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at TMFS Advisors, LLC. McMahon serves as a director and treasurer on the Lockerbie Terrace Board, overseeing the board’s financial matters. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.