Jeffrey Bryan is a financial advisor with Robert W. Baird & Co., holding a Series 63 designation and bringing 40 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Indianapolis, IN. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and employs a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Benjamin Donathen is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Stifel. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

William Hammond is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica since 2005, alongside a 17-year tenure at H.R.F.E. Consulting. In addition to his advisory role, he is an independent contractor with Impact Health Sharing, providing services unrelated to investments. Primerica Advisors is a wrap-fee asset management firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs a model-delivery investment approach and utilizes third-party asset managers to support its discretionary portfolio management services.

Stephen Anderson is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including nine years at J.P. Morgan Securities, five years with Schwab Private Client Investment Advisory, and 18 years at Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model asset allocations and may incorporate an ESG eligibility framework.

Elizabeth Hurst is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior experience includes 14 years at Thurston, Springer, Miller, Herd & Titak, Inc. and five years at Thurston Springer Advisors. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Aaron Miller is a financial advisor with Raymond James Financial, holding a Series 66 license and 18 years of industry experience. He has worked with Raymond James since 2008 and previously operated Miller Financial Services, LLC. Additionally, Miller is a licensed agent offering non-variable life insurance policies with Penn Mutual and Pacific Life. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Joshua Cain is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Travis Scharps is a Financial Advisor with Merrill Wealth Management. He works closely with clients and their families to develop personalized financial plans that integrate investment strategy, retirement planning, and risk management aligned with their long-term goals. His approach is centered on building deep relationships based on trust and understanding clients' values and priorities. His expertise includes education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Travis holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Davenport University. Outside of his professional work, Travis enjoys golfing, spending time with his family, and traveling. He is a member of Merrill Lynch Wealth Management.

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.

Rachel Orlando is a financial advisor with UBS Financial Services in Indianapolis, Indiana. She holds a Series 66 designation and has 25 years of industry experience, including 10 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Ashley Bradburn is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth planning for J K Bradburn & Associates. She joined Merrill in 2017 and has been working in the financial services industry since 2008. Ashley focuses on helping clients develop personalized financial strategies by understanding their unique goals, risk tolerance, liquidity needs, and time horizon. Her primary areas of expertise include college education planning, legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Ashley holds a Bachelor's degree in Finance from Miami University and is a CERTIFIED FINANCIAL PLANNER™ professional. She is also designated as a Personal Investment Advisor (PIA). Outside of her professional career, Ashley lives in Indianapolis with her husband and four children. She enjoys spending time with her family and friends.

Ellie Klima is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, she held various roles including part-time work at Texas Roadhouse. Outside of her advisory role, she continues to work part-time in the restaurant industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Daniel Hesch is a financial advisor at Wells Fargo Advisors in Carmel, Indiana, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing from 2022 to 2025 and Fidelity Brokerage Services LLC from 2020 to 2021, among other roles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.

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.

Andrew Eaton is a financial advisor with Primerica Advisors in Indianapolis, Indiana, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with Primerica Advisors since 2008 and Primerica Financial Services since 2006. Outside of his advisory role, Eaton works as a self-employed mascot performer and also drives for Lyft. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, corporate, and charitable clients. The firm delivers advisory services through model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Jacob Liggett is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Charles Schwab since 2023, with prior work experience spanning various industries including dining services and corporate roles. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Jason Miller is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior roles include a position at LPL Financial and work outside the financial sector at Kilroy's on Kirkwood. He also has experience working in educational settings and hospitality. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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.

Walter Schaefer Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2005 and with West Point Financial Group since 2002. Outside of his advisory role, he serves as an assistant coach for the Westfield High School girls lacrosse team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative planning engagements that utilize firm-approved software to analyze client goals and deliver tailored recommendations.

William D Amore is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Charles Schwab, he worked in education and held various other roles including at Gaston Country Club and Subway. 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 a combination of non-discretionary and discretionary investment options, supported by centralized custody and operational infrastructure.