Rachel Brown is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and its use of multi-asset model portfolios and alternative investment due diligence.

Nikola Mandic is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. He has been with Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized operational and supervisory infrastructure.

Zion Baker is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab, he worked at Indiana Members Credit Union and held various roles at CVS Pharmacy and Indiana University. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Luke Bays is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at LPL Financial, Provider Financial, and Northwestern Mutual entities. Outside of finance, he owns and operates Fresh Look Painting LLC, a painting and home improvement business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and solutions, including discretionary and non-discretionary strategies, with a large network of advisors and branch offices.

Kevin Clasen is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding CFP® and Series 63 designations and bringing 32 years of industry experience. He has been with MassMutual and its affiliate West Point Financial Group since 2005. Outside his advisory role, Clasen is involved with The Crossroads Group, LLC, a financial services firm, where he serves as a member. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Brent Gramman is a financial advisor at Ameriprise in Indianapolis, Indiana, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2018, previously spending six years at Axa Advisors, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Jonathon Wenzel is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2017. Prior to joining Schwab, he worked briefly at Total Quality Logistics. 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 mix of non-discretionary and discretionary investment solutions, supported by its scale and integrated operational structure.

Jaiden Patel is a financial advisor with LPL Enterprise, holding a Series 66 designation and currently based in Indianapolis, IN. Patel has been with LPL Enterprise since 2026 and has experience in business operations through ownership of Tsunami Express Car Wash. Prior to entering the financial industry, Patel completed studies at Purdue University and held several roles in education. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Russell Puntenney is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Charles Schwab since 2015 and previously worked at CollegeHumor from 2013 to 2017. 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Jordan Bradley is a financial advisor with LPL Enterprise in Indianapolis, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is involved with Shipley's Tavern and Hanover College. LPL Enterprise, LLC serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and charitable 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.

Megan Ewing is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch Pierce Fenner Smith, Inc. since 2000 and at RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to client risk profiles using both in-house and third-party managers.

Nichole Vanasdal is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and having eight years of industry experience. She has worked at Charles Schwab since 2017 and previously at Team Enterprises from 2015 to 2017. 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 guidance supported by multi-asset model portfolios and a centralized operational structure.

Danielle Couture is a financial advisor at MassMutual Investors Services with six years of industry experience. She holds the Series 66 designation and has worked at MassMutual Investors Services and MassMutual Life Insurance Co since 2019. Prior to that, she was with Financial Planning Solutions, LLC and Bryant University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without investment discretion.

Jeffrey Zenger is a Series 66 licensed financial advisor with Wells Fargo Advisors in Indianapolis, IN, bringing three years of industry experience. His prior roles include positions at Ameriprise, The Zacher Company, and The Bradley Company. Outside of financial advising, he coaches individual marathon runners through his remote coaching business, Run Free Training. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services that include cash-flow, retirement, education, and specialized planning areas. The firm combines tailored recommendations with various financial product offerings and planning tools to meet clients’ diverse needs.

Donald Uhrin is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has been affiliated with Mass Mutual and its related entities since 1980. Uhrin operates his own firm, Donald J. Uhrin, LLC, and serves as Vice President on the board of a local homeowners association. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm‑approved analytical tools and offering various educational programs.

Samantha Bush is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, she operated Samantha Bush LLC for six years and held roles at Waddell & Reed Inc and various insurance carriers. Her background also includes involvement with the Center Grove Trojan Band Boosters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a broad range of non-advisory financial services.

Andrea Loucks is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Charles Schwab since 2013. 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 combines non-discretionary and discretionary investment options, delivering guidance via multi-asset model portfolios and centralized operational support.

James Schillaci is a financial advisor at UBS Financial Services with 34 years of industry experience. He has held roles at Bank of America and Merrill prior to joining UBS in 2017. His credentials include the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Timothy Flick is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2012. He has held leadership roles outside of his advisory work, including as church elder at Fortville Christian Church and president of Let's Plan to Thrive, LLC, a financial education enterprise. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management approaches and platform options.

Matthew Pittman is a financial advisor at Charles Schwab with 27 years of industry experience. He has worked at Charles Schwab since 1999 and was previously with optionsXpress from 2014 to 2017. He holds Series 63 and Series 66 registrations. 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 solutions supported by centralized custody and a formal alternative-investment program.