David Roth is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 credential and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile, utilizing in-house and third-party investment managers.

Candice Cristy is a Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2014. She has held various roles within the company, progressing from Financial Representative to her current position since 2019. Her professional focus is on helping clients work toward their financial goals through thorough and ethical planning. Candice's experience encompasses a range of financial consulting roles within Fidelity Investments, allowing her to develop expertise in investment consulting and financial representation. She emphasizes understanding what is important to her clients and their families to provide tailored financial advice. Outside of her professional work, Candice has personal interests that include art, painting, family activities, and traveling.

Sean Hansen is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2017. Prior to joining Schwab, he worked at Creative Financial Designs and CFD Investments Inc. He owns a single-family rental property in Indianapolis. 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 affiliated discretionary SMAs and utilizes multi-asset model portfolios supported by the Schwab Center for Financial Research.

Bryce Adam is a financial advisor with Edward Jones in Noblesville, Indiana. He holds the CFP® and ChFC® designations and has 28 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than 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, supported by a large nationwide network of advisors and branch offices.

La Monica Tipton is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Edward Jones, Charles Schwab & Co., Inc., FedEx, and Integrity Staffing. Outside of finance, she works as a personal trainer several hours per week. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party investment managers. The firm employs asset-allocation tools and multiple platforms to create diversified portfolios tailored to client objectives.

Rhett Helt is a financial advisor with RBC Capital Markets in Indianapolis, Indiana. He holds Series 65 and Series 63 licenses and has five years of industry experience. His work history includes positions at Thrivent Investment Management Inc and RBC Wealth Management, as well as roles at Wabash College and Guerin Catholic High School. 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 with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers and model providers.

Carol Albano is a financial advisor at Stifel with 25 years of industry experience. She holds the Series 66 designation and has been with Stifel since 2007. In addition to her advisory role, she is a notary who notarizes documents for clients. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Samuel Jackson is a financial advisor with Charles Schwab in Indianapolis, IN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Charles Schwab, he held roles at Experis and Sunglass Hut. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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, supported by a multi-asset investment approach and centralized operational infrastructure.

Rebecca Hiestand is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 23 years of industry experience. She worked at Raymond James Financial Services, Inc. from 2002 to 2018 before joining Charles Schwab in 2019. Outside of her advisory role, she serves as a paid judge for high school gymnastics meets in various Indiana schools. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset investment guidance and alternative investment options.

Braxton Barton is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Both roles spanned several years during which he provided financial services. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

G. Cisternino is a financial advisor at Osaic with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors and American Funds. Outside of his advisory role, he volunteers as a bartender at the Noblesville VFW. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services along with financial planning and retirement plan consulting. The firm uses a variety of asset-allocation tools and third-party platforms to construct diversified portfolios for clients with varying investment needs.

Christopher Weymouth is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he serves as a school bus driver for Lawrence Township Transportation in Indianapolis. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust custody and insurance services.

Eric Wasson is a financial advisor at Edelman Financial Engines in Indianapolis, IN, with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including Financial Engines Advisors L.L.C., TD Ameritrade, and LPL Financial. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner guidance and online tools, offering diversified portfolios with an emphasis on long-term investment strategies.

Joseph King is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, his background includes roles in education, customer service, and gig economy positions. 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, offering both non-discretionary advice and access to discretionary separately managed accounts.

Sean Manterfield is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Outside of his advisory role, he has been involved with community and cultural organizations including the Indianapolis Hebrew Congregation, Indianapolis Opera, and Christ Church Cathedral for multiple years. He is also associated with At Your Door Productions and has prior work experience at Specified Lighting Systems. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Zachary Magee is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he provides insurance services independent of Guardian. Mass Mutual Investors Services operates as 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 programs, utilizing firm-approved analytical tools to support goal-based planning.

Luke Sommers is a financial advisor with Primerica Advisors in Indianapolis, IN. He holds the Series 65 and Series 63 licenses and has 15 years of industry experience. His prior experience includes a role at the Kokomo Tribune in 2017 and long-term positions with PFS Investments Inc. and Primerica Financial Services. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, delivering advisory services through model-driven recommendations.

Steve Stevens is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with MML Investors Services Inc and MassMutual Life Insurance Company since 2014. Outside of his advisory role, Stevens serves as a board member for Easter Seals Crossroads and provides life and business coaching through his consulting firm. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and structured annual planning engagements.

Quinlan Parient is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to his current role, his work history includes positions outside the financial industry as well as previous employment within Charles Schwab. Charles Schwab 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 separately managed accounts and offers centralized custody, brokerage, and cash-sweep services.

Matthew Sherman is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Charles Schwab in 2019, he worked at Assured Partners, Home Depot Inc., and Lowe's. 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 due diligence on alternative investments.