Daniel Warnock Jr. is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and spanning 19 years of industry experience. He has been with Charles Schwab since 2007. 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 offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and an integrated operational structure.

Cody Young is a financial advisor with Edward Jones in Carmel, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a 7th-grade assistant baseball coach for Westfield Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains a large network of financial advisors across the United States.

John Cate serves as a Wealth Management Advisor and leads the Cate Brunton Luc Group within Merrill Lynch Wealth Management. His team focuses on institutional consulting for defined contribution, defined benefit, and non-qualified deferred compensation plans, as well as designing wealth management strategies for executives, business owners, and high-net-worth families. With over two decades of experience, John directs client initiatives that include investment management, fiduciary best practices, retirement planning services, and wealth preservation. He advises institutional clients by creating tailored fiduciary risk management strategies and works closely with affluent families and senior executives to navigate their wealth complexities. John holds a bachelor's degree from Ball State University, where he captained the football team his senior year, and serves on the Finance Program Advisory Board for the Miller College of Business. He has earned the Certified Investment Management Analyst® (CIMA®) designation, among other professional credentials. John has been nationally recognized in several industry rankings, including Barron's Top 100 Financial Advisors since 2020 and the Financial Times 400 Top Financial Advisers in 2016. His community involvement includes support for Cystic Fibrosis and Habitat for Humanity.

Matthew Trefethen is a financial advisor with Cambridge Investment Research Advisors in Carmel, IN, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2016 and Cambridge Investment Research, Inc. since 2011. Outside of advisory services, he is active as a cellist in a local orchestra. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management via multiple platforms and provides access to third-party advisers and proprietary model strategies.

Andrew Mcatee is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His prior work includes roles at Primerica Financial Services and positions outside finance in education and retail. He is involved in sales of investment-related products as well as part-time referrals of home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies supported by third-party asset managers and custodial platforms.

Daniel Pugh is a financial advisor at Ameriprise in Indianapolis, IN, holding a Series 66 designation with six years of industry experience. He has been with Ameriprise since 2019, including its predecessor firm, and previously held positions at Security Federal Savings Bank and Indiana Wesleyan University. Outside of his advisory role, he is involved with Northbound Solutions, LLC as a financial advisor and wealth manager. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Aaron Smith is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, TD Ameritrade, and The Prudential Insurance Company of America. He is also involved as a Financial Support Associate with Market Share, Inc., assisting advisors and clients in various capacities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization techniques and provides access to discretionary strategies, third-party managers, and alternative investments.

Joshua Karwowski is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing from 2016 to 2024 and Prudential Equity Group, LLC from 1999 to 2003. Outside of his advisory role, he serves as a power of attorney and executor for family members. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized business-owner transition, sports and entertainment, and special-needs planning, using Wells Fargo research and tools to develop tailored client recommendations.

Jynene Fry is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Andrea Creek is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining LPL Enterprise, she worked at Prudential Insurance Company of America and Pruco Securities, LLC. Before her financial services career, she held positions at Bath and Body Works and Sun Tan City. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and a range of associated services.

Stacie Munger is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing five years of industry experience. She has worked at BMO Harris Bank and BMO Harris Financial Advisors for over a decade, with multiple tenures at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Kimberly Morse is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. Outside of her advisory role, she is also a Notary Public. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Cameron Cefali is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. He is a 50% owner of Keystone Wealth & Investment Management LLC and wholly owns FCC15 LLC, both investment-related businesses based in Indianapolis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.

Dawn Mclaughlin is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on each client’s risk profile, utilizing both in-house and third-party investment managers.

Traci Schath is a financial advisor with Edward Jones in Carmel, IN, holding a Series 66 designation and 13 years of experience at the firm. In addition to her advisory role, she is involved with Children's Speech Language Learning, providing speech and tutoring services and managing related billing and payroll. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services and a large nationwide network of financial advisors and branches.

Sam Huston is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. He holds a Series 63 designation and has 36 years of industry experience, having worked with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1989. Outside of his advisory role, he is an insurance agent involved with Westpoint Financial Group in life and health insurance. 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 provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Carly Taylor is a Series 66-credentialed financial advisor with Morgan Stanley in Indianapolis, Indiana, where she has worked since 2022. She has four years of industry experience, including prior roles at One America and Victory College Prep School. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, emphasizing structured financial planning and leveraging tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Bradley Froman is a financial advisor with Stifel in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, with prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation models developed by its Investment Strategy Group.

Adam Taylor is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Fifth Third Securities for nine years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Joel Harris is a financial advisor at Osaic Wealth Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms, including LPL Financial, Signator Investors, and Transamerica Financial Advisors. Harris also conducts investment-related seminars at the Monon Community Center in Carmel, IN. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services delivered through multiple affiliated entities, employing a model-based investment process that incorporates asset allocation, portfolio optimization, and access to third-party managers.