T Phillips IV is a ChFC® credentialed financial advisor with Mass Mutual Investors Services in Indianapolis, IN, bringing 30 years of industry experience. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, Phillips serves as treasurer and coach for the Broad Ripple Haverford Little League and is a board member and co-treasurer for Indy Phoenix FC, a nonprofit supporting local soccer teams. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm delivers planning through annual, collaborative engagements utilizing firm-approved software and offers event-driven planning services including estate settlement and employer-sponsored programs.

Meghan Cady is a financial advisor at Osaic with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Sagepoint Financial, Creative Planning Strategies, and Delaware Life Insurance. Her outside activities include managing back-office and trade entry functions under the DBAs Maven Retirement Advisors and WSI Inc. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by technology and a range of managed account programs.

David Mattick is a financial advisor at Charles Schwab with 20 years of industry experience. He has been with Charles Schwab since 2005 and holds Series 63 and Series 66 licenses. 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 provides integrated brokerage, custody, and cash-sweep services.

Adam Hancock is a Financial Advisor with Hancock Wealth Management Group in Indianapolis, where he manages portfolios and trading as part of a team that provides comprehensive wealth management services. He works closely with Indiana professionals, families, and business owners to help them navigate financial decisions related to retirement planning, tax-efficient investing, equity compensation, college education savings, and small business retirement strategies. Adam holds the AWMA®, CRPC™, and AAMS® professional designations and earned his Bachelor of Science in Business with a major in Finance from Indiana University's Kelley School of Business. He applies a disciplined, relationship-first approach to help clients simplify complex financial choices and develop plans aligned with their personal goals. A lifelong resident of Indiana, Adam balances his professional work with personal interests including cooking, gardening, spending time with family and friends, and maintaining his vintage Mazda Miata. His commitment to serving local families is reflected in his thoughtful approach to financial advisory and client partnership.

Joshua Monk is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials with eight years of industry experience. He has worked at Charles Schwab since 2017 and previously spent a year at Celadon Trucking. 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’s approach includes non-discretionary advisory relationships alongside access to discretionary separately managed accounts, employing multi-asset model portfolios and due diligence on alternative investments.

Aaron Mullett is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and with Primerica Financial Services since 2014. Outside of advisory services, he is involved in sales of loan products and home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Daniel Sadowski is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an assistant baseball coach at Tri West High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Matthew Sims is a financial advisor with Fidelity in Fishers, IN, holding Series 66 and Series 63 registrations and six years of industry experience. His prior work includes four years at Charles Schwab & Co., Inc. and two years at Covance. Outside of his advisory role, Sims serves as an officer for Stopbeefinradio, a music platform where he posts music and videos for major and independent artists. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jammy Straub is a financial advisor with Charles Schwab in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Charles Schwab since 2011, including five years at Charles Schwab Bank, SSB. Outside of finance, Straub is an artist, writer, and creator of sculptural objects, multimedia projects, and related critiques. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Scott Altman is a financial advisor with LPL Financial in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2011 and previously held roles at Morgan Stanley and Merrill. Altman also operates a separate business, Altman Financial Consulting, based in Indianapolis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, with investment strategies that include model portfolios, third-party management, and customized approaches.

Justin Lucas is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Regions Bank, LPL Financial, and Northwestern Mutual. Cetera Investment Advisers LLC serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Karthik Raghupathy is a financial advisor at Stifel with 10 years of industry experience and holds a Series 66 designation. He previously worked at Stifel Nicolaus & Company, Incorporated for eight years and at Sapient Capital LLC for one year. He is a founding board member of the TiE Indiana Chapter, an organization focused on fostering a community for local entrepreneurs. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Scott Tuttle is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB, as well as firms including Verbarg Risk Management, Northwestern Mutual, and Heineman State Farm. Outside of advisory work, he manages a construction business overseeing drywall jobs and participates in drag racing during the summer. 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 strategies, offering multi-asset model portfolios and a formal alternative investment platform.

Cindy Woolf is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 63 designation and 38 years of industry experience. She joined RBC Capital Markets in 2023 after nine years with UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Michael Wright is a CFP® certificant with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Based in Indianapolis, IN, he holds the Series 63 license. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and provides a variety of advisory programs and investment strategies through a large nationwide network of financial advisors.

Erin Robertson is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She has worked at Charles Schwab & Co. and TIAA, among other firms, and has previously held a role as an Educational Testing Service Reader. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting.

Matthew Zacarias is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to joining J.P. Morgan, he worked at Charles Schwab for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG considerations and a range of investment strategies.

Rick Vollmar is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 25 years before joining Wells Fargo in 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and has a broad product offering supported by bank and insurance affiliates.

Stuart Spencer is a financial advisor at Edward Jones in Zionsville, IN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Velde Cadillac Buick GMC from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Warren Mc Crea is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual Wealth Management Company and several other firms. Outside of his advisory role, Mc Crea is involved in coaching volleyball and other sports through community organizations in Indiana and California. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, consulting, and access to various asset management platforms.