James Holt Jr. is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 63 designation and 43 years of industry experience. He has previously worked at MetLife Securities Inc. for 15 years and has been with Mass Mutual Investors Services since 2017. Holt also operates as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements using firm-approved analysis tools and provides event-driven planning services including divorce and estate settlement planning.

Bry Howard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Ivy Tech Community College of Indiana, Ehlen & Heldman PC, and KSM Business Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and strategies, supported by a large national network of financial advisors and branch offices.

Charles Hatt is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked at Charles Schwab since 2015. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, employing multi-asset model portfolios and a structured due diligence process for alternative investments.

Richard Greco is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Old National Bank and LPL Financial since 2011. Outside of financial advising, Greco is a performing musician and member of a six-piece band. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Patricia Koble is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has previously worked at PNC Bank NA and Indiana University. She serves as a volunteer member of the investment committee for the Junior League of Indianapolis, a nonprofit focused on advancing women's leadership through community action. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary, asset allocation advice supported by centralized due diligence and combines quantitative and qualitative research for customized investment recommendations.

Samuel Wertz is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and develop portfolio strategies designed to help achieve them. He provides ongoing advice and adapts portfolios as client situations change. Samuel's expertise includes general investing, retirement planning, and saving for unexpected expenses. He emphasizes getting to know clients personally to understand what matters most to them and their families, enabling him to tailor financial strategies accordingly. He holds a Bachelor's Degree from Indiana University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Samuel is affiliated with the Phi Kappa Psi Fraternity and participates in community activities such as Hamilton County 4-H.

Scott Hartman is a financial advisor at Charles Schwab with the ChFC® designation and Series 66 license. He has been with Charles Schwab & Co., Inc. since 2026 and previously worked at Group1001 and State Farm Mutual. 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, supported by multi-asset model portfolios and alternative investment options.

Sadie Harper is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and having 16 years of industry experience. She has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Gregory Rogers is a financial advisor at Edward Jones in Indianapolis, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, including over 20 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Matthew Noll is a financial advisor at Charles Schwab with 21 years of industry experience. He has been with Charles Schwab since 2005 and holds a Series 66 designation. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Theodore Kruzich is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Cardinal Systems for four years and Judson University for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning in areas such as retirement, tax, estate, and special needs. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

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.

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.

Kyle Archer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Penguin Random House, and Nucor Steel. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research to build model asset allocations and offers expanded derivatives and commodities capabilities through its regulatory registrations and affiliations.

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.

Barton Hunter is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Hunter has ownership interests in multiple investment-related entities, including BJH Financial LLC and FHT Administrative Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools.