Rick Vollmar is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 1999 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Stuart Spencer is a financial advisor with Edward Jones in Zionsville, IN, holding a Series 66 designation and eight 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 more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Warren Mc Crea is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and one year of industry experience. He previously worked at Northwestern Mutual in several capacities and has been involved with the Community Life Center since 2024. Outside of his advisory role, he coaches volleyball and participates in community sports and fitness activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm combines adviser programs with a range of financial products and employs an integrated platform utilizing model portfolios, third-party asset managers, and insurance solutions.

Thomas Mathews is a financial advisor with Charles Schwab in Carmel, Indiana, holding Series 63 and Series 65 credentials. He has 29 years of industry experience and has been with Charles Schwab and Charles Schwab Bank SSB since 2009. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary investment recommendations with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research.

Jerry Romjue is a financial professional with Cetera and holds the Series 63 and Series 65 designations. He has 12 years of industry experience and has previously worked with First Allied Advisory Services and FIRST Allied Securities. Outside of his advisory role, he is a Certified Public Accountant and is involved in retail sales through a partnership in HONEY HOUNDS LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Brian Johnson is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Johnson leads a business networking event. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers and various program structures.

Neal Taflinger is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian / Lifetime Financial Growth, Park Ave Securities LLC, and Aflac. Taflinger is also engaged as an insurance broker through a separate outside activity focused on life, disability, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses proprietary software and structured planning approaches to deliver collaborative, goal-oriented recommendations.

Thomas Mckinstry IV is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Lifetime Financial Growth and a sixteen-year tenure at Meijer. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and providing centralized custody and order-routing services.

Ryan Pearman is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and five years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2019. Prior to his current roles, he was involved with Shawnee Baptist Church and Premier Graphics of Louisville. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization, offering a wide range of asset-based fee investment strategies.

Benjamin Schlueter is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 24 years of industry experience, including 15 years at Franklin Templeton and ongoing tenure at Raymond James since 2019. Outside of his advisory role, he is involved as an officer and treasurer in a family-owned local ice cream shop in Fishers, Indiana. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a broad network of advisors and specialized programs.

Joseph Huffman is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held roles at Prime CarWash, Quincy University, Denison Parking, and RBI Factory. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning across various topics without discretion over portfolio management. The firm emphasizes goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

Robert Miller is a financial advisor with J.P. Morgan Securities in Indianapolis, holding a Series 66 designation and nine years of industry experience. His background includes roles at Merrill and Bank of America, and he has also worked at Noblesville High School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support investment recommendations.

Timothy Harris is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following an eight-year tenure at City Securities Corporation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Kent Ray is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Mark Balaszek is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 2014, including Schwab Trust Bank and Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and supervisory structures.

Christina Holloway is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 12 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools.

Bailey Detamore is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. Prior to joining Thrivent, Detamore worked at Slone Partners and Progressive Eyecare. Outside of work, Detamore serves as the Economic Vitality Chairperson for the Greentown Main Street Association and as Chairman on the Board for Preserve Marriage Ministries, both community-focused organizations in Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning separate from portfolio management through a network of financial advisors.

Michael Galullo is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has prior experience with Cambridge Investment Research Advisors, Inc. Outside of finance, he works as a server at Ruth Chris Steakhouse in Indianapolis. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering diverse investment strategies and manages over $256 billion in assets through more than 10,000 advisors.

Zachary Scott is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Sii. Outside of his advisory role, he serves as a client relationship manager for Signature Financial Group LLC and is authorized to conduct business involving the sales and marketing of securities and insurance products through Foresight Financial Management, LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account solutions, employing a range of portfolio construction tools and third-party platforms.

Jeffrey Bryan is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds a Series 63 designation and has worked at Robert W. Baird & Co. since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides financial planning, portfolio management, and consulting services tailored to client goals, utilizing a range of investment strategies and overlay services.