Kevin Wells is a financial advisor with LPL Financial in Indianapolis, Indiana, holding Series 63, Series 65, and Series 66 credentials and a total of 28 years of industry experience. He has been with LPL Financial since 2006. Wells previously operated a non-variable insurance brokerage, Capitas Financial, servicing existing contracts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies alongside a platform that includes advisory and non-advisory financial services.

Joel Singer is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. Outside of his advisory role, he is owner of Singer Squared LLC, a holding company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joseph Sparks is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Schwab, he worked at FORVIS, LLC and Ronin Inc., and he has experience running a business in the entertainment sector through Anarchy Axe Throwing. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment platform.

Lasitaporn Caudill is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. She previously worked for The National Bank of Indianapolis for three years before joining Charles Schwab & Co., Inc., where she has been employed since 2019. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Chad Mccullough is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. Outside of his advisory work, he serves on the board of directors for Memorial Day Mile, Inc., a nonprofit organization that organizes an annual road race in Franklin, Indiana. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Andrew Curran is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2012, serving in various capacities including Financial Consultant and Workplace Planning and Guidance Consultant II. Prior to joining Fidelity, he was an Assistant Vice President and Financial Solutions Advisor at Merrill Lynch and a Senior Financial Analyst at First Person. Andrew specializes in creating comprehensive financial plans tailored to his clients' goals. His approach involves understanding clients' financial situations and preferences, collaborating with them and their families on strategy development, and monitoring progress toward their objectives. This process underpins his commitment to building long-term relationships with clients. Outside of his professional work, Andrew has interests in beach activities, football, soccer, and traveling.

Brandon Phelps is a financial advisor at Charles Schwab & Co., Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2011. 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 client relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investments.

Jason Thompson is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Charles Schwab since 2017 and is also affiliated with Uber since 2016. 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 due diligence on alternative investments.

Matthew Green is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the development board for the Indiana University Simon Cancer Center and is involved as a silent partner in several Skyzone trampoline park ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Matthew Rittenhouse is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets since 2014 and was previously with City National Bank from 2018 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management that utilize both in-house and third-party managers.

Daniel Bottomley is a financial advisor at Stifel with eight years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes three years at Wells Fargo Clearing and six years at Stifel Nicolaus & Co Inc. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Joanna Franz is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch for 15 years before joining UBS in 2023. Based in Indianapolis, IN, she provides advisory services through a well-established institutional firm. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and offers a broad range of capital markets services through its platform.

William Lafferty IV is a CFP® professional with 13 years of industry experience, currently affiliated with J.P. Morgan Securities. His career includes roles at J.P. Morgan Chase Bank and Charles Schwab, where he worked from 2013 until joining J.P. Morgan Securities in 2018. Outside of finance, he is a signer on a family-owned automotive business bank account but has no operational involvement. J.P. Morgan Securities LLC 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 guide its recommendations.

Bennett Van Schouwen is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Charles Schwab Bank SSB, Aflac, and academic positions at Indiana University Bloomington and its Economics Department. J.P. Morgan Securities LLC 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 client decisions.

Gary Lents is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding Series 63 and Series 66 credentials and with 34 years of industry experience. He has been with Robert W. Baird since 2000. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research, manager selection, and advanced tools such as artificial intelligence in client advice.

Bobby Jones is a CFP® professional with seven years of industry experience, currently serving at Charles Schwab in Indianapolis, IN since 2019. His prior roles include positions at RPM Franchises - Domino's Pizza, Indiana University Purdue University Indianapolis, and Indiana Hydraulic Equipment Co. 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 separately managed accounts, employing multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Christopher Boylan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has previously worked at Pruco Securities LLC, BMO Bank, the University of Southern Indiana, and Live Nation. Outside of his advisory role, he works as a rideshare driver delivering groceries in Indianapolis. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, and institutional entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and related brokerage and insurance services.

Robert Miller is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, IN, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Raymond James and Miller Financial Services, LLC since 2006. Outside of his advisory work, he is involved in the sale of non-variable life insurance products. 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 offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Robert Peters II is a CFP® professional with eight years of industry experience, currently affiliated with Charles Schwab in Indianapolis, IN. He has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2019. Outside of his financial advisory role, Peters coaches youth basketball several times a week at The National Basketball Academy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program and affiliated services, offering a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment options.

Joshua Pickard is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2019, he worked in the retail and automotive sectors, including roles at Potbelly's, Economy Plumbing Supply, and Andy Mohr Buick GMC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational capabilities.