Zachary Ochsenschlager is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Bank of America, N.A., and has experience in multiple roles outside the financial sector, including time at Arizona State University and ownership of a retail business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad client base.

Bryce Adam is a financial advisor with Edward Jones in Noblesville, Indiana. He holds the CFP® and ChFC® designations and has 28 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Charles Williams is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., and Questar Asset Management. Outside of his advisory work, he manages a family farm in Indiana. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and third-party platforms to support varied client needs.

Sean Manterfield is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Outside of his advisory role, he has been involved with community and cultural organizations including the Indianapolis Hebrew Congregation, Indianapolis Opera, and Christ Church Cathedral for multiple years. He is also associated with At Your Door Productions and has prior work experience at Specified Lighting Systems. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

David Nicholson is a Senior Financial Advisor with Merrill Lynch Wealth Management in Evansville, Indiana, a position he has held since 2008. He began his career in the financial services industry in 1981, accumulating over four decades of experience. David leads Nicholson, Smith & Associates, providing disciplined and customized financial strategies to a select group of high net worth professionals, retirees, individuals, and families, with a focus on college education planning, legacy planning, personal retirement planning, and portfolio management services. A 1977 graduate of Indiana University, David holds FINRA Series 5, 6, 7, 8, 63, and 65 registrations, as well as Life, Health, and Long Term Care insurance licenses. He has been recognized by Forbes Magazine as a Best In State Wealth Advisor for six consecutive years, most recently in 2024. David has dedicated himself to developing deep working relationships with clients by approaching each on a life-by-life basis and aims to be an essential resource in helping clients meet their individual financial goals. Beyond his professional work, David is involved in his community and various organizations. He serves on the Board of Directors for Habitat for Humanity of Southwestern Indiana and participates in church activities, Indiana University alumni events, and soccer administration and coaching. David and his wife LaDonna have been married since 1978 and reside in Westfield, Indiana with their two daughters and five grandchildren.

Matthew Turner is the Vice President and Branch Leader at Fidelity Investments. In his current role, he leads a team of advisors to support a broader client base. Prior to becoming Vice President, he served as Assistant Branch Leader from 2020 to 2022 and was the Field Training Director from 2018 to 2020, all within Fidelity Investments. His experience includes leadership and training roles aimed at enhancing advisor effectiveness and client service. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Lou Elliott is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United Parcel Service from 2008 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Evan Kruse is a Financial Consultant with over three years of experience in the financial services industry. He supports clients as they navigate retirement, wealth planning, and important financial decisions by creating clarity and confidence. Throughout his career, Evan has held roles including Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, as well as an internship at Core Investments. Evan is focused on building meaningful relationships by understanding each client's goals and priorities. He collaborates with individuals and families to develop personalized strategies, education, and guidance aimed at empowering confident financial decisions. Outside of his professional work, Evan's personal interests include baseball, golf, family activities, and spending time with pets.

Dayne Ferguson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2021 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolios constructed using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm is registered as a commodity pool operator and serves multiple registered investment companies, offering both discretionary and non-discretionary advisory services.

Tyler Yoars is a financial advisor at Edward Jones in Carmel, IN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he held various roles in companies including BMO, Door Dash, Uber Eats, and AT&T. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Elijah Hedrick is a financial advisor at Cetera with the Series 66 designation and has been in the industry for less than one year. His work experience includes roles at multiple subsidiaries of Cetera as well as Hedrick Wealth Management Group and Pathlock. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that incorporates affiliated and third-party managers, with assets under management exceeding $256 billion.

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.

Chris Hauser is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their unique needs. He collaborates with clients to identify strategies that support their financial goals and wealth planning requirements. Prior to joining Fidelity Investments in 2024, Chris worked as a Wealth Advisor at Charles Schwab from 2017 to 2024. There, he gained experience in advising clients on wealth management and financial planning. Outside of his professional role, Chris has personal interests that include baseball, football, golf, being a parent, spending time with pets, and exploring culinary experiences as a foodie.

Brant Buczkowski is a Financial Consultant currently working at Fidelity Investments. He has held several roles within the financial services industry, including Investment Consultant and Investment Solutions Representative at Fidelity Investments, as well as Financial Advisor at Thrivent Financial. Brant focuses on assisting clients with protecting and growing their wealth through holistic planning and investment strategies. He works with clients to understand their goals and aspirations in order to develop actionable plans aimed at achieving financial stability and freedom. Outside of his professional work, Brant has personal interests that include baseball, board games, family activities, golf, and traveling.

Samuel Caley is a financial advisor at Edward Jones in Tipton, Indiana, with two years of industry experience. He holds a Series 66 designation and previously worked at Lifetime Financial Growth, Guardian, and Park Avenue. Outside of finance, he has experience in education roles at Indian Valley High School and Claymont City Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a nationwide network of financial advisors and branch offices.

Amanda Sylvester is a Series 66 licensed financial advisor with Edward Jones, based in Cicero, IN. She has 10 years of industry experience and has been with Edward Jones since 2015. Outside of her advisory role, she is the sole member of Tengile LLC, a real estate holding company. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Adam Barber is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and North Salem State Bank. His background also includes roles outside finance, such as teaching at Purdue University and employment in community school systems and retail. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s planning services have been available since 1998 and can be combined with managed accounts under a consolidated billing option called “WealthPlan.”

Sean Pflum is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Fidelity and its affiliates from 2012 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Jessica Eaton is a financial advisor with Edward Jones in Carmel, IN, holding Series 63 and Series 66 designations and bringing eight years of industry experience. Her prior roles include positions at Regions Bank/Cetera, VALIC Financial Advisors, Key Investment Services, Fidelity Investments, United Healthcare, and Rci. She also has experience with Western Governors University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Hare is a financial advisor with Edward Jones in Tipton, Indiana, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Hare serves as an assistant football coach for Tipton Community School Corporation and is a board member and chairman of the finance and grant making committees at the Tipton County Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.