Jim Wolf is a financial advisor with LPL Financial based in Fishers, Indiana. He holds the Series 63 and Series 66 designations and has 27 years of industry experience, including prior roles at Charles Schwab and CUNA Brokerage Services. Since 2014, he has also been involved with Elements Wealth Management as an investment representative. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by technology tools and a broad platform of financial solutions.

Corinne Komarnicki is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Gaylord Archival, Pall Corporation, and JAS Recruitment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Rajan Desai is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab since 2005. 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 and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Ryan Rosenwinkel is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab since 2014. 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 and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Kathleen Henrie is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including overseeing fund advisory and model portfolio delivery. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation strategies.

Sara Hamilton is a financial advisor at Cetera with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera since 2026. Prior to that, she gained experience at Regions Bank and held various roles including managing Sara Jane Photography. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Alain Brown is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for nine years at Fifth Third Securities. Outside of his advisory role, he is a co-owner of WRIEL Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Sean Dixon is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank and Morgan Stanley in various roles since 2016. 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, using quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework in its investment recommendations.

Matthew Wolff is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previous experience with Raymond James Financial Services Inc., Executive Financial Planning Group Inc., and Marietta CPAs. Outside of his advisory work, he serves as an assistant coach for a travel baseball team. 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, charitable organizations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical modeling to tailor non-discretionary planning and investment consulting to client goals.

Braden Hall is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked in the food service industry at Trax BBQ and Rad's Restaurants. Fidelity's affiliated firm, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Douglas Miltenberger is a financial advisor at Cetera with 24 years of industry experience. He has held roles at Huntington National Bank and The Huntington Investment Company since 2010 and currently serves as a regional sales manager for First Merchants Private Wealth Advisors, leading a team of wealth management professionals. Additionally, he is a member of the finance committee for the Ball State University Alumni Council. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and oversees more than $256 billion in assets across 10,000 advisors.

John O Brien is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at Fifth Third Securities and The Prudential Insurance Company of America. He serves on the board of the Booth Tarkington Civic Theatre, a nonprofit arts organization in Carmel, IN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Isaiah Bennett serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, previously working as a Planning Consultant and Financial Consultant. Prior to joining Fidelity, Isaiah worked as a Financial Analyst at Ehlen Heldman PC from 2018 to 2021. Isaiah partners with clients and their families to help guide them through their financial roadmap, aiming to provide clarity and peace of mind. Drawing on his experience as a military veteran, he strives to be a trusted advocate for his clients throughout their financial journey. Outside of his professional work, Isaiah's personal interests include board games, family activities, fitness, football, military service, and parenthood.

Alexandra Watland is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at JPMorgan Chase and Charles Schwab & Co., as well as work with an Artist Development Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to develop model portfolios drawn from a wide investable universe.

Tyler Zimmerly is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm uses third-party asset managers and emphasizes a percentage-based, tiered wrap fee structure.

Jeremy Meurer is a financial advisor with Raymond James & Associates in Anderson, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Nicholas Sutherlin is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Indianapolis, IN. He has been with LPL Enterprise since 2026 and has experience in education, having taught at multiple colleges and universities. Outside of finance, he has been involved in self-employment ventures and had a role at Bridges Craft Pizza and Wine Bar. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust, insurance, and lending services.

Ryan Thomas is a Certified Financial Planner® (CFP®) with Edward Jones in Indianapolis, IN, where he has worked since 2008. He has 17 years of industry experience and holds the Series 66 designation. 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 under management and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Fields is an advisor at LPL Enterprise with Series 63 and Series 65 licenses. He has been with LPL Enterprise since 2026 and has prior work experience at Subaru of Indiana Automotive, Faith West Preschool, Domino's Pizza, Target, and CTI Personnel. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Steven Sharp is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 designations and over 10 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2016. Outside of his advisory role, Sharp is a chapter advisor for the Sigma Phi Epsilon fraternity, assisting with financial management and mentoring undergraduate members, and he owns a small puppy breeding business specializing in golden retrievers. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing firm-approved analytical tools in a collaborative, annual planning process.