Matthew Noll is a financial advisor with Charles Schwab in Indianapolis, IN, holding a Series 66 designation and over 20 years of industry experience. He has been with Charles Schwab since 2005. 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, providing multi-asset model portfolios, periodic reviews, and a formal alternative investment process.

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 held roles at SAGEPOINT FINANCIAL, Creative Planning Strategies, Delaware Life Insurance, OneAmerica Securities, and American United Life. Her other business activities include managing financial services for two DBAs involved in marketing and back-office trade support. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct portfolios across multiple asset classes and supports both discretionary and non-discretionary management.

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, affiliated with Merrill Lynch Wealth Management. He focuses on financial planning, client relationship development, and supporting the team’s investment and trading strategy. Adam works closely with families and emerging investors, helping them organize their financial lives, understand their options, and build long-term plans aligned with their goals. Adam began his career with Merrill in 2025 after earning a Bachelor of Science in Business with a major in Finance from the Indiana University Kelley School of Business. He holds the FINRA SIE, Series 7, and Series 66 registrations, as well as professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Within the team, Adam contributes to investment research, planning analysis, and the integration of technology, particularly AI-supported tools, to enhance client service. He works with client relationships at various stages, assisting them in establishing and maintaining disciplined financial strategies. Outside of work, Adam enjoys spending time with his family, gardening, exercising, and engaging in hobbies such as baseball, basketball, cooking, hiking, music, rock climbing, singing, and watching movies.

Joshua Monk is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Charles Schwab in 2017, he worked at Celadon Trucking and Sandy Pines Golf Club. 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 guidance using multi-asset model portfolios, strategic asset allocation, and alternative investments.

Aaron Mullett is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and with Primerica Financial Services since 2014. Outside of advisory services, he is involved in sales of loan products and home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Daniel Sadowski is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and 65 licenses and 23 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. 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, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified investment strategies.

Matthew Sims is a financial advisor at Fidelity with six years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Covance. Outside of his advisory role, he serves as an officer for Stopbeefinradio, where he manages content related to new music from major and independent artists. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets.

Jammy Straub is a financial advisor with Charles Schwab in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Charles Schwab since 2011, including five years at Charles Schwab Bank, SSB. Outside of finance, Straub is an artist, writer, and creator of sculptural objects, multimedia projects, and related critiques. 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 a centralized operational structure.

Scott Altman is a financial advisor with LPL Financial in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2011. He also operates a consulting business under the name Altman Financial Consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Justin Lucas is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Regions Bank, LPL Financial, and Northwestern Mutual. Cetera Investment Advisers LLC serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Karthik Raghupathy is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus & Company, Incorporated before his current role at Sapient Capital LLC. He is a founding board member and charter member of the Indiana chapter of TiE Global, an organization supporting local entrepreneurs. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group, which informs asset allocation and financial planning analyses.

Scott Tuttle is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB, as well as firms including Verbarg Risk Management, Northwestern Mutual, and Heineman State Farm. Outside of advisory work, he manages a construction business overseeing drywall jobs and participates in drag racing during the summer. 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 strategies, offering multi-asset model portfolios and a formal alternative investment platform.

Cindy Woolf is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 63 designation and 38 years of industry experience. She joined RBC Capital Markets in 2023 after nine years with UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Michael Wright is a CFP® certificant with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Based in Indianapolis, IN, he holds the Series 63 license. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and provides a variety of advisory programs and investment strategies through a large nationwide network of financial advisors.

Erin Robertson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Prior to joining J.P. Morgan in 2021, she worked at Charles Schwab & Co., Inc. and TIAA, and also has experience as a reader for Educational Testing Service and as an educator at Ivy Tech Community College. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory capabilities with brokerage and investment management functions, delivering advisory services on a non-discretionary basis.

Matthew Zacarias is a financial advisor with J.P. Morgan Securities, 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 and was previously with Charles Schwab from 2015 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 through a team of Wealth Advisors. The firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

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.