Stephen Brennan is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial and Elements Wealth Management. He has worked with LPL Financial since 2009 and has been with Elements Wealth Management, a business serving credit union clients, since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets.

Katherine Roberts is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019, following prior experience at J.J.B. Hilliard, W.L. Lyons, LLC. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Clara Starkey is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Prior to her advisory role, she was associated with Indiana University. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Turner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at KETER and Cobham. Outside of his advisory role, he serves as president of Business Improvement Group, Inc., a business consultation firm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, primarily serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure.

Conner Hobbs is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has previously worked with the MSD of Wabash County and Whites Residential and Family Services. Outside of his advisory work, Hobbs serves as a board member for the LaFontaine Library. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Carson Coleman is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he worked for Consolidated Electrical Distributors, Inc. for two years and was a student at Indiana University from 2019 to 2023. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Scott Gwin is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2012. He holds Series 63 and Series 65 licenses. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.”

Laura Mc Mahon is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 credential and 18 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2025. Outside of her advisory work, she operates an online business showcasing and selling her artwork. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options tailored to clients who meet certain net-worth thresholds, using proprietary research and tools to develop customized recommendations.

Brian Levinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo firms since 2010, including a decade at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

David Moore is a financial advisor at Wells Fargo Clearing with 54 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He is based in Muncie, IN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that notably includes insurance-related vehicles and bank deposit sweep programs.

Michael Lawson is a financial advisor with MassMutual Investors Services holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and Busey Wealth Management. Lawson is based in Indianapolis, IN. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals and deliver written recommendations.

Allana Campbell is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has previously worked at UBS Financial Services, Robert Baird & Co., J.J.B. Hilliard W.L. Lyons LLC, Fidelity Brokerage Services, and Charles Schwab. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

Rhys Helt is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and also serves City National Bank since 2017. Outside of finance, he owns and actively manages a Standardbred horse racing stable and serves in several community roles, including fraternity advisor and member of a county zoning appeals board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, integrating multiple portfolio management and financial planning services.

Ross Henderson is a CFP® with over 32 years of experience in the financial services industry. He has been with Edward D. Jones & Co., L.P. since 1993. Based in Indianapolis, IN, Henderson holds Series 63 and Series 66 licenses. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Zachary Kaufman is a financial advisor with Ameriprise Financial Services in Indianapolis, IN, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2017, including six years at Ameriprise Financial Services, LLC. Kaufman serves on the Board of Directors for Ronald McDonald House Charities and previously held the role of President. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and dependable income sources.

Jonathon Stewart is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera. His career includes roles at First Allied Advisory Services, Artistry Wealth, and Brunette & Associates. He also serves as president of J Bradley Stewart Inc., a holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with a variety of portfolio management and advisory services.

Dennis Parrish is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and Securities America, Inc. Parrish is also a general agent for an insurance agency and is involved in debt liability management services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with various portfolio management options, utilizing asset-allocation tools and third-party platforms to meet client needs.

Michael Cahill is a CFP® professional with 21 years of experience in the financial services industry. He is affiliated with Mass Mutual Investors Services and Mass Mutual Life Insurance Company, where he has worked since 2010. Cahill also operates an outside insurance sales business under Michael Cahill LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Amy Leo is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 63 designation and seven years of industry experience. She has been with Wells Fargo Advisors since 2022, following seven years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, accommodating clients who meet specific net-worth criteria.