Stuart Spencer is a financial advisor with Edward Jones in Zionsville, IN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Velde Cadillac Buick GMC from 2014 to 2017. Edward Jones is a full-service wealth management firm serving more than 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.

Warren Mc Crea is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and one year of industry experience. He previously worked at Northwestern Mutual in several capacities and has been involved with the Community Life Center since 2024. Outside of his advisory role, he coaches volleyball and participates in community sports and fitness activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm combines adviser programs with a range of financial products and employs an integrated platform utilizing model portfolios, third-party asset managers, and insurance solutions.

Thomas Mathews is a financial advisor with Charles Schwab in Carmel, Indiana, holding Series 63 and Series 65 credentials. He has 29 years of industry experience and has been with Charles Schwab and Charles Schwab Bank SSB since 2009. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary investment recommendations with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research.

Jerry Romjue is a financial professional with Cetera and holds the Series 63 and Series 65 designations. He has 12 years of industry experience and has previously worked with First Allied Advisory Services and FIRST Allied Securities. Outside of his advisory role, he is a Certified Public Accountant and is involved in retail sales through a partnership in HONEY HOUNDS LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Brian Johnson is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Johnson leads a business networking event. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers and various program structures.

Neal Taflinger is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian / Lifetime Financial Growth, Park Ave Securities LLC, and Aflac. Taflinger is also engaged as an insurance broker through a separate outside activity focused on life, disability, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses proprietary software and structured planning approaches to deliver collaborative, goal-oriented recommendations.

Thomas Mckinstry IV is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Lifetime Financial Growth and a sixteen-year tenure at Meijer. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and providing centralized custody and order-routing services.

Benjamin Schlueter is a financial advisor with Raymond James Financial Services, Inc. in Fishers, Indiana, holding a Series 66 designation and 23 years of industry experience. He previously worked at Franklin Templeton Financial Services Corp. and Franklin Templeton Distributors, Inc. He is also an officer and joint owner of a family-owned local ice cream shop, Brusters Real Ice Cream Fishers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Robert Miller is a financial advisor with J.P. Morgan Securities in Indianapolis, holding a Series 66 designation and nine years of industry experience. His background includes roles at Merrill and Bank of America, and he has also worked at Noblesville High School. J.P. Morgan Securities 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 investment recommendations.

Timothy Harris is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2017, following an eight-year tenure at City Securities Corporation. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling.

Kent Ray is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Mark Balaszek is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 2014, including Schwab Trust Bank and Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and supervisory structures.

Christina Holloway is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 12 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools.

Bailey Detamore is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. Prior to joining Thrivent, Detamore worked at Slone Partners and Progressive Eyecare. Outside of work, Detamore serves as the Economic Vitality Chairperson for the Greentown Main Street Association and as Chairman on the Board for Preserve Marriage Ministries, both community-focused organizations in Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning separate from portfolio management through a network of financial advisors.

Michael Galullo is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has prior experience with Cambridge Investment Research Advisors, Inc. Outside of finance, he works as a server at Ruth Chris Steakhouse in Indianapolis. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering diverse investment strategies and manages over $256 billion in assets through more than 10,000 advisors.

Zachary Scott is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Sii. Outside of his advisory role, he serves as a client relationship manager for Signature Financial Group LLC and is authorized to conduct business involving the sales and marketing of securities and insurance products through Foresight Financial Management, LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account solutions, employing a range of portfolio construction tools and third-party platforms.

Michael Onieal is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2020, previously serving at First Allied Advisory Services and First Allied Securities. In addition to his advisory work, he owns MOJO, Inc., a real estate business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers across discretionary and non-discretionary programs.

Jeffrey Bryan is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds a Series 63 designation and has worked at Robert W. Baird & Co. since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides financial planning, portfolio management, and consulting services tailored to client goals, utilizing a range of investment strategies and overlay services.

Benjamin Donathen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Stifel, accumulating nine years at each firm before joining Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance services.

William Hammond is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and having 20 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2005 and was also associated with H.R.F.E. Consulting for 17 years. Outside of his advisory role, Hammond is an independent contractor with Impact Health Sharing, focusing on non-investment related activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports account custody through Pershing, focusing primarily on individual investors rather than institutional clients.