James Parvin is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017, including a role at Charles Schwab Bank beginning in 2024. Prior to his career in financial services, he was employed at The GEO Group, Inc. and Applebee’s. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and research through its integrated operational platform.

Bradley Newman is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at Principal Securities Inc., Principal Life Insurance Company, and State Farm Insurance. Outside of his advisory work, he serves as a coach for the Hamilton Heights Athletic Association. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and additional services such as affiliated insurance and trust custody.

Joseph Hammons is a financial advisor at Raymond James Financial with 29 years of industry experience. He has worked at Wells Fargo Clearing from 2002 to 2018 before joining Raymond James in 2018. He holds Series 63 and Series 65 licenses. Hammons is also the owner of Hammons Financial, LLC, an independent contractor business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, as well as institutional and corporate clients. The firm offers tailored, non-discretionary advice and supports a broad advisor network with specialized municipal and retirement plan services.

Travis Severson is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. He is based in Indianapolis, IN. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with program options spanning automated allocations to unified managed accounts.

James Vitou II is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Keshaun Stewart is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Mr. Plumber and Wyndham Destinations. Outside of his advisory role, Stewart is involved in property management as a landlord. 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 discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and operational support.

Matthew Duncan is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, previously spending 15 years with Hilliard Lyons. Outside of his advisory role, he coaches soccer at Bishop Chatard High School in Indianapolis. Robert Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Stephen Bottomley is a financial advisor with Stifel, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Stifel since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individual, institutional, and municipal clients, providing brokerage and investment advisory services with an investment approach based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark Simmel is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has been with Charles Schwab since 2012 and with Charles Schwab Bank since 2015, both based in Indianapolis, IN. 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 client relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by dedicated research and alternative investment due diligence.

Emma Huke is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 designations and has 10 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. MML 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 offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements to develop client recommendations.

Jason Wiggins is a financial advisor at LPL Enterprise with six years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Life Insurance Company, and American Income Life. Outside of his advisory work, he also operates an insurance brokerage unrelated to Guardian. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and various institutions. The firm typically employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program while also facilitating insurance product sales through affiliated entities.

Jennifer Salemme is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. She previously worked at Buckingham Companies for 17 years and has been with MassMutual since 2021. Outside of her advisory role, she is involved as an affiliate artist marketing beauty products and serves as an operations advisor for the Tri Delta women's sorority at Franklin College, advising their selection and finance committees. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers.

Cameron Isaacs is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he held roles at Black Rock Coffee and Cigna Healthcare, among others, and has experience in both corporate and church environments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts and a range of integrated brokerage, custody, and advisory services.

Brian Austin is a financial advisor with Ameriprise based in Fishers, Indiana, holding a Series 63 designation and over 26 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, Austin serves on the boards of the 96th Street Office Complex and PHARE WARRIOR, a nonprofit organization. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written Recommendation Reports in partnership with advisors. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jordan Frye is a CFP® with eight years of industry experience, currently affiliated with RBC Capital Markets in Indianapolis, IN. His prior roles include positions at UBS Financial Services and City National Bank. He serves as a board member for JoyRide Cars LLC, a nonprofit organization where he contributes to app development and event processes. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, and brokerage services.

Michael Mack is a financial advisor with Edward Jones in Fishers, IN, holding CFP® and ChFC® designations and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he is an investor in VOMO LLC, a volunteer mobilization service based in Plano, TX. 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 broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Geoffrey Malko Rasmussen is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and Cetera Investment Services LLC since 2019. Prior to that, he worked at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory role, Rasmussen owns Ginn Financial, a business operating under a Cetera DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party managers and various investment program structures.

Charles Gemmer is a financial advisor with Ameriprise in Fishers, Indiana, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Ameriprise in 2018, he spent 19 years with AXA Advisors. He is involved in independent insurance brokering and has a partnership interest in Northbound Solutions LLC. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Cole Snipes is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previously worked in education and data services. Raymond James & Associates is a large, dually registered 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by various portfolio management styles and research resources.