David Coleman Jr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including 25 years at Metlife Securities Inc. prior to joining Mass Mutual in 2016. Mass Mutual 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, charitable organizations, and employers. The firm uses detailed client information and analytical tools to develop written recommendations and offers specialized planning programs such as Divorce Planning and estate settlement services.

Xavier Williams is a CFP® with five years of industry experience, currently serving at Charles Schwab. His prior roles include positions at Gary D. Nelson Associates, Marin SBDC, Wells Fargo NA, and Maxwell Money Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Thomas Cooper III is a financial advisor with LPL Enterprise in Indianapolis, IN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Eagle Strategies, NYLIFE Securities, New York Life Insurance Company, and Bankers Life in various advisory and securities capacities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizing portfolios developed by internal research and third-party strategists, and also offers access to insurance products and affiliated trust and lending services.

Benjamin Weddle is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at UBS Financial Services for six years before joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and various organizations through a range of advisory programs. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Dodie Kirby is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She previously worked at Merrill, Edward Jones, Winthrop Capital, Ross, Sinclaire & Associates, and J.J.B. Hilliard, W.L. Lyons. She holds a Series 63 designation. 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 research from Wells Fargo Investment Institute and third-party sources.

Mary Reinking is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and 15 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and operates a catering business in Indianapolis, managing approximately 10 events annually. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Rebecca Obermeier is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at LPL Financial since 2025 and has a long tenure dating back to 2010 with Evolution Private Wealth Management. Obermeier serves on the board of the nonprofit Behold and Become. 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. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Adrienne Vollmer is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63, 65, and 66 licenses and bringing five years of industry experience. Her prior roles include positions at Edward Jones and BASTEEL Perimeter Systems. Mass Mutual 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, charitable organizations, and employers. The firm offers collaborative, annual planning engagements utilizing firm-approved software and emphasizes strategy recommendations without discretionary investment management.

Paul Cox is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Securities, Fifth Third Bank, Strategic Advisers Inc., and Fidelity Brokerage Services, Inc. since 1993. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment approaches, utilizing multi-asset model portfolios and a formal alternative investment process.

Christopher Shockley is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds the CFP® designation and has 21 years of industry experience, including prior roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that provide written recommendations based on client goals.

Brian Harris is a financial advisor with MassMutual Investors Services in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with MML Investors Services since 2014 and with MassMutual Life Insurance Company since 2013. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and supports various specialized planning programs.

Dawn Brannon Braun is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Indianapolis, IN. She holds Series 63 and Series 66 credentials and has 21 years of industry experience. She has operated Dawn Brannon Braun LLC since 2014. 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, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and analytical tools and supports specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting programs.

John Caves is a CFP® professional with 29 years of industry experience, currently affiliated with Fidelity Investments in Indianapolis, IN. His prior roles include positions at STAR Financial, Cetera Investment Services, First Merchants Trust Co, and Thrivent Financial. Outside of financial advising, he operates a leadership and career coaching business. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and model portfolio platforms.

Michael Terry is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 1998. In addition to his advisory role, he is involved with WestPoint Financial Group as a life and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jeremy Cox is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously with The Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life in various roles. Outside of his advisory work, he is contracted with Agent Pipeline to sell Medicare and other health-related insurance products. 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 corporate and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Jessica Eaton is a financial advisor with Edward Jones in Carmel, IN, holding Series 63 and Series 66 designations and bringing eight years of industry experience. Her prior roles include positions at Regions Bank/Cetera, VALIC Financial Advisors, Key Investment Services, Fidelity Investments, United Healthcare, and Rci. She also has experience with Western Governors University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edward Mccoy is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2018. His prior work includes roles at Ball State University and Fasttimes Indoor Karting. 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 advisory models and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Chad Stevens is a financial advisor with Edward Jones in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and worked previously at Comcast Spotlight for 20 years. 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, offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Adam Hiatt is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was affiliated with Northview Church for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Valentine is a financial advisor with Charles Schwab and holds Series 66, Series 63, and Series 65 licenses. He has 20 years of industry experience, including prior roles at Charles Schwab Bank SSB and Ey. Outside of his advisory work, he assists with a family-owned dog boarding and daycare business, Puppy Pitstop. Charles Schwab 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 in-house research and alternative investment due diligence.