John Rawlings Jr. is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at WEVV and WLIO. Outside of finance, he freelances as a photographer producing highlights for WISH TV. 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 and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Duane Haley is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera and its affiliates since 2025, following nine years at Cambridge Investment Research Advisors and ongoing management of his own wealth advisory business, Cornerstone Financial Advisory DJH LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, supported by over 10,000 advisors and managing assets exceeding $256 billion.

Stephanie May is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo in 2024, she spent a decade at Fifth Third Securities and fourteen years with Fifth Third Bank. She is involved in office administration at a local chiropractic medical office outside of her advisory role. 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 combines brokerage and advisory solutions with research-driven investment approaches.

Beth Helm is a financial advisor at Merrill in Indianapolis, IN, holding a Series 66 designation with 26 years of industry experience. She has worked at Merrill since 1996. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Bush is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has been with Charles Schwab since 2013. 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 separate managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s research and due diligence on alternative investments.

Mark Findling is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2011 and 2013, respectively. He serves on the board of Low Cost Spay & Neuter Clinic, a nonprofit organization, providing consulting on operational matters and future growth. Charles Schwab serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive, multi-asset investment approach supported by centralized operational and custody services.

Charles Bell is a financial advisor with MassMutual Investors Services holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining MassMutual Investors Services, he held roles at Primerica Advisors and Primerica Financial Services. Outside of his advisory work, Bell is the president and executive director of Community Transformation Partners, a housing and development services organization focused on addiction recovery. 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, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning using firm-approved tools and supports implementation through separate brokerage or insurance arrangements.

Jacob Vita is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Traditional Concepts, LLC, Purdue Hall of Music Box Office, and service with the Indiana National Guard. 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 separately managed accounts, offering multi-asset model portfolios and a centralized operational platform.

Ashton Zigler is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. He has worked in various roles including positions at Fedex Stryker, UPS, E.W. Scripps, PBS - WFYI, and BJ's Brewhouse prior to joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base consisting primarily of 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody, order-routing, and a structured alternative-investment platform.

Matthew Bell is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Schwab Wealth Advisory and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions, and incorporates an ESG eligibility framework in its recommendations.

Stephen Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Cetera since 2019 and previously advised at Foresters Advisory Services and Foresters Financial. Outside of his advisory roles, he operates Stephen L. Roberts LLC and has experience as a real estate investor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Michael Pruitt is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Charles Schwab since 2016. 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 and provides centralized custody and brokerage services.

Diana Todd is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including First Merchants Bank and Lyft. Todd is also involved with the American Bankers Association's Stonier Graduate School of Banking as a Capstone Advisor. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of investment models, including third-party advisory programs and proprietary solutions, without sponsoring its own wrap fee program.

Kris Brockman is a Financial Consultant at Fidelity Investments, a position held since 2021. In this role, Kris partners with clients and their families to understand their financial goals and develop plans aimed at achieving those objectives, focusing on providing financial stability and freedom. Kris has been with Fidelity Investments since 2016, progressing through various roles including Investment Consultant, Relationship Manager, Investment Solutions Representative, and Premium Relationship Associate. This progression reflects experience across multiple facets of financial consulting and client relationship management. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

James Grice is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He worked at OptionsXpress, Inc. from 2016 to 2017 before joining Charles Schwab in 2013. 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, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Patrick Williams is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Country Trust Bank, Country Capital Management Company, and affiliated insurance entities spanning 17 years. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various platform options including proprietary model strategies under the Founders Gate Capital brand.

Jack Ebbeler Jr. is a financial advisor at Stifel with Series 63 and Series 65 licenses and 40 years of industry experience. He worked at City Securities Corporation for 32 years before joining Stifel in 2017. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and decision-making.

Zackary Bell is a financial advisor at Edelman Financial Engines in Indianapolis, IN, holding a Series 65 credential with less than one year of industry experience. His prior work experience includes roles at Harvest Investment Services and positions outside finance in retail and education. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term orientation.

Michael Kessel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes six years at LPL Financial and multiple roles within Cetera since 2014, including his current position at Cetera and its affiliates. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Leonard Tanner is a financial advisor at Stifel with 57 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co since 2017, following seven years at City Securities Corporation. Stifel serves a broad range of clients including individual, institutional, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.