Matthew Sims is a financial advisor at Fidelity with six years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Covance. Outside of his advisory role, he serves as an officer for Stopbeefinradio, where he manages content related to new music from major and independent artists. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets.

Barton Hunter is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2009. Outside of his advisory role, he has ownership interests in several investment-related businesses, including BJH Financial LLC and FHT Administrative Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of planning services that include retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summaries, with clients choosing whether to implement those recommendations through brokerage or advisory programs.

Jammy Straub is a financial advisor with Charles Schwab in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Charles Schwab since 2011, including five years at Charles Schwab Bank, SSB. Outside of finance, Straub is an artist, writer, and creator of sculptural objects, multimedia projects, and related critiques. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Scott Altman is a financial advisor with LPL Financial in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2011. He also operates a consulting business under the name Altman Financial Consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Justin Lucas is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Regions Bank, LPL Financial, and Northwestern Mutual. Cetera Investment Advisers LLC serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Karthik Raghupathy is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus & Company, Incorporated before his current role at Sapient Capital LLC. He is a founding board member and charter member of the Indiana chapter of TiE Global, an organization supporting local entrepreneurs. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group, which informs asset allocation and financial planning analyses.

Scott Tuttle is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB, as well as firms including Verbarg Risk Management, Northwestern Mutual, and Heineman State Farm. Outside of advisory work, he manages a construction business overseeing drywall jobs and participates in drag racing during the summer. 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 strategies, offering multi-asset model portfolios and a formal alternative investment platform.

Cindy Woolf is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 63 designation and 38 years of industry experience. She joined RBC Capital Markets in 2023 after nine years with UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Michael Wright is a CFP® certificant with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Based in Indianapolis, IN, he holds the Series 63 license. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and provides a variety of advisory programs and investment strategies through a large nationwide network of financial advisors.

Erin Robertson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Prior to joining J.P. Morgan in 2021, she worked at Charles Schwab & Co., Inc. and TIAA, and also has experience as a reader for Educational Testing Service and as an educator at Ivy Tech Community College. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory capabilities with brokerage and investment management functions, delivering advisory services on a non-discretionary basis.

Matthew Zacarias is a financial advisor with J.P. Morgan Securities, 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 and was previously with Charles Schwab from 2015 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 through a team of Wealth Advisors. The firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

Rick Vollmar is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 1999 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

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.

Ryan Pearman is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and five years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2019. Prior to his current roles, he was involved with Shawnee Baptist Church and Premier Graphics of Louisville. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization, offering a wide range of asset-based fee investment strategies.

Benjamin Schlueter is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 24 years of industry experience, including 15 years at Franklin Templeton and ongoing tenure at Raymond James since 2019. Outside of his advisory role, he is involved as an officer and treasurer in a family-owned local ice cream shop in Fishers, Indiana. 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 investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a broad network of advisors and specialized programs.