Daniel Sadowski is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an assistant baseball coach at Tri West High School. 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 and analytics.

Kyle Archer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Penguin Random House, and Nucor Steel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research to build model asset allocations and offers expanded derivatives and commodities capabilities through its regulatory registrations and affiliations.

Matthew Sims is a financial advisor with Fidelity in Fishers, IN, holding Series 66 and Series 63 registrations and six years of industry experience. His prior work includes four years at Charles Schwab & Co., Inc. and two years at Covance. Outside of his advisory role, Sims serves as an officer for Stopbeefinradio, a music platform where he posts music and videos for major and independent artists. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Barton Hunter is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Hunter has ownership interests in multiple investment-related entities, including BJH Financial LLC and FHT Administrative Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools.

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 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2011 and previously held roles at Morgan Stanley and Merrill. Altman also operates a separate business, Altman Financial Consulting, based in Indianapolis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, with investment strategies that include model portfolios, third-party management, and customized approaches.

Karthik Raghupathy is a financial advisor at Stifel with 10 years of industry experience and holds a Series 66 designation. He previously worked at Stifel Nicolaus & Company, Incorporated for eight years and at Sapient Capital LLC for one year. He is a founding board member of the TiE Indiana Chapter, an organization focused on fostering a community for local entrepreneurs. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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® professional with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She has worked at Charles Schwab & Co. and TIAA, among other firms, and has previously held a role as an Educational Testing Service Reader. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting.

Matthew Zacarias is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to joining J.P. Morgan, he worked at Charles Schwab for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG considerations and a range of investment strategies.

Rick Vollmar is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 25 years before joining Wells Fargo in 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and has a broad product offering supported by bank and insurance affiliates.

Stuart Spencer is a financial advisor at Edward Jones in Zionsville, IN, holding a Series 66 designation with nine 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 over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Warren Mc Crea is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual Wealth Management Company and several other firms. Outside of his advisory role, Mc Crea is involved in coaching volleyball and other sports through community organizations in Indiana and California. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, consulting, and access to various asset management platforms.

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 holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at First Allied Advisory Services, Wells Fargo Advisors, and Artistic Strategies. Outside of his advisory work, he is a Certified Public Accountant and a managing member of J Romjue Financial Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with discretionary and non-discretionary account options.

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.