Robert Dunlap is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2003. Dunlap also teaches a course titled Retirement Planning Today through Dunlap Wealth Management. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kristen Koers is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm utilizes a mix of in-house and third-party investment managers and provides customizable portfolio strategies aligned with clients’ risk profiles.

Kelly Kaufman is a CFP® professional with 16 years of experience in financial advising. She is currently with Charles Schwab, where she has worked since 2017, including roles at Schwab Private Client Investment Advisory and Charles Schwab Bank. Kaufman serves on the CFP Board’s Disciplinary and Ethics Committee and will chair the committee starting in 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, combining multi-asset model portfolios with access to affiliated discretionary SMAs and alternative investments.

Frank Jennings II is a financial advisor with Charles Schwab in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. He has worked at Charles Schwab since 2006 with a brief period at Jennings Copywriting in 2019-2020. 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, combining multi-asset model portfolios with centralized supervisory and custody arrangements.

Evan Judd is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2010, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Services Representative, and Financial Representative. His experience at Fidelity encompasses a broad range of financial services and client support roles, providing him with comprehensive expertise in investment solutions and retirement services. Evan is committed to helping clients and their families achieve their financial goals with dedication and integrity. Outside of his professional work, Evan enjoys fishing, outdoor adventures, parenthood, pets, reading, and traveling.

Joseph Moran is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at MassMutual Life Insurance Co and Doc B's Fresh Kitchen. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and delivers written recommendations as part of annual financial planning engagements.

Steven Young is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with UBS since 2014. Outside of advisory work, he is an author of several positive mindset and self-help books, including titles focused on business success and overcoming imposter syndrome, with his works available on Amazon and Facebook. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Steven Brown is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 credentials and 13 years of industry experience. His work history includes roles at MassMutual Life Insurance Co, Wells Fargo Clearing, Sanctuary Securities, and Charles Schwab & Co., Inc. Mass Mutual 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 provides ongoing financial planning using firm-approved tools and offers asset management, wrap programs, and educational seminars.

Clifford Allen is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 1983. Outside of his advisory role, he serves on the board of directors for the YMCA of Greater Indianapolis, overseeing the operations of local YMCA branches. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of advisors who tailor plans using proprietary research and model-based asset allocations.

Frances Flood is a CFP®, CFA®, and Series 66-licensed financial advisor with 12 years of experience at UBS Financial Services Inc. based in Indianapolis, IN. She has worked exclusively with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Marly Hardy is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. 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 23,700 financial advisors.

Brian Miller is a financial advisor with Cetera based in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Cetera in 2019, he worked at Foresters Financial and Foresters Advisory Services LLC. Outside of his advisory role, Miller serves on the board of the Perry Township Education Foundation and is involved with the Indy Premier Soccer Club as an at-large board member. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts with access to affiliated and third-party managers.

Deborah Capria is a financial advisor at Charles Schwab with 36 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 1989, with a brief employment gap from 2019 to 2020. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Katherine Alt is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab and its affiliated entities since 2018. Prior to her current role, she was employed at IUCORPS and IU Corps, and she also has experience at Prairie View Golf Club. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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, using multi-asset model portfolios supported by centralized supervision, custody, and order-routing.

Scott Eckart is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance since 2005 and has maintained a solo strategic planning business since 2002. Eckart also hosts the podcast Velocity Coaching, which shares stories of business owners and entrepreneurs overcoming obstacles. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, educational seminars, and specialized event-driven planning services.

David Bartz is a financial advisor with RBC Capital Markets in Indianapolis, IN. He holds the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. His prior experience includes 13 years at UBS Financial Services Inc. Outside of advising, he co-owns and manages a rental property with his wife. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers.

Karin Veatch is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase for 13 years before joining UBS in 2021. She serves on the board of directors and the audit committee of Metropolitan Indianapolis Public Media, a nonprofit organization focused on public media. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Thomas Grimsey is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Huntington National Bank, Chase Bank, and Carrington Mortgage Services. Outside of his advisory work, he is the owner of a cleaning business called Heidi’s Clean & Tidy and also serves as a notary. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and a wrap program, while also facilitating insurance sales through affiliated entities.

Kevin Lambert is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and having 25 years of industry experience. He has worked with Primerica since 1997 and has been with Primerica Advisors since 2010. Prior to his advisory roles, he was employed at PraXair Surface Technologies for 25 years. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets, delivering advisory services primarily through model-driven strategies created by third-party asset managers.

Jay Barclay is a Certified Financial Planner® with 26 years of industry experience, currently serving as a financial planner at Osaic in Indianapolis, IN. His prior experience includes seven years with Securities America Advisors and four years with National Planning Corporation. Outside of his advisory work, he is involved as a board member and bookkeeper for the Brendonwood Historic District Foundation and pursues photography, creating and selling photo books and prints. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios across various asset classes and supports multiple advisory platforms and third-party solutions.