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.

Ryan Pearman is a financial advisor with J.P. Morgan Securities in Indianapolis, holding Series 66 and Series 63 licenses with five years of industry experience. His prior work includes roles at JPMORGAN Chase Bank, Shawnee Baptist Church, and Premier Graphics of Louisville. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Robert Miller is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Bank of America, as well as work at Noblesville High School and the University of Phoenix. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research to support model asset allocations.

Timothy Harris is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following an eight-year tenure at City Securities Corporation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Kent Ray is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 66 credentials and providing advisory services for 42 years. He has been with Stifel Nicolaus & Co. Inc since 2017, following a year at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Mark Balaszek is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 2014, including Schwab Trust Bank and Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and supervisory structures.

Christina Holloway is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 12 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools.