Derek O'Connor is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Investment Solutions Representative and Investment Consultant. Prior to his tenure at Fidelity, he participated in the Financial Consultant Academy at Charles Schwab from 2021 to 2022. In his current role, Derek partners with clients to co-create personalized financial plans by analyzing their investment strategies and retirement plans relative to their goals. He is known for a warm and welcoming approach to financial planning. Outside of his professional work, Derek has personal interests that include fitness, golf, parenthood, reading, and table tennis.

Daniel Hart currently serves as a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he gained experience as a Relationship Manager, Help Desk Client Services representative, High Net Worth Service Associate, and CRA Representative within Fidelity Investments from 2021 to 2025. Daniel emphasizes the importance of creating well-organized plans that foster satisfactory relationships with clients, prioritizing a positive client experience. Outside of his professional responsibilities, he engages in personal interests such as biking, board games, lake activities, parenthood, traveling, and volunteering.

Thomas Castelli is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Jason Wenzel is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera in Indianapolis, IN. His prior roles include positions at J.P. Morgan Securities, Schwab Private Client Investment Advisory, and Charles Schwab. He is involved in multiple financial services businesses operating under DBAs such as Artistic Strategies and Brunette & Associates. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to affiliated and third-party managers across various program structures.

Quan Truong is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Charles Schwab, he worked at Galaxy Glamour LLC and was a nail model for four years. He also spent a decade in full-time education. Charles Schwab serves a large client base 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 uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Andre Orselli is a Series 66-licensed financial advisor with LPL Enterprise in Indianapolis, IN, and has two years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Raymond James. Outside of his financial advisory work, he coaches high school baseball at Decatur Central High School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party asset managers, and affiliated insurance and trust custody offerings.

Michael Mcdonald is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2009, following prior roles at Merrill and Piper Sandler & Co. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory support with a broad array of non-advisory financial products.

Kyle Matucha is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory, Inc. and TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services.

Carl Gutwein is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has been with MML Investors Services, LLC since 2022 and previously worked at MassMutual Life Insurance Company starting in 2026. Prior to his advisory career, he was a full-time student from 2010 to 2025. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical software and programs.

Samuel Rincker is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MML Investors Services, Inc. since 1983. The firm serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars. Its advisory approach includes collaborative annual planning engagements utilizing firm-approved analytical tools and offers specialized services such as divorce planning and employer-sponsored programs.

Evan Werckenthien is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2015. He also operates an independent insurance agency in Carmel, IN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations, through financial planning, investment management, and retirement advisory services delivered by a network of independent Financial Professionals.

Jason Cherry is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and affiliated entities since 2010. His tenure includes roles at Charles Schwab bank, SSB, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines a large client base with integrated advisory, brokerage, and custody services.

Jaden Ziegler is a financial advisor with RBC Capital Markets in Indianapolis, holding Series 66 and Series 63 licenses. He has two years of industry experience, including prior roles at Charles Schwab & Co., Inc. and ManpowerGroup. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers several advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles and utilizing both in-house and third-party investment managers.

Mark Schlafer is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Fortis Investors, Inc. since 1992 and has been affiliated with Indiana University since 1987. In addition to his advisory roles, Schlafer is involved in selling traditional insurance through Schwlafer Wealth Management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

George Kempf is a CFP® with 33 years of industry experience, currently affiliated with RBC Capital Markets in Indianapolis, IN. He has previously worked at UBS Financial Services Inc. and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a blend of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Julie Singer is a CFP® and holds a Series 66 designation, with 10 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves on the finance and investment committee of the nonprofit American Cabaret Theatre, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Orfeo Di Mizio is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Charles Schwab, he worked at FedEx Ground and spent over a decade with Luca Pizza di Roma. 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by its centralized operational structure.

Ashley Johnson is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 10 years of industry experience. Prior to joining Mass Mutual, Johnson worked for Lincoln Financial Advisors and related entities from 2015 to 2024. Outside of advisory work, Johnson assists with bookkeeping and contractor payments for a residential roofing and remodeling business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual planning engagements and provides a range of event-driven and educational financial planning programs.

Kaus Christopher is a CFP®-designated financial advisor with 15 years of industry experience, currently with UBS Financial Services in Indianapolis, IN. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Nicolas Williams is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and has 16 years of industry experience. He has been with MML Investor Services Inc and MassMutual Life Insurance Company since 2010. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and deliver written recommendations.