Rodolfo Saldivar is a financial advisor with Ameriprise in Indianapolis, IN, holding the Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Beachler is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Services Co., and JPMorgan Chase Bank. Beachler has been with J.P. Morgan Securities since 2018. J.P. Morgan Securities 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 applying an ESG eligibility framework in its investment recommendations.

Edward Puglise is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services for 20 years. Outside of his advisory role, he serves on the Finance Committee of the United Way of DeKalb County and manages his practice through the Stratim Group, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Miranda Thompson is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. She holds Series 63 and Series 66 licenses and has nine years of industry experience, all at Charles Schwab. Charles Schwab & Co., Inc. 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 offers a blend of non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and centralized custody and operational services.

Amy Gillette is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. She has been with Robert W. Baird & Co. since 2000. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary portfolio management, using a mix of in-house and third-party managers across a range of investment strategies.

Christopher Deter is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been affiliated with MML Investor Services, Inc. and MassMutual/West Point Financial Group since 2005. In addition to his advisory role, he works as an insurance broker, focusing on sales and services related to individual life and fixed annuities. MassMutual 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 offers financial planning, asset management, and educational seminars, employing firm-approved software tools to deliver collaborative, goal-based recommendations.

Luke Lohrstorfer is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Charles Schwab, he worked at IWM Consulting Group from 2016 to 2021. Charles Schwab & Co., Inc. serves a large client base, 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, utilizing multi-asset model portfolios and a centralized operational structure.

Christopher Duchemin is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and having eight years of industry experience. He has been with Charles Schwab since 2016. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment process.

Christopher Blancett is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Enterprise and previously worked at firms including Valic Financial Advisors and Raymond James Financial Services. Outside of advisory work, he is a co-owner of a retail sports card business with his son. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and specialized wrap programs.

David Gudal is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked at Charles Schwab since 2007, including roles at Charles Schwab Bank, SSB, and spent one year at TD Ameritrade Inc. prior to that. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Bart Trumpey is a financial advisor at Edward Jones in Indianapolis, IN, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ronald Harrington is a financial advisor at Cetera with 45 years of industry experience. He holds the ChFC® and Series 63 designations and has operated his own financial services business, Harrington Financial Group, since 2012. Harrington also works as an insurance agent offering fixed life, health, and disability products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Michael Ayers is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Edward Jones and Meta (formerly Facebook). J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to support customized investment strategies.

Nicholas Baker is a financial advisor with Charles Schwab holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab Bank, SSB since 2018 and Charles Schwab & Co., Inc. since 2016. 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 solutions, using multi-asset model portfolios and centralized operational infrastructure.

Abraham Salinas is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including PNC Investments, Fidelity Brokerage Services, and The Huntington National Bank. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Mary Z. Townsend is a financial advisor with UBS Financial Services in Fishers, IN, holding Series 63 and Series 65 credentials and totaling 34 years of industry experience. She has been with UBS since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and research resources.

Mark Ricca is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill and Bank of America for 20 years. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

David Beaver is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Vinya Muso is a CFP® with 10 years of industry experience, currently serving at Cetera. Previously, she worked with Raymond James Financial Services from 2016 to 2026. She is also involved with Gagne Wealth Management in a financial advisory role. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Nicole Comerford is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, with 12 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2009, including Merrill from 2022 to 2026. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, allowing clients to implement recommendations through brokerage or advisory programs at their discretion.