Michelle Clayton is a financial advisor at Charles Schwab with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2000, including a role at Charles Schwab Bank, SSB since 2017. Based in Indianapolis, IN, she has a long tenure at one of the largest firms in the industry. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive due diligence.

Sara Campo is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. Her work history includes roles at Charles Schwab & Co., Inc. and Indiana University Health, as well as over a decade at Anthony M. Campo & Associates. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Darin Etchison is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the investment committee for Our Lady of Mount Carmel Church, overseeing the management of the parish’s charitable trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Bryan Harasty is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His prior roles include positions at Edward Jones and Invesco Distributors, Inc. He is also involved in managing his advisory business through BHG Operations. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to produce written Recommendation Reports, supported by a centralized consulting team, and delivers a broad range of advisory, brokerage, and insurance solutions.

John Hettiger is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63, 65, and 66 licenses. He has 31 years of industry experience and has been with Mass Mutual and its affiliated companies since 2009. Outside of his advisory role, he serves as a board member for a homeowners association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of investment programs and educational seminars tailored to various client needs.

Garry Autry is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years at Money Concepts Capital Corp. In addition to his advisory work, he is involved with Crawford & Associates, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

John Waite is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a nonprofit board member for Hendricks Regional Health, focusing on strategic planning for a county hospital. LPL Enterprise provides advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and model portfolios developed by LPL and its partners.

Cheryl Stultz is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones for nine years before joining Cambridge in 2016. In addition to her advisory role, she operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Melanie Collier is a financial advisor with Charles Schwab, holding a Series 66 credential and eight years of industry experience. She has worked at Charles Schwab since 2017 and previously was involved with Porterfield Family Partners and Medicraft, Inc. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management supported by integrated brokerage, custody, and advisory services.

Robert Kmec is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 2000, including a period at optionsXpress, Inc. from 2012 to 2017. 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 using multi-asset model portfolios, combining advisory, brokerage, custody, and cash-sweep services in an integrated structure.

Brenda Ramsey is a financial professional with 21 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has worked with several firms, including First Allied Advisory Services and Artistry Wealth, LLC. Outside of her advisory work, she serves as a director at Tuxedo Park Baptist Church and volunteers with LPGA Amateurs Central Indiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Bailey Walker is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, Bailey worked briefly at Charles Schwab and has held roles outside of finance including positions at Holiday Inn Express and Sycamore Drive In. Bailey also attended Purdue University from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Cole is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Valic Financial Advisors, Ameriprise, Cetera Investment Services, Raymond James Financial Services, and other firms. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers.

Ryan Fite is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2001. Over his 24-year career with Fidelity, he has held positions including Financial Representative, Investments Consultant, Financial Planning Consultant, and currently Vice President, Financial Consultant. Ryan focuses on helping clients design, build, and maintain financial plans aimed at protecting and growing their wealth. He leverages Fidelity's investment resources, advanced technology, and cost-effective approaches to support his clients' financial goals. He holds a California Insurance License. Outside of his professional work, Ryan enjoys gardening and traveling.

Jeremy Fagan is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Mass Mutual Life Insurance Company and its subsidiary, MML Investors Services, since 1999. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client analysis and firm-approved tools to develop investment strategies and offers a range of planning programs including divorce and estate-settlement planning.

Stanley Crisci is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2013 and also at City National Bank since 2019. Outside of finance, he has passive ownership interests in several restaurants and is involved with nonprofit and community organizations, including serving on the board of a condominium association and a committee for a nonprofit charity focused on teen pregnancy support. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to each client’s risk profile with access to both in-house and third-party investment managers.

Kevin Johns is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked at UBS since 2017 and previously held roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Bailey Matthys is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Bailey worked at Prudential Financial Services and managed Matthys Construction LM, LLC. Outside of finance, Bailey has experience in the restaurant industry and spent several years in full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI and algorithmic methods, and oversight in model portfolio delivery.

Connor Reitz is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he has experience working in various roles outside the financial industry and completed his education at the University of Dayton. Reitz is also involved in a non-variable insurance agency in Carmel, Indiana. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning and access to third-party asset managers.

Autumn Walker is a financial advisor at Charles Schwab with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Charles Schwab since 2008. Outside of her advisory role, she serves as Vice President of the St. James Manor Homeowners Association, a nonprofit charitable organization. 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 and discretionary investment options supported by centralized custody and an extensive operational infrastructure.