Michael Van Asten is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2020. 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 with tailored portfolio management and financial planning services using a combination of in-house and third-party investment managers.

Nichole Green is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments and its affiliated entities since 2017, as well as previously at Signator Investors, Inc. from 2012 to 2016. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Joseph Mcintosh is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and National Planning Corporation. In addition to his advisory role, he operates McIntosh CPA LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by research, technology, and a broad platform that includes insurance and banking partnerships.

Colin Thurston is a CFP® professional with five years of industry experience, currently advising at Charles Schwab in Indianapolis, IN. His work history includes multiple roles at Charles Schwab and Charles Schwab Bank since 2019. Outside of finance, he has experience in the hospitality sector, having worked at Cups Coffee and Hall Quarry Beach. Charles Schwab 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 a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and a formal alternative-investment platform.

Rafael Cordaro is a financial advisor with LPL Financial in Carmel, IN. He holds Series 63 and Series 65 designations and has 21 years of industry experience, including 18 years with LPL Financial. Outside of his advisory role, he is also an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research tools and a broad non-advisory financial services platform.

Ryan Rettig is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. He has over 15 years of industry experience supporting high net worth families with financial guidance and planning. In his role, he collaborates with clients to co-create financial plans based on trust, personal relationships, and individual preferences, utilizing Fidelity's resources and strategies. His career at Fidelity began as a Financial Representative in 2010, progressing through roles including Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2018. Prior to joining Fidelity, Ryan completed a financial internship at Smith Barney from 2007 to 2009. Outside of his professional responsibilities, Ryan has interests in biking, family activities, hiking, outdoor adventures, reading, and soccer.

Brandt Wagley is a financial advisor at UBS Financial Services in Indianapolis, IN, with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2013. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Dustin Pennington is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2007. His wife manages a rental property business in Pendleton, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Keith Waterman is a financial advisor with OSAIC Wealth Inc, holding a Series 66 designation and with 11 years of industry experience. His prior roles include positions at Resource Planning Group, Commonwealth Financial Network, and Cambridge Investment Research Advisors. He is also president of Prosperity Planning Group, Inc., a business entity he owns. OSAIC Wealth Inc serves a wide range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment platforms, utilizing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Ashley Hennen is a financial advisor with Charles Schwab in Carmel, IN, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Charles Schwab since 2020 and Charles Schwab Bank since 2023. Prior to her career in finance, she was involved with the Greensburg Animal Shelter from 2015 to 2020. 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 blend of non-discretionary and discretionary investment advisory options supported by a large-scale, integrated operational platform.

Kelli Popp is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Raymond James in various capacities since 2009. Outside of her advisory role, she owns a small business called Poppsicles, where she knits hats and scarves and manages sales through a web platform. 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 offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

John Reddington is a financial advisor at UBS Financial Services with 43 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages farmland where he grows corn and soybeans under cash rent agreements. 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 integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.

Andre Smith is a CFP®-designated financial advisor with 13 years of industry experience, currently practicing at Wells Fargo Advisors in Indianapolis, IN. His career includes positions at Charles Schwab and Cetera, and he also serves as a parish council member for St George Orthodox Christian Church, where he helps set rules and policies and votes on decisions regarding church funds. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by Wells Fargo research and tools.

Adam Gemmer is a financial advisor with Ameriprise in Fishers, Indiana, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at AXA Advisors LLC and managing Gemmer Wealth Management LLC. He serves on the Board of Directors for the Phi Gamma Delta Housing Corporation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jonathan Beecham is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Charles Schwab since 2007. Outside of his advisory role, he owns a private rental property. Charles Schwab & Co., Inc. serves a large client base of 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 buy/sell recommendations with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by centralized operational and research resources.

Tania Campbell Cruser is a financial advisor with Edward Jones in Maxwell, IN, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Edward Jones since 2010. Outside her advisory work, she owns Bunny Egg Farms, where she raises and breeds rabbits and chickens, selling show animals to 4H participants and pets. 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, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Bryson Banks is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has previously worked at Angie's List and Accenture. Outside of his advisory role, he oversees client interactions and marketing for Make 'Em Pop Creations LLC, a business he has been involved with since 2017. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Brady Hall is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities and J.J.B. Hilliard, W.L. Lyons, LLC. He also was involved with Parking Ventures LLC for one year. 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 management options, supported by a centralized operational structure and access to alternative investments.

Jessie Brown is a financial advisor at Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials. Jessie has been with Primerica Advisors since 2025 and has prior experience as a homeschool teacher and involvement with Classical Conversations for several years. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-based portfolio strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

Michael Bremer is a financial advisor with MassMutual Investors Services in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes roles at Cuna Brokerage Services and LPL Financial. He is a partner at Earnest Consulting Group, where he presents Credit Union owned life insurance as an investment option for employee benefits. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning and a range of investment and planning services.