Christopher Odle is a CFP® professional affiliated with Cetera who has 22 years of industry experience. He has held various roles across multiple firms including Avantax and MSW Wealth Advisors. Odle is also the owner of JLK Financial, LLC, which provides comprehensive financial planning, and JLK Tax, LLC, offering tax preparation and planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Sherman is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Cetera and its affiliated entities since 2025 and previously worked with Avantax from 2017 to 2025. Sherman is also involved as a board member of the Special Olympics of Indiana. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and supervisory arrangements.

Kent Seacat is a CFP® professional with 40 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at BMO Harris Financial Advisors, PNC Managed Account Solutions, Chase Investment Services Corp., and Banc One Securities Corporation. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Wright is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank before joining Fidelity in 2017. He is currently based in Noblesville, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of algorithmic methods and AI in research, and formal proxy voting and governance procedures.

Ryan Gravelin is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has nine years of industry experience, all with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment-management entities.

Gary Zent is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Zent operates a bookkeeping and tax preparation service and markets Medicare supplement and related health insurance policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Krista Scott is a financial advisor with J.P. Morgan Securities in Greenfield, Indiana, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at PNC Wealth Management and Waddell & Reed prior to joining J.P. Morgan in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a supported advisory process that integrates quantitative and qualitative research.

John Johnston Jr. is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2012. Johnston is also the owner of Johnston & Company, P.C., a tax preparation business he has operated since 1998. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Weaver is a CFP® with five years of industry experience, currently affiliated with OSAIC. He has held roles at Resource Planning Group and Commonwealth Financial Network, and has experience in insurance sales. Outside of his advisory work, he is a professional ultimate frisbee player with the Indianapolis Alleycats. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a variety of brokerage and advisory services. The firm employs a model-based investment approach that includes portfolio optimization and utilizes multiple program platforms and third-party managers.

David Hardacre is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors Inc. and Ameriprise. Outside of advising, he serves as president of Covenant Financial Architects LLC and acts as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, leveraging a large network of advisors and advanced operational tools.

Kristopher Aschbrenner is a Series 66 licensed financial advisor with Edward Jones in Anderson, Indiana, bringing three years of industry experience. Prior to joining Edward Jones, he spent nine years with West Central School Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Jose Lusende is a financial advisor with Edward Jones in Fishers, IN, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at George P. Stuart Printing Co. dba Indianapolis Recorder Newspaper and Martin University. Outside of his advisory role, he is co-founder and partner of Phenix Consulting Group, a consulting firm aiming to build bridges between the USA and Africa, and he serves as an adjunct faculty member at the University of Indianapolis teaching in the School of Education. He is also an advisory board member for the Lawrence Township Schools’ McKenzie Center for Innovation and Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a large network of financial advisors and branch offices nationwide.

Christopher Howard is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with eight years of industry experience. His career includes multiple tenures at Edward Jones and a period at Schwab Wealth Advisory. Prior to his advisory roles, he worked at IUPUI for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Benjamin McElwee is a financial advisor with LPL Financial in Noblesville, Indiana, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to LPL Financial, he worked at Equitable Advisors for three years and has held various positions including roles outside the financial industry. He provides investment advisory services through Independent Advisor Alliance, a separate registered investment advisor firm. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Coburn is a financial advisor with Osaic Wealth who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Osaic Services, Inc. In addition to his advisory work, he is president and owner of Coburn & Associates, a corporation focused on the sale of fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization with various managed account options and third-party money manager programs.

Rachel Valenti is a financial advisor at Stifel with a Series 66 designation and no prior experience in the industry. Before joining Stifel in 2026, she spent several years in various roles at Ford Motor Company and Ford Motor Credit Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and guidance for asset allocation, retirement, insurance, and estate planning.

Donald Schultheis is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Great Point Advisors, WBB Securities, and Goelzer Investment Management. He is also a partner at Lantern Road Capital Partners, where he engages in personal investment activities and consulting. 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 a multi-asset model portfolio approach and centralized operational infrastructure.

Brett Bubalo is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2006. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Smith is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at JP Morgan Securities LLC, The Huntington National Bank, and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs, while supporting advisors with research and technology tools.

Claire Burke is a financial advisor at Osaic with a Series 66 designation. Her work history includes roles at Osaic Wealth Inc, Resource Planning Group, The Sixpence, and Creating Joyful Moments. She has experience in client service and financial roles dating back to 2016. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and discretionary strategies.