John Compton is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2019. His prior experience includes roles at RGIS Inventory Specialists and Integrity Brokerage Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Kyle Grayson is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 35 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for 16 years. Outside of his advisory work, he is president of Donkeymonkey and is involved with several business entities including Piggybank, LLC, and The Electric Amish. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and various portfolio management technologies.

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.

Michael Wright is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and Charles Schwab firms since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Ryan Gravelin is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2016 and previously worked at Enterprise Holdings from 2013 to 2016. 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, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Gary Zent is a financial advisor with LPL Financial in Fishers, Indiana, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, Zent operates Zent Bookkeeping Services, providing tax preparation and accounting services, and markets Medicare supplement and related health insurance products through Gary Zent Senior Health Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from various sources.

Krista Scott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with JP Morgan Chase Bank and J.P. Morgan Securities since 2016, including prior roles at GWFS Equities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary advice that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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® professional with five years of industry experience, currently serving as a financial advisor at OSAIC. His work history includes positions at Commonwealth Financial Network and Resource Planning Group. Outside of his advisory role, Weaver is a professional ultimate frisbee player for the Indianapolis Alleycats. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to third-party managers to construct diversified portfolios tailored to client needs.

David Hardacre is a CFP® professional affiliated with Cambridge Investment Research Advisors, with 34 years of industry experience. He has been with Cambridge since 2014. Hardacre is also the president of Covenant Financial Architects LLC, where he focuses on financial planning, and he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

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 six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at George P. Stuart Printing Co. and Martin University. Lusende is a co-founder and partner of Phenix Consulting Group, LLC, a consulting firm focused on building connections between the USA and Africa, and serves as an adjunct faculty member at the University of Indianapolis teaching "Teaching in a Diverse Society." He also serves on the advisory board for the McKenzie Center for Innovation and Technology within Lawrence Township Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary portfolio management strategies along with affiliated mutual funds and trust services.

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 Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at LPL Financial and Equitable Advisors. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides asset management, financial planning, retirement plan consulting, and other advisory services through a network of 219 representatives, utilizing model portfolios, sub-advisors, and technology platforms.

David Coburn is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he is president and owner of Coburn & Associates, a corporation focused on the sale of fixed insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and portfolio management strategies to serve individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

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.

Claire Burke is a financial advisor at Osaic with a Series 66 designation and recently started her career in the industry. Her prior work includes roles at Resource Planning Group and The Sixpence, as well as experience outside finance with Creating Joyful Moments and Culvers. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, using various tools such as asset-allocation software and automated rebalancing to build portfolios across multiple asset classes.

Gregory Sylvester is a Series 66 credentialed financial advisor with Edward Jones in Fortville, Indiana. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.