Jaime Morphet is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at BMO Bank NA and BMO Harris Bank, where he has been employed since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Stephanie May is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo in 2024, she spent a decade at Fifth Third Securities and fourteen years with Fifth Third Bank. She is involved in office administration at a local chiropractic medical office outside of her advisory role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions with research-driven investment approaches.

Beth Helm is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 1996 and holds a Series 66 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Bush is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has been with Charles Schwab since 2013. 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 options with a focus on multi-asset model portfolios and centralized operational support.

Paul Larkin is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He previously worked for TD Securities (formerly Cowen and Company LLC) for 11 years before joining J.P. Morgan in 2026. He holds Series 66 and Series 65 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Mark Findling is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2011 and 2013, respectively. He serves on the board of Low Cost Spay & Neuter Clinic, a nonprofit organization, providing consulting on operational matters and future growth. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive, multi-asset investment approach supported by centralized operational and custody services.

Michael Harper is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. He has worked at LPL Financial since 2009, following five years at Citigroup Global Markets and five years at Merrill. Outside of his advisory work, Harper coaches girls basketball, football, and baseball for the Plainfield Community School Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Charles Bell is a financial advisor with MassMutual Investors Services holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining MassMutual, he worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he serves as president and executive director of Community Transformation Partners, a housing and development organization focused on recovery, and is also involved in insurance brokerage. MassMutual 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, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using proprietary software tools and offers a range of educational and planning programs.

Tina Williams is a Series 66-licensed financial advisor with Edward Jones in Indianapolis, IN, where she has worked since 2009, totaling 17 years of industry experience. She practices at one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a broad range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, fiduciary standard, and integrated services beyond traditional advisory capabilities.

Jacob Vita is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Traditional Concepts, LLC and the Purdue Hall of Music Box Office, as well as service in the Indiana National Guard. 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 a combination of non-discretionary investment guidance and access to discretionary separately managed accounts within a centralized operational structure.

Ashton Zigler is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. His prior work experience includes roles at FedEx Stryker, UPS, E.W. Scripps, PBS-WFYI, and BJ's Brewhouse. 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 combined model of non-discretionary and discretionary investment management, supported by centralized custody and brokerage operations.

Matthew Bell is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors, allowing clients to retain final decision-making authority.

Stephen Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Cetera since 2019 and previously advised at Foresters Advisory Services and Foresters Financial. Outside of his advisory roles, he operates Stephen L. Roberts LLC and has experience as a real estate investor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Michael Pruitt is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Charles Schwab since 2016. 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 provides centralized custody and brokerage services.

Camille Bice is a Series 66-registered financial advisor with J.P. Morgan Securities in Indianapolis, IN. She has one year of industry experience and has held roles at JPMorgan Chase Bank and Valeo Financial Advisors. Camille was also affiliated with the University of Notre Dame during 2024 to 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Diana Todd is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including First Merchants Bank and Lyft. Todd is also involved with the American Bankers Association's Stonier Graduate School of Banking as a Capstone Advisor. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of investment models, including third-party advisory programs and proprietary solutions, without sponsoring its own wrap fee program.

Kris Brockman is a Financial Consultant at Fidelity Investments, a position held since 2021. In this role, Kris partners with clients and their families to understand their financial goals and develop plans aimed at achieving those objectives, focusing on providing financial stability and freedom. Kris has been with Fidelity Investments since 2016, progressing through various roles including Investment Consultant, Relationship Manager, Investment Solutions Representative, and Premium Relationship Associate. This progression reflects experience across multiple facets of financial consulting and client relationship management. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

James Grice is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He worked at OptionsXpress, Inc. from 2016 to 2017 before joining Charles Schwab in 2013. 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, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Patrick Williams is a financial advisor with Cambridge Investment Research Advisors in Carmel, IN, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at Country Trust Bank and Country Capital Management Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm offers a range of investment solutions with discretionary and non-discretionary options, proprietary and third-party strategies, and emphasizes documented business relationships and institutional features aligned with its scale.

Jack Ebbeler Jr. is a financial advisor at Stifel with Series 63 and Series 65 licenses and 40 years of industry experience. He worked at City Securities Corporation for 32 years before joining Stifel in 2017. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and decision-making.