John Rawlings Jr. is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at WEVV and WLIO. Outside of finance, he freelances as a photographer producing highlights for WISH TV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Danny Jackson Jr. is a financial advisor with LPL Financial based in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Old National Bank, Bank of America, Merrill, Fifth Third Securities, Fifth Third Bank, and CVS Health. 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 offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Jaisuk Kim is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as a financial advisor at Old National Bank. Outside of his advisory roles, Kim is involved in coaching youth soccer with the Zionsville Youth Soccer Association. 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 offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad non-advisory financial services platform.

Duane Haley is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera and its affiliates since 2025, following nine years at Cambridge Investment Research Advisors and ongoing management of his own wealth advisory business, Cornerstone Financial Advisory DJH LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, supported by over 10,000 advisors and managing assets exceeding $256 billion.

Jaime Morphet is a financial advisor with LPL Financial in Avon, Indiana, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with BMO Bank NA since 2016 and BMO Harris Bank from 2005 to 2016. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 in Indianapolis, IN, holding a Series 66 designation with 26 years of industry experience. She has worked at Merrill since 1996. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s research and due diligence on alternative investments.

Paul Larkin is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at TD Securities and Osaic FA, Inc. He is based in Indianapolis, IN. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Charles Bell is a financial advisor with MassMutual Investors Services holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining MassMutual Investors Services, he held roles at Primerica Advisors and Primerica Financial Services. Outside of his advisory work, Bell is the president and executive director of Community Transformation Partners, a housing and development services organization focused on addiction recovery. 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 offers collaborative, goal-oriented planning using firm-approved tools and supports implementation through separate brokerage or insurance arrangements.

Jacob Vita is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Traditional Concepts, LLC, Purdue Hall of Music Box Office, and service with the Indiana National Guard. 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational platform.

Ashton Zigler is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. He has worked in various roles including positions at Fedex Stryker, UPS, E.W. Scripps, PBS - WFYI, and BJ's Brewhouse prior to joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base consisting primarily of 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody, order-routing, and a structured alternative-investment platform.

Matthew Bell is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Schwab Wealth Advisory and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions, and incorporates an ESG eligibility framework in its recommendations.

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 financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. Her recent work history includes roles at JPMorgan Chase Bank, N.A., and Valeo Financial Advisors, LLC, as well as academic positions at the University of Notre Dame. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and offers broader derivatives and commodities capabilities through affiliated entities.

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.