Sean Stuczynski is a financial advisor with Cambridge Investment Research Advisors and holds Series 66 and Series 63 licenses. He has 26 years of industry experience, including 16 years at Parkland Securities and ownership of Campbell Street Wealth Management, where he offers financial services. He is also an independent insurance agent with various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management strategies and platform arrangements.

Jonathan Klausner is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012, and previously at UBS Financial Services starting in 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and structured processes.

Tenille Redwine is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including UBS Financial Services, Assurance IQ, and Charles Schwab. Outside of her advisory role, she coaches youth volleyball for ages 8 to 18 and has worked as a substitute teacher. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory solutions, including multi-manager and fund-of-funds structures, with a focus on systematic methodologies and long-term asset allocation.

Bradley Newman is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining LPL Enterprise, he worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory role, he serves as a coach for the Hamilton Heights Athletic Association. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management programs. The firm’s integrated platform combines advisory services with brokerage and insurance products, supported by a network of portfolio strategists and affiliated entities.

Eleonora Anastasia Sciopu is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC for 15 years. Outside of her advisory role, she serves as the administrator and executor of her mother’s estate and holds power of attorney. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.

Laura Taylor is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2025, following prior roles at JPMORGAN Chase Bank and other firms. J.P. Morgan Securities 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 when recommending investment strategies.

Matthew Viars is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, at Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2002. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its advisory services.

Ronald Rader is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America Advisors and National Planning Corporation. In addition to his advisory work, he operates Rader & Rader CPAs, a tax preparation and accounting business he founded in 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Sybrand Vermeulen is a financial advisor at Edward Jones with five years of industry experience. His career includes roles at Modern Woodmen of America, Liberty Mutual, and Endress+Hauser. Vermeulen holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Breaux is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in a rental business. 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 large network of financial advisors and branch offices nationwide.

Elizabeth Eckert is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Eckert serves on the finance committee of the Indiana Historical Society. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and a variety of investment offerings. The firm manages approximately $2.74 trillion in client assets and delivers tailored financial planning and estate strategies through its advisory teams.

Eric Brunton is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial advice to meet the unique goals of his clients. His work focuses on areas including liquidity management, personal retirement planning, and retirement income. Eric and his team combine boutique-like attentiveness with the global perspective and experience of Bank of America Merrill Institutional Consulting to support institutions and individuals in strengthening and growing their financial resources. Eric holds a bachelor's degree in business from Bucknell University and an MBA from the University of Notre Dame. He has earned several professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise supports a variety of client needs including fiduciary best practices, investment policy services, investment due diligence, retirement plan benchmarking, and employee education programs. Outside of his professional role, Eric enjoys golfing, soccer, and spending time with his family.

Nicholas Yeend is a financial advisor with J.P. Morgan Securities in Indianapolis, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, Brammer & Yeend CPAs, Horizon Planning Group, and Guardian Life Insurance Company. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mitchell Anderson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. He has worked at Thrivent and its related entities since 2020 and previously held positions at Ball State University, Center Grove High School, and Vincennes University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brandon Knop is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at multiple firms including Promise Advisory Group and BKD, LLP. Outside of his advisory role, he is an independent contractor for DoorDash and owns Door2Door Financial, LLC, a financial services business. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Keshaun Stewart is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Mr. Plumber and Wyndham Destinations. Outside of his advisory role, Stewart is involved in property management as a landlord. 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, offering multi-asset model portfolios and centralized custody and operational support.

Mark Simmel is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has been with Charles Schwab since 2012 and with Charles Schwab Bank since 2015, both based in Indianapolis, IN. 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 client relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by dedicated research and alternative investment due diligence.

Dennis Wood is a financial advisor at Osaic with Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Sagepoint Financial, Inc. for eight years and has been involved with Warren Steinborn Associates since 1994. Outside advising, he also operates a sole proprietorship providing securities and advisory services along with insurance consulting and sales. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management tools, third-party money managers, and platforms to accommodate diverse client needs.

Emma Huke is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 designations and has 10 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements to develop client recommendations.

Jason Wiggins is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, MML Investors Services, Mass Mutual Life Insurance Company, and American Income Life. He also has experience running JW Towing for ten years and works as an insurance broker for non-Guardian products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio strategies, third-party asset management, and access to a range of brokerage and insurance products through its integrated platform.