Aaron Olson is a CFP® professional with nine years of industry experience, currently affiliated with OSAIC and Goldcrescent Wealth Management in Fishers, IN. His prior roles include tenures at Cetera Advisors, Park Avenue Securities, Guardian Life Insurance Company, Edward Jones, Northwestern Mutual, and Bank of America Merrill Lynch. He is also the owner and financial professional of Goldcrescent Wealth Management and operates Kinnamon Financial, providing financial advisory services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to various third-party investment solutions.

Trevor Waite is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Prudential Financial and Streamline Books. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services supported by a platform that integrates adviser programs with a range of financial products.

Douglas Mac Kay is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2018. Prior to that, he was employed at Lincoln College of Technology for one year. 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 uses a multi-asset model portfolio approach supported by in-house research and centralized operational infrastructure.

Ted Spurgeon Jr. is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at KeyBank, Pruco Securities LLC, and Indiana Members Credit Union, as well as entrepreneurial experience with Spurgeon Enterprises and ICCI Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, supported by research and a range of discretionary and non-discretionary management options.

Deshawn Price is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients and their families to develop personalized financial strategies that align with their goals and aspirations. Prior to his current position, Deshawn served as a Workplace Planning Consultant at Fidelity Investments in 2025 and as a High Net Worth II advisor at the same firm from 2020 to 2025. His experience reflects a focus on tailored financial planning and wealth management. Outside of his professional work, Deshawn enjoys bowling, fitness, football, movies, and spending time with his pets.

Samantha King is a financial advisor at Stifel with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Fifth Third Securities and Wells Fargo Advisors. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning analyses.

John Simmons is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior experience includes nine years at Oxford Financial Group, Ltd. from 2014 to 2023. Charles Schwab 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Teresa Maxwell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored investment strategies and acting as an ERISA fiduciary.

Patrick Moor is a financial advisor with Primerica Advisors in Noblesville, IN, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 22 years of industry experience and has been with Primerica Advisors since 2003. Outside of his advisory role, he operates an online business selling items through eBay on a part-time basis. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Matthew Hall is a financial advisor at Stifel in Indianapolis, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Ashland University and Franklin Central High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Todd Polackin is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Raymond James since 2013 and also works part time as a sorter for UPS. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Kevin Niceley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 1985 and joined Merrill in 2009. He focuses on providing strategic wealth management support to families, endowments, and foundations. His client expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. Kevin holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute® and taught in conjunction with the Wharton School of Business. He also holds the Chartered Retirement Planning Counselor™ designation and is a graduate of Ball State University with a bachelor's degree in Finance and Business Administration. Kevin is a member of the Investments & Wealth Institute®. In addition to his professional work, Kevin is active in his community, having served on several boards including the Aspire Mental Health Organization where he served as Past President, Audit and Finance Chair, and Capital Campaign Chair. He and his wife, Jenny, have three children and live in Carmel, Indiana. His personal interests include boating, golfing, music, and tennis.

John Rush is a financial advisor with Charles Schwab in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at JP Morgan Securities and Raymond James & Associates. Charles Schwab 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 uses a client relationship model that combines primarily non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Michael Mann is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Northwestern Mutual Investment Services LLC/True Point and has professional experience outside of financial services at companies including Medline and HillRom. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Samer Barham is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Bank of America/Merrill Lynch and multiple positions within JPMorgan Chase and J.P. Morgan Securities. He has also held positions outside of finance, including at automotive dealerships and a construction company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kaylee Smith is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2016 in various roles. Her current position involves working closely with clients to develop financial plans tailored to their individual goals and preferences. She has held several positions at Fidelity Investments, including Planning Consultant, Relationship Manager, Financial Representative, and Financial Associate. Through these roles, she has gained extensive experience in financial planning and client relationship management. Outside of her professional work, Kaylee enjoys attending concerts and traveling.

Erin Frieden is a Series 66 licensed advisor with Ameriprise in Indianapolis, IN, and has eight years of industry experience. She has been with Ameriprise and its related entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Grant Johnson is a financial advisor at Ameriprise in Indianapolis, IN, holding Series 63 and Series 66 licenses with four years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company before joining Ameriprise in 2022. Outside of his advisory role, he is employed by TGG Operations, LLC, an investment-related business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides personalized retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Weed is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and operates B Happy Peanut Butter, a business selling homemade family peanut butter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools aligned with firm guidelines.

David Thurman is a financial advisor with LPL Financial, holding a Series 63 designation and with 39 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1992. Thurman is also a notary public, a service he provides without charge in connection with his LPL Financial business. 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 a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, research, and various investment strategies.