Jennifer Salemme is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. She previously worked at Buckingham Companies for 17 years and has been with MassMutual since 2021. Outside of her advisory role, she is involved as an affiliate artist marketing beauty products and serves as an operations advisor for the Tri Delta women's sorority at Franklin College, advising their selection and finance committees. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers.

Cameron Isaacs is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he held roles at Black Rock Coffee and Cigna Healthcare, among others, and has experience in both corporate and church environments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts and a range of integrated brokerage, custody, and advisory services.

Brian Austin is a financial advisor with Ameriprise based in Fishers, Indiana, holding a Series 63 designation and over 26 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, Austin serves on the boards of the 96th Street Office Complex and PHARE WARRIOR, a nonprofit organization. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written Recommendation Reports in partnership with advisors. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jordan Frye is a CFP® with eight years of industry experience, currently affiliated with RBC Capital Markets in Indianapolis, IN. His prior roles include positions at UBS Financial Services and City National Bank. He serves as a board member for JoyRide Cars LLC, a nonprofit organization where he contributes to app development and event processes. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, and brokerage services.

G Callaway is a financial advisor at Morgan Stanley in Indianapolis, IN, with 54 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee managing personal trusts and estates in Cicero, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, with an investment approach that incorporates firm-approved planning tools and modeling techniques.

David Ramos is a financial advisor at Merrill with 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, The Huntington National Bank, and PNC Bank. He holds Series 66 and Series 63 licenses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Caroline Condra is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. 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 affiliated brokerage and investment management capabilities.

Charles Gemmer is a financial advisor with Ameriprise in Fishers, Indiana, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Ameriprise in 2018, he spent 19 years with AXA Advisors. He is involved in independent insurance brokering and has a partnership interest in Northbound Solutions LLC. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Fabrizio Brito Accurso is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 credentials. His prior roles include positions at Bank of America/Merrill Lynch and New York Life Insurance Co. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

David Coleman Jr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including 25 years at Metlife Securities Inc. prior to joining Mass Mutual in 2016. Mass Mutual 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 uses detailed client information and analytical tools to develop written recommendations and offers specialized planning programs such as Divorce Planning and estate settlement services.

Thomas Cooper III is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Eagle Strategies (NY Life) and Bankers Life Advisory Services. Cooper is also involved in non-variable insurance activities through his own insurance agency in Mayfield, KY. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform combining advisory programs with sales of financial products such as insurance and offers access to model portfolios and third-party asset management arrangements.

Benjamin Weddle is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at UBS Financial Services for six years before joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and various organizations through a range of advisory programs. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Dodie Kirby is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. Her prior work includes roles at Merrill, Edward Jones, Winthrop Capital, Ross, Sinclaire & Associates, and J.J.B. Hilliard, W.L. Lyons, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions, leveraging research and analytics to support a diverse range of financial products and services.

James Cavitt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2018 and with J.P. Morgan Securities LLC since 2015. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Mary Reinking is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and 15 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and operates a catering business in Indianapolis, managing approximately 10 events annually. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Dan Schlegelmilch is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Shawnda Sparks is a financial advisor with LPL Financial in Indianapolis, Indiana, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2014. In addition to her advisory role, she serves as a trustee for several qualified plan trusts for family members. 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 retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios, research, and various technological tools.

Adrienne Vollmer is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 66, 63, and 65 licenses with five years of industry experience. Her prior work includes roles at Edward Jones and BASTEEL Perimeter Systems. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved tools to deliver written recommendations through annual collaborative client relationships.

Paul Cox is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Securities, Fifth Third Bank, Strategic Advisers Inc., and Fidelity Brokerage Services, Inc. since 1993. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment approaches, utilizing multi-asset model portfolios and a formal alternative investment process.

Christopher Shockley is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds the CFP® designation and has 21 years of industry experience, including prior roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that provide written recommendations based on client goals.