Austin Bunch is a Financial Consultant at Fidelity Investments, where he focuses on providing a holistic planning experience for clients. He emphasizes risk-adjusted return, goal-based investing, and tax-efficient investing in his approach. Austin works closely with clients to understand their goals and concerns, developing engagement strategies tailored to their unique planning needs. His professional experience includes roles as a Planning Consultant at Fidelity Investments from 2021 to 2022 and various positions at Charles Schwab, including Associate Private Client Advisor in 2021, Associate Financial Consultant from 2019 to 2021, and Stock Broker from 2018 to 2019. Outside of his professional work, Austin's personal interests include hiking, movies, parenthood, pets, and running.

Anthony Iacobucci is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Raymond James since 2015, following a brief tenure at Mass Mutual Investors Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Jose Fourquet is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory role, he serves as an advisory board member for Packfiles, a technology company based in Tampa Bay, and is on the board of directors for Tampa Bay Wave, a business accelerator. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Ulsomer is a financial advisor at Charles Schwab with 28 years of industry experience. His tenure at Schwab includes roles at Charles Schwab & Co., Inc. since 1997, Schwab Private Client Investment Advisory from 2016 to 2022, and Charles Schwab Bank, SSB since 2022. He holds the Series 63 and Series 66 credentials and is 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 offers a combination of non-discretionary and discretionary investment management, supported by a multi-asset model portfolio approach and a formal alternative investment due diligence process.

Jason Guffey is a financial advisor with LPL Financial in Carmel, IN. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2022, he worked at Connectivity Source and held management roles in the food service industry. 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 through a large network of investment adviser representatives using customizable strategies and third-party asset management.

Jordan Browning is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and has additional experience in insurance sales through Vital Insurance Partners, where he is a partner focused on life and health insurance and Medicare-related products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs a range of asset-allocation tools and third-party solutions to construct and manage portfolios across a variety of investment vehicles.

John Panetta is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored advice.

Malia Watkins is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019. Prior to that, she was employed at Arazu on Main and the University of Evansville. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients with consulting and portfolio services tailored to client goals and risk tolerances.

Seth Silcock is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Hutchens & Kramer Investment Management Group, Fifth Third Securities, and The Prudential Insurance Company of America. He is currently associated with Group 1001 Resources, LLC and Clarendon Insurance Agency, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment strategies developed by its research team and third-party portfolio strategists, and it offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Campbell Cross is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Discount Tire and Pendleton Heights Schools. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tiphani Jansing is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2013 and at Charles Schwab Bank, SSB since 2021. 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 a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational services.

Everardo Rodriguez Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Royal Alliance Associates and several business ventures including Performance Financial Group LLC, Performance Tax LLC, and MLS Insurance LLC. Outside of advising, he serves on the board of a nonprofit organization, Outfitters Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory options including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Paul Daniels is a Series 66-licensed financial advisor with Morgan Stanley in Indianapolis, IN, bringing 23 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves individual and institutional clients, providing a broad range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Benjamin Vangundy is a financial advisor with LPL Enterprise holding a Series 66 license and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Walgreens and Frontier Communications among other varied roles. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jason Roberts is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BMO Harris Financial Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. prior to joining LPL in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of advisors.

Daniel Fuehrmeyer is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

John Ohnemus is a financial advisor with Wells Fargo Clearing in Indianapolis, IN. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at US Tech Solutions and a period of self-employment. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Matthew Anderson is a financial advisor with LPL Financial holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Seven Financial, OSAIC, and Signator Investors, Inc. Outside of advisory work, he is the owner of a Dairy Queen franchise in Muncie, IN. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Lawrence Turow is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and MSI Financial Services, Inc. He serves on the Board of Directors and as Treasurer for the Jewish Federation of Greater Indianapolis and is involved in business consulting and financial planning through outside roles. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides customized retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary process.

Justin Edmundowicz is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Schwab, he worked at Home Depot and Aspen Creek among other roles. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a blend of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm’s client relationship model combines primarily non-discretionary guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.