Ted Gautier is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Cetera and its affiliated entities since 2019, following prior roles at Foresters Financial Services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Curtis Mallery is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs and strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Lyman Bond is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Equity Group, LLC. Outside of his advisory work, he is involved in a family farming business, contributing approximately 10 hours per month. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

John Broughton is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various Wells Fargo entities since 2008 and previously at Fifth Third Securities. Outside of his advisory role, he is a part-owner of a rental property in Winter Park, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, utilizing proprietary research and planning tools, with a focus on tailored recommendations and integrated financial solutions.

Maureen Damer is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Prudential Equity Group, LLC. Outside of her advisory role, she consults with Servier, a healthcare company, on her family’s involvement with the organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services.

Jacob Miller is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Charles Schwab, he worked in various roles at companies including RNR Tire Express and State Farm. 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 and offers multi-asset model portfolios alongside alternative investments screening.

Gary Moss is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2002. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Galaz is a Financial Advisor at Merrill Lynch Wealth Management. With a decade of experience in finance, he has worked for two large US broker-dealers and has a background in individual banking and loan origination. Kevin focuses on cash flow management during the distribution phase of his clients' lives, helping them pursue their financial goals through strategies that encompass liquidity management, retirement planning, philanthropic planning, and tax minimization. Kevin holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a High School Diploma from Littlerock High School. His approach involves developing long-standing relationships with clients to provide ongoing advice and guidance aligned with their evolving needs. Outside of his professional career, Kevin spends much of his time with his wife and four daughters. The Galaz family is active in their church and volunteers with several nonprofit organizations throughout the year. Kevin enjoys hiking and reading in his personal time.

Gregory Lutterman is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at The Huntington Investment Company, FIFTH THIRD SECURITIES, Inc., Key Investment Services LLC, and Chase Investment Services Corp. He has also been involved with Madison Park Church since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice through a centralized team, emphasizing dependable income sources and tax-aware withdrawal strategies.

Jennifer Reid is a CFP® with 28 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She holds a Series 66 license and is based in Indianapolis, IN. Outside of her advisory role, she is a partner in a rental property business. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor strategies to client goals and risk profiles.

Craig Blanton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He has been with Primerica Advisors since 2013 and has also worked with Primerica Financial Services since 2012. Outside of advisory services, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Blake Coomer is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and having two years of industry experience. Prior to joining Charles Schwab, he worked in various roles at Northwestern Mutual and has entrepreneurial experience as a personal trainer with BC Flex Fitness LLC. He provides fitness instruction and workout programming outside of his advisory role. 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 a centralized operational structure.

Ethan Maier is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes involvement with Greencastle Little League Baseball and the Arbor Trace Golf Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jonathan Mareachen is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab, he worked for the State of Indiana Department of Natural Resources for twelve years. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services. The firm combines non-discretionary and discretionary investment management through its integrated platform and multi-asset model portfolios.

Jeremy Koch is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2012, including seven years with Fidelity Personal and Workplace Advisors and one year at Morgan Stanley Dw Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often incorporating model portfolios built from mutual funds, ETFs, and ETPs.

Quentin Sampson is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Charles Schwab since 2014. 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 non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house financial research and due diligence on alternative investments.

Brockton Yoder is a CFP®-designated financial advisor with three years of industry experience. He is currently with Ameriprise and has prior experience at LPL Financial, State Bank of Lizton, Capital Group – American Funds, and Edward Jones. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on reliable income and tax-aware withdrawal strategies.

Patrick Murray is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2013. In addition to his advisory role, he is a co-owner of Ashmur LLC, an insurance sales firm specializing in property and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and a range of investment programs.

Philip Kostaroff is a CFP® professional with 22 years of industry experience. He has worked at OSAIC since 2018 and previously spent 14 years at John Hancock. Kostaroff is also involved in managing his own investment and insurance business activities under Foresight Financial Management, LLC, and serves as president of PAK Financial Planning LLC. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm supports individual investors, retirement plans, charities, and corporate clients with a broad selection of investment programs and third-party manager options.

Trenton Howard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Workplace Planning Consultant at multiple levels and High Net Worth Service Associate. His professional experience is centered around developing comprehensive financial plans and working closely with clients to align their financial strategies with their long-term goals. Trenton is committed to understanding his clients' visions and translating them into actionable steps to achieve financial success. His career path at Fidelity Investments reflects a focus on workplace planning and client service within the financial industry. Outside of his professional work, Trenton enjoys board games, fitness, outdoor adventures, and reading.