Gregory Rogers is a financial advisor at Edward Jones in Indianapolis, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, including over 20 years with Edward Jones. 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Matthew Sims is a financial advisor at Fidelity with six years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Covance. Outside of his advisory role, he serves as an officer for Stopbeefinradio, where he manages content related to new music from major and independent artists. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets.

Brian Johnson is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Johnson leads a business networking event. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers and various program structures.

Benjamin Schlueter is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 24 years of industry experience, including 15 years at Franklin Templeton and ongoing tenure at Raymond James since 2019. Outside of his advisory role, he is involved as an officer and treasurer in a family-owned local ice cream shop in Fishers, Indiana. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a broad network of advisors and specialized programs.

Justin Rich is a CFP® professional with 16 years of experience in the financial industry. He has been with Edward Jones since 2019, following six years at BMO Harris Financial Advisors and BMO Harris Bank. Outside of his advisory role, he is a silent partner in a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Onieal is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2020, previously serving at First Allied Advisory Services and First Allied Securities. In addition to his advisory work, he owns MOJO, Inc., a real estate business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers across discretionary and non-discretionary programs.

Robert Berger is a financial advisor with LPL Financial in Indianapolis, IN. He holds the ChFC® designation and has 39 years of industry experience. Before joining LPL Financial in 2024, he worked at Money Concepts Capital Corp for 13 years and held positions at several other firms dating back to 1998. Outside of his advisory role, he conducts seminars through Benefit Planning Inc. 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 variety of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by advanced operational and research tools.

James Haag is a financial advisor with LPL Financial in Pendleton, Indiana. He holds the Series 66 designation and has 10 years of industry experience, including six years at Edward Jones before joining LPL in 2022. In addition to his financial advisory role, Haag operates a life coaching business separate from his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Joseph Strack is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing financial planning, portfolio programs, third-party asset management, and institutional platforms.

Robert Taylor is a CFP® with 44 years of industry experience. He joined Osaic Wealth, Inc. in 2024 after 18 years with Woodbury Financial Services, Inc. In addition to his advisory role, he manages an Osaic branch under a separate business entity. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services and utilizes various tools and third-party platforms to construct and manage portfolios tailored to client needs.

Jacob Shore is a financial advisor with Edward Jones in Wanamaker, IN, holding the CFP®, ChFC®, and Series 66 designations. He has 19 years of industry experience, including over 20 years with Edward Jones. Outside of his advisory role, he is a member of Cornerstone Wealth LLC, an Indianapolis-based LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains one of the largest retail advisor and branch networks in the industry, managing approximately $1.01 trillion in assets.

Travis Rivers is a financial advisor with Cetera, holding the Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Cetera Wealth Services and Cetera since 2025 and has additional business activities including ownership of an accounting and tax preparation firm, RFS, LLC, and managing a family-owned property through LT Squared Properties LLC. Travis also prepares tax returns for a travel baseball organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Stacie Munger is a financial advisor with LPL Financial in Noblesville, IN, holding Series 65 and Series 63 licenses and five years of industry experience. Her prior work includes positions at BMO Harris Bank and BMO Harris Financial Advisors. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both discretionary and non-discretionary strategies supported by various research and operational tools.

Kregg Thornburg is a financial advisor at Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Andrew Winters is a financial advisor at LPL Financial with 15 years of industry experience. He previously worked at Avantax Investment Services for nine years before joining LPL Financial in 2020. Winters holds Series 63 and Series 65 licenses and is based in Greenfield, Indiana. Outside of his advisory role, he is involved in tax preparation and accounting through Winters Financial Group. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Benjamin Strope is a financial advisor with LPL Financial in Indianapolis, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at LPL Financial since 2024 and has held various roles outside the industry, including positions at BJs Warehouse and Instacart. Strope also conducts seminars through Benefit Planning Inc., an entity affiliated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, leveraging both proprietary and third-party strategies, and supports its advisors with advanced operational and research tools.

Cally Seefeldt is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. LPL Enterprise provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities, utilizing model-driven investment implementation and a range of financial planning and consulting services.

Danny Jackson Jr. is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Old National Bank, Bank of America, Merrill, Fifth Third Securities, Fifth Third Bank, and CVS Health. 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 range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Jaisuk Kim is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as a financial advisor at Old National Bank. Outside of his advisory roles, Kim is involved in coaching youth soccer with the Zionsville Youth Soccer Association. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad non-advisory financial services platform.

Stephen Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Cetera since 2019 and previously advised at Foresters Advisory Services and Foresters Financial. Outside of his advisory roles, he operates Stephen L. Roberts LLC and has experience as a real estate investor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program structures and custodial relationships.