Joshua Clapp is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Fidelity, he worked at Northern Trust Securities Inc and Northern Trust Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios constructed through proprietary fundamental research, quantitative analysis, and algorithmic methodologies.

Ashli Bowen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2013. 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, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Douglas Elliott is a financial advisor with Ameriprise in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice.

Konnor Burk is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He previously worked at Duncan-Williams Inc. and Banded Holdings Inc., and has additional experience in education and entrepreneurial ventures, including roles at the University of Memphis, Tipton-Rosemark Academy, and operating Excellent Edges Lawn Care. 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 advisory relationships with access to discretionary separately managed accounts, leveraging a multi-asset model portfolio approach and centralized operational infrastructure.

Samuel Shaw is a financial advisor with LPL Financial based in Valparaiso, IN, holding CFP® and Series 66 designations and seven years of industry experience. He has worked at LPL Financial since 2019 and also provides financial planning and consulting services through his independent firm, R.B. Smith Co. Inc. from 2020 onward. 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, offering a range of advisory programs, financial planning, and brokerage services.

Joseph Laciak is a financial advisor with LPL Financial in Valparaiso, IN, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining LPL Financial in 2018, he worked at OneAmerica Securities, Inc. and American United Life from 2005 to 2017. He is also the principal of Laciak Accountancy Group, PC, a CPA practice he has operated since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, third-party research, and advanced technologies.

Morgan Meschede is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial, Inc. and Harvey Wealth Management. He holds a notary position with Harvey Wealth Management, where he notarizes client documents. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to construct diverse portfolios across multiple investment types.

Jessica Blumenfeld is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent three years at DAWA Enterprises. Outside of her advisory role, she is involved with Blu Wright Ventures LLC, assisting with operations related to a Biggby Coffee franchise, and is a 50% owner of a property planned for a Biggby Coffee location in Portage, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by over 23,000 financial advisors nationwide.

Jeffrey Ryan is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 designations and has 29 years of industry experience. He has been with Cetera Advisors LLC since 2014 and also serves as an advisory representative for Ergawealth Advisors, Inc. Outside of his role at Cetera, he owns Ryan Investment Management, an S corporation focused on financial planning and asset management. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to various program structures and third-party money managers.