Seth Wilson is a CFP® with nine years of industry experience, currently advising at Edward Jones. He has previously worked at Ameriprise, Bank of America, Merrill, and NavCare. Outside of his financial advisory role, he is co-owner and president of West Port Brands, an e-commerce business selling household goods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Cleckner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Edward Jones, Northwestern Mutual, and Waddell & Reed. He has also served as a baseball coach with Indiana Arsenal Baseball. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory platform that includes financial planning, model portfolios, and institutional programs.

Corey Johnson is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2011. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

David Fairman is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sii from 2016 to 2018. Fairman also operates a sole proprietorship, Clearwater Financial Management, where he conducts investment and insurance business. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and access to third-party managers across multiple advisory platforms.

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.

Ian Clark is a financial advisor with LPL Financial who holds a Series 66 designation and has 13 years of industry experience. He has worked with LPL Financial since 2020 and previously held roles at HD Vest Insurance Agency and Winters CPA Group, where he remains active. Outside of advising, Clark is involved with Winters CPA Group, which provides tax preparation and accounting services. 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, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a large network of investment adviser representatives.

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.

Kylie Elliott is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Charles Schwab entities since 2013. Outside of her advisory role, she co-owns Bug & Bramble LLC, an online printing business that supports a Halloween costume application design. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Matthew Tielker is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Financial Center First Credit Union, CUNA Brokerage Services, Valic Financial Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. 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 and model portfolio programs, and supports advisors with research and technology tools.

Benjamin Goshorn Maroney is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2019. Prior to that, he worked at Foresters Advisory Services LLC and Foresters Financial Services from 2010 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, providing both discretionary and non-discretionary investment options.

Kevin Sanborn is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy for over a decade and currently serves on the board of directors for the Indiana Chapter of the American Physical Therapy Association as Director at Large for the Central District. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide network of advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Sarah Barnhart is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at Barnes & Noble for eight years and at Indiana University Purdue University Indianapolis for five years. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and reported approximately $1.01 trillion in assets under management.

Kyle Storms is a Series 66 licensed financial advisor with Edward Jones, bringing one year of industry experience. His prior roles include positions at Storage Solutions, Inc., First Internet Bank of Indiana, KeyBank N.A., Crown Equipment Corporation, and a long tenure at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Wanda Pabon is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2019, also working at JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Toshua Phillips is a Series 66-licensed financial advisor with Merrill, based in Fishers, IN, and has two years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Raymond James & Associates and several other financial and related firms. Outside of his advisory role, he is also active as a real estate agent with Keller Williams Realty. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hunter Ashlock is a financial advisor at Edward Jones in Fishers, IN, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Charles Schwab & Co., Inc. and RCM Wealth Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Caroline Mason is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 66 designation and has worked at various Fidelity divisions since 2006, with a brief tenure at Merrill in 2005-2006. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves in advisory roles for registered investment companies and utilizes systematic methodologies and AI-driven tools in its portfolio management.

Mary Bell is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, following five years at Elements Financial. Outside of her advisory role, she authors a weekly personal blog about her experiences as a Christian. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor network and comprehensive services, including discretionary and non-discretionary strategies as well as affiliated trust and lending options.

Michael Mccormick is a financial advisor at OSAIC in Indianapolis, IN, holding a Series 66 credential with 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of advising, he serves in leadership and volunteer roles with several nonprofit and community organizations, including as treasurer for religious groups and as an advisory board member for Lilly Unit-Boys and Girls Clubs of Indianapolis. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with a focus on portfolio construction through asset allocation tools and multiple investment platforms.

David Thurman is a financial advisor with LPL Financial based in Fishers, Indiana. He holds a Series 63 designation and has 39 years of experience in the industry, including 34 years at Linsco/Private Ledger Corp. Thurman is also a notary public, providing notary services without charge as a supporting function to his advisory work. 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 services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.