Philip Van Deusen is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2020. Prior to that, he spent five years at Big Red Liquor. 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 client relationship model that combines primarily non-discretionary advisory recommendations with access to discretionary separately managed accounts and employs a multi-asset strategic asset allocation approach.

Stephen Anderson is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Charles Schwab since 2006 and previously worked at UBS Financial Services from 1999 to 2006. 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 guidance and access to discretionary separately managed accounts, supported by a large-scale, integrated structure that includes centralized custody and a formal alternative-investment program.

Andy Kelley is a Financial Consultant currently working at Fidelity Investments since 2024. He has accumulated extensive experience in financial services through previous roles including Investment Executive at Fifth Third Securities from 2020 to 2024, and Financial Advisor at Edward Jones Investments from 2016 to 2020. Over the past nine years, Andy has worked with many clients in various situations, focusing on understanding financial planning and individual client needs. His approach involves partnering with clients to create, implement, and monitor financial plans aimed at helping them achieve their definitions of financial wellbeing and success. Outside of his professional work, Andy has personal interests in cars, family activities, golf, parenthood, and traveling.

Rebecca Laks is a Market Leader at Fidelity Investments, a role she has held since 2026. In this position, she leads and inspires teams to deliver client experiences and drive consistent outcomes. She focuses on talent development, operational excellence, and fostering an inclusive, collaborative culture to support both associates and clients in realizing their financial goals. Her tenure at Fidelity Investments began in 2020, where she progressed through several leadership roles, including VP Branch Leader from 2023 to 2026 and Assistant Branch Leader from 2022 to 2023. Prior to joining Fidelity, Ms. Laks worked at Merrill Lynch from 2015 to 2020, serving as Client Associate, Registered Client Associate, and Financial Advisor. Throughout her career, Ms. Laks has gained experience in investment consulting, financial advising, and branch leadership, developing expertise in team leadership and client service within the financial services industry.

Edward Valdettaro is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2005. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Darby Handford is a Planning Consultant at Fidelity Investments, a position held since 2024. In this role, Darby focuses on building genuine relationships with clients to understand their financial goals and develop personalized strategies. Prior to joining Fidelity Investments, Darby gained experience at Munder Financial, where they served as an Investment Services Manager from 2023 to 2024. Before that, Darby worked as an Investment Operations Associate from 2021 to 2022 and as an Insurance Operations Associate in 2021. Outside of work, Darby enjoys hiking, outdoor adventures, spending time with pets, practicing Pilates, reading, and playing soccer.

Connor Ryan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career as an intern at Merrill following his time as a two-time captain of the football team at Ball State University. Since starting as a financial advisor in 2014, Connor has focused on business development and building trusted relationships with his clients, utilizing the firm's resources to deliver a comprehensive client experience. Connor holds a Bachelor's degree in Financial Planning from Ball State University and the Chartered Financial Consultant (ChFC) designation. His expertise includes corporate benefits, executive compensation, family wealth management, retirement planning, philanthropic planning, and portfolio management services. He is committed to serving public and private executives, business owners, and leaders, aiming to align financial strategies with their life goals. Outside of his professional work, Connor is involved with community organizations such as Habitat For Humanity, Ball State University, Make-a-Wish, and Soles4Souls. He enjoys adventure sports, fishing, football, hiking, reading, running, skiing, traveling, and spending time with his family. He resides in Indianapolis with his wife.

Matthew Burke is a CFP® professional with 35 years of industry experience. He is currently affiliated with OSAIC Wealth Inc and also manages Resource Planning Group, LLC, a private entity that facilitates securities, advisory, and insurance business. In addition to his advisory work, Burke serves as a board member for Faithful Shepherd Ministries, a nonprofit counseling service. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management options supported by advanced asset-allocation tools and third-party solutions.

Caleb Ulery is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he has worked in various roles including positions at STS Packaging, Door Dash, and Jimmy Johns. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models, including third-party sponsors and proprietary solutions, without offering its own wrap fee program or hypothetical performance.

Brody Brumm is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Liberty University and Winamac Community High School. He is also president and manager of Brumm Family Insurance LLC, an entity created to hold family insurance policies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Andrew Fiega is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 25 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Royal Alliance Associates, INC. for eight years and SII John Hancock for 17 years. Outside of his advisory role, he is involved in a sports card collectibles business through Lucky Pack Collectibles, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, and institutions with various financial planning and investment management programs, utilizing both proprietary and third-party strategies.

Jackson Stewart is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he serves as the acting trustee for an Irrevocable Life Insurance Trust for family members. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Green is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James and its affiliates since 2010 and also serves as a football official for NCAA, NAIA, IFL, and NFL games. Additionally, he is president of Accolade Wealth Management and serves on the investment committee of Phi Delta Theta. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and it is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Heather Sutter is a financial advisor at Charles Schwab with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2011, including a role at Charles Schwab Bank from 2015 to 2021. She serves as an arbitrator for FINRA, contributing to dispute resolution processes. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Seth Gorman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he is involved in RV transportation in Fort Wayne, Indiana, committing significant time to this activity alongside his advisory work. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and supports clients primarily through a large network of financial advisors.

Edward Wetzel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His background includes roles at Lincoln Financial Securities and Cetera, as well as leadership positions in his own CPA firms. He also maintains ongoing involvement with Wagner & Wetzel CPA Group LLC and Wetzel CPA Group, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies with various implementation platforms.

Robert Hurst is a financial advisor with Charles Schwab in Carmel, IN, holding Series 63 and Series 66 designations and with 34 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2005, including Charles Schwab Investment Advisory, Inc., where he worked for eight years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios, due diligence on alternative investments, and integrated custody and brokerage services.

Kacia Mills is a financial advisor at Equitable Advisors in Indianapolis, IN, holding a Series 66 credential and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she worked at Roche Diagnostics for over two decades and has experience with Silverback and Carmel Clay Schools. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Eamon Fry is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab Bank SSB since 2019 and Charles Schwab & Co., Inc. since 2018. Prior to his career in financial services, he was employed at Kilroy's Sports for two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Drew Wagner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously at Lincoln Financial Securities. In addition to his advisory role, Drew owns Wagner CPA Group LLC, providing accounting and tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.