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 in Noblesville, Indiana, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes work with PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, he is involved in RV transportation, committing significant time as a driver. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third parties.

Edward Wetzel is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 25 years of industry experience. His career includes prior roles at Lincoln Financial Securities and Cetera, as well as experience operating his own CPA firms. He is currently involved with Wagner & Wetzel CPA Group LLC and Wetzel CPA Group, Inc. Cambridge Investment Research Advisors serves a diverse clientele of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Robert Hurst is a financial advisor with Charles Schwab in Carmel, IN, holding Series 66 and Series 63 licenses and bringing 34 years of industry experience. He has been with various Charles Schwab entities since 2005. 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 SMAs, using multi-asset model portfolios and a centralized operational structure.

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 previously worked at Lincoln Financial Securities and has owned Wagner CPA Group LLC since 2018, providing accounting and tax services. Wagner also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pensions, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals. The firm employs multiple platforms and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.

Brad Ransom is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. His career includes roles at Stifel Nicolaus & Co Inc since 2020, Wells Fargo Clearing from 2016 to 2020, and A. G. Edwards & Sons, Inc. from 2005 to 2008. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Andrew Shoener is a financial advisor with Equitable Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Equitable Advisors, he worked for ten years at Cintas Corporation. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Vincent Saul is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities from 2015 to 2017. Vincent also has experience with Massmutual Life Insurance Co starting in 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Jennifer Mitchell is a financial advisor with Edward Jones in Indianapolis, Indiana. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, having worked with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated financial products through a nationwide network of more than 23,700 advisors.

David Scurlock is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses with 33 years of industry experience. He has been with Charles Schwab since 1992. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios and alternative investment opportunities within an integrated operational framework.

Jeffrey Holt is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes longstanding service at Charles Schwab since 1995 and prior roles at OptionsXpress, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Amber Collins is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments in various capacities since 2019, including as an Investment Consultant from 2024 to 2025 and as a Financial Consultant from 2019 to 2022. Prior to joining Fidelity, Amber served as an Associate Director of Network Supervision at Northwestern Mutual from 2015 to 2017 and worked as a Trade Execution Analyst at Charles Schwab from 2006 to 2013. With nearly two decades of experience in the financial industry, Amber has worked closely with clients to develop, implement, and pursue their financial goals. She emphasizes understanding client needs to build trust and maintain open communication throughout the advisory process. Outside of her professional responsibilities, Amber enjoys family activities, running, and traveling.

Liam Perry is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he spent four years at Ball State University and five years at Papa Johns. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.