John Panetta is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored advice.

Malia Watkins is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019. Prior to that, she was employed at Arazu on Main and the University of Evansville. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients with consulting and portfolio services tailored to client goals and risk tolerances.

Campbell Cross is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Discount Tire and Pendleton Heights Schools. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tiphani Jansing is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2013 and at Charles Schwab Bank, SSB since 2021. 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 a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational services.

Everardo Rodriguez Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Royal Alliance Associates and several business ventures including Performance Financial Group LLC, Performance Tax LLC, and MLS Insurance LLC. Outside of advising, he serves on the board of a nonprofit organization, Outfitters Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory options including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Paul Daniels is a Series 66-licensed financial advisor with Morgan Stanley in Indianapolis, IN, bringing 23 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves individual and institutional clients, providing a broad range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Benjamin Vangundy is a financial advisor with LPL Enterprise holding a Series 66 license and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Walgreens and Frontier Communications among other varied roles. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jason Roberts is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BMO Harris Financial Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. prior to joining LPL in 2021. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of advisors.

Daniel Fuehrmeyer is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

John Ohnemus is a financial advisor with Wells Fargo Clearing in Indianapolis, IN. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at US Tech Solutions and a period of self-employment. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Matthew Anderson is a financial advisor with LPL Financial holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Seven Financial, OSAIC, and Signator Investors, Inc. Outside of advisory work, he is the owner of a Dairy Queen franchise in Muncie, IN. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Lawrence Turow is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and MSI Financial Services, Inc. He serves on the Board of Directors and as Treasurer for the Jewish Federation of Greater Indianapolis and is involved in business consulting and financial planning through outside roles. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides customized retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary process.

Justin Edmundowicz is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Schwab, he worked at Home Depot and Aspen Creek among other roles. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a blend of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm’s client relationship model combines primarily non-discretionary guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Kyle Bennett is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and seven years of industry experience. He has held roles at JPMorgan Chase Bank and PepsiCo and currently serves as Investment Committee Chair and board member at HVAF of Indiana, a nonprofit organization. Bennett is also involved in a family LLC for real estate investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors.

Joshua Miller is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2014 and most recently with Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Mistie Trame is a financial advisor with Charles Schwab in Westfield, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at Charles Schwab since 2012 and is also involved in real estate and property management. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Katherine Free is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Protiviti and Deloitte & Touche LLP. She owns and operates KMF Financial LLC, an investment-related practice based in Indianapolis. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through financial advisors.

Christopher Tharp is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 66 designation and having 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and currently works at Morgan Stanley Private Bank, N.A. Tharp is a silent partner investor in Overcome Sports Inc, a sports apparel business that sells products through Amazon. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and models outcomes with methods such as Monte Carlo simulations.

Carter McGill is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through positions including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Carter gained experience at Charles Schwab as part of the Client Service and Support team from 2020 to 2021 and completed an internship at Comprehensive Financial Consultants from 2015 to 2020. Carter specializes in partnering with families to develop and implement holistic financial plans. He focuses on helping clients design, build, and maintain their wealth by utilizing advanced investment resources and technology. Licensed with an Arkansas Insurance License, he emphasizes understanding the priorities of his clients and their families to provide tailored financial solutions.

Christopher Jackson is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses. He has 16 years of industry experience and has been with MML Investor Services Inc and MassMutual Life Insurance Company since 2009. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also provides event-driven planning programs such as divorce and estate settlement services.