Jaiden Patel is a financial advisor with LPL Enterprise, holding a Series 66 designation and currently based in Indianapolis, IN. Patel has been with LPL Enterprise since 2026 and has experience in business operations through ownership of Tsunami Express Car Wash. Prior to entering the financial industry, Patel completed studies at Purdue University and held several roles in education. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Russell Puntenney is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Charles Schwab since 2015 and previously worked at CollegeHumor from 2013 to 2017. 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 and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Jordan Bradley is a financial advisor with LPL Enterprise in Indianapolis, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is involved with Shipley's Tavern and Hanover College. LPL Enterprise, LLC serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Megan Ewing is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. She has worked at RBC Capital Markets since 2015 and previously spent 15 years with Merrill Lynch Pierce Fenner Smith, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate in-house and third-party managers, along with options for tax management and responsible investing.

Nichole Vanasdal is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017, following two years at Team Enterprises. Based in Indianapolis, IN, she is part of a large team within the firm. 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 both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with access to alternative investments and centralized custody and order-routing arrangements.

Danielle Couture is a financial advisor at MassMutual Investors Services with six years of industry experience. She holds the Series 66 designation and has worked at MassMutual Investors Services and MassMutual Life Insurance Co since 2019. Prior to that, she was with Financial Planning Solutions, LLC and Bryant University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without investment discretion.

Connor Schmok is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in helping families achieve their financial goals through personalized wealth management strategies. He joined Merrill in 2018 and brings over a decade of experience in the financial industry. Connor's areas of expertise include college education planning, family wealth management, retirement planning, small business strategies, socially responsible investing, tax minimization, and retirement income strategies. Connor holds a Bachelor's Degree from Purdue University and is a CERTIFIED FINANCIAL PLANNER (CFP) as well as a Personal Investment Advisor (PIA). His approach focuses on connecting all aspects of clients' financial lives to prioritize and pursue the goals that matter most to them. Residing in Westfield, Indiana, Connor lives with his wife, their son, and two Labradors. Outside of his professional responsibilities, he enjoys outdoor activities such as camping, fishing, golfing, hunting, pickleball, skiing, and traveling. He is also involved in community organizations including the 500 Festival, Boys and Girls Club, Children's Bureau, Inc., Global Ambassadors for Children, and Habitat for Humanity.

Jeffrey Zenger is a Series 66 licensed financial advisor with Wells Fargo Advisors in Indianapolis, IN, bringing three years of industry experience. His prior roles include positions at Ameriprise, The Zacher Company, and The Bradley Company. Outside of financial advising, he coaches individual marathon runners through his remote coaching business, Run Free Training. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services that include cash-flow, retirement, education, and specialized planning areas. The firm combines tailored recommendations with various financial product offerings and planning tools to meet clients’ diverse needs.

Donald Uhrin is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has been affiliated with Mass Mutual and its related entities since 1980. Uhrin operates his own firm, Donald J. Uhrin, LLC, and serves as Vice President on the board of a local homeowners association. Mass Mutual 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, using firm‑approved analytical tools and offering various educational programs.

Samantha Bush is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, she operated Samantha Bush LLC for six years and held roles at Waddell & Reed Inc and various insurance carriers. Her background also includes involvement with the Center Grove Trojan Band Boosters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a broad range of non-advisory financial services.

Andrea Loucks is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Charles Schwab since 2013. 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 and discretionary investment options, delivering guidance via multi-asset model portfolios and centralized operational support.

James Schillaci is a financial advisor at UBS Financial Services with 34 years of industry experience. He has held roles at Bank of America and Merrill prior to joining UBS in 2017. His credentials include the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Scott Corman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2021. Prior to this, he was involved with Hope College in various roles from 2017 to 2021, including campus ministries and residential life. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with client decision-making authority retained throughout.

Timothy Flick is a CFP® with 25 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2012 and previously held roles at New England Securities, Fulcrum Advisory Services, Chase Investment Services, and Banc One Securities. Outside of his advisory work, he serves as a church elder at Fortville Christian Church and is president of Let's Plan to Thrive, LLC, which focuses on financial education. Cambridge Investment Research Advisors serves a diverse clientele including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals.

Leonid Grabovsky is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as co-president on the board of Hasten Hebrew Academy and owns a real estate company focused on providing rental housing for disabled individuals. Ameriprise offers specialized retirement-income planning services for clients typically holding at least $1 million in investable assets, combining research-driven recommendations with tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

David Gent is a financial advisor at Osaic Wealth with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked for Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory role, Gent is a musician who performs at churches, weddings, and public events, and he has authored and published a non-financial book. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk management, supporting various account types and investment strategies.

Matthew Pittman is a financial advisor at Charles Schwab with 27 years of industry experience. He has worked at Charles Schwab since 1999 and was previously with optionsXpress from 2014 to 2017. He holds Series 63 and Series 66 registrations. 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 and discretionary investment solutions supported by centralized custody and a formal alternative-investment program.

Hunter Todd is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at Connie Mortensen State Farm and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its advisory role to registered investment companies, use of AI and algorithmic methods in research, and formal governance procedures.

Cherie Becker is a financial advisor with Merrill based in Indianapolis, IN. She holds the Series 66 designation and has 21 years of industry experience. She has been with Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Roth is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 credential and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile, utilizing in-house and third-party investment managers.