Thaddeus Eckerle is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Joseph Pietras is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. His prior work includes roles at KPMG LLP and 21st Amendment Wine & Spirits. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology to support client advice.

Bradley Witkowski is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to his current role, he worked at Fairway Independent Mortgage Company, Hoosier Air Transport, and Angies List. 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, offering a multi-asset investment approach supported by centralized custody and operational resources.

Brendon Harbron is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and City National Bank. Outside of his advisory role, Harbron is actively involved in the entertainment sector as a board member and owner of multiple escape room businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies utilizing a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Thomas Svenstrup is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Charles Schwab since 2017 and Ameriprise Financial Services from 2008 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 and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Brian Montgomery is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base primarily made up 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 a multi-asset model portfolio approach supported by research and alternative investment due diligence.

Philip Van Deusen is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Charles Schwab in 2020, he spent five years working at Big Red Liquor. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and a formal alternative-investment process.

Stephen Anderson is a financial advisor with Charles Schwab in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has 31 years of industry experience, including 20 years at Charles Schwab. 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 using multi-asset model portfolios and provides centralized custody and advisory capabilities across a large client base.

Jeffrey Watson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes long tenures at Avantax and 1st Global Advisors, as well as operating WealthCare Financial Group LLC since 1997. In addition to his advisory work, he provides tax preparation services as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporations, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers across multiple program structures.

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.

Caleb Ulery is a financial advisor with Equitable Advisors in Carmel, IN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at STS Packaging, Door Dash, and Indiana University, among others. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Andrew Fiega is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has previously worked at Royal Alliance Associates, INC. and SII John Hancock. Outside of his advisory role, he is involved in a sports card collectibles business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jackson Stewart is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Raymond James in 2018, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. He serves as an 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 with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Bradley Cole is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan Chase entities since 2013. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Vincent Viveros is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co. and Schwab Private Client Invest Advisory for eight years. Outside of his advisory role, he serves on the boards of EcoGrains, a sustainable aviation fuel company, the Ivy Tech Foundation as Vice-Chair, and Escala Foundation as Vice President and Treasurer. 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.