Bradley Cole is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2018, including his time at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks.

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 and Morgan Stanley. Outside of his advisory role, he serves as a board member for EcoGrains, a company focused on sustainable aviation fuel production, and holds leadership positions with the Ivy Tech Foundation and the Escala Foundation, both nonprofit organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research with a focus on written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

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.

Matthew Tedford is a financial advisor with Fidelity, holding Series 63 and 66 designations and bringing 20 years of industry experience. He has been with Fidelity and its affiliates since 2005, including a seven-year tenure at Fidelity Personal and Workplace Advisors and his current role beginning in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and offers specialized services including fund advisory and model portfolio delivery using systematic methodologies.

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.

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.

Kenric Farlow is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Charles Schwab since 2004 and also works with Charles Schwab Bank, SSB. 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. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Chad Cunningham is a financial advisor at Edward Jones in Lawrence, Indiana, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including consulting and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the country.

Kristine Mitchell is a financial advisor with Fidelity Investments in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She previously worked at Capital Group and currently combines her roles at Fidelity with employment at Kroger. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios that include mutual funds, ETFs, and ETPs.

Matthew Bennett is a financial advisor with MassMutual Investors Services. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. MassMutual Investors Services 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 emphasizes annual collaborative financial planning engagements using firm-approved software and offers event-driven planning programs such as estate settlement and employer-sponsored planning.

Raymond Blunk is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Blunk operates Blunk Financial Group, a sole proprietorship involved in marketing and sales of fixed insurance products as well as securities, mutual funds, and general financial advisory services. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and provides access to discretionary strategies, third-party managers, and alternative investments.