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 Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and MassMutual Life Insurance Company. Mass Mutual 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 offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and a range of specialized planning programs.

Raymond Blunk is a financial advisor with OSAIC, holding a Series 63 license and bringing 36 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. He operates Blunk Financial Group, a sole proprietorship engaged in the marketing and sales of fixed insurance products and general securities. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and managed account solutions.

Shannon Emberton is a Series 66 licensed financial advisor with Merrill in Indianapolis, IN, and has 9 years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kyle Grayson is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. His prior roles include sixteen years at Lincoln Financial Securities Corporation and over two decades with Osaic FS, Inc. Outside of his advisory work, he serves as president of Donkeymonkey and is involved in other business ventures including Piggybank, LLC and The Electric Amish. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions through a large network of investment adviser representatives.

Carson Tipton is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab, he worked at King Jugg, Uber, DoorDash, and other companies in various roles. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

Kathryn Coleman is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She has worked with various Raymond James affiliates since 2008. Outside of her advisory role, she assists as a client associate and financial advisor support at Covert Wealth Management Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Christopher Odle is a CFP® professional affiliated with Cetera who has 22 years of industry experience. He has held various roles across multiple firms including Avantax and MSW Wealth Advisors. Odle is also the owner of JLK Financial, LLC, which provides comprehensive financial planning, and JLK Tax, LLC, offering tax preparation and planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Adam Renbarger is a financial advisor with Edward Jones in Fishers, IN, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he is president of Renfam, LLC, which operates an Airbnb property in Naples, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a broad range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hunter De Haven is a Series 66-licensed advisor with J.P. Morgan Securities, based in Westfield, Indiana, with five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, he worked at Cetera and Regions Bank among other roles. His background also includes a variety of positions outside financial services, such as in hospitality and local business ventures. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gavin Ellis is a CFP® with 25 years of industry experience, currently serving at Fisher Investments since 2021. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments from 1998 to 2021. He is co-owner of an interior design company launched by his wife that works with realtors on staging houses. Fisher Investments provides discretionary portfolio management to institutional and high-net-worth clients worldwide, using a centralized investment approach that combines quantitative and qualitative research. The firm manages a broad range of mandates, including equity, fixed income, and blended portfolios, and offers sub-advisory and retirement plan services.

William Perry is a financial advisor with Charles Schwab in Indianapolis, IN, holding CFP®, Series 63, and Series 65 designations and 15 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016. Perry is also the president and sole owner of Puma Palace LLC, a leasing business unrelated to investments. 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 guidance and access to discretionary separately managed accounts using multi-asset model portfolios and alternative investment options, supported by its integrated operational structure and extensive client base.

John Elder is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses. He has one year of industry experience with prior roles at OneAmerica Securities and American United Life. Outside of advisory work, he is involved in non-variable insurance sales focusing on fixed life and fixed annuities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive financial planning and investment services through a broad menu of planning options tailored to clients meeting a net-worth threshold. The firm uses proprietary research and tools to develop client recommendations delivered through discretionary meetings and summary letters.

Josef Hess Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Indianapolis, IN. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a comprehensive investment approach without providing individual security recommendations in standalone planning.

Mark Sherman is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Cetera and its affiliated entities since 2025 and previously worked with Avantax from 2017 to 2025. Sherman is also involved as a board member of the Special Olympics of Indiana. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and supervisory arrangements.

Jerry Mc Mullen is a financial advisor at Merrill with 44 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2014, concurrently working at Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.