Andy Kelley is a Financial Consultant currently working at Fidelity Investments since 2024. He has accumulated extensive experience in financial services through previous roles including Investment Executive at Fifth Third Securities from 2020 to 2024, and Financial Advisor at Edward Jones Investments from 2016 to 2020. Over the past nine years, Andy has worked with many clients in various situations, focusing on understanding financial planning and individual client needs. His approach involves partnering with clients to create, implement, and monitor financial plans aimed at helping them achieve their definitions of financial wellbeing and success. Outside of his professional work, Andy has personal interests in cars, family activities, golf, parenthood, and traveling.

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, holding a Series 66 designation. He has one year of industry experience and has held various roles outside financial services, including positions at STS Packaging and Door Dash. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a mix of firm-offered programs and third-party advisory solutions.

Brody Brumm is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Liberty University and Winamac Community High School. He is also president and manager of Brumm Family Insurance LLC, an entity created to hold family insurance policies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Robert Hurst is a financial advisor with Charles Schwab in Carmel, IN, holding Series 66 and Series 63 designations and possessing 34 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2013. 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. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and providing access to alternative investments through its centralized platform.

Matthew Tedford is a financial advisor with Fidelity in Indianapolis, IN, holding Series 63 and Series 66 designations and totaling 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology 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.