Marybeth Walker is a CFP® professional with 31 years of experience in the financial services industry. She currently works at Morgan Stanley and previously spent 19 years at UBS Financial Services. Outside of her advisory role, she serves on the board of directors for the Phoenix Theater, a nonprofit organization focused on theatre and cultural arts in Indianapolis. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning and offering various investment and planning services through its extensive advisor network.

Joseph Richardson is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at W & S Brokerage Services, Western & Southern Life, and Growth MVMT, alongside military service in the United States Army Reserve. Outside of finance, Richardson has experience in the automotive sales industry through Richardson Auto Sales. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with insurance offerings through an affiliated agency.

Michael Viele is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Brokers International and Kilroys on Kirkwood. Outside of finance, he works as an independent contractor delivering food for DoorDash. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ann Kitchel is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 designation and bringing 16 years of industry experience. Prior to her current tenure at RBC, she worked at City National Bank from 2019 to 2023. Outside of her advisory role, she has engaged occasionally in modeling jobs, including print advertisements and runway shows around Indianapolis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering various advisory programs with tailored investment strategies and a mix of in-house and third-party portfolio management.

Elizabeth Correll is a CFP® with 28 years of experience in the financial services industry. She is currently with Ameriprise and has held prior roles at Legacy Wealth Partners LLC, Correll Wealth Management LLC, Raymond James Financial Services, and David A. Noyes & Company. Correll serves on the finance committee of Kids' Voice of Indiana and holds positions on investment committees for the Archdiocese of Indianapolis and Collaborative Solutions LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Donald Schultheis is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Great Point Advisors, WBB Securities, and Goelzer Investment Management. He is also a partner at Lantern Road Capital Partners, where he engages in personal investment activities and consulting. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Derek Wagner is a financial advisor with Ameriprise in Indianapolis, holding a Series 66 credential and four years of industry experience. Prior to joining Ameriprise in 2022, he held various roles including positions at Indiana University Southeast and several other employers. He also manages an advisory business through Northbound Solutions, LLC, focusing on wealth management. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning and written recommendation reports, utilizing proprietary research, third-party data, and algorithmic tools.

Denise Holder is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She has previously worked at Sanctuary Advisors, LLC and David A. Noyes & Company. Outside of her advisory role, she is president of Swaggerman Productions, Inc., a loan-out company representing her son's acting income. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kevin Rusie is Vice President, Wealth Planner at Fidelity Investments. In this role, he focuses on understanding clients' unique situations and developing plans that work towards their financial goals and those of their loved ones. Kevin has been with Fidelity Investments since 2012, holding various positions including Financial Representative, High Net Worth Service Representative, Relationship Manager, and Planning Consultant before his current role. His experience spans wealth planning and client relationship management. No information regarding Kevin's education, credentials, personal interests, or community involvement was provided.

Larry Haler is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 66 designation and 17 years of industry experience, all with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to individuals and institutions, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements with employers.

Matthew Bose is a financial advisor with LPL Financial, holding a Series 66 credential and 24 years of industry experience. His career includes nearly two decades at Waddell & Reed Inc and various insurance carriers, as well as operating his own advisory business, Matthew E Bose. He has also been involved in business entities related to investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Joshua Witkowski is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory, Inc., Charles Schwab Bank, SSB, and Charles Schwab since 2016. He is based in Indianapolis, IN. 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 integrates non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investments program.

Kurtis Wagner is a financial advisor at Raymond James & Associates in Carmel, IN. He holds a Series 66 designation and began his career in the financial industry in 2025. His prior experience includes roles in retail, education, and food service. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Paul Dietz is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2017, following a decade at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Richard Sulewski is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Brett Bubalo is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Horner is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Merrill, Uber, and Meijer. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services through a select group of Wealth Advisors on a non-discretionary basis.

James Abels is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities, Inc. from 2015 to 2017. He is also affiliated with Mass Mutual Life Insurance Company since 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 offers financial planning, asset management, and educational seminars, using firm-approved software to develop collaborative, annual planning relationships.

Jeffrey Roach is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He previously worked for Cambridge Investment Research Advisors, INC for 17 years before joining LPL Financial in 2023. Outside of his advisory role, Roach is involved in real estate brokerage and mortgage services, and he participates in the Smart Vestor Pro program affiliated with Dave Ramsey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios and research from multiple sources.

Claire Burke is a financial advisor at Osaic with a Series 66 designation and recently started her career in the industry. Her prior work includes roles at Resource Planning Group and The Sixpence, as well as experience outside finance with Creating Joyful Moments and Culvers. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, using various tools such as asset-allocation software and automated rebalancing to build portfolios across multiple asset classes.