Angela Henderson is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for the majority of her career. Outside of advisory work, Henderson is a partner in DIVNE HOMES, LLC, a company that purchases and manages rental properties. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, overseeing approximately $15.5 billion in assets under management.

Rachel Rose is a financial advisor at Merrill in Indianapolis, IN, holding a Series 66 designation with four years of industry experience. She has worked at Merrill since 2021 and previously held roles at Manpower and Diamond Resorts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of model-based and discretionary investment strategies developed by internal and third-party managers.

Kyle Tullis is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley since 2017 and holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he operated the Tullis Household for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, utilizing firm-approved tools and methodologies to support client planning needs.

Anthony Gutwein is a CFP® professional with 24 years of industry experience. He is currently associated with MassMutual Investors Services and began his tenure there in 2026 after spending 24 years with Edward Jones. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning as an annual, collaborative process using firm-approved software and analysis tools.

Kurt Woodward is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Charles Schwab in 2023, he held roles in parking management and the restaurant industry. Outside of finance, Woodward is involved in managing a parking management company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary and discretionary investment options with a multi-asset allocation approach. The firm combines advisory, brokerage, custody, and cash-sweep services in an integrated structure that supports a large client base.

Keisha Hall is a financial advisor with Charles Schwab in Carmel, IN, holding Series 65 and Series 63 licenses and with two years of industry experience. Her prior roles include positions at KeyBank, Alight Solutions, Comcast, Carvana, and Cracker Barrel. She also founded Maximize Your Lifestyle LLC. Charles Schwab & Co., Inc. serves a large client base, 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 and discretionary investment options, combining multi-asset model portfolios with centralized custody and brokerage services.

Austin Gilbert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and Royal United Mortgage LLC prior to his current role. Outside of finance, he operates a woodworking business focused on building and installing window flower boxes and furniture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Scott Smithson Jr. is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017, following a year at LPL Financial and Desert Schools Federal Credit Union. 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 strategies for individuals, high-net-worth clients, and institutions.

Robert Iorii Jr. is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at UBS Financial Services and Citigroup Global Markets. Based in Indianapolis, IN, he has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, employing research and analytics grounded in diversification and modern portfolio theory.

Thomas Curran is a CFP® professional with 36 years of industry experience, currently serving at Raymond James & Associates since 2013. He is based in Carmel, IN, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Curran serves as a board member and Finance Committee head for Ben's Ranch Foundation, a nonprofit organization. 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, institutions, and municipalities, offering financial planning and advisory services with a range of portfolio management options.

Joseph Cramer Jr. is a CFP® professional with 15 years of industry experience, currently serving at Cetera since 2023. His prior experience includes roles at Minnesota Life Insurance Company and Securian Financial Services, each for 12 years, and operating Shoemaker Financial since 2015. He is involved in fixed insurance sales through Shoemaker Financial and also conducts financial services under Healy Financial. Cetera Investment Advisers LLC is an SEC-registered adviser offering a range of portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with diverse program structures and a multi-manager investment platform.

Charles Freund II is a CFP® professional with 29 years of experience in the financial services industry. He has been with LPL Financial since 2002. Freund also holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. His other business activities include serving as an independent agent selling group health plans. 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 range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Thomas Foster is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following eight years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Nathaniel Zimmerman is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and operation of his own entities in real estate and investment management. 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 range of financial planning and portfolio management solutions, supported by extensive technology tools and a large network of over 22,800 advisors.

Brady Creel is a financial advisor at Osaic with 50 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory role, he owns Southern Express Financial Group, which sells life, health, long-term care, Medicare insurance, and fixed annuities, and he is President and CEO of Creel Financial Services, focusing on fixed insurance client acquisition and service. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process uses model-based asset allocation and portfolio optimization tools, and it is notable for its scale, complex affiliate network, and private-equity ownership.

David Harsh is a financial professional with 23 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at various firms including First Allied Advisory Services and Cetera ADVISORS LLC. In addition to his advisory roles, he is an owner and partner of a holding company, You & I, LLC. Cetera Investment Advisers LLC operates as a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Thomas Lord is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019. Prior to that, he was employed at Genesys Telecommunications and Interactive Intelligence Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Scott Kemmer is a financial advisor at UBS Financial Services in Indianapolis, IN, with 26 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 designations. Outside of his advisory work, he serves as a church organist at St. Boniface Church, a role he has held since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored financial plans.

Brett Fisher is a financial advisor with Cetera in Indianapolis, IN, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Cetera and affiliated entities since 2015. Outside of his advisory role, he serves as a board member for Noblesville United Soccer Club and Noblesville Youth Baseball, assisting with fundraising and organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of advisors, utilizing a multi-manager platform with various program structures and investment options.

Worth Conner is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2015, including its affiliated firms, and Regions Bank since 2011. Outside of advisory work, he serves on the Dawson County Board of Health and Dawson County United Way as an unpaid advisor on activities and budgeting, and he coaches and trains in annuity and life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and a multi-manager platform.