Kyle Tullis is a financial advisor at Morgan Stanley in Indianapolis, IN, with 17 years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Tullis Household. He holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, with a structured planning process supported by proprietary tools and models.

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 registrations and one year of industry experience. Her prior roles include positions at KeyBank, Alight Solutions, Comcast, Carvana, and Cracker Barrel. She was also involved with Maximize Your Lifestyle LLC for a year. 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 operates a primarily non-discretionary client relationship model and offers access to discretionary separately managed accounts, combining centralized custody and order-routing with multi-asset model portfolio guidance.

Austin Gilbert is a financial advisor with J.P. Morgan Securities in Noblesville, Indiana. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Royal United Mortgage LLC and Arlington Roe and Co. Outside of his advisory work, he operates a woodworking business focused on building and installing window flower boxes and furniture. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 industry experience, currently affiliated with LPL Financial since 2002. Based in Indianapolis, IN, he holds Series 63 and Series 65 licenses. His prior work includes roles related to group life and health insurance sales, including as an independent agent for Hays Companies of Indiana. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Thomas Foster is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Citigroup Global Markets since 2001 and has been with Morgan Stanley in various capacities since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Nathaniel Zimmerman is a financial advisor with LPL Financial in Fishers, Indiana, holding a Series 66 credential and 17 years of industry experience. His prior roles include work with Waddell & Reed and owning businesses related to real estate and investment management. He also operated NZ Properties LLC, a real estate rental business, for several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Brady Creel is a financial advisor at OSAIC with 50 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside his advisory work, Creel owns Southern Express Financial Group, a sole proprietorship selling life, health, and long-term care insurance, and serves as President and CEO of Creel Financial Services, which focuses on fixed insurance client acquisition and servicing. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and financial planning through a large network of advisors and multiple platforms. The firm employs a range of asset-allocation tools and investment strategies across various securities and supports both discretionary and non-discretionary portfolio management.

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 with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Cetera and its related entities since 2015 and has been affiliated with Regions Bank since 2011. Outside of his advisory role, he serves on the Dawson County Board of Health and Dawson County United Way, and he also coaches in annuity and life insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Joshua Lee is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Osaic, he worked at Ameriprise and Edward Jones. Outside of his advisory work, he is a member of Mimir Advisory LLC, a personal business entity used for insurance and commission product sales. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed account solutions to construct portfolios across various asset classes.

Jacob Conn is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group and PVA Wealth Advisors. Outside of his advisory role, he works as a contract driver for DoorDash during his free time. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations that integrate with clients’ broader financial plans.