Joseph Matis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has been with Morgan Stanley since 2012 and has worked with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm’s planning process utilizes firm-approved tools and market models, supporting clients with a structured approach to financial strategy.

Bethany Youngs is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at JPMorgan Securities, BMO Harris Financial Advisors, Bank of America, Merrill, and Fifth Third Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers a range of financial planning, asset management, and brokerage products, utilizing an integrated platform that combines adviser programs with active sales of other financial products.

Steven Coons is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Coons has been with Charles Schwab since 2015. 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 a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and research from its Schwab Center for Financial Research.

Vincent Catania is a CFP® with 38 years of industry experience, currently serving at LPL Financial since 2006. He holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Outside of his advisory role, he acts as a co-trustee for a family trust and is involved in the sale of life and disability insurance policies. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Yvonne Baird is a financial advisor with Edward Jones in Zionsville, IN, holding a Series 66 designation. She has over 23 years of industry experience, including long-term roles at The Farmers Bank and First Farmers Bank & Trust before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a large nationwide network of advisors and branch offices.

Melanie Moore is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Ameriprise since 2007. Outside of her advisory role, she works as an independent beauty consultant selling Mary Kay products. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

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.

Mary Jovanovich is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials with 26 years of industry experience. She has been with Charles Schwab since 2007. Outside of her advisory role, she is involved in nonprofit governance, serving as Chair of the Strategic Fundraising Committee for Dress For Success Indianapolis and as Secretary for the Breathe Foundation, which focuses on mind and body wellness. 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 combines non-discretionary advisory models with access to discretionary separately managed accounts and maintains a centralized operational structure across its programs.

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.

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.