Lauren Johnson is a financial advisor at Charles Schwab with one year of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2019, including roles at Charles Schwab Premier Bank and Charles Schwab Bank. Prior to joining Schwab, she spent four years at First Financial Bank. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Anthony Jung is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Outside of his advisory role, he is involved in independent insurance brokering and operates Jung Consulting LLC, which manages his Ameriprise franchise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendations supported by research, modeling, and tax-efficiency analysis, primarily for clients with Ameriprise-managed accounts.

David Brechbuhl is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Cetera and affiliated entities since 2015. Outside of his advisory role, he serves as an Honorary Consul for Switzerland for the state of Indiana and is a board member and development committee member at the Central Indiana Police Foundation. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and approximately 800,000 clients. The firm offers a range of investment and retirement solutions including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Kerrie Coe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Cetera and Cetera Investment Services for over a decade before joining Wells Fargo Clearing. Outside of her advisory role, she has full ownership of Kentucky Sycamore Properties LLC, a residential property holding company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven process based on modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than many institutional advisers.

Shelby Utterback is a financial advisor with LPL Enterprise, holding a Series 66 license and based in Indianapolis, IN. Shelby has no prior industry experience and has been with LPL Enterprise since 2026. Outside of advising, Shelby is involved in the dental field, with recent work history at several dental practices and the IU Dental School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Stephen Harris is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He owns and operates a book reselling business, Inspired Minds Group, and participates in weekly discussions related to this venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated services, supported by a large national network of advisors and branch offices.

Andrew Tiplick is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005 and holds the Series 63 designation. He is based in Indianapolis, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a written Recommendation Report and ongoing advice, using proprietary research and algorithmic tools.

Charles Holden is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Enterprise, he worked at Charles Schwab & Co., Inc. and has involvement in several business ventures, including All Aspects Restoration and CH Mechanical Holdings Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and it also offers access to third-party asset managers and insurance products through affiliated entities.

Emilia Singh is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2023, she worked at Westpoint Financial Group and has held positions in education and behavior analysis. 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 investment strategies for a range of individual and institutional clients.

Kevin Wells is a financial advisor with LPL Financial in Indianapolis, Indiana, holding Series 63, Series 65, and Series 66 credentials and a total of 28 years of industry experience. He has been with LPL Financial since 2006. Wells previously operated a non-variable insurance brokerage, Capitas Financial, servicing existing contracts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies alongside a platform that includes advisory and non-advisory financial services.

Chad Baldwin is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Edward Jones for nine years and held an earlier position with LPL Financial. Baldwin also operates Baldwin Wealth Strategies, LLC. 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 both proprietary research models and third-party subadvisors across various platforms.

Donna Shumar is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating modeling techniques like Monte Carlo simulations, while clients retain responsibility for implementing and updating plans.

David Baugh is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). David earned a Bachelor's Degree from Indiana University/Purdue University at Indianapolis.

Steven Thompson is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at Comcast Advertising. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Morningstar is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2006, with a prior role at Sapient Capital LLC in 2023. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Lasitaporn Caudill is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. She previously worked for The National Bank of Indianapolis for three years before joining Charles Schwab & Co., Inc., where she has been employed since 2019. 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 relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Chad Mccullough is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. Outside of his advisory work, he serves on the board of directors for Memorial Day Mile, Inc., a nonprofit organization that organizes an annual road race in Franklin, Indiana. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Andrew Curran is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2012, serving in various capacities including Financial Consultant and Workplace Planning and Guidance Consultant II. Prior to joining Fidelity, he was an Assistant Vice President and Financial Solutions Advisor at Merrill Lynch and a Senior Financial Analyst at First Person. Andrew specializes in creating comprehensive financial plans tailored to his clients' goals. His approach involves understanding clients' financial situations and preferences, collaborating with them and their families on strategy development, and monitoring progress toward their objectives. This process underpins his commitment to building long-term relationships with clients. Outside of his professional work, Andrew has interests in beach activities, football, soccer, and traveling.

Brandon Phelps is a financial advisor at Charles Schwab & Co., Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2011. 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 combines non-discretionary client relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investments.

Jason Thompson is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Charles Schwab since 2017 and is also affiliated with Uber since 2016. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.