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 Sapient Capital LLC since 2023, following a 17-year tenure at Stifel from 2006 to 2023. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and governmental entities. The firm provides brokerage and advisory services using a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

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.

Benjamin Cahill is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Matthew Green is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the development board for the Indiana University Simon Cancer Center and is involved as a silent partner in several Skyzone trampoline park ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Matthew Rittenhouse is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets since 2014 and was previously with City National Bank from 2018 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management that utilize both in-house and third-party managers.

Vincenzo Fabrizi is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has held positions at Merrill since 2022 and previously worked at RepuCare, Ahimsa, and DoorDash. Fabrizi serves as a board member for Butler University's Young Alumni Chapter, an unpaid role focused on alumni engagement, fundraising, and student connections. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joanna Franz is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch for 15 years before joining UBS in 2023. Based in Indianapolis, IN, she provides advisory services through a well-established institutional firm. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and offers a broad range of capital markets services through its platform.

Craig Reed is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory role, Reed serves as Vice President and Chair of the Board at Greenwood Christian Academy, where he is also a member of the finance and investment committees. 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 municipal entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Walter Niemczura Jr. is a CFP® with 15 years of industry experience, currently affiliated with Ameriprise in Indianapolis, IN. He previously operated the Niemczura Wealth Group and worked with Raymond James Financial Services Advisors from 2016 to 2024. He managed an LLC related to wealth management during his tenure at Raymond James, which he is closing after moving his practice to Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kristopher Kuehr is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at J.P. Morgan Chase and Charles Schwab & Co., Inc. He is based in Indianapolis, IN. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Douglas Kistler is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2000. He focuses on delivering comprehensive wealth management solutions tailored to high-net-worth individuals and their families. His approach centers on understanding clients’ financial situations, family dynamics, and personal priorities to develop customized plans aligned with their goals and risk tolerance. Douglas emphasizes ongoing communication to ensure financial plans remain relevant as clients’ needs evolve over time. Douglas earned a Bachelor’s degree in Business from Indiana University in Bloomington. He holds the Professional Investment Advisor (PIA) designation. In addition to his professional responsibilities, he engages with community organizations including the Indianapolis Great Banquet, Juvenile Diabetes Research Foundation, Grace Church Miami, and Castleview Church. He currently resides in Fishers, Indiana, with his wife, Ally, and their two daughters, Isabelle and Addison.

Gary Lents is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding Series 63 and Series 66 credentials and with 34 years of industry experience. He has been with Robert W. Baird since 2000. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research, manager selection, and advanced tools such as artificial intelligence in client advice.

Bobby Jones is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Charles Schwab since 2019. Prior to joining Schwab, he worked at RPM Franchises - Domino's Pizza and Indiana University Purdue University Indianapolis. Jones is based in Indianapolis, IN, and holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Christopher Boylan is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked previously at Pruco Securities LLC, BMO Bank, the University of Southern Indiana, and Live Nation. Outside of finance, he is involved in rideshare services through Shipt, delivering grocery orders in Indianapolis during evenings and weekends. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by proprietary research, model portfolios, and third-party asset management.

Robert Miller is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, IN, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Raymond James and Miller Financial Services, LLC since 2006. Outside of his advisory work, he is involved in the sale of non-variable life insurance products. 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 investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Robert Peters II is a CFP® professional with eight years of industry experience, currently affiliated with Charles Schwab in Indianapolis, IN. He has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2019. Outside of his financial advisory role, Peters coaches youth basketball several times a week at The National Basketball Academy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program and affiliated services, offering a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment options.