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 seven years of industry experience, currently serving at Charles Schwab in Indianapolis, IN since 2019. His prior roles include positions at RPM Franchises - Domino's Pizza, Indiana University Purdue University Indianapolis, and Indiana Hydraulic Equipment Co. 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, employing multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Christopher Boylan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has previously worked at Pruco Securities LLC, BMO Bank, the University of Southern Indiana, and Live Nation. Outside of his advisory role, he works as a rideshare driver delivering groceries in Indianapolis. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, and institutional entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and related brokerage and insurance services.

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.

Joshua Pickard is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2019, he worked in the retail and automotive sectors, including roles at Potbelly's, Economy Plumbing Supply, and Andy Mohr Buick GMC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational capabilities.

Jason Zoch is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also owns Fidus Wealth Management LLC, an independent wealth management practice based in Indianapolis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning services including business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing the manner of implementation.

Robert Burch Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at American Funds and American Funds Distributors, Inc. since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Rajan Desai is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab since 2005. 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 offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jacob Knott is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and Bank of America since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Giordano is a financial advisor at Morgan Stanley in Indianapolis, IN, with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, as well as previous roles at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Suzana Kovatch is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 17 years of experience in the financial industry. She has worked at J.P. Morgan Securities since 2017 and previously held roles within JPMorgan Chase Bank, J.P. Morgan Institutional Investments Inc., and J.P. Morgan Investment Management Inc. Kovatch serves on the board of Downtown Indy, Inc., a nonprofit organization focused on downtown Indianapolis's economic development and community vitality. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research supported by a centralized due diligence team and may incorporate ESG criteria in its recommendations.

Scott Maskel is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2011. Maskel serves on the Finance Committee of the Lawrence Township School Foundation in Indianapolis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Carolyn Kuenz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes four years at Charles Schwab & Co., Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research, with capabilities that include ESG considerations and broader derivatives and commodities services.

Cade Satz is a financial advisor at Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Morgan Stanley since 2022, following his college education completed in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to support its clients’ financial goals.

Ryan Rosenwinkel is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 designations and 14 years of industry experience. He has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Michael Warren is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the finance committee of the Indiana Quarter Horse Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through a structured process using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and strategies.

Kathleen Henrie is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of AI-driven research methods and its role in advising multiple registered investment companies.

Sara Hamilton is a financial advisor at Cetera with four years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Cetera, she worked at Regions Bank and has experience in various roles including as a photographer with Sara Jane Photography. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.