Travis Scharps is a Financial Advisor with Merrill Wealth Management. He works closely with clients and their families to develop personalized financial plans that integrate investment strategy, retirement planning, and risk management aligned with their long-term goals. His approach is centered on building deep relationships based on trust and understanding clients' values and priorities. His expertise includes education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Travis holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Davenport University. Outside of his professional work, Travis enjoys golfing, spending time with his family, and traveling. He is a member of Merrill Lynch Wealth Management.

Ashley Bradburn is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth planning for J K Bradburn & Associates. She joined Merrill in 2017 and has been working in the financial services industry since 2008. Ashley focuses on helping clients develop personalized financial strategies by understanding their unique goals, risk tolerance, liquidity needs, and time horizon. Her primary areas of expertise include college education planning, legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Ashley holds a Bachelor's degree in Finance from Miami University and is a CERTIFIED FINANCIAL PLANNER™ professional. She is also designated as a Personal Investment Advisor (PIA). Outside of her professional career, Ashley lives in Indianapolis with her husband and four children. She enjoys spending time with her family and friends.

Ellie Klima is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, she held various roles including part-time work at Texas Roadhouse. Outside of her advisory role, she continues to work part-time in the restaurant industry. 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 serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Steven Dum is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Royal Alliance Associates, Signator Investors, General American Life Insurance Co., and John Hancock. Outside of his advisory work, he serves as a board member for Theta Chi Realty Corporation and volunteers as a counselor at Fairbanks Hospital, assisting individuals with addiction issues. OSAIC serves a diverse client base, including individual and institutional investors, by offering integrated brokerage, investment advisory, and financial planning services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, with access to a broad range of investment products and third-party managed solutions.

Ella Ohrvall is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorgan Chase Bank, First Internet Bank, Heritage Environmental Services, and entrepreneurial experience with Pizzology Restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm integrates quantitative modeling, centralized due diligence, and an ESG eligibility framework in its investment process.

Kristin Popovic is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and previously worked for UBS Financial Services, Inc. for 10 years. Raymond James & Associates, Inc. is a large, dually registered 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, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Anne Happe is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Morgan Stanley since 2009, with a brief tenure at UBS Financial Services Inc. from 2019 to 2020. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and outcome modeling.

Carla Kavanaugh is a financial advisor with Morgan Stanley Smith Barney in Indianapolis, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating tools such as Monte Carlo simulations and Secular Return Estimates to support client outcomes.

Robert Scheele is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2008. He works with families, individuals, and business owners to develop long-term financial strategies combining personalized attention with comprehensive resources. His client focus includes equity compensation services, family wealth management strategies, and tax minimization. Robert holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, Accredited Wealth Management Advisor, and Certified Plan Fiduciary Advisor. He graduated with high distinction from the Indiana University Kelley School of Business. He plays a key role in his community as a Trustee of Newfields, one of the nation's largest museums, where he participates in the executive, finance, and investment committees. Residing in Indianapolis, Robert enjoys spending time outdoors with his family. His personal interests include gardening, golfing, hiking, photography, and traveling. He also contributes significant volunteer service annually and coaches little league.

Michael Fleming is a financial advisor at Morgan Stanley with 56 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds a Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning, and manages approximately $2.74 trillion in client assets.

Gregory Hutto is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2013, based in Indianapolis, IN. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Clagg is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Avantax Investment Services, ProEquities Inc, and Mutual of America Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by extensive research and advanced portfolio management tools.

John Cate serves as a Wealth Management Advisor and leads the Cate Brunton Luc Group within Merrill Lynch Wealth Management. His team focuses on institutional consulting for defined contribution, defined benefit, and non-qualified deferred compensation plans, as well as designing wealth management strategies for executives, business owners, and high-net-worth families. With over two decades of experience, John directs client initiatives that include investment management, fiduciary best practices, retirement planning services, and wealth preservation. He advises institutional clients by creating tailored fiduciary risk management strategies and works closely with affluent families and senior executives to navigate their wealth complexities. John holds a bachelor's degree from Ball State University, where he captained the football team his senior year, and serves on the Finance Program Advisory Board for the Miller College of Business. He has earned the Certified Investment Management Analyst® (CIMA®) designation, among other professional credentials. John has been nationally recognized in several industry rankings, including Barron's Top 100 Financial Advisors since 2020 and the Financial Times 400 Top Financial Advisers in 2016. His community involvement includes support for Cystic Fibrosis and Habitat for Humanity.

Elizabeth Payton is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan entities since 2007, including a role at JPMorgan Chase Bank, N.A. since 2007 and J.P. Morgan Securities since 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Jonathan Emerick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2016. Outside of finance, he consults on business ideas for an orthodontics practice. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Carly Taylor is a Series 66-credentialed financial advisor with Morgan Stanley in Indianapolis, Indiana, where she has worked since 2022. She has four years of industry experience, including prior roles at One America and Victory College Prep School. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, emphasizing structured financial planning and leveraging tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Brad Froman is a financial advisor with Stifel in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Heather Rushing is a financial advisor with Edward Jones in Mooresville, IN, holding a Series 66 designation and having nine years of industry experience. She has been with Edward Jones since 2017, previously working at Oasis Outsourcing and briefly in homemaking. Outside of her advisory role, her family is involved in an automotive restoration business, Indy Autowerks, located in Brownsburg, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Nocton is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations and 11 years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Chase Bank N.A. and JPMorgan Securities LLC from 2013 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, managed solutions, and affiliated mutual funds, operating under a fiduciary standard with a widespread network of financial advisors and branch offices.

Peter Cukier is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he has a long-standing affiliation with Yeshiva University and Solomon Smith Barney. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.