Stephanie May is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo in 2024, she spent a decade at Fifth Third Securities and fourteen years with Fifth Third Bank. She is involved in office administration at a local chiropractic medical office outside of her advisory role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions with research-driven investment approaches.

Stephen Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Cetera since 2019 and previously advised at Foresters Advisory Services and Foresters Financial. Outside of his advisory roles, he operates Stephen L. Roberts LLC and has experience as a real estate investor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Zackary Bell is a financial advisor at Edelman Financial Engines in Indianapolis, IN, holding a Series 65 credential with less than one year of industry experience. His prior work experience includes roles at Harvest Investment Services and positions outside finance in retail and education. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term orientation.

Michael Kessel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes six years at LPL Financial and multiple roles within Cetera since 2014, including his current position at Cetera and its affiliates. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Milburn is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with MML Investors Services, LLC and MassMutual Life Insurance Co since 2005, and previously worked at Securian Financial Services, Inc. He serves as a board member for Zionsville Parks & Recreation. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations and offers a range of asset management and educational programs.

John Wyand is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with UBS Financial Services and previously spent 11 years at Valeo Financial Advisors. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services through an integrated platform.

Benjamin Apraez is a financial advisor at Fidelity with 27 years of industry experience. He has held positions at Fidelity Investments since 2021 and previously worked at TIAA-CREF from 2004 to 2020. Outside of his advisory role, he operates a personal electric vehicle service, repair, and sales business in Fishers, Indiana. Fidelity’s Strategic Advisers LLC, where Mr. Apraez is affiliated, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its advisory role to registered investment companies and use of algorithmic methods and AI in portfolio management.

Andrew Baker is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 15 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 to 2025. He is also involved in managing his practice through Stratim Group, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, serving a diverse client base through its extensive network of advisors.

Jordan Blackwell is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, he worked at Northwestern Mutual in various capacities from 2017 to 2025. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning engagements and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Clayton Walters is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at City National Bank since 2019 and was previously with City Securities Corporation from 2001 to 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients' risk profiles using a combination of in-house and external managers.

April Wood is a financial advisor with LPL Financial based in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her career includes roles at Financial Center First Credit Union, CUNA Brokerage Services, Inc., and CUSO Financial Services, L.P. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a diverse set of investment strategies and technology tools.

Travis Callaway is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following roles at Raymond James & Associates, Edward Jones, and Charles Schwab. Outside of his advisory work, he serves as the head girls track and field coach at New Castle Community School Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Lane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and several other firms. He also serves in an advisory capacity at Holy Spirit Catholic Church in Indianapolis, acting as a liaison between the Parish Business Office and parishioners. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven approach to investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Elliott Moore is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at Corporate Valuation Consulting, LLC for five years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services.

Virginia Merkel is a Certified Financial Planner (CFP®) with 44 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group from 1998 to 2003. Merkel is based in Indianapolis, IN. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at scale, managing roughly $671 billion in assets and offering both brokerage and advisory solutions.

Delane Sayler is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent since 2002. Outside of his advisory role, he serves on the school board of Zion Lutheran School, where he participates in governance and budget planning. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining separate service delivery.

Cole Boyd is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has held prior positions at OneAmerica Financial, Robert W Baird, Crane Credit Union, Our Community Bank, Cook Inc., and Owen Valley High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Francine Jacoby is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Her career includes over three decades with Prudential Insurance Company of America and Pruco Securities, LLC. She serves as a board member for the Indianapolis Zoo, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated non-securities services.

Brandon Smith is a financial advisor with Edward Jones in Greenfield, IN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Antoinette Nevitt is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for 11 years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.