Daniel Hintz is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining Morgan Stanley's Private Bank and Smith Barney divisions. Outside of advising, Hintz is the founder and board member of the Million Meal Movement, a nonprofit focused on children, disaster relief, and community welfare, and he owns the Institute for Ethics and Standards, which provides professional training in ethics and standards. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning that incorporates firm-approved tools and models like Monte Carlo simulations.

Melissa Stalbaum is a financial advisor with Equitable Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2020, she worked at Rci from 2012 to 2021. Outside of her advisory role, she serves as a council member of the Hamilton County 4-H Council and is president of M.A.D. Trucking, LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a model that emphasizes LPL-sponsored and endorsed third-party programs, managing a mix of discretionary and non-discretionary assets.

Paul Ackermann is a financial advisor at Ameriprise Financial Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2016. In addition to his advisory role, he serves on the Board of Directors for the IBWE Whiskey Company/Circle City Whiskey Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Nolan Kramer is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he has held various roles including positions at Indiana University Bloomington and Embracing Abilities. J.P. Morgan Securities LLC 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marcie Aukerman is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on creating highly defined investment plans with specific objectives, working with clients to establish portfolios designed to meet those objectives. Her approach emphasizes discipline and focus in investment management. Marcie's expertise includes family wealth management strategies, portfolio management services, and retirement income planning. She holds a Bachelor's Degree from Franklin and Marshall College and has earned the Personal Investment Advisor (PIA) designation. She is involved in the community through her service on the Board of Directors at St. Johns College High School and her work with the Yellow Ribbon Fund. In her personal time, Marcie enjoys biking, golfing, hiking, reading, and spending time with her family.

Trisha Arensman serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings decades of experience as a financial advisor, accountant, consultant, and 401(k) provider to her role, applying a distinct skillset developed through her professional background and family influences. Trisha is committed to serving the best interests of her clients, including families, business owners, and their employees. Her areas of expertise include divorce transition planning, family wealth management strategies, and portfolio management services. Trisha focuses on crafting customized financial plans by working closely with clients to understand their unique goals and priorities. She draws upon her industry knowledge and insights to identify gaps in clients’ financial pictures and to offer strategies aligned with their aspirations. Trisha holds a Bachelor’s degree from Miami University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, she enjoys boating, fishing, golfing, singing, spending time with her family, playing table tennis, traveling, and watching movies.

William Witte is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked with LPL Financial since 2017 and previously spent 17 years at Investment Centers of America. Outside of his advisory role, he owns Witte Tax Service and is president and owner of C&M Utility, Inc., a waste treatment facility. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party subadvisors.

Loretta Odle is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2009. Located in Indianapolis, IN, her career has been focused within this firm for the past 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and customized financial planning using structured processes and advanced modeling tools.

Michael Wert is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on building long-term financial advisory relationships tailored to the unique needs of each client. His approach incorporates a range of financial and investment services such as retirement planning, estate planning, college education planning, investment portfolio management, and creative liability strategies. Michael employs a systematic investment methodology aligned with clients' goals and risk tolerance to deliver consistent value. Before joining Merrill Lynch, Michael spent 23 years as an Operations Manager at UPS, where he gained experience in maintaining consistent processes. He earned a Bachelor's Degree in Business Information Systems with honors from Indiana Wesleyan University in Marion, Indiana. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael resides in Westfield, Indiana with his wife Kim and their two children, Makenzie and Tyler. His personal interests include football, golfing, music, scuba diving, soccer, and traveling.

Matthew Koehling is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Raymond James & Associates 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 municipalities, and offers a range of financial planning, consulting, and municipal advisory services.

John Rawlings Jr. is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at WEVV and WLIO. Outside of finance, he freelances as a photographer producing highlights for WISH TV. 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 and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Travis Ehlen is a CFP® professional with 13 years of industry experience, currently advising at Cetera. He has previously worked with Avantax Advisory Services and 1st Global Advisors Inc. Ehlen also owns a CPA practice, Ehlen Heldman & Co., where he is involved in tax projections and wealth management operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and customized strategies.

Mwanza Katotola is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill, Katotola worked at Bank of America, N.A. and Charles Schwab. 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 individuals and institutional clients.

Jason Stucky is a financial advisor at Osaic Wealth, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Outside of his advisory role, he serves as a member and treasurer of the Hazelwood Community Association. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.

Jaime Morphet is a financial advisor with LPL Financial and holds Series 65 and Series 63 designations. He has nine years of industry experience, including roles at BMO Harris Bank and BMO Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment options supported by LPL Research and third-party managers.

Beth Helm is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 1996 and holds a Series 66 designation. 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 a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Larkin is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He previously worked for TD Securities (formerly Cowen and Company LLC) for 11 years before joining J.P. Morgan in 2026. He holds Series 66 and Series 65 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Michael Harper is a financial advisor with LPL Financial in Plainfield, Indiana, holding a Series 66 credential and having 26 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he coaches girls basketball, football, and baseball at Plainfield Community School Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Charles Bell is a financial advisor with MassMutual Investors Services holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining MassMutual, he worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he serves as president and executive director of Community Transformation Partners, a housing and development organization focused on recovery, and is also involved in insurance brokerage. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using proprietary software tools and offers a range of educational and planning programs.

Matthew Bell is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors, allowing clients to retain final decision-making authority.