Edward Vacca is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 credential and has worked previously at firms including Ameriprise, Huntington National Bank, The Huntington Investment Company, and Edward Jones. Outside of his advisory role, he is employed seasonally at Lowe's Home Improvement. 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 strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Harold Tinsley is a Series 66 licensed financial advisor at Edward Jones in Avon, IN, with 17 years of industry experience, all spent at Edward Jones since 2009. Outside of his advisory role, he owns and oversees the restoration of a recreation park through Southlake Recreation Park LLC and engages in eBay sales as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Matthew Gray is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kirk Mulroney is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at IU Health and OrthoIndy Hospital. He is also involved with Emmanuel Church of Greenwood, where he participates in service production and direction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Noah Dennis is a financial advisor with LPL Financial based in Indianapolis, IN, holding a Series 66 designation and possessing nine years of industry experience. His prior work includes seven years at The National Bank of Indianapolis before joining LPL Financial and Elements Wealth Management in 2017. In addition to his advisory role, he acts in a fiduciary capacity for the Lane T. Dennis & Mary Ebeth Dennis Estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a variety of advisory programs and retirement plan consulting, offering both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Robert Best is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Sandy Wilcox is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is involved with the Venture Club of Indiana on its advisory board and sells crystals one weekend a month through her business, Our Sacred Connections. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Aynes is a financial advisor with Edward Jones in Avon, Indiana, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and worked previously at Indiana University School of Medicine for nine years. Aynes has an ongoing business involvement with We Clean for You since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jay Steger is the sole advisor at Oneadvocate Financial LLC in Indianapolis, IN, with 20 years of industry experience and a Series 63 designation. His prior work includes roles at American United Life and operating several businesses focused on payroll and benefits advocacy. Outside of financial advising, he serves as CEO of Access Payroll of America, a payroll processing company. Oneadvocate Financial LLC is a state-registered investment adviser serving individuals, high-net-worth clients, corporations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts along with retirement plan consulting, utilizing tailored strategies based on client goals, risk tolerance, and time horizon.

Josiah Gulbro is a financial advisor at OneAdvocate Financial LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm in 2026, he worked at Anderson University for four years and Yorkville High School for seven years. OneAdvocate Financial LLC is a state-registered investment adviser that provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and company-sponsored retirement plans. The firm offers both discretionary and non-discretionary managed-account services and emphasizes retirement plan consulting, including plan design, investment selection, and education.

Cecily Stilley is a financial advisor at Oneadvocate Financial LLC in Indianapolis, IN, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Benefit Advocate Corporation and Aflac, where she has been employed for six years. She has also held positions outside the financial sector, including work with Pink Jeep Adventure Tours and Dumpster Dan Sanitation LLC. Oneadvocate Financial LLC is a state-registered investment adviser providing financial planning and investment advisory services to individuals, high-net-worth clients, corporations, and retirement plans. The firm offers both discretionary and non-discretionary managed accounts and focuses on retirement plan consulting, using strategies tailored to client objectives and risk tolerance.

Jeffrey Degeeter is a financial advisor at Capital Strategies, Inc. in Indianapolis, Indiana, with 23 years of industry experience. He holds a Series 65 designation and has been with Capital Strategies since 2002. Capital Strategies, Inc. provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $41.1 million in assets across about 80 accounts. The firm offers tailored portfolio management, periodic account reviews, and educational seminars and newsletters for clients.

Richard Nye is a Series 65-licensed financial advisor with Capital Strategies, Inc. in Indianapolis, IN, where he has worked since 2007. He has 17 years of industry experience. Capital Strategies, Inc. provides investment advisory and portfolio management services to individual clients, including high-net-worth households, managing approximately $41.1 million in assets across about 80 client accounts. The firm offers ongoing portfolio management tailored to individual objectives and supports client education through newsletters and seminars.

Frank Bixler Jr. is a CFP® with 26 years of industry experience, serving as president of Capital Strategies, Inc. in Indianapolis since 1997. He has also been trustee of the Frank D. Bixler QT and GS Trusts since 1993, managing investments and administering the trusts as a separate business activity. Capital Strategies, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, with approximately $41.1 million in assets under management. The firm offers tailored portfolio management, periodic account reviews, and client education through newsletters and seminars.