William O'Neal is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, and Northwestern Mutual. 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 under management through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Rebecca Stockman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and based in Indianapolis, IN. She has one year of industry experience, including prior roles at Northwestern Mutual, Kilroy's, and Exactus Advisors. Her background also includes work in education and hospitality. 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 ranging from individuals and high-net-worth clients to institutional and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Anna Brouwer is a Financial Advisor at Merrill Lynch Wealth Management, where she employs a service-focused approach to assist clients in organizing their financial lives, prioritizing goals, implementing strategies, and reviewing progress. Since joining Merrill in 2021, Anna has specialized in areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. Her career began in 2000 within the banking and lending industry, providing her with extensive experience prior to her transition to Merrill. Anna holds a Bachelor's Degree in History from Purdue University and carries the Personal Investment Advisor (PIA) designation. She also participates in the Indianapolis Symphony Orchestra Association. Anna resides in Fishers with her German Shepherd, Delta. Her personal interests include antiquing, cooking, gardening, interior decorating, knitting and crocheting, reading, spending time with her family, playing table tennis, traveling, and watching movies.

Joseph Coffman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and with 21 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years. He is involved in community service as a member of the St. Barnabas Finance Committee, where he reviews and provides input on church and school financial matters. OSAIC Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations, through an extensive network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Gregg Noyan is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014, as well as JPMorgan Chase Bank since 2006. Outside of his advisory role, he is an owner and partner of JCSN Holdings LLC, an entity formed with his wife for holding a vacation property. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to support client decision-making.

Lucius Hamilton IV is a CFP® professional with 11 years of industry experience, currently serving at J.P. Morgan Securities since 2023. Prior to this, he worked eight years at Thurston Springer Miller Herd & Titak, Inc. He holds the Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.

Jacob Clough is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He worked at Charles Schwab from 2014 to 2017 before joining Morgan Stanley, where he has been since 2017. Outside of his advisory role, he serves as a successor trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured, tools-driven financial planning process.

Michelle Simandle is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Thurston Springer Financial, David A. Noyes & Co., and American Alternative Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including fund-of-funds and model portfolios.

Emmanuel Harris is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at Linsco/Private Ledger Corp., Woodbury Financial Services Inc., OSAIC, and his own firm, Harris & Associates. Outside of his advisory work, he is involved in tax preparation and accounting services through Harris and Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced operational tools.

Liam Smith is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

David Byers is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked with LPL Financial since 2010, following prior roles at NRP Advisors, Inc. and Merrill. 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, supported by a large network of investment adviser representatives and a broad suite of research and operational tools.

Christopher Tapak is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns and operates a residential construction business called Custom Homes by Chris. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory guidance with other financial products and referral channels.

Lucille Phillips is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she held roles at Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, she creates and distributes artwork through a monthly subscription service. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, combining fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Marc Guess is a financial professional with 26 years of industry experience, currently affiliated with Cetera. He holds the Series 63 and Series 65 licenses and has been associated with Cetera Advisors LLC since 2013. Marc is the owner of M.E. Guess LLC and serves as treasurer and board member of the Catholic Youth Foundation USA. He also contributes as an advisory board member to both Mother Theodore Catholic Academies and the Ball State University Miller School of Business Miller Leadership Academy. Cetera operates as a multi-manager platform serving individual, corporate, institutional, and charitable clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Leah Beetz is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously held roles at Center Grove Community Schools and Jade Chemical & Supply Co., Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

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.

Ben Drury is a CFP® certificant with 13 years of industry experience, currently advising at Fidelity in Indianapolis, IN. His prior roles include six years at Schwab Wealth Advisory and seven years at Charles Schwab. Outside of his advisory work, he serves as treasurer for the Block "E" Homeowners Association, responsible for managing dues and payments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.