Elizabeth Wertz is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked with Elements Financial Federal Credit Union, The Hostetter Team at Everhart Studio, Elevate Indy, Keep Indianapolis Beautiful, and Growing Places Indy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

Mark Langdon is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He worked at Merrill from 2010 to 2013 before joining LPL Financial in 2013. Langdon also operates Langdon Financial Group LLC, an investment-related business connected to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Matthew Baltera is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and bringing nine years of industry experience. His prior work includes roles at Raymond James & Associates and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery processes.

Eric Mc Clurg is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Muncie Novelty Co., Inc. He is based in Indianapolis, IN. 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, high-net-worth clients, and various institutional investors.

Christopher Bechert is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2018, following six years at J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Gowin is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019 and J.J. B. Hilliard, W.L. Lyons, LLC since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection, internal research, and advanced portfolio management tools.

Michael Zick is a CFP® with 25 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at PNC Financial Services and PNC Investments. He serves on the investment committee of the Indiana State Museum and Historical Sites. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Steven Stapleton is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and over 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs, including tailored financial planning, supported by structured discovery processes and firm-approved tools.

Amy Rice is a financial advisor with Robert W. Baird & Co. based in Greenwood, IN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked previously at OneAmerica Securities and American United Life, with roles spanning from 2012 to the present. Outside of her financial advisory work, she owns Mow & More by Greg, LLC, a lawn and landscaping services business. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a variety of financial planning and portfolio management services. Baird employs a combination of manager-traded and model-traded strategies, tax management, and uses internal research tools including artificial intelligence to support client advice.

Shawna Ballard is a Series 66-licensed financial advisor with Ameriprise, based in New Palestine, Indiana, and has 25 years of industry experience. She has been with Ameriprise since 2001, initially with Ameriprise Financial Services Inc. and continuing with the firm through 2026. Outside of her advisory role, she owns and manages DS Ballard and Associates, a consulting business. Ameriprise is an institutional firm that offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Cassi Patterson is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2010, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and planning tools to develop tailored client recommendations.

Ellen Zawacki is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes a long tenure at Capital Group from 2002 to 2024 and a brief period at Morgan Stanley before joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Adam Humphrey is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to this, he held roles at PolyOne, Grace Church, Springhill Camps, Indiana University, AroundCampus Group, and ESG Security. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Stephen Harris is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He owns and operates a book reselling business, Inspired Minds Group, and participates in weekly discussions related to this venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated services, supported by a large national network of advisors and branch offices.

Steven Thompson is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at Comcast Advertising. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Craig Reed is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory role, Reed serves as Vice President and Chair of the Board at Greenwood Christian Academy, where he is also a member of the finance and investment committees. Raymond James & Associates is a large 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, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Kristopher Kuehr is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at J.P. Morgan Chase and Charles Schwab & Co., Inc. He is based in Indianapolis, IN. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Jason Zoch is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also owns Fidus Wealth Management LLC, an independent wealth management practice based in Indianapolis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning services including business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing the manner of implementation.

Suzana Kovatch is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2017. Her prior roles include positions at J.P. Morgan Institutional Investments Inc. and Jpmorgan Investment Management Inc. She is a board member of Downtown Indy, Inc., a nonprofit organization focused on the economic success and vitality of downtown Indianapolis. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Carolyn Kuenz is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She previously worked at Charles Schwab & Co., Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. 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 applying an ESG eligibility framework in its investment recommendations.