Matthew Mcgee is a Series 66 licensed financial advisor at UBS Financial Services in Indianapolis, with 12 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a range of capital markets and advisory solutions.

William Miller is a CFP® professional with seven years of experience in the financial industry. He is currently with Wells Fargo Clearing, having previously worked at Facet, Stifel Nicolaus & Co Inc, JPMorgan Chase Bank, JP Morgan Securities, and Charles Schwab. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Kevin Sanborn is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy for over a decade and currently serves on the board of directors for the Indiana Chapter of the American Physical Therapy Association as Director at Large for the Central District. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide network of advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Cade East is a financial advisor at Cetera with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Charles Schwab and Artistic Strategies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and provides advisors with access to multiple program structures, third-party money managers, and model portfolios.

Jonathan Callaway is a financial advisor with Robert W. Baird & Co. in Indianapolis, Indiana, holding a Series 63 designation and bringing 30 years of industry experience. Before joining Baird in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2018. Outside of his advisory role, he owns a parcel delivery service, CC Express, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations by providing tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Aaron Austin is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise, The Prudential Insurance Company of America, Charles Schwab, and Austin Financial Strategies. He is also an associate financial advisor involved in trading and research at Khepri Partners LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services like business-owner transition planning and divorce planning. The firm combines advisory services with multiple financial product offerings and referral channels.

Michael Gorin is a CFP® professional with 11 years of industry experience, currently affiliated with Mass Mutual Investors Services in Indianapolis, IN. He has been with Mass Mutual and its subsidiaries since 2014. Outside of his advisory role, he serves as Vice President on the board of the Phi Delta Theta fraternity, contributing to the development of fraternity policies. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements supported by proprietary software and educational seminars.

Heather Schmidt is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors since 2006 and with Primerica Financial Services since 2003. Outside of advisory work, she has been involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports service with custodial and trade execution through Pershing and BNY Mellon Advisors.

Jaimie Shrieve is a financial advisor at UBS Financial Services with 16 years of industry experience. Prior to joining UBS in 2021, Jaimie worked at Indie Asset Partners, BKD Wealth Advisors, and J.P. Morgan Securities and Chase Bank. Jaimie holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Mickealin Cassell is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Enterprise in 2024, Cassell worked at J.P. Morgan Securities for 12 years and Chase Investment Services Corp. for 7 years, among other firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, leveraging portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.

Raymond Mark is a CFP® with 20 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. Prior to that, he worked with Invest Financial Corporation and Financial Plans & Strategies, Inc. He is also involved in operating several businesses, including tax and bookkeeping services through M Accounting Group LLC and consulting services via Mark Consulting, LLC. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Anna Bannister is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has prior work experience including roles at Johnson & Johnson and Butler University. Anna has also worked in community and recreational organizations such as the YMCA and Whitmoor Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and investment products.

Scott Metzinger is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Indianapolis, IN. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets solutions alongside tailored investment advice.

Victoria Pietras is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Her background includes roles at Anthem, Inc. and a position at Indiana University. She also has experience outside finance, having worked at CK Designs Hair Salon. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management with separately managed accounts, and municipal advisory services.

Kyle Storms is a Series 66 licensed financial advisor with Edward Jones, bringing one year of industry experience. His prior roles include positions at Storage Solutions, Inc., First Internet Bank of Indiana, KeyBank N.A., Crown Equipment Corporation, and a long tenure at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Wanda Pabon is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 and Series 63 designations and has worked at J.P. Morgan Securities since 2019, with prior experience at JPMorgan Chase Bank, N.A. starting in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that integrates quantitative and qualitative analysis.

Toshua Phillips is a Series 66-licensed financial advisor with Merrill, based in Fishers, IN, and has two years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Raymond James & Associates and several other financial and related firms. Outside of his advisory role, he is also active as a real estate agent with Keller Williams Realty. 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 institutional investors.

James Brocke is a CFP® and Series 63 licensed advisor with Mass Mutual Investors Services in Indianapolis, IN, bringing 58 years of industry experience. He has been with Mass Mutual since 1985 and previously operated his own firm, James C. Brocke CFP, LLC, from 2002 to 2016. In addition to his advisory role, he is licensed as a life and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative, goal-oriented financial planning using firm-approved analytical tools and provides specialized event-driven planning programs.

Michael Lawrence is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Prudential Insurance Company of America, Pruco Securities, J.P. Morgan Securities, Chase Investment Services, and Charles Schwab. He has been with LPL Enterprise since 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

India Elliott is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 66 credentials and having nine years of industry experience. Her career includes roles at Charles Schwab, Fidelity Investments, Northwestern Mutual, and MassMutual, among others. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.