Mwanza Katotola is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Merrill in 2025, Mwanza worked at Bank of America 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Bush is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s research and due diligence on alternative investments.

Paul Larkin is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at TD Securities and Osaic FA, Inc. He is based in Indianapolis, IN. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Tina Williams is a Series 66-licensed financial advisor with Edward Jones in Indianapolis, IN, where she has worked since 2009, totaling 17 years of industry experience. She practices at one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a broad range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, fiduciary standard, and integrated services beyond traditional advisory capabilities.

Jacob Vita is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Traditional Concepts, LLC, Purdue Hall of Music Box Office, and service with the Indiana National Guard. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational platform.

Ashton Zigler is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. He has worked in various roles including positions at Fedex Stryker, UPS, E.W. Scripps, PBS - WFYI, and BJ's Brewhouse prior to joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base consisting primarily of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody, order-routing, and a structured alternative-investment platform.

Michael Pruitt is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides centralized custody and brokerage services.

Camille Bice is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. Her recent work history includes roles at JPMorgan Chase Bank, N.A., and Valeo Financial Advisors, LLC, as well as academic positions at the University of Notre Dame. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and offers broader derivatives and commodities capabilities through affiliated entities.

James Grice is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He worked at OptionsXpress, Inc. from 2016 to 2017 before joining Charles Schwab in 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Bryan Epperson is a financial advisor with Raymond James & Associates, holding the Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Raymond James & Associates since 2016, following prior roles at J.J.B. Hilliard, W.L. Lyons, LLC and Merrill. Outside of his advisory work, he serves as a board member of his local homeowners association. Raymond James & Associates is a 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Todd Camden is a financial advisor with Cetera in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. He has previously worked at Merrill and Empower Financial Services, among other firms. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Sydney Weiner is a Series 66–registered financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, Weiner was involved with the Indiana House Republicans and Symphony Care Network. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Jaclyn Main is a financial professional at Cetera with one year of industry experience. She holds a Series 66 credential and also works as a pediatric ICU nurse practitioner at Ascension Saint Vincent Hospital. In addition to her advisory role, she serves as a licensed assistant at Bobby Plump and Associates, focusing on new business creation and client servicing. Cetera Investment Advisers LLC provides a multi-manager platform serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers with over $256 billion in assets under management.

Amanda Davis is a Series 66 licensed financial advisor at Thrivent Investment Management with two years of industry experience. She has been with Thrivent and its affiliates since 2024, following a nine-year tenure at Forte' Sports Medicine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without managing discretionary accounts. The firm offers planning in areas such as retirement, tax, estate, and special needs, and allows clients to combine these services with managed accounts under a consolidated billing option.

Joshua Johannsen is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Charles Schwab since 2022 and has prior experience in the food service industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment advisory services supported by multi-asset model portfolios and centralized operational capabilities.

Andrew Baker is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 15 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 to 2025. He is also involved in managing his practice through Stratim Group, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, serving a diverse client base through its extensive network of advisors.

April Wood is a financial advisor with LPL Financial based in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her career includes roles at Financial Center First Credit Union, CUNA Brokerage Services, Inc., and CUSO Financial Services, L.P. 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, utilizing a diverse set of investment strategies and technology tools.

Rosalia Hancock is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Charles Schwab & Co. since 2006. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Lucas Bruggeman is a financial advisor at Stifel with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following two years at City Securities Corporation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Yusuf Thomas is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. He previously worked at Charles Schwab & Co., Inc. for two years and has experience in home care and facility services. 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, retirement plans, corporations, and charitable organizations.