Anthony Kerins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior roles include positions at Key Bank, Valic Financial Advisors, and MassMutual Life Insurance Company. Outside of his advisory work, he serves as Vice President of the South Stars Hockey Club, a high school varsity and junior varsity hockey organization. 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 including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and drawing on a broad range of portfolio management styles and affiliate resources.

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.

Mark Ricca is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Bank of America and Merrill from 2005 to 2025, as well as Ameriprise from 2002 to 2005. He joined J.P. Morgan in 2025, where he currently serves clients. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

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.

Dennis Mahler III is a CFP® certificant and Series 66 license holder with seven years of industry experience. He has worked at Raymond James & Associates since 2025 and previously spent seven years at Edward Jones. Outside of his advisory role, he is involved with the Needham Fire Department. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Matthew Gray is a financial advisor with Wells Fargo Clearing in Indianapolis, IN. He holds a Series 63 designation and has 25 years of industry experience, including 10 years with Wells Fargo Clearing. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Kirk Mulroney is a financial advisor at Edward Jones in Greenwood, IN, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked for IU Health for 16 years and OrthoIndy Hospital for one year. Outside of his advisory role, he is involved with Emmanuel Church of Greenwood, where he participates in service production and worship direction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies and affiliated financial services.

William Orr is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 11 years of industry experience. His career includes roles at Cambridge Investment Research, Pruco Securities, Prudential Insurance Company of America, and Edward Jones. Outside of his advisory work, he is a founder of the Veteran CFO Alliance networking group and serves as a volunteer board member of The American Legion. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and custodians, with proprietary model strategies under the Founders Gate Capital brand.

Noah Dennis is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at The National Bank of Indianapolis from 2010 to 2017. He also acts in a fiduciary capacity for an estate outside of his primary advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services incorporating model portfolios, third-party asset management, and customized strategies across various asset classes.

Michael Zinser is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2026. Prior to that, he spent significant time at Huntington Investment Company and Huntington National Bank. Zinser serves as Vice President on the board of the Southport High School Alumni Association, a nonprofit that provides scholarships to graduating seniors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning focused on income reliability and tax-aware withdrawal 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.

Brandon Proctor is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 credential and previously worked with Commonwealth Financial Network and Village Wealth Management. Outside of advisory roles, he has experience with Indy Jet Management and Doodles of Cali. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Jay Steger is a financial advisor with Oneadvocate Financial LLC in Indianapolis, Indiana, holding a Series 63 designation and 21 years of industry experience. His career includes roles at American United Life and Securities America Advisors, Inc., as well as leadership positions as CEO of payroll and insurance-related companies. Oneadvocate Financial LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes retirement plan consulting and delivers tailored managed-account services using both discretionary and non-discretionary approaches.

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.

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.