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 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.

Bruce Hoover is a financial advisor with Ameriprise in Avon, IN, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Ameriprise Financial Services, The Huntington Investment Company, Woodbury Financial Services, MSI Financial Services, and Edward Jones. He serves as a finance officer and board member for the Avon American Legion Post 145, a nonprofit supporting veterans and local community organizations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income and tax-aware withdrawal strategies through a centralized service team collaborating with financial advisors.

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.

David Aynes is a financial advisor with Edward Jones in Avon, Indiana, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and worked previously at Indiana University School of Medicine for nine years. Aynes has an ongoing business involvement with We Clean for You since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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.

Cecily Stilley is a financial advisor at Oneadvocate Financial LLC in Indianapolis, IN, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Benefit Advocate Corporation and Aflac, where she has been employed for six years. She has also held positions outside the financial sector, including work with Pink Jeep Adventure Tours and Dumpster Dan Sanitation LLC. Oneadvocate Financial LLC is a state-registered investment adviser providing financial planning and investment advisory services to individuals, high-net-worth clients, corporations, and retirement plans. The firm offers both discretionary and non-discretionary managed accounts and focuses on retirement plan consulting, using strategies tailored to client objectives and risk tolerance.