Anna Brouwer is a Financial Advisor at Merrill Lynch Wealth Management, where she employs a service-focused approach to assist clients in organizing their financial lives, prioritizing goals, implementing strategies, and reviewing progress. Since joining Merrill in 2021, Anna has specialized in areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. Her career began in 2000 within the banking and lending industry, providing her with extensive experience prior to her transition to Merrill. Anna holds a Bachelor's Degree in History from Purdue University and carries the Personal Investment Advisor (PIA) designation. She also participates in the Indianapolis Symphony Orchestra Association. Anna resides in Fishers with her German Shepherd, Delta. Her personal interests include antiquing, cooking, gardening, interior decorating, knitting and crocheting, reading, spending time with her family, playing table tennis, traveling, and watching movies.

Meredith Kroger is a financial advisor with Edward Jones in Greenwood, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at ProEquities, Inc. and Protective Life from 2005 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Coffman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He is involved in community finance as a member of the St. Barnabas Finance Committee, where he reviews and provides feedback on church and school financial matters. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with tools such as risk-tolerance questionnaires and portfolio optimization, supporting discretionary and third-party managed strategies.

Gregg Noyan is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has worked at JPMorgan Chase Bank, N.A. since 2006. Outside of his advisory role, he is a partner in an LLC formed for the purpose of purchasing a vacation property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliated entities.

Lucius Hamilton IV is a CFP® professional with 11 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He previously worked at Thurston Springer Miller Herd & Titak, Inc. for eight years and has been with J.P. Morgan entities since 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm emphasizes a combination of quantitative and qualitative research to develop model asset allocations and offers advanced derivatives and commodities capabilities.

Jacob Clough is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He worked at Charles Schwab from 2014 to 2017 before joining Morgan Stanley, where he has been since 2017. Outside of his advisory role, he serves as a successor trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured, tools-driven financial planning process.

Michelle Simandle is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Thurston Springer Financial, David A. Noyes & Co., and American Alternative Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including fund-of-funds and model portfolios.

Zachary Schroer is a financial advisor with LPL Financial in New Palestine, Indiana, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at several firms including Raymond James & Associates and Charles Schwab before joining LPL Financial in 2009. Schroer also serves as a FINRA arbitrator, occasionally working on arbitration cases as an identity expert. 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 financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party subadvisors, supported by advanced tools for operational and research purposes.

Liam Smith is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Arby Babaian is a Series 66-credentialed financial advisor with Thrivent Investment Management and has been in the industry since 2026. Prior to joining Thrivent, he held positions at Health Plan One, Adt, and EHealth among others. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without discretionary trading authority, with the option to combine planning with managed-account programs under a consolidated billing approach.

Andrew Ashcraft is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for nine years with Perry Township Schools. Outside of his advisory role, he provides monthly golf lessons to a junior golfer and is involved with the Franklin Township Civic League and the Christmas In Wanamaker nonprofit as a planning board volunteer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Albert Rahman is a financial advisor with Ameriprise in Martinsville, Indiana, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in owning and managing several commercial real estate properties and operates a business entity, Albert D. Rahman FP, Inc. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with advisors like Rahman.

David Byers is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked with LPL Financial since 2010, following prior roles at NRP Advisors, Inc. and Merrill. 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, supported by a large network of investment adviser representatives and a broad suite of research and operational tools.

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.

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.

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.