William Orr is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previous experience at Pruco Securities, Prudential Insurance Company of America, and Edward Jones. Orr is a volunteer board member of The American Legion and founder of the Veteran CFO Alliance, a networking group. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management and investment strategies tailored to client objectives.

Ben Drury is a CFP® certificant with 13 years of industry experience, currently advising at Fidelity in Indianapolis, IN. His prior roles include six years at Schwab Wealth Advisory and seven years at Charles Schwab. Outside of his advisory work, he serves as treasurer for the Block "E" Homeowners Association, responsible for managing dues and payments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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.

Joseph Mcintosh is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and National Planning Corporation. In addition to his advisory role, he operates McIntosh CPA LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by research, technology, and a broad platform that includes insurance and banking partnerships.

Holly Marks is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 23 years of industry experience. Her prior roles include positions at Morgan Keegan & Company, LLC, Natcity Investments, Inc., and Citigroup Global Markets. She is based in Greenwood, Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by affiliated research and model managers.

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.

Tania Campbell Cruser is a financial advisor with Edward Jones in Maxwell, IN, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Edward Jones since 2010. Outside her advisory work, she owns Bunny Egg Farms, where she raises and breeds rabbits and chickens, selling show animals to 4H participants and pets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

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 the sole advisor at Oneadvocate Financial LLC in Indianapolis, IN, with 20 years of industry experience and a Series 63 designation. His prior work includes roles at American United Life and operating several businesses focused on payroll and benefits advocacy. Outside of financial advising, he serves as CEO of Access Payroll of America, a payroll processing company. Oneadvocate Financial LLC is a state-registered investment adviser serving individuals, high-net-worth clients, corporations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts along with retirement plan consulting, utilizing tailored strategies based on client goals, risk tolerance, and time horizon.

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.