Brian Kowalevsky is a financial advisor at Morgan Stanley with 23 years of industry experience. His work history includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2003 to 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Chase Alexander is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses. Prior to Schwab, he worked in various roles including positions at Dicks Sporting Goods and Sherwin Williams. 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 and offers multi-asset model portfolios supported by comprehensive research and alternative investment options.

Matthew Bosler is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation. He joined Edward Jones in 2026 after 13 years with 3M Company. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kent Preston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is the owner of KLP Group LLC, a non-investment-related business established to manage a Primerica office lease. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated model portfolios rather than institutional pension or profit-sharing plan management.

Martin Spicer is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and has one year of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2012. 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 non-discretionary advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Kim Stevenson is a financial advisor at Edward Jones with 28 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of her advisory role, she is a certified pickleball coach based in Indianapolis, IN. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Andrew Huck is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2006, with a brief tenure at optionsXpress, Inc. in 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Matthew Tielker is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Financial Center First Credit Union, CUNA Brokerage Services, Valic Financial Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. 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 and model portfolio programs, and supports advisors with research and technology tools.

Jeffrey Ritter is a financial advisor with OSAIC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He worked at Signator Investors, Inc. for 29 years before joining OSAIC in 2018. Ritter also operates Foresight Financial Management, LLC, which conducts investment and insurance business. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and private-equity ownership.

Ilya Sedun is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Charles Schwab since 2014. Outside of advisory work, he is involved in real estate investment activities in the Indianapolis area, including serving as a silent partner in property investments and managing bookkeeping for those ventures. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services with a focus on multi-asset model portfolios and integrated operational support.

Noah Hummel is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Schwab in 2022, he worked at Crew Carwash and Sonoco Products Company and attended Purdue University. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment management, supported by strategic asset allocation and alternative investment due diligence.

Krystin Sherman is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and previously at Morgan Stanley Private Bank, N.A. from 2016 to 2018. Outside of her advisory role, Sherman serves as the school board president for Montessori Science Academy in New Palestine, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

James Evans is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1996. 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, pension plans, and charitable organizations, offering financial planning and consulting with a non-discretionary approach supported by a wide range of portfolio management styles and affiliated research.

David Jaicomo is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior firms include RBC Capital Markets, UBS Financial Services, and Noyes Advisors LLC. He has been with J.P. Morgan since 2018. 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. The firm combines quantitative and qualitative research to support its recommendations and incorporates ESG eligibility frameworks within a non-discretionary advisory program.

Gregory Heldman is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Cetera and previously worked at Avantax and 1ST Global Advisors. Outside of his advisory work, he serves as president of the Toastmasters Greenwood Woodman Club, focusing on membership growth and education. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager investment approach.

Sarah Barnhart is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at Barnes & Noble for eight years and at Indiana University Purdue University Indianapolis for five years. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and reported approximately $1.01 trillion in assets under management.

Aaron Austin is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise, The Prudential Insurance Company of America, Charles Schwab, and Austin Financial Strategies. He is also an associate financial advisor involved in trading and research at Khepri Partners LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services like business-owner transition planning and divorce planning. The firm combines advisory services with multiple financial product offerings and referral channels.

Michael Coffman is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with OSAIC since 2023 and previously spent 14 years at SagePoint Financial, Inc. Outside of his advisory role, Coffman operates an independent insurance sales sole proprietorship and owns MARC Financial, Inc., which he uses for tax purposes related to his insurance and investment commissions. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by a model-based investment process and offers multiple platforms including discretionary and third-party managed accounts.

Derek Moon is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses. He has 22 years of industry experience, including 21 years with Charles Schwab since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary investment advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Heather Schmidt is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors since 2006 and with Primerica Financial Services since 2003. Outside of advisory work, she has been involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports service with custodial and trade execution through Pershing and BNY Mellon Advisors.