Edgar Rivera is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Charles Schwab, Rivera worked in retail and staffing sectors and spent multiple years in full-time education. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a blend of non-discretionary advisory services and access to discretionary investment portfolios, supported by a comprehensive operational structure and due diligence resources.

Michael Gilpatrick is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Capital Client Group, Inc., Capital Group/American Funds Distributors, Inc., Commonwealth Credit Union, Schwans Consumer Brands, and the University of Louisville. 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 consulting services supported by a broad range of portfolio management styles and affiliated research.

George Garrison is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2000. Outside of his advisory work, he has been involved with Mudsock Brewing Company since 2013 and works as an independent contractor charging electric scooters. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and other managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach with strategic asset allocation and alternative investments.

Matthew Pyle is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2016. Based in Indianapolis, IN, he is part of a large team of advisors serving a broad client base. Charles Schwab & Co., Inc. primarily serves 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 SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Robert Beck is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge since 2016. Prior to that, he was with Timpe & Timpe Financial Advisory Services and CS Capital Management. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple account platforms.

John Kaiser is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2013, serving both on the advisory team and as co-owner of Kaiser and Associates LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines research, algorithmic tools, and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Nicholas Rebman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. He holds Series 63 and Series 65 designations. 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 advisory approach combines quantitative screens and qualitative research to develop model asset allocations, focusing on non-discretionary written asset allocation advice, investment manager selection, and customized performance reporting.

Shena Jackson Ridley is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2018, following a three-year tenure at Anthem BCBS. Based in Indianapolis, IN, she provides advisory services within Charles Schwab’s extensive platform. 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 offers a combination of non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and centralized operational infrastructure.

Gabriella Clark is a Series 66 licensed financial advisor at Morgan Stanley in Indianapolis, IN, with one year of industry experience. Prior to joining Morgan Stanley in 2025, she held various roles in the retail and service sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and market modeling techniques.

Joseph Matis is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2012, and previously at Merrill from 2007 to 2012. He is based in Indianapolis, IN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and manages approximately $2.74 trillion in client assets.

Michael Carlson is a CFP® professional with 15 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera and Cetera Wealth Services, LLC since 2013 and operates his own business under the name Carlson Wealth Advisors. In addition to financial advising, he is also licensed as an insurance agent offering life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC provides a multi-manager platform serving individual, corporate, charitable, and institutional clients across the United States. The firm offers a range of advisory services including portfolio management, financial planning, and retirement services, with access to various investment strategies and third-party managers.

Jason Nortell is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Hoosier Lottery and United Parcel Service. Nortell is based in Indianapolis, IN. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Karl Houck is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and 66 licenses and has been with Charles Schwab since 1996. Outside of his advisory role, he is involved in managing rental properties. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with a centralized and integrated operational structure.

Samantha Mcevoy is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 licenses and having eight years of industry experience. She has worked at Charles Schwab since 2018, with prior roles at Melting Pot and Dave and Buster's. 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investments within a large, integrated operational structure.

Jay Gagne is a financial advisor at Raymond James Financial Services Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Outside of his advisory work, he manages multiple rental real estate properties and is involved in lending personal bridge loans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and supports a broad network of advisors with services that include municipal and public finance advisory capabilities.

Sarah Eder is a financial advisor with Raymond James & Associates who holds Series 65 and Series 66 designations and has 22 years of industry experience. Her prior experience includes roles at Merrill, BMO Harris Financial Advisors, M&I Investment Management Corp., M&I Financial Advisors, and Ameriprise. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and proprietary research.

Kristen Lyons is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2023, she was involved with Greenwood Christian School and Inspire Dance Co. outside of her financial career. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Adam Allen is a financial advisor with Raymond James Financial in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James Financial since 2009 and also serves as a financial advisor at First Financial Bank and Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to support diverse client needs and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Douglas Ehlen is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Cetera and has previously worked at Avantax and 1ST Global Advisors. He is also a principal at Ehlen Heldman & Company, which focuses on tax, accounting, and wealth services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures.

Mary Bell is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, following five years at Elements Financial. Outside of her advisory role, she authors a weekly personal blog about her experiences as a Christian. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor network and comprehensive services, including discretionary and non-discretionary strategies as well as affiliated trust and lending options.