Brett Rogers is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Charles Schwab since 2010. 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 advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Douglas Mac Kay is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2018. Prior to that, he was employed at Lincoln College of Technology for one year. 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 discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by in-house research and centralized operational infrastructure.

Laura Ehlen is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 license and has worked at several firms, including Avantax Investment Services and EHC Wealth Advisors LLC. Outside of advising, she operates Laura E. Ehlen Fitness, where she educates clients on nutrition, activity, and mental coaching to support healthier lifestyles. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Brian Linder is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2017 and previously spent eight years with Bank of America. He is based in Greenwood, IN. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Lawrence Moran III is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and joined LPL Enterprise in 2024. He is involved in insurance services through Liberty Mutual and Comparion Agency as well as in non-variable health insurance sales with the Sorg-Moran Agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment portfolios and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Michael Mccormick is a Series 66–licensed financial advisor at OSAIC with 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as treasurer for two nonprofit religious organizations and is an advisory board member for the Lilly Unit-Boys and Girls Clubs of Indianapolis. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment approach and comprehensive financial planning programs.

Brandi Greenleaf Barnes is a Series 66-licensed financial advisor with Raymond James & Associates in Indianapolis, IN, where she has worked for five years. Prior to joining Raymond James, she spent five years with the Crohn's & Colitis Foundation. Barnes is also an author contributing to the VIP Center for Business Women. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Michelle Litvan Fordice is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

John Rush is a financial advisor with Charles Schwab in Indianapolis, IN, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Raymond James & Associates. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Bennett Ely is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked with JPMorgan Chase Bank, NA, Prosperity Advisors, and Cooke Financial Group. He is based in Indianapolis, IN. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Joseph Perry is a financial advisor with Osaic Wealth in Indianapolis, IN, holding a Series 66 credential and six years of industry experience. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services, Inc. and Ascension Health. Outside of his advisory role, Perry is a co-owner of Perry Financial Group, where he is involved in insurance sales and tax preparation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, providing a range of managed account strategies and access to alternative investments via third-party platforms.

Kyle Lewis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. Before joining Morgan Stanley, he worked at Uber and CVS Health. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses as part of its financial planning process.

William Bush is a financial advisor at Charles Schwab with 29 years of industry experience. He has been with Charles Schwab since 1996 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he serves as the Music Minister at White Rock Fellowship Church in Noblesville, IN. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers comprehensive custody, brokerage, and cash-sweep services.

Lee Sells is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Charles Schwab in 2019, he worked in education with roles at Saint Leo University and the Hernando County School District. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary guidance and access to discretionary separately managed accounts. The firm combines brokerage, custody, and advisory services within a large, integrated structure.

Tyler Wolfe is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Edward Jones and a period of self-employment before joining Charles Schwab in 2017. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios along with centralized custody and operational services.

Curtis Mc Clure is a financial advisor with Edward Jones in Greenwood, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which have been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Joshua Corrie is a financial advisor with Charles Schwab in Indianapolis, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Schwab in 2019, he worked at Cunningham Agency, FFL Mile High, LA Fitness, and Target. Outside of financial advising, he is the CEO and founder of Break The System LLC, a retail business focused on sales, branding, social media content, marketing, and shipping. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence from its Financial Research center.

Scott Kellar is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Charles Schwab since 2019 and previously held roles at Boomers Fireworks, Ollies Bargain Outlet, and Toys R Us. 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a multi-asset model portfolio approach supported by its in-house research and alternative investments program.

Nicholas Rohrer is a CFP®-designated financial advisor with Edward Jones, based in Indianapolis, IN. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Travis Gilliam is a financial advisor with LPL Financial in Greenwood, IN, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at PNC, Crowe Wealth Management, Merrill, and Natcity Investments. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and extensive non-advisory financial activities.