Elizabeth Sheets is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006. Outside of her advisory role, she serves as a committee member for the Good Samaritan Foundation, working on an education center honoring her father. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Kennedy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial advisory career in 1997 at Prudential Securities. In 2001, Scott co-founded the Lockwood & Kennedy Group and transitioned the team to Merrill in 2009. Following the retirement of Jeffry Lockwood in 2016, Scott joined forces with Scott Horrall to establish the Horrall & Kennedy Wealth Management Group, later expanding to include Marc Pyatt in 2020 with an emphasis on wealth and investment management. Scott specializes in implementing goal-based wealth management strategies tailored to family needs. His expertise spans retirement income planning, inter-generational wealth transfer, wealth creation and preservation, tax minimization, liquidity management, legacy planning, college education planning, and divorce transition planning. He assists families in maintaining their lifestyles through varying economic conditions and life transitions. He earned a Bachelor of Arts degree from Indiana University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Scott is affiliated with the Indiana University Alumni Association and Varsity Club and participates in community activities through Brebeuf Jesuit Preparatory High School. He resides in Carmel, Indiana with his wife and two children and enjoys attending Indiana University football and basketball games.

Jeffrey Mcconnell is a financial advisor at Morgan Stanley in Indianapolis, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, N.A. since 2020. He serves as a member of the Finance Advisory Board at Michigan State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Caleb Quick is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. He is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to develop tailored plans.

Brad Sottong is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with various entities within the JP Morgan organization since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael Gilbert is a financial advisor at LPL Financial in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. Prior to his advisory roles, he worked for Milliken & Company for 17 years in engineering services management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

April Ghory is a financial advisor at Morgan Stanley in Indianapolis, Indiana, with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved with Park Lane Jewelry as a stylist and partner. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery conversations and advanced modeling tools.

Connor Ryan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career as an intern at Merrill following his time as a two-time captain of the football team at Ball State University. Since starting as a financial advisor in 2014, Connor has focused on business development and building trusted relationships with his clients, utilizing the firm's resources to deliver a comprehensive client experience. Connor holds a Bachelor's degree in Financial Planning from Ball State University and the Chartered Financial Consultant (ChFC) designation. His expertise includes corporate benefits, executive compensation, family wealth management, retirement planning, philanthropic planning, and portfolio management services. He is committed to serving public and private executives, business owners, and leaders, aiming to align financial strategies with their life goals. Outside of his professional work, Connor is involved with community organizations such as Habitat For Humanity, Ball State University, Make-a-Wish, and Soles4Souls. He enjoys adventure sports, fishing, football, hiking, reading, running, skiing, traveling, and spending time with his family. He resides in Indianapolis with his wife.

Caleb Ulery is a financial advisor with Equitable Advisors in Carmel, IN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at STS Packaging, Door Dash, and Indiana University, among others. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Donald Ivey III is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work experience includes roles at MSD of Decatur Township and LGSTX Distribution Services, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Bryan Denbo is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Andrew Fiega is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has previously worked at Royal Alliance Associates, INC. and SII John Hancock. Outside of his advisory role, he is involved in a sports card collectibles business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Corey Cordray is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. He has worked at firms including J.P. Morgan Securities, Edward Jones, and The Prudential Insurance Company of America. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services delivered through a multi-manager platform featuring various program structures and custodial relationships.

Vincent Viveros is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co. and Schwab Private Client Invest Advisory for eight years. Outside of his advisory role, he serves on the boards of EcoGrains, a sustainable aviation fuel company, the Ivy Tech Foundation as Vice-Chair, and Escala Foundation as Vice President and Treasurer. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Tedford is a financial advisor with Fidelity in Indianapolis, IN, holding Series 63 and Series 66 designations and totaling 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brad Ransom is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Andrew Shoener is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for ten years at Cintas Corporation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model focused on LPL-sponsored programs and endorsed third-party managers.

Shannon Emberton is a Series 66 licensed financial advisor with Merrill in Indianapolis, IN, and has eight years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Perry is a financial advisor with Charles Schwab in Indianapolis, IN, holding CFP®, Series 63, and Series 65 designations and 15 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016. Perry is also the president and sole owner of Puma Palace LLC, a leasing business unrelated to investments. 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 guidance and access to discretionary separately managed accounts using multi-asset model portfolios and alternative investment options, supported by its integrated operational structure and extensive client base.

Julia Phillips is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at J.P. Morgan Securities in Indianapolis, IN. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.