Teresa Esteb is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley for 17 years and David Craig for 32 years. Teresa is currently associated with the Stonecrest Group within Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Jacob Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Everwise Credit Union, SYM Financial Advisors, and Interra Credit Union. He also has experience in education and retail from earlier in his career. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Samantha Fogg is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she is part of a team with over 200 years of combined industry experience. Since joining Merrill in 2019 following two internships, she has focused on relationship management and customized financial planning to assist individuals, families, and business owners in achieving their financial goals across various life stages. Samantha's areas of focus include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Samantha holds a bachelor's degree from Indiana University, where she was a member of the women's volleyball team for four years. She earned academic honors such as Academic All-Big Ten in 2017 and the Scholastic Achievement Award from the Big Ten Conference in 2019. She holds the Personal Investment Advisor (PIA) designation and contributes to professional and community organizations including Women for Riley. Samantha has volunteered with organizations such as the Boys & Girls Clubs of America, Riley Children's Hospital, and St. Barnabas Catholic Grade School. Outside of her professional work, Samantha enjoys golfing, reading, skiing, playing volleyball, traveling, and spending time with her family.

Andrea Fonseca is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and 66 licenses and has worked previously at Key Bank and Huntington National Bank. Fonseca serves as Secretary of the Board and is a member of the Governance Committee for the Central Indiana Community Foundation, a nonprofit focused on philanthropy and grantmaking. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to affiliated portfolio services.

Diane South is a financial advisor at Stifel in Indianapolis, IN, with 24 years of industry experience. She holds Series 63 and Series 66 designations and worked at City Securities Corporation from 2002 to 2017 before joining Stifel, where she has been since 2017. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses that serve as a basis for client decisions.

Christopher Keen is a financial advisor at LPL Financial with 30 years of industry experience. He has held roles at LPL Financial since 2014 and previously worked at Raymond James & Associates from 2008 to 2014. Outside of advising, he is a co-owner of an interior design consulting business, SDK Design Services, Inc. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Roxanna Hendricks is a financial advisor at Morgan Stanley in Indianapolis, holding a Series 66 designation with three years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at American Family Insurance from 2015 to 2017. Outside of her advisory role, she is involved in estate-related activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies as part of its financial planning process.

Ryan Yocum is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2025, he worked at Everwise Credit Union (LPL), Bankers Life, and owned Long Range Stables, an equine boarding and training business in Danville, Indiana, where he continues to manage horse boarding and lessons. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment solutions.

Nathan Cropp is a financial advisor with Edward Jones in Indianapolis, Indiana, holding a Series 66 designation and 15 years of industry experience. He 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 under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tanner Ottinger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized strategies focused on education planning, employee financial health, personal retirement planning, special needs planning strategies, and retirement income. His approach emphasizes aligning financial plans with each individual’s unique perspectives and priorities, aiming to simplify the complexities associated with wealth management. Tanner holds a Bachelor's Degree from Indiana University and maintains professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). He and The Ottinger Group are committed to guiding clients through the retirement planning process with tailored strategies designed to achieve financial security and a worry-free retirement. Outside of his professional work, Tanner has interests that include cooking, gardening, hiking, rock climbing, running marathons, swimming, traveling, and spending time with his family.

John Reuter Jr. is a financial advisor with Raymond James & Associates in Indianapolis, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2005. 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, institutional and pension plans, and charitable organizations—and offers financial planning and consulting through various programs, emphasizing non-discretionary relationships and a range of portfolio management styles.

David McGaughey is the Resident Director at Merrill's office in Lafayette, Indiana. He began his career in the financial services industry in 1985 and joined Merrill in 1993. David holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and the Personal Investment Advisor designation. David's expertise includes asset management, financial strategies, estate planning services, family wealth management strategies, personal retirement planning, and retirement income. He earned his bachelor's degree in Agricultural Economics from Purdue University in 1984. He serves on the boards of North Central Health Services Inc. and the Northwest Indiana Chapter of the National Football Foundation and has been involved with the Community Foundation of Greater Lafayette. David has also participated with organizations such as Big Brothers/Big Sisters of Greater Lafayette and Lafayette Daybreak Rotary. He lives in Lafayette with his wife, Anita, and they have three daughters and three grandchildren.

Joseph Olexa Jr. is a financial advisor at Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the Finance Committee for Holy Spirit at Geist Catholic Church in Fishers, Indiana. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to model outcomes, serving clients through both direct and corporate financial planning agreements.

Mark Jakubovie is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. Based in Indianapolis, IN, he focuses on wealth management within a large institutional firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Michael Fish is a Senior Financial Advisor specializing in wealth management within Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to clients' individual goals, aiming to adapt to evolving market conditions. Michael leverages investment insights from Merrill and financial solutions from Bank of America to support his clients' wealth management needs. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Indiana University School of Business. Michael is also engaged in community activities, dedicating time to volunteer with local organizations, reflecting the Merrill tradition of community involvement.

Scott Luc is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading the Cate Brunton Luc Group. He specializes in goals-based wealth management for affluent families, accomplished executives, and successful business owners. Scott's approach focuses on providing exceptional service, customized advice, and disciplined investing to help clients achieve their financial objectives. Scott's professional expertise encompasses areas such as corporate benefits, executive compensation, equity compensation services, family wealth management, legacy planning, philanthropic planning, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Certified Private Wealth Advisor® (CPWA®) designation, and the Personal Investment Advisor (PIA) credential. Scott graduated from Butler University with a Bachelor's degree in Finance. He is involved in the community through his service with the United Way of Central Indiana and the Booth Tarkington Civic Theatre. Additionally, he maintains connections with the Sigma Chi Fraternity, Rho Chapter.

Kevin O'Connell is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2021, with prior experience at Fifth Third Bank and Regions Bank, where he also serves as a wealth advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Joseph Matis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2012 and previously spent 18 years with Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes a structured financial planning process and manages approximately $2.74 trillion in client assets.

Marybeth Walker is a CFP® professional with 31 years of experience in the financial services industry. She currently works at Morgan Stanley and previously spent 19 years at UBS Financial Services. Outside of her advisory role, she serves on the board of directors for the Phoenix Theater, a nonprofit organization focused on theatre and cultural arts in Indianapolis. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning and offering various investment and planning services through its extensive advisor network.

Mary Jovanovich is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials with 26 years of industry experience. She has been with Charles Schwab since 2007. Outside of her advisory role, she is involved in nonprofit governance, serving as Chair of the Strategic Fundraising Committee for Dress For Success Indianapolis and as Secretary for the Breathe Foundation, which focuses on mind and body wellness. Charles Schwab & Co., Inc. serves a large client base, 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 models with access to discretionary separately managed accounts and maintains a centralized operational structure across its programs.