Michael Fleming is a financial advisor at Morgan Stanley with 56 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds a Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning, and manages approximately $2.74 trillion in client assets.

Gregory Hutto is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 designations and 13 years of industry experience, all with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Daniel Gehle is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2023. Prior to his financial advisory career, he spent 15 years at The Home Depot. Gehle also serves as a board member of LifeWise Academy, an organization focused on educating children about Christian teachings during school hours. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Joseph Clagg is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Avantax Investment Services, ProEquities Inc, and Mutual of America Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by extensive research and advanced portfolio management tools.

John Cate serves as a Wealth Management Advisor and leads the Cate Brunton Luc Group within Merrill Lynch Wealth Management. His team focuses on institutional consulting for defined contribution, defined benefit, and non-qualified deferred compensation plans, as well as designing wealth management strategies for executives, business owners, and high-net-worth families. With over two decades of experience, John directs client initiatives that include investment management, fiduciary best practices, retirement planning services, and wealth preservation. He advises institutional clients by creating tailored fiduciary risk management strategies and works closely with affluent families and senior executives to navigate their wealth complexities. John holds a bachelor's degree from Ball State University, where he captained the football team his senior year, and serves on the Finance Program Advisory Board for the Miller College of Business. He has earned the Certified Investment Management Analyst® (CIMA®) designation, among other professional credentials. John has been nationally recognized in several industry rankings, including Barron's Top 100 Financial Advisors since 2020 and the Financial Times 400 Top Financial Advisers in 2016. His community involvement includes support for Cystic Fibrosis and Habitat for Humanity.

Matthew Trefethen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and affiliated with Cambridge Investment Research, Inc. since 2011. Outside of advising, he is active as a cellist in a local orchestra. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm provides multiple investment platforms and proprietary models, with options for discretionary and non-discretionary management tailored to client objectives.

Aaron Smith is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior employment includes roles at Charles Schwab and Co., TD Ameritrade, Scottrade, and Prudential Insurance. He is also involved in supporting advisors and insurance activities through MARKET SHARE, INC. and MSF ADVISORS. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through an extensive network of affiliated advisers. The firm integrates brokerage and advisory services with financial planning and managed account solutions, employing analytical tools and third-party platforms to construct portfolios across multiple asset classes.

Elizabeth Payton is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan entities since 2007, including a role at JPMorgan Chase Bank, N.A. since 2007 and J.P. Morgan Securities since 2024. 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 applying an ESG eligibility framework when recommending strategies.

Matthew Conaway is a financial advisor at Stifel with Series 63 and Series 65 designations and three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and William Yancey. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Jonathan Emerick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2016. Outside of finance, he consults on business ideas for an orthodontics practice. J.P. Morgan Securities 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.

Traci Schath is a financial advisor with Edward Jones in Carmel, IN, holding a Series 66 designation and 13 years of experience at the firm. In addition to her advisory role, she is involved with Children's Speech Language Learning, providing speech and tutoring services and managing related billing and payroll. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services and a large nationwide network of financial advisors and branches.

Carly Taylor is a Series 66-credentialed financial advisor with Morgan Stanley in Indianapolis, Indiana, where she has worked since 2022. She has four years of industry experience, including prior roles at One America and Victory College Prep School. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, emphasizing structured financial planning and leveraging tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Joel Harris is a financial advisor with Osaic Wealth, Inc. based in Carmel, Indiana, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, LLC and Signator Investors, Inc. He also conducts investment-related seminars at the Monon Community Center. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct portfolios that include a variety of investment vehicles, with management options tailored to client preferences.

Katherine Squadroni is the Branch Leader at Fidelity Investments in Carmel, IN. In this role, she leads a team of financial advisors to deliver personalized financial experiences aimed at building lifelong relationships with clients. Her professional experience includes serving as a Planning Consultant and Relationship Manager at Fidelity Investments, as well as working as a Financial Advisor at WestPoint Financial Group. Katherine holds a California Insurance License.

Andrew Newman is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He collaborates with clients to understand, build, and pursue their financial goals, focusing on delivering a consistent and high level of customer service to provide a meaningful financial planning experience. Prior to his current position, Andrew worked as a Relationship Manager at Fidelity Investments from 2022 to 2023 and as a Financial Representative from 2021 to 2022. He holds a California Insurance License. Outside of his professional work, Andrew has personal interests in boating, football, golf, movies, and traveling.

Kenneth Nocton is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations and 11 years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Chase Bank N.A. and JPMorgan Securities LLC from 2013 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, managed solutions, and affiliated mutual funds, operating under a fiduciary standard with a widespread network of financial advisors and branch offices.

Peter Cukier is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he has a long-standing affiliation with Yeshiva University and Solomon Smith Barney. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Daniel Hintz is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining Morgan Stanley's Private Bank and Smith Barney divisions. Outside of advising, Hintz is the founder and board member of the Million Meal Movement, a nonprofit focused on children, disaster relief, and community welfare, and he owns the Institute for Ethics and Standards, which provides professional training in ethics and standards. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning that incorporates firm-approved tools and models like Monte Carlo simulations.

Melissa Stalbaum is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and having five years of industry experience. She previously worked at Rci for nine years before joining Equitable Advisors in 2020. Outside of her advisory role, she serves as president and owner of M.A.D Trucking, LLC, and is a council member of the Hamilton County 4-H Council. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals and risk tolerance.

Paul Ackermann is a financial advisor at Ameriprise Financial Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2016. In addition to his advisory role, he serves on the Board of Directors for the IBWE Whiskey Company/Circle City Whiskey Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.