Angela Grabovsky is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated firms since 1998. Outside of her advisory role, she is involved in various business activities including insurance brokering, tax preparation, business consulting, and ownership interests in real estate and an auto repair shop. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate non-discretionary recommendations through a centralized consulting team.

Marc Pyatt is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and with 15 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Connor Schmok is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2018 and brings over a decade of experience in the financial industry. Connor focuses on helping families achieve their financial goals through personalized wealth management strategies, emphasizing connecting all aspects of a client's financial life to prioritize the goals that matter most. His expertise includes college education planning, family wealth management strategies, retirement planning, socially responsible investing, individual and corporate investment strategy, tax minimization, and retirement income. Connor holds a Bachelor's Degree from Purdue University and holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as Personal Investment Advisor (PIA) credentials. Connor resides in Westfield, Indiana, with his wife, their son, and two Labradors. He is involved in community organizations such as the 500 Festival, Boys and Girls Club, Children's Bureau, Inc, Global Ambassadors for Children, and Habitat for Humanity. Outside of work, Connor enjoys outdoor activities including camping, fishing, football, golfing, hunting, pickleball, reading, skiing, and traveling.

Scott Corman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to his current role, he held various positions including work with Hope College and Gazelle Sports. 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a non-discretionary program where clients retain final decision authority.

Leonid Grabovsky is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as co-president on the board of Hasten Hebrew Academy and owns a real estate company focused on providing rental housing for disabled individuals. Ameriprise offers specialized retirement-income planning services for clients typically holding at least $1 million in investable assets, combining research-driven recommendations with tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

David Gent is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory work, Gent is a musician who performs as a paid soloist at various events and has authored and published a non-financial book. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides a wide range of financial services through a large network of affiliated advisers, utilizing various asset-allocation tools and investment management platforms.

Cherie Becker is a financial advisor with Merrill based in Indianapolis, IN. She holds the Series 66 designation and has 21 years of industry experience. She has been with Merrill since 1994. 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, pension plans, corporations, and charitable organizations.

Tracy Walton is a financial advisor with Merrill in Indianapolis, IN, holding a Series 63 designation and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill, along 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, and various institutional entities.

Joseph Kaiser is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 credentials and with 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Kaiser & Associates, a legal entity used to manage office administrative expenses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored retirement-income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Kristin Ash is a financial advisor at Ameriprise in Indianapolis, IN, holding a Series 66 designation. She has been with Ameriprise since 2025, following a year at Globe Life Liberty National. Prior to her career in finance, Ash spent several years as a stay-at-home mom and worked with Color Street. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and collaborative implementation with clients and their advisors.

Andrew Nemetz is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including New York Life Insurance Company, Fisher Investments, Robinhood Financial, and Charles Schwab. Nemetz is based in Indianapolis, IN. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management options, financial planning, and access to third-party managers through a multi-manager platform.

Aaron Hacker is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2018 and previously at Charles Schwab from 2014 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models, serving approximately $2.74 trillion in client assets.

Justin Flatter is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Ameriprise and its related entities since 2016. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice while offering a broad range of advisory, brokerage, and insurance solutions.

Kristen Highfield is a financial advisor with Ameriprise in Carmel, Indiana, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering tailored recommendation reports focused on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a large institutional framework offering a broad range of advisory, brokerage, and insurance solutions.

Thomas McCarthy is an Investment Consultant who partners with clients to understand their unique needs and help formulate holistic financial plans aligned with their preferences and suitability to keep them on course for their financial goals. He currently serves as an Investment Solutions Representative at Fidelity Investments since 2022. Prior to this, he worked at Fidelity Investments as a High Net Worth Associate from 2021 to 2022, at JP Morgan Chase as a Private Client Banker from 2020 to 2021, and at Charles Schwab & Co. as a Financial Services Professional from 2018 to 2020.

Donna Perkey is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Tosin Ratchford is a financial advisor at Fidelity with 20 years of industry experience and holds the Series 66 designation. She has been with various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors since 2018. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, using systematic methodologies and AI-driven research, and for its advisory positions with multiple registered investment companies.

Melinda Kean is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked at Morgan Stanley for 18 years before joining Raymond James and Stonecrest Group in 2020. Melinda is also an Associate and Client Services Director at Stonecrest Group, a support company based in Indianapolis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advice using analytical tools and supports its clients through a broad network with specialized programs in municipal finance and SIMPLE IRA advisory services.

Sedric Banks is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Funds, Envista, and Indy Management Firm. Outside of his advisory work, Banks is involved in non-investment ventures including creating apparel through Judah Warriors LLC and producing gospel music under the artist name Young King Banks. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Warren Steinborn is a financial advisor at OSAIC with 54 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023, following eight years at Sagepoint Financial, Inc. Steinborn has operated his own firms since 1968 and holds leadership roles in multiple entities focused on fixed insurance products and retirement income planning. He is also the founder and CEO of Maven Retirement Advisors. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles, managed on discretionary or non-discretionary bases.