Kristin Maki is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and 28 years of industry experience. She has worked at JPMorgan Securities LLC since 2008, including time at J.P. Morgan Securities Inc., JPMorgan Chase Bank NA, and Banc One Securities Corporation earlier in her career. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence, using forward-looking market assumptions and may incorporate an ESG eligibility framework.

Teia Stapleton is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked for City Securities Corporation for 17 years before joining Stifel in 2017. Teia serves on the board of a local homeowners association, participates in a mentoring network for women, and is involved with Pink Ribbon Connection, a nonprofit supporting breast cancer survivors. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services grounded in proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Ryan Mc Cormack is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to his advisory career, he was affiliated with Purdue University for four years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Stephanie Heinze is a Financial Advisor at Merrill Lynch Wealth Management in South Bend, Indiana. She is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor™ with over nine years of experience. Stephanie works with individuals, families, and business owners to develop personalized, goal-based wealth management strategies that focus on growing, protecting, and transferring wealth across generations. In her role, Stephanie specializes in designing and implementing customized retirement plans for business owners, aligning their business growth with employee financial well-being. She holds licenses in both investments and insurance, enabling a comprehensive approach that includes retirement planning, education funding, risk management, and legacy strategies. Prior to joining financial services, Stephanie served five years in the U.S. Army, including a tour in Iraq. Stephanie earned her bachelor's degree from Central Michigan University and her MBA from Auburn University. She lives in St. Joseph, Michigan with her two children and participates in community service through her active membership in the Women's Service League.

Chad Kaufman is a financial advisor with Raymond James Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2020 and is the owner of Stonecrest Group LLC, where he manages operations and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary advisory services supported by analytical tools and a network of affiliated advisors.

Thomas Muzechuk is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, Wachovia Securities Financial Network, and Wells Fargo Advisors. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Nathalie Mastouri is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and market modeling techniques.

Marland Villanueva is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 23 years of experience in the financial services industry, providing comprehensive wealth management services to corporate, institutional, and individual clients. Since joining Merrill Lynch in 2004, Marland has focused on developing personalized financial strategies to help clients pursue their long-term goals. Marland holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning CounselorSM (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science in Accounting, with high distinction, from Indiana University in Bloomington and a Master of Business Administration from the University of North Carolina at Chapel Hill. Prior to Merrill Lynch, he worked as a management consultant for Deloitte and as a financial analyst with Eli Lilly and Company. Residing in Avon, Indiana, Marland lives with his wife Tanya and their two children. He is actively involved in his community, serving as a lay elder at his church and having previously served on the board of the Hendricks County Community Foundation.

Jeffrey Sebree is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at T. Rowe Price and Lester Sales. Outside of finance, he was involved with Hoosier Heritage Farm for six years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing guidance based on forward-looking market assumptions and probabilistic modeling.

Donald Schofield is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2005. Outside of his advisory work, he is involved in archery hunting and photography through Arrow One LLC, serves as president and tennis instructor at Next Level Tennis, and has held the position of past president on the board of the Indiana Bowhunter Association. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Emma Schiefer is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previously worked at Blue & Co, LLC, Clear Creek Fisheries, LLC, and Purdue University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of advisors and branch offices.

Mark Langley is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63, 65, and 66 designations. He has 30 years of industry experience and has been with Edward Jones for 27 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

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, specializing in helping families achieve their financial goals through personalized wealth management strategies. He joined Merrill in 2018 and brings over a decade of experience in the financial industry. Connor's areas of expertise include college education planning, family wealth management, retirement planning, small business strategies, socially responsible investing, tax minimization, and retirement income strategies. Connor holds a Bachelor's Degree from Purdue University and is a CERTIFIED FINANCIAL PLANNER (CFP) as well as a Personal Investment Advisor (PIA). His approach focuses on connecting all aspects of clients' financial lives to prioritize and pursue the goals that matter most to them. Residing in Westfield, Indiana, Connor lives with his wife, their son, and two Labradors. Outside of his professional responsibilities, he enjoys outdoor activities such as camping, fishing, golfing, hunting, pickleball, skiing, and traveling. He is also involved in community organizations including the 500 Festival, Boys and Girls Club, Children's Bureau, Inc., Global Ambassadors for Children, and Habitat for Humanity.

Scott Corman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2021. Prior to this, he was involved with Hope College in various roles from 2017 to 2021, including campus ministries and residential life. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with client decision-making authority retained throughout.

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 Wealth with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked for Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory role, Gent is a musician who performs at churches, weddings, and public events, and he has authored and published a non-financial book. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk management, supporting various account types and investment strategies.

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.