Christina Holloway is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 12 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools.

Michael Galullo is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has prior experience with Cambridge Investment Research Advisors, Inc. Outside of finance, he works as a server at Ruth Chris Steakhouse in Indianapolis. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering diverse investment strategies and manages over $256 billion in assets through more than 10,000 advisors.

Zachary Scott is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Sii. Outside of his advisory role, he serves as a client relationship manager for Signature Financial Group LLC and is authorized to conduct business involving the sales and marketing of securities and insurance products through Foresight Financial Management, LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account solutions, employing a range of portfolio construction tools and third-party platforms.

Andrew Gleaves is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for eight years. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Julianna Morales is a Certified Financial Planner (CFP®) with 22 years of industry experience. She is currently an advisor at LPL Financial, where she has worked since 2019, following nine years at BMO Harris Financial Advisors, Inc. and ongoing employment with BMO Harris Bank NA since 2011. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Kimberlee Fogg is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Merrill since 1986 and has also worked at Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients, including individuals, high-net-worth clients, and institutional investors.

Elizabeth Hurst is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at Thurston Springer Advisors and Thurston, Springer, Miller, Herd & Titak, Inc. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting services.

Aaron Miller is a financial advisor with Raymond James Financial in Indianapolis, IN, holding a Series 66 designation and 17 years of industry experience. He has been associated with Raymond James Financial Services since 2008 and operated Miller Financial Services, LLC from 2012 to 2018. Additionally, he is a licensed agent with Penn Mutual, offering non-variable life insurance policies. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through fact-finding interviews and risk profiling.

Joshua Cain is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management. The firm provides integrated advisory, brokerage, custody, and financial planning services with a multi-asset strategic allocation approach and access to alternative investments.

Travis Scharps is a Financial Advisor with Merrill Wealth Management. He works closely with clients and their families to develop personalized financial plans that integrate investment strategy, retirement planning, and risk management aligned with their long-term goals. His approach is centered on building deep relationships based on trust and understanding clients' values and priorities. His expertise includes education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Travis holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Davenport University. Outside of his professional work, Travis enjoys golfing, spending time with his family, and traveling. He is a member of Merrill Lynch Wealth Management.

Ashley Bradburn is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth planning for J K Bradburn & Associates. She joined Merrill in 2017 and has been working in the financial services industry since 2008. Ashley focuses on helping clients develop personalized financial strategies by understanding their unique goals, risk tolerance, liquidity needs, and time horizon. Her primary areas of expertise include college education planning, legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Ashley holds a Bachelor's degree in Finance from Miami University and is a CERTIFIED FINANCIAL PLANNER™ professional. She is also designated as a Personal Investment Advisor (PIA). Outside of her professional career, Ashley lives in Indianapolis with her husband and four children. She enjoys spending time with her family and friends.

Ellie Klima is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2024 and has also held various positions in the food service industry, including a part-time role at Texas Roadhouse. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Steven Dum is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Royal Alliance Associates, Signator Investors, General American Life Insurance Co., and John Hancock. Outside of his advisory work, he serves as a board member for Theta Chi Realty Corporation and volunteers as a counselor at Fairbanks Hospital, assisting individuals with addiction issues. OSAIC serves a diverse client base, including individual and institutional investors, by offering integrated brokerage, investment advisory, and financial planning services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, with access to a broad range of investment products and third-party managed solutions.

Jacob Liggett is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Charles Schwab since 2023, with prior work experience spanning various industries including dining services and corporate roles. 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 relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Walter Schaefer Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2005 and with West Point Financial Group since 2002. Outside of his advisory role, he serves as an assistant coach for the Westfield High School girls lacrosse team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative planning engagements that utilize firm-approved software to analyze client goals and deliver tailored recommendations.

William D Amore is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include work in education and the Gaston Country Club. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and alternative investments.

Dirk Kuehler is a CFP® professional with eight years of experience at Mass Mutual Investors Services, operating in Indianapolis, IN. He has worked with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2018 and previously spent two years at Southern Illinois University. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Kristin Popovic is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services, Inc. for 10 years. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Anne Happe is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Morgan Stanley since 2009, with a brief tenure at UBS Financial Services Inc. from 2019 to 2020. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and outcome modeling.

Michael Stewart is a CFP® professional with 26 years of industry experience. He has worked at Merrill for 22 years before joining Wells Fargo Clearing, where he is currently based in Indianapolis, IN. Outside of his financial advisory role, he co-owns and manages a small fruit orchard through Stewart Farm Holdings, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a wide range of brokerage and advisory solutions and manages approximately $671 billion in assets.