Eric Mc Clurg is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Muncie Novelty Co., Inc. He is based in Indianapolis, IN. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Andrea Kobliska is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Merrill since 2015. Merrill, together 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, pension plans, corporations, and charitable organizations.

Kelley Maguire is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BMO Harris Financial Advisors and BMO Harris Bank. Outside of her advisory role, she is an Associate Financial Advisor at TGG Operations, LLC. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Samuel Biel is a financial advisor at Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to his clients' financial goals and changing market conditions. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Samuel holds a Bachelor's Degree from Purdue University System and a Master's Degree from the University of South Florida. He holds the Professional Investment Advisor (PIA) designation. He is involved in professional organizations such as APA Billiards and BMW Club. Outside of his professional role, Samuel participates in community activities including volunteering with the 4-H organization. His personal interests include billiards, fishing, photography, reading, and spending time with his family.

Freddie Crandall is a financial advisor with Morgan Stanley in Champaign, IL, holding CFP®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. In addition to his advisory role, Mr. Crandall is involved in managing rental properties and real estate ventures. Morgan Stanley Wealth Management provides advisory and brokerage services to individual 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 planning process that utilizes firm-approved tools and market simulations to support client financial planning.

Thomas Gowin is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019 and J.J. B. Hilliard, W.L. Lyons, LLC since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection, internal research, and advanced portfolio management tools.

Michael Zick is a CFP® with 25 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at PNC Financial Services and PNC Investments. He serves on the investment committee of the Indiana State Museum and Historical Sites. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Steven Stapleton is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and over 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs, including tailored financial planning, supported by structured discovery processes and firm-approved tools.

Scott Razzino is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes positions at Endress and Hauser, Primerica Financial Services, Caterpillar Reman, Trane Technologies, and Eaton Corporation. In addition to advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,961 financial advisors and $15.5 billion in assets under management. The firm utilizes model-based strategies managed by unaffiliated asset managers and provides advisory services primarily to non-institutional clients.

Jill Wright is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. Her prior work history includes positions at Capital Group and Charles Schwab. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying significantly on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Cassi Patterson is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2010, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and planning tools to develop tailored client recommendations.

Robert Milligan is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with Cetera Advisors LLC since 2013. Milligan serves on the advisory board of the Plainfield Chamber of Commerce and is involved with the Plainfield United Methodist Church as chairperson and endowment committee member. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through various program platforms and third-party managers.

Jeffrey C. Avagian is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1997 and brings over 28 years of experience in the financial services industry. Jeffrey provides a full range of services to high net worth individual investors and their families, focusing on personalized wealth management strategies tailored to clients' return objectives, risk tolerance, and liquidity needs. His expertise includes college education planning, divorce transition planning, family wealth management, retirement income, and investment strategy among others. Jeffrey’s approach to portfolio management is grounded in rigorous research and disciplined investment processes. He employs a comprehensive methodology to allocate assets and adjusts portfolios in response to changing market conditions and client circumstances. His team emphasizes superior communication and service to build trust and long-term relationships with clients. Jeffrey holds the Chartered Retirement Planning Counselor℠ designation and a Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from Indiana University Bloomington and a Master’s Degree in Business Administration from Baldwin Wallace University. He resides in Carmel, Indiana with his wife and three daughters and participates in community volunteer activities. Outside of work, he enjoys boating, skiing, and spending time with his family.

Ellen Zawacki is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes a long tenure at Capital Group from 2002 to 2024 and a brief period at Morgan Stanley before joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Adam Humphrey is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to this, he held roles at PolyOne, Grace Church, Springhill Camps, Indiana University, AroundCampus Group, and ESG Security. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Emilia Singh is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2023, she worked at Westpoint Financial Group and has held positions in education and behavior analysis. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Chad Baldwin is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he worked at Edward Jones for nine years. Baldwin operates Baldwin Wealth Strategies, LLC as a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support both discretionary and non-discretionary portfolio management.

Donna Shumar is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating modeling techniques like Monte Carlo simulations, while clients retain responsibility for implementing and updating plans.

David Baugh is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). David earned a Bachelor's Degree from Indiana University/Purdue University at Indianapolis.

John Morningstar is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sapient Capital LLC since 2023, following a 17-year tenure at Stifel from 2006 to 2023. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and governmental entities. The firm provides brokerage and advisory services using a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.