Benjamin Cahill is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Vincenzo Fabrizi is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has held positions at Merrill since 2022 and previously worked at RepuCare, Ahimsa, and DoorDash. Fabrizi serves as a board member for Butler University's Young Alumni Chapter, an unpaid role focused on alumni engagement, fundraising, and student connections. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Reed is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory role, Reed serves as Vice President and Chair of the Board at Greenwood Christian Academy, where he is also a member of the finance and investment committees. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Walter Niemczura Jr. is a CFP® with 15 years of industry experience, currently affiliated with Ameriprise in Indianapolis, IN. He previously operated the Niemczura Wealth Group and worked with Raymond James Financial Services Advisors from 2016 to 2024. He managed an LLC related to wealth management during his tenure at Raymond James, which he is closing after moving his practice to Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kristopher Kuehr is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at J.P. Morgan Chase and Charles Schwab & Co., Inc. He is based in Indianapolis, IN. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Douglas Kistler is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2000. He focuses on delivering comprehensive wealth management solutions tailored to high-net-worth individuals and their families. His approach centers on understanding clients’ financial situations, family dynamics, and personal priorities to develop customized plans aligned with their goals and risk tolerance. Douglas emphasizes ongoing communication to ensure financial plans remain relevant as clients’ needs evolve over time. Douglas earned a Bachelor’s degree in Business from Indiana University in Bloomington. He holds the Professional Investment Advisor (PIA) designation. In addition to his professional responsibilities, he engages with community organizations including the Indianapolis Great Banquet, Juvenile Diabetes Research Foundation, Grace Church Miami, and Castleview Church. He currently resides in Fishers, Indiana, with his wife, Ally, and their two daughters, Isabelle and Addison.

Jason Zoch is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also owns Fidus Wealth Management LLC, an independent wealth management practice based in Indianapolis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning services including business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing the manner of implementation.

Robert Burch Jr. is a financial advisor with LPL Financial in Carmel, IN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at American Funds and American Funds Distributors, Inc. for a combined 21 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Jacob Knott is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and Bank of America since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Giordano is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009, previously working with Citigroup Global Markets starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to assist in developing financial plans.

Suzana Kovatch is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2017. Her prior roles include positions at J.P. Morgan Institutional Investments Inc. and Jpmorgan Investment Management Inc. She is a board member of Downtown Indy, Inc., a nonprofit organization focused on the economic success and vitality of downtown Indianapolis. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Scott Maskel is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2011. Maskel serves on the Finance Committee of the Lawrence Township School Foundation in Indianapolis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Carolyn Kuenz is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She previously worked at Charles Schwab & Co., Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. J.P. Morgan Securities LLC 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 in its investment recommendations.

Cade Satz is a financial advisor at Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Morgan Stanley since 2022, following his college education completed in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to support its clients’ financial goals.

Michael Warren is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the finance committee of the Indiana Quarter Horse Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through a structured process using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and strategies.

William Biel is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has been with Merrill since 1980 and also has experience at Bank of America, N.A. since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Padgett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Christopher earned his bachelor's degree from Indiana University.

Eric Olimb is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured process supported by algorithmic automation and oversight committees.

Teng Huntington is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2026 and has a background that includes academic roles at several universities and work experience in the private sector. 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 clients including individuals, high-net-worth clients, and institutional investors.

Matthew Siener is a financial advisor at Stifel with Series 66 credentials and two years of industry experience. His prior roles include positions at Hanley Disability, Trillium Trading, and Genesys Telecommunications Laboratories, as well as work in the restaurant industry and education. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses aimed at supporting client decision-making.