Matthew Howard is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies tailored to each client’s specific goals, employing a goals-based approach to planning. His expertise includes divorce transition planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. Matt joined Merrill Lynch Wealth Management in 2019, bringing experience that includes a seven-year professional basketball career in Europe and Israel. He holds dual bachelor's degrees in Finance and Management Information Systems from Butler University, where he was a three-time Academic All-American basketball player. He holds FINRA Series 7 and 66 registrations and the CERTIFIED FINANCIAL PLANNER (CFP) designation, along with the Personal Investment Advisor (PIA) credential. Outside his professional role, Matt is actively involved in community organizations such as A Kid Again, Butler University, First Baptist Athletics, Genesis Church, and WYSI Youth Sports. He resides in the Northern Indianapolis and Westfield area with his wife and three young sons, and he enjoys coaching youth sports and spending time with his family. His personal interests include basketball, football, running, volleyball, table tennis, cooking, and traveling.

Joshua Vela is a financial advisor with Ameriprise in Zionsville, IN, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2019 and previously spent six years at Milhaus. Outside of his advisory role, he is involved with Highfield Enterprises, LLC, a financial advising business. Ameriprise offers a retirement-income planning service targeting 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 to deliver tailored retirement income advice.

Jeffrey Hodges is a financial advisor with Ameriprise in Zionsville, IN, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income plans, supported by a centralized consulting team.

Bryan Greene is a financial advisor at Edward Jones in Avon, Indiana, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked for Republic Airways from 2015 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelley Werner is a financial advisor with Merrill based in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she serves as the chief operating officer for a family-owned IT consulting and coffee and tea retail business, in addition to operating a small handmade crafts business. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Carson Mccaw is a Wealth Management Advisor with Merrill Lynch Wealth Management. He offers a comprehensive approach to wealth management that starts with understanding each client’s unique financial situation and priorities. Carson helps clients create customized strategies tailored to their needs and adaptable to changing market conditions. He leverages investment insights from Merrill and banking services from Bank of America to address various aspects of clients’ financial lives. With expertise spanning college education planning, family wealth management, legacy planning, liquidity management, portfolio management, tax minimization, and retirement income, Carson is committed to guiding clients through important financial decisions. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Carson earned his bachelor's degree from the University of Indianapolis. Outside of his professional role, Carson is a father of three and enjoys spending time with his family. He has a passion for basketball, football, and golfing, and he coaches his children’s sports teams. Carson emphasizes building strong relationships with clients grounded in accessibility, knowledge, and experience.

Amy Sullivan is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Merrill from 2011 to 2020 before joining Morgan Stanley Smith Barney LLC, where she has been employed since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning services that use firm-approved tools and models to support client decision-making.

Nicole Wesley is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Morgan Stanley Smith Barney LLC in 2026. Outside of her advisory role, she operates a photography business and works as a direct sales consultant for a skincare company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Curtis Mallery is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs and strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

John Broughton is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. His prior roles include nine years with Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools. The firm offers a wide range of planning services tailored to clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs planning.

Kevin Galaz is a Financial Advisor at Merrill Lynch Wealth Management. With a decade of experience in finance, he has worked for two large US broker-dealers and has a background in individual banking and loan origination. Kevin focuses on cash flow management during the distribution phase of his clients' lives, helping them pursue their financial goals through strategies that encompass liquidity management, retirement planning, philanthropic planning, and tax minimization. Kevin holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a High School Diploma from Littlerock High School. His approach involves developing long-standing relationships with clients to provide ongoing advice and guidance aligned with their evolving needs. Outside of his professional career, Kevin spends much of his time with his wife and four daughters. The Galaz family is active in their church and volunteers with several nonprofit organizations throughout the year. Kevin enjoys hiking and reading in his personal time.

Ethan Maier is a financial advisor at Equitable Advisors based in Carmel, IN. He holds a Series 66 designation and began his advisory career with Equitable Advisors in 2025. Prior to joining the firm, Maier was involved with Greencastle Little League Baseball and Arbor Trace Golf Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, tailoring services to client goals and offering a range of advisory program options.

Brockton Yoder is a CFP®-credentialed financial advisor with three years of industry experience, currently with Ameriprise in Zionsville, IN. His prior experience includes roles at LPL Financial, State Bank of Lizton, and Capital Group - American Funds Distributors, Inc. He is also engaged in outside employment managing client investments for State Bank of Lizton. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Trenton Howard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Workplace Planning Consultant at multiple levels and High Net Worth Service Associate. His professional experience is centered around developing comprehensive financial plans and working closely with clients to align their financial strategies with their long-term goals. Trenton is committed to understanding his clients' visions and translating them into actionable steps to achieve financial success. His career path at Fidelity Investments reflects a focus on workplace planning and client service within the financial industry. Outside of his professional work, Trenton enjoys board games, fitness, outdoor adventures, and reading.

Carter Bonecutter is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2023. Outside of his advisory role, he is the owner and partner of Threaded Glory, LLC, a company that sells vintage-style clothing online. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Rougih Makkar is a financial advisor with Equitable Advisors in Carmel, IN, holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at Lyft, Thrivent Investment Management, and Charles Schwab, as well as positions outside finance at DoorDash, Uber, and the Indiana Army National Guard. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Phillip Hogan is a financial advisor with LPL Financial in Indianapolis, holding Series 63 and 65 licenses and having seven years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, and various credit unions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

James Schrader is a financial advisor based in Indianapolis, IN, affiliated with Morgan Stanley. He holds the Series 63 and Series 66 designations and has 12 years of industry experience. Prior to joining Morgan Stanley, he worked at Lincoln International for several years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by advanced modeling tools.

Kyle Hoerr is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA, JPMorgan Securities LLC, and served as an instructor at the Kelley School of Business Department of Business Law and Ethics. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation modeling process combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Brian Kowalevsky is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.