Chase Moser is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. His prior work includes roles at Chatham Hills and various positions outside the financial industry, including ownership of KCO Yearbooks. He is involved in other business activities as the owner of KCO Yearbooks and as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying extensively on LPL-sponsored programs and endorsed third-party managers.

Sean Stuczynski is a financial advisor with Cambridge Investment Research Advisors and holds Series 66 and Series 63 licenses. He has 26 years of industry experience, including 16 years at Parkland Securities and ownership of Campbell Street Wealth Management, where he offers financial services. He is also an independent insurance agent with various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management strategies and platform arrangements.

Jonathan Klausner is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012, and previously at UBS Financial Services starting in 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and structured processes.

Tenille Redwine is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, UBS Financial Services, and Assurance IQ. Outside of her advisory work, she coaches volleyball for youth ages 8 to 18. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered investment company adviser and utilizes AI-driven tools in portfolio management.

Eleonora Anastasia Sciopu is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC for 15 years. Outside of her advisory role, she serves as the administrator and executor of her mother’s estate and holds power of attorney. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.

Laura Taylor is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2025, following prior roles at JPMORGAN Chase Bank and other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Matthew Viars is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, at Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2002. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its advisory services.

Ronald Rader is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America Advisors and National Planning Corporation. In addition to his advisory work, he operates Rader & Rader CPAs, a tax preparation and accounting business he founded in 1994. 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 various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Sybrand Vermeulen is a financial advisor at Edward Jones with five years of industry experience. His career includes roles at Modern Woodmen of America, Liberty Mutual, and Endress+Hauser. Vermeulen holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Breaux is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in a rental business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Elizabeth Eckert is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Eckert serves on the finance committee of the Indiana Historical Society. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and a variety of investment offerings. The firm manages approximately $2.74 trillion in client assets and delivers tailored financial planning and estate strategies through its advisory teams.

Eric Brunton is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial advice to meet the unique goals of his clients. His work focuses on areas including liquidity management, personal retirement planning, and retirement income. Eric and his team combine boutique-like attentiveness with the global perspective and experience of Bank of America Merrill Institutional Consulting to support institutions and individuals in strengthening and growing their financial resources. Eric holds a bachelor's degree in business from Bucknell University and an MBA from the University of Notre Dame. He has earned several professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise supports a variety of client needs including fiduciary best practices, investment policy services, investment due diligence, retirement plan benchmarking, and employee education programs. Outside of his professional role, Eric enjoys golfing, soccer, and spending time with his family.

Nicholas Yeend is a financial advisor with J.P. Morgan Securities in Indianapolis, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, Brammer & Yeend CPAs, Horizon Planning Group, and Guardian Life Insurance Company. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mitchell Anderson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. He has worked at Thrivent and its related entities since 2020 and previously held positions at Ball State University, Center Grove High School, and Vincennes University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Dennis Wood is a financial advisor at Osaic with Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Sagepoint Financial, Inc. for eight years and has been involved with Warren Steinborn Associates since 1994. Outside advising, he also operates a sole proprietorship providing securities and advisory services along with insurance consulting and sales. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management tools, third-party money managers, and platforms to accommodate diverse client needs.

G Callaway is a financial advisor at Morgan Stanley in Indianapolis, IN, with 54 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee managing personal trusts and estates in Cicero, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, with an investment approach that incorporates firm-approved planning tools and modeling techniques.

David Ramos is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked with several firms including J.P. Morgan Securities, JPMorgan Chase Bank, and The Huntington National Bank. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caroline Condra is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. J.P. Morgan Securities LLC 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 affiliated brokerage and investment management capabilities.

Fabrizio Brito Accurso is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 credentials. His prior roles include positions at Bank of America/Merrill Lynch and New York Life Insurance Co. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

James Cavitt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2018 and with J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.