Matthew Baltera is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Raymond James & Associates, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and utilizes its Global Investment Committee’s return estimates and simulations to model financial outcomes.

David Brown is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. His previous positions include roles at Prudential Insurance Company of America, Mutual of Omaha, and Regions Bank. Outside of his advisory work, he serves as a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides a range of discretionary and non-discretionary portfolio management and financial planning services, utilizing model portfolios, third-party managers, and customized strategies across various account structures.

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.

Thomas Gowin is a financial advisor with Robert Baird & Co. in Indianapolis, IN, holding Series 63 and Series 65 designations and 22 years of industry experience. His career includes roles at J.J. B. Hilliard, W.L. Lyons, LLC, OneAmerica Securities, Inc., and Bedel Financial Consulting Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and specialized managed account programs, supported by internal research and ongoing manager monitoring.

Michael Zick is a Certified Financial Planner (CFP®) with over 26 years of experience in the financial industry. He is currently with J.P. Morgan Securities in Indianapolis, where he has worked since 2021, having held previous roles at PNC Financial Services and Banc One Securities Corporation. Outside of his advisory work, he serves on the investment committee for the Indiana State Museum and Historical Sites. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, supporting clients who retain final decision-making authority.

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.

Quinlan Parient is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, holding Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Schwab, Quinlan held various roles outside the financial industry, including positions in retail and food service. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Matthew Sherman is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Charles Schwab in 2019, he worked at Assured Partners, Home Depot Inc., and Lowe's. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and due diligence on alternative investments.

Amy Rice is a financial advisor with Robert W. Baird & Co. in Greenwood, IN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at OneAmerica Securities, American United Life, Lincoln Investment LLC, and City Securities Corporation. Outside of her advisory work, she owns a lawn and landscaping business, Mow & More by Greg, LLC. The DDK Group at Robert W. Baird serves individuals, corporations, pensions, and charitable organizations with services such as financial planning, portfolio management, and custody and brokerage solutions. The firm employs a combination of manager-traded and model-traded strategies along with tax management and direct indexing, supported by internal research and strategic partnerships.

Scott Razzino is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc., Endress and Hauser, Primerica Financial Services, Caterpillar Reman, and Trane Technologies. Outside of advisory services, he is involved in sales of loan products, home security, automation, and other home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by unaffiliated asset managers.

Shawna Ballard is a financial advisor with Ameriprise in Greenwood, IN, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its related entities since 2001. Outside of her advisory role, she owns and manages a consulting business, DS Ballard and Associates. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Cassi Patterson is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation with 19 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Morgan Keegan & Company, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory solutions with other financial products.

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.

Patrick Rickman is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Fifth Third and has a background that includes four years at Lewis University. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios and a centralized operational structure.

Ellen Zawacki is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Capital Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a range of investment strategies.

David Robertson is a financial advisor with Charles Schwab in Indianapolis, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab, he worked in education and operates two photography studios specializing in sports and general photography. He is also the owner and creator of Algebra Awesomeness, an educational resource provider. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated custody and brokerage services.

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.

Lauren Johnson is a financial advisor at Charles Schwab with one year of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2019, including roles at Charles Schwab Premier Bank and Charles Schwab Bank. Prior to joining Schwab, she spent four years at First Financial Bank. Charles Schwab & Co., Inc. 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 employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Chad Baldwin is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Edward Jones for nine years and held an earlier position with LPL Financial. Baldwin also operates Baldwin Wealth Strategies, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research models and third-party subadvisors across various platforms.

Steven Thompson is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at Comcast Advertising. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.