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 Series 66 licensed financial advisor with Equitable Advisors in Carmel, Indiana, and has 21 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. She serves as the administrator and executor of her mother's estate and holds power of attorney responsibilities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models delivered through third-party sponsors and its network of Investment Adviser Representatives.

Laura Taylor is a Series 66 licensed advisor with J.P. Morgan Securities in Indianapolis, IN, and has one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank and Denham Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting with a focus on systematic due diligence and a range of investment strategies.

Matthew Viars is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Morgan Stanley Wealth Management 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 integrates structured discovery and advanced modeling tools, offering services primarily in an advisory capacity without providing individual security recommendations as part of standalone planning.

Ronald Rader is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. In addition to his advisory work, he operates Rader & Rader CPAs, a tax preparation and accounting firm established in 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Sybrand Vermeulen is a financial advisor at Edward Jones in Plainfield, IN, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Modern Woodmen of America, Liberty Mutual, and Endress+Hauser. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Jason Breaux is a financial advisor at Edward Jones in Indianapolis, IN, with 21 years of industry experience. He has been with Edward Jones since 2008. Outside of advising, he is involved with Whiskey Brothers, a rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Elizabeth Eckert is a Series 66-licensed financial advisor with Morgan Stanley in Indianapolis, Indiana, bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2001, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory work, Eckert serves on the Finance Committee of the Indiana Historical Society. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and a Global Investment Committee, offering comprehensive financial strategies without providing individual security recommendations as part of standalone plans.

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 at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Guardian Life Insurance Company, Horizon Planning Group, and several firms in the Indianapolis area. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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 38 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and Warren Steinborn Associates, where he has worked for over three decades. Wood holds Series 63 and Series 65 designations. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

G Callaway is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 1998. Outside of his advisory role, he serves as a trustee managing personal and estate trust investments in Cicero, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Caroline Condra is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., PSP Capital, and Inherent 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 and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Fabrizio Brito Accurso is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and New York Life Insurance Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Cavitt is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2015, totaling 11 years of industry experience. He is based in Plainfield, IN, and his work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

Patrick Schubach is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 66, Series 63, and Series 65 designations and bringing 18 years of industry experience. His prior experience includes roles at Huntington National Bank and The Huntington Investment Company from 2007 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice. The firm's approach combines proprietary research, third-party data, and algorithmic tools to support tax-aware withdrawal strategies and dependable income planning.

Dan Schlegelmilch is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Shawnda Sparks is a financial advisor with LPL Financial in Indianapolis, Indiana, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at Morgan Stanley and Raymond James & Associates. She also serves as a trustee for several family qualified plan trusts. 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 investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Theodore Sturges is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory role, he writes golf architecture articles for the Indiana Golf Association’s magazine and serves on the boards of several Indianapolis nonprofit organizations, including Concerts For A Cause and the Indianapolis Chamber of Commerce. Stifel serves a diverse client base ranging from individual to institutional investors and offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.