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 designation and 17 years of industry experience. She has been with LPL Financial since 2014. In addition to her advisory role, she serves as a trustee for several qualified plan trusts for family members. 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 a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios, research, and various technological 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.

Sherrie Mills is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been a financial advisor since 2011 and joined Merrill in 2013. Sherrie specializes in business development and wealth management for families and women in transition, providing personalized financial strategies tailored to individual client needs. Her expertise includes college education planning, family wealth management, LGBT wealth planning, portfolio management, women and wealth, and retirement income. Before becoming a financial advisor, Sherrie spent 15 years as a business owner, which gives her insight into the unique challenges small businesses face. She holds a Bachelor's degree from Indiana University and is a member of the National Association of Women Business Owners. As part of the Niceley-Mills Wealth Management Group, Sherrie focuses on clients navigating life transitions such as retirement, divorce, job changes, sale of a business, or loss of a spouse. Beyond her professional work, Sherrie fosters animals awaiting adoption and volunteers at food pantries and her church. She is a mother of three grown children and lives in Carmel, Indiana.

Robert Ravensberg is a financial advisor at Stifel with 50 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co since 2017, following a 41-year tenure at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ian Edington is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he develops and executes financial strategies aimed at helping both institutional and individual clients meet their short- and long-term goals. His work involves planning and managing customized advice by leveraging the investment management services of Merrill and the banking services of Bank of America. Ian's expertise includes institutional consulting, services for endowments, foundations, and non-profits, as well as investment consulting for defined benefit and defined contribution plans. He employs a goals-based investment process to assist clients in wealth accumulation, preservation, and addressing broader financial needs by integrating insights from Merrill, trust and fiduciary services from Bank of America Private Bank, and banking and lending solutions from Bank of America. He holds a bachelor's degree in business from Butler University and the Chartered Financial Analyst (CFA) designation. Ian is involved with Best Buddies Indiana and resides in Indianapolis, Indiana with his wife, Meghan. His personal interests include basketball, football, golfing, hiking, music, racquetball, tennis, traveling, watching movies, and woodworking.

Jessica Swonder is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Cetera Investment Services LLC, Regions Bank, and multiple positions within JPMorgan Chase Bank and J.P. Morgan Securities. 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.

Bradley Harrold is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2016. He serves on the Board of Directors for Indy Titans Baseball in Westfield, Indiana. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Sean Spafford is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. prior to joining Ameriprise. Outside of his advisory role, he serves as a board member of The Penrod Society in Indianapolis. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and a combination of research and modeling to deliver tailored retirement-income advice.

Joseph Mitchell is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2014, he has focused on developing financial strategies for individuals, families, businesses, and foundations to help them achieve both short- and long-term financial goals. His client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, small business strategies, socially responsible and ESG investing, as well as retirement income planning. Joseph has been involved in the financial services industry since 2001. He holds the CERTIFIED FINANCIAL PLANNER® professional designation awarded by the Certified Financial Planner Board of Standards, Inc., along with the Certified Investment Management Analyst® (CIMA®) designation. His educational background includes a bachelor's degree in Business-Journalism from Indiana University and a master's degree from the University of Notre Dame. He has been active with the Investments & Wealth Institute® and has served on the Board of Directors of the Rotary Club of Indianapolis. A native Hoosier with a family farm dating back to 1823, Joseph resides in Indianapolis with his wife, Janet. They have three adult children and seven grandchildren.

Jessica Quigley is a financial advisor with Edward Jones in Danville, IN, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2015 and previously worked for Danville Community School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers various advisory programs and investment strategies under a fiduciary standard.

Thomas Galullo is a CFP® and ChFC® with 31 years of experience in the financial industry. He is currently affiliated with Cetera Wealth Services LLC and TPG Financial Group and has previously worked with Cambridge Investment Research and FSC Securities Corporation. Outside of advising, he owns a business that provides accounting and tax consulting services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options and access to third-party money managers.

John Reuter III is a financial advisor with Raymond James & Associates in Indianapolis, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Faith Mullins is a financial advisor at Merrill with 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2001 and holds a Series 66 designation. 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 institutions.

Jeffrey Gantz is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at Raymond James Financial and Bsh Financial. Outside of advising, he is a self-employed musician. 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 a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management supported by proprietary and third-party research.

Joseph Conte is a financial advisor at Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior work includes roles in education at the University of Tampa and Ball State University. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Brian Deckard is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. He holds the Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes a structured discovery process and the use of firm-approved planning tools, with a broad range of investment and financial services.

Sam Johnson is a financial advisor at Edward Jones holding a Series 66 designation with experience beginning in 2022. Prior to joining Edward Jones, he held roles at Eli Lilly, Artistry Wealth, and in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Glenda Foster is a financial advisor with Ameriprise in Carmel, IN, holding a Series 63 designation and 42 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Foster is also the owner of Foster, Pike & Associates, managing her Ameriprise business. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Elizabeth Madison is a CFP® and holds a Series 66 license, with five years of industry experience. She currently works with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan, she was self-employed at WagLabs for three years and worked at Valeo Financial Advisors. 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 an ESG eligibility framework in its recommendations.