Veronica Foote is a Senior Financial Advisor with decades of experience in wealth management, currently serving at Merrill Lynch Wealth Management. She specializes in a variety of client focus areas, including college education planning, divorce transition planning, philanthropic planning, socially responsible investing, tax minimization, and retirement income. Working closely with clients, Veronica develops personalized financial strategies aligned with their long-term goals and the dynamic conditions of today's market. With more than 30 years of financial experience, Veronica began her career in banking and has since expanded her expertise in planning, investing advisory, and administrative roles. She holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). She earned her bachelor's degree from Purdue University. Beyond her professional work, Veronica contributes to the community through her involvement with the Indianapolis Symphony Orchestra Association North Group, where she serves as a board member. She balances her career with personal interests such as boating, gardening, music, painting, writing, yoga, and spending time with her family.

Rosalia Hancock is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Charles Schwab & Co. since 2006. Charles Schwab & Co., Inc. serves a large client base of 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Lucas Bruggeman is a financial advisor with Stifel in Indianapolis, Indiana, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and was previously with City Securities Corporation from 2014 to 2016. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance, and provides both fee-based financial planning and recommendations of third-party advisers.

Brandon Emkes is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Lane is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves in an advisory role at Holy Spirit Catholic Church, acting as a liaison between the Parish Business Office and parishioners. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Richard Pflueger is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

James Kemmerer is a financial advisor with LPL Enterprise holding a Series 66 designation and 21 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Kemmerer is based in Greenwood, IN. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services through an integrated platform combining adviser programs with financial product sales, including insurance.

Matthew Mark is a financial advisor at Wells Fargo Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served in the US Space Force since 2021 and attended the US Air Force Academy from 2017 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Lebbeus Woods is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Indianapolis, IN. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Virginia Merkel is a CFP® professional with 43 years of experience in the financial industry. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. She holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Thomas Coleman is a Series 66 licensed financial advisor with LPL Financial, based in Indianapolis, IN. He has one year of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Bloom Project, Inc. as a Project King Director. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research to support discretionary and non-discretionary management.

Demetrios Geroulis is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading the Geroulis, Foote, and Associates team in Indianapolis, Indiana. Since 2001, he has worked with individuals, families, business owners, and corporate executives to develop wealth management strategies tailored to their investment and retirement planning needs. His approach focuses on building enduring client relationships based on trust and providing personalized financial and investment advice to help clients pursue both short- and long-term financial goals. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Demetrios earned his high school diploma from Center Grove High School and a bachelor's degree from Indiana University. Fluent in English and Greek, he participates in professional and community organizations such as the Amberleigh Place Homeowners Association and the American Hellenic Educational Progressive Association (AHEPA), and volunteers with Brebeuf Jesuit College Preparatory High School and Holy Trinity Greek Orthodox Cathedral. Outside of his professional work, Demetrios enjoys basketball, boating, camping, cooking, fishing, football, hiking, soccer, traveling, and spending time with his wife, Carrie, and their two children, Alex and Elena, in Fishers, Indiana.

Francine Jacoby is a financial advisor at LPL Enterprise with 45 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Jacoby serves as a board member of the Indianapolis Zoo, a nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisory, and brokerage services through a platform that integrates adviser programs with a range of financial products and utilizes both in-house and third-party investment strategies.

Michael Coats is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2012. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Eric Payne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1999 and leads a team with more than 200 years of combined experience. Eric and his team specialize in providing affluent families with services including tax minimization strategies, cash flow management, retirement planning, and estate planning. Eric holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a bachelor's degree in business administration with a focus on accounting from Butler University. His areas of client focus include college education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and values-based investing, as well as wealth management for women. Outside of his professional life, Eric and his wife Leah have four children and reside in Carmel, Indiana. He enjoys basketball, golfing, music, spending time with his family, tennis, and watching movies.

Mark Wilcoxen is a financial advisor with Equitable Advisors in Carmel, Indiana, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2016. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing 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, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Clint Blackburn is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, holding a Series 66 designation and nine years of industry experience. Prior to his current role, he worked at Fitzmark, Inc. and has been associated with various J.P. Morgan entities since 2017. He is also a partner in Blackbear Capital LLC, a personal investment company he co-owns with his wife. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm's services are delivered on a non-discretionary basis, with clients maintaining final decision-making authority.

Cathleen Rodriguez is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader platform, providing access to various products and services.

Cassandra Bogaards is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. She previously worked at Elements Financial and Horizon Bank before joining LPL Financial in 2018. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

John Gresehover is a financial advisor at Edward Jones in Indianapolis, holding the CFP® and Series 66 designations with eight years of industry experience. He worked at Federated Mutual Insurance Company from 2004 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.