John Meyer is a financial advisor with Cetera in Indianapolis, IN, holding Series 66 and Series 63 credentials and 13 years of industry experience. He has previously worked at J.P. Morgan Securities and JPMorgan Chase NA. Outside of his advisory role, Meyer serves as the board president of Riley Cheer Guild, where he helps run meetings and promote the organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and oversight.

Leonardo Johnson is a financial advisor with Merrill in Zionsville, IN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at several firms, including Bank of America, Merrill Lynch, and Northwestern Mutual. Outside of his advisory role, he serves as executor for a family estate, managing asset distribution and related duties. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michelle Andrews is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis models.

Joanna Schneider is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as operating Schneider Industries LLC, a business focused on HVAC equipment distribution. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Kelly Carroll is a Series 66-licensed financial advisor with Merrill in Indianapolis, IN, where he has worked since 2000. He has 19 years of industry experience. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frank Leyes is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2023, he worked at Commonwealth Financial Network and Geneos Wealth Management, Inc., and he has operated Frank A. Leyes & Associates since 1995. He is also the owner of Way of Wealth Enterprises, LLC, a business unrelated to investment advisory services. 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 brokerage services, utilizing model portfolios, third-party subadvisors, and various investment technologies.

Brandt Hakanson is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following seven years at Raymond James & Associates. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

William O'Neal is a financial advisor with Edward Jones in Mooresville, IN, holding Series 66 and Series 63 registrations and bringing 10 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Northwestern Mutual, as well as work at Purdue University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and specialized services such as tax-efficient investing and overlay management.

Robert Vickers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over thirty years of experience in the financial services industry, having started his career in 1991 and joining Merrill in 1999. He works with a select group of high-net-worth individuals and retirees, focusing on serving all aspects of their financial lives. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Robert collaborates closely with clients and their tax and legal advisors to develop integrated and personalized financial plans aimed at growing and preserving wealth. He emphasizes understanding clients' financial needs, objectives, time horizons, and risk tolerance to create customized wealth management plans and regularly reviews these plans to adapt to changing circumstances. Robert holds a Bachelor's Degree from Indiana State University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he volunteers with the More Group in Carmel, Indiana, supporting fundraising and activities for Carmel Elementary School children.

Anna Brouwer is a Financial Advisor at Merrill Lynch Wealth Management, where she employs a service-focused approach to assist clients in organizing their financial lives, prioritizing goals, implementing strategies, and reviewing progress. Since joining Merrill in 2021, Anna has specialized in areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. Her career began in 2000 within the banking and lending industry, providing her with extensive experience prior to her transition to Merrill. Anna holds a Bachelor's Degree in History from Purdue University and carries the Personal Investment Advisor (PIA) designation. She also participates in the Indianapolis Symphony Orchestra Association. Anna resides in Fishers with her German Shepherd, Delta. Her personal interests include antiquing, cooking, gardening, interior decorating, knitting and crocheting, reading, spending time with her family, playing table tennis, traveling, and watching movies.

Leland Horrall is a financial advisor at Merrill with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in a family business, supervising planting and grain marketing at the Horrall Family Farm in Carmel, Indiana. 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.

Corey Dicker is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2023, following roles at Charles Schwab and Charles Schwab Bank. He also serves as an independent contractor arbitrator for FINRA. Merrill, along 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 institutional investors.

Joseph Coffman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and with 21 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years. He is involved in community service as a member of the St. Barnabas Finance Committee, where he reviews and provides input on church and school financial matters. OSAIC Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations, through an extensive network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Reid Searles is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Searles Akers Team. He joined the team in the summer of 2011 and has since focused on goals-based wealth management for high net worth individuals, endowments, and corporate retirement plans. Reid's expertise includes areas such as Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, and Retirement Income. He earned a Bachelor of Science in Public Affairs (BSPA) degree from Indiana University School of Public and Environmental Affairs in 2010. Reid holds the Certified Plan Fiduciary Advisor (CPFA) designation and currently maintains Series 7 and 66 FINRA registrations. Additionally, he holds designations as a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Reid is involved with the Simon Youth Foundation. His personal interests include hiking, music, reading, and spending time with his family.

Gregg Noyan is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has worked at JPMORGAN Chase Bank, N.A. since 2006. Outside of his advisory role, he and his wife formed an LLC to hold a second residence for personal use. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lucius Hamilton IV is a CFP® professional with 11 years of industry experience, currently serving at J.P. Morgan Securities since 2023. Prior to this, he worked eight years at Thurston Springer Miller Herd & Titak, Inc. He holds the Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.

Jacob Clough is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He worked at Charles Schwab from 2014 to 2017 before joining Morgan Stanley, where he has been since 2017. Outside of his advisory role, he serves as a successor trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured, tools-driven financial planning process.

Michelle Simandle is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Thurston Springer Financial, David A. Noyes & Co., and American Alternative Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including fund-of-funds and model portfolios.

Emmanuel Harris is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 63 designation and 39 years of industry experience. His career includes tenures at Woodbury Financial Services, OSAIC, and Linsco/Private Ledger Corp., spanning over two decades. Outside of his advisory role, he operates Harris and Associates, LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, while providing both discretionary and non-discretionary management options.

Aaron Franklin is a financial advisor with Ameriprise in Indianapolis, Indiana, holding Series 65 and Series 63 designations and seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., American Alternative Investment, and Ball State University. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.