Liam Smith is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Landon Fox is a Financial Advisor with Merrill Lynch Wealth Management who works closely with clients to plan for and achieve their lifelong goals and dreams. With over seven years of experience, he specializes in employee benefits planning, personal retirement planning, and tax minimization. Landon applies a client-first approach, focusing on personalized strategies that prioritize long-term results and incorporate regular portfolio reviews to adapt to life’s changes. He holds a Bachelor's Degree from Indiana University/Purdue University at Indianapolis and is designated as a Personal Investment Advisor (PIA). Outside of his professional work, Landon engages in adventure sports, golfing, and watching movies. His philosophy centers on helping clients uncover what matters most to them and their families in order to develop tailored financial strategies.

Marcal Probst is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory role, he serves as a trustee and co-trustee for trusts in Indiana and manages estate-related activities in Michigan. Morgan Stanley Wealth Management provides a 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 structured planning tools and a detailed discovery process to tailor financial strategies, while generally acting in an advisory capacity for planning services.

Amanda Fitzpatrick is a CFP® professional with 19 years of industry experience currently affiliated with Stifel. She has worked at several firms, including multiple tenures at Stifel Nicolaus & Co Inc and experience with Cetera and First Merchants Investment Services. Fitzpatrick also holds a commission as a Notary Public in Indiana. Stifel serves a diverse client base that includes individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to support its financial planning and asset allocation guidance.

Carol Copenhaver is a financial advisor at Stifel with 36 years of industry experience. She holds a Series 63 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith from 2006 to 2022 before joining Stifel in 2022. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

William Behrend is a financial advisor at Morgan Stanley in Indianapolis, holding Series 63 and Series 66 licenses with 25 years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services from 2022 to 2024, and at Fifth Third Securities, Inc. from 2006 to 2022. He also has been employed at the University of Indianapolis since 2013. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by a structured discovery process and firm-approved planning tools.

David Byers is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2010. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Katrina Geis is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank, Ameriprise Financial Services, and PNC Investments. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

Michael Green is a financial advisor at Morgan Stanley in Indianapolis, IN, with 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Christopher Tapak is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns and operates a residential construction business called Custom Homes by Chris. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory guidance with other financial products and referral channels.

Ann Duwel is a financial advisor at Merrill with Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Merrill since 1992. 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 and profit-sharing plans, corporations, and charitable organizations.

Lucille Phillips is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she held roles at Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, she creates and distributes artwork through a monthly subscription service. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, combining fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Marc Guess is a financial professional with 26 years of industry experience, currently affiliated with Cetera. He holds the Series 63 and Series 65 licenses and has been associated with Cetera Advisors LLC since 2013. Marc is the owner of M.E. Guess LLC and serves as treasurer and board member of the Catholic Youth Foundation USA. He also contributes as an advisory board member to both Mother Theodore Catholic Academies and the Ball State University Miller School of Business Miller Leadership Academy. Cetera operates as a multi-manager platform serving individual, corporate, institutional, and charitable clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Ellen Gibson is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and seven years of industry experience. She has worked at Raymond James since 2019 and previously held multiple roles at Wheaton College from 2013 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutional clients, charitable organizations, and governmental entities. The firm offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Leah Beetz is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously held roles at Center Grove Community Schools and Jade Chemical & Supply Co., Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Edward Vacca is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 credential and has worked previously at firms including Ameriprise, Huntington National Bank, The Huntington Investment Company, and Edward Jones. Outside of his advisory role, he is employed seasonally at Lowe's Home Improvement. 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 strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Harold Tinsley is a Series 66 licensed financial advisor at Edward Jones in Avon, IN, with 17 years of industry experience, all spent at Edward Jones since 2009. Outside of his advisory role, he owns and oversees the restoration of a recreation park through Southlake Recreation Park LLC and engages in eBay sales as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Matthew Gray is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Terry Cole Jr. is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63, Series 65, and Series 66 licenses with 22 years of industry experience. He has worked at Morgan Stanley since 2012 and at Morgan Stanley Private Bank, National Association since 2015. In addition to his advisory role, Cole serves as a director and part-owner of a life sciences research and development firm and is a part-owner of a diversified specialty chemical company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

John Schmidt is a CFP® with seven years of industry experience, currently an advisor at Stifel since 2019. Prior to joining Stifel, he worked at WSO2 and Clustrix. He serves in various community roles, including board member and chair positions with the Community Foundation of Boone County and The Villages of Indiana. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—and offers brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.