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 with LPL Financial in Indianapolis, IN, holding the ChFC® and Series 63 credentials and bringing 41 years of industry experience. He has worked at LPL Financial since 2023 and previously at Commonwealth Financial Network and Geneos Wealth Management, Inc. Leyes is also the business owner of Way of Wealth Enterprises, LLC, a non-investment-related venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a broad platform with model portfolios, customized strategies, and advanced operational tools.

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 at Edward Jones in Mooresville, IN, holding Series 66 and Series 63 licenses with 10 years of industry experience. Prior to joining Edward Jones in 2018, he worked at JP Morgan Securities and JP Morgan Chase Bank for one year, and spent three years at Northwestern Mutual-related companies. He also has a background at Purdue University. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices and offers various advisory programs and investment solutions under a fiduciary standard.

Rebecca Stockman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and based in Indianapolis, IN. She has one year of industry experience, including prior roles at Northwestern Mutual, Kilroy's, and Exactus Advisors. Her background also includes work in education and hospitality. 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 diverse client base ranging from individuals and high-net-worth clients to institutional and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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 licenses and bringing 21 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He is involved in community finance as a member of the St. Barnabas Finance Committee, where he reviews and provides feedback on church and school financial matters. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with tools such as risk-tolerance questionnaires and portfolio optimization, supporting discretionary and third-party managed strategies.

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 65 and Series 63 licenses and bringing 16 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 is a partner in an LLC formed for the purpose of purchasing a vacation property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliated entities.

Lucius Hamilton IV is a CFP® professional with 11 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He previously worked at Thurston Springer Miller Herd & Titak, Inc. for eight years and has been with J.P. Morgan entities since 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm emphasizes a combination of quantitative and qualitative research to develop model asset allocations and offers advanced derivatives and commodities capabilities.

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 over 40 years of industry experience. His career includes roles at Linsco/Private Ledger Corp., Woodbury Financial Services Inc., OSAIC, and his own firm, Harris & Associates. Outside of his advisory work, he is involved in tax preparation and accounting services through Harris and Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced operational tools.

Aaron Franklin is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior work includes positions at Charles Schwab & Co., Inc., American Alternative Investment, and Ball State University. 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 focused on dependable income and tax-aware withdrawal strategies. The firm’s approach uses proprietary research and algorithmic tools within a defined investment universe influenced by its affiliated product offerings.

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.