Owen Litzelman is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at BMO Bank and Indiana University. 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 retirement plan consulting and brokerage services.

Nathan Bubash is a CFP® and holds a Series 66 license, working with Charles Schwab since 2017 and with eight years of industry experience. Prior to his current role, he was affiliated with Indiana Wesleyan University from 2013 to 2017. He is based in Indianapolis, IN. Charles Schwab & Co., Inc. serves a large client base including 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 combines non-discretionary client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios, strategic asset allocation, and alternative investment due diligence in its investment approach.

Michael Boling is a financial advisor at Ameriprise with 10 years of industry experience. He has worked at Ameriprise since 2016, following a brief tenure at Charles Schwab & Co., Inc. In addition to his advisory role, Boling is involved with Northbound Solutions LLC as a financial advisor and manages a family business through Boling Family LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research and tools.

Amy Elam is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Charles Schwab since 2006. Outside of her advisory role, she serves as a board member for Tri-West Dollars for Scholars, a nonprofit organization supporting scholarship fundraising efforts. Charles Schwab & Co., Inc. serves 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 utilizes a client relationship model that combines primarily non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Kelley Werner is a financial advisor with Merrill based in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she serves as the chief operating officer for a family-owned IT consulting and coffee and tea retail business, in addition to operating a small handmade crafts business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Carson Mccaw is a Wealth Management Advisor with Merrill Lynch Wealth Management. He offers a comprehensive approach to wealth management that starts with understanding each client’s unique financial situation and priorities. Carson helps clients create customized strategies tailored to their needs and adaptable to changing market conditions. He leverages investment insights from Merrill and banking services from Bank of America to address various aspects of clients’ financial lives. With expertise spanning college education planning, family wealth management, legacy planning, liquidity management, portfolio management, tax minimization, and retirement income, Carson is committed to guiding clients through important financial decisions. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Carson earned his bachelor's degree from the University of Indianapolis. Outside of his professional role, Carson is a father of three and enjoys spending time with his family. He has a passion for basketball, football, and golfing, and he coaches his children’s sports teams. Carson emphasizes building strong relationships with clients grounded in accessibility, knowledge, and experience.

Amy Sullivan is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Merrill from 2011 to 2020 before joining Morgan Stanley Smith Barney LLC, where she has been employed since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning services that use firm-approved tools and models to support client decision-making.

Nicole Wesley is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Morgan Stanley Smith Barney LLC in 2026. Outside of her advisory role, she operates a photography business and works as a direct sales consultant for a skincare company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Lori Westerfield is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Curtis Mallery is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs and strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Lyman Bond is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Bond is involved in a family farming business, contributing approximately 10 hours per month. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maureen Damer is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo firms since 2009. Outside of her advisory role, she serves as a consultant for Servier, a position she has held since 2019. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Miller is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior work history includes roles at RNR Tire Express, State Farm, Staples, Humble Home, and Belle Tire. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep services.

Gary Moss is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2002. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Galaz is a Financial Advisor at Merrill Lynch Wealth Management. With a decade of experience in finance, he has worked for two large US broker-dealers and has a background in individual banking and loan origination. Kevin focuses on cash flow management during the distribution phase of his clients' lives, helping them pursue their financial goals through strategies that encompass liquidity management, retirement planning, philanthropic planning, and tax minimization. Kevin holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a High School Diploma from Littlerock High School. His approach involves developing long-standing relationships with clients to provide ongoing advice and guidance aligned with their evolving needs. Outside of his professional career, Kevin spends much of his time with his wife and four daughters. The Galaz family is active in their church and volunteers with several nonprofit organizations throughout the year. Kevin enjoys hiking and reading in his personal time.

Blake Coomer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Northwestern Mutual in multiple roles during 2024. Outside of finance, Blake is involved with BC Flex Fitness LLC as a member and personal trainer, instructing clients on exercise and workout programming. Charles Schwab serves 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 combines non-discretionary and discretionary investment management with centralized custody and operational support.

Ethan Maier is a financial advisor at Equitable Advisors based in Carmel, IN. He holds a Series 66 designation and began his advisory career with Equitable Advisors in 2025. Prior to joining the firm, Maier was involved with Greencastle Little League Baseball and Arbor Trace Golf Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, tailoring services to client goals and offering a range of advisory program options.

Spencer Fogo is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He worked at Schwab Private Client Investment Advisory, Inc. from 2017 to 2021 and has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform combining advisory, brokerage, and custody services.

Jonathan Mareachen is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. He previously worked for the State of Indiana Department of Natural Resources for 12 years before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 and discretionary investment management with multi-asset model portfolios and centralized operational support.

Gerald Poore is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and its investment management arm since 2008. Outside of his advisory role, he manages commercial real estate used for office and business purposes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm allows clients to combine these planning services with managed accounts under a consolidated billing option while keeping the two services separate.