Elizabeth Ross is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, Ross participates on the Redistricting Parent Advisory Council for Carmel Clay Schools, a nonprofit community role. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients. The firm employs structured planning processes and offers various investment and planning tools while generally acting in an advisory capacity.

Jon Short is a CFP® professional with 26 years of industry experience. He currently works at Ameriprise Financial Services and previously spent 17 years at The Huntington Investment Company and 9 years at Merrill. He serves as a board member of the Enis Furley Foundation, a nonprofit organization assisting families facing illness or hardship. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies.

Kimberly Mc Caslin is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, following an eight-year tenure at Morgan Stanley. 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 various institutions, supported by internal Chief Investment Office teams and third-party style managers.

Scott Gamble is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations and having 26 years of industry experience. He has been with Edward Jones since 1999. In addition to his advisory role, he serves as a board member of the Sertoma Club of East Indianapolis and acts as the Charter Organizational Representative for a Boy Scout Troop sponsored by the club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Brittni Bouse is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as work at Allen Bouse Insurance and Financial Services. She also performed secretarial duties for clients at Allen Bouse Insurance and Financial Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Kevin Gutwein is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior experience includes roles at Advantage Investment Management, National Planning Corporation, and Walnut Street Advisers. Outside of his advisory work, he manages real estate investments through his ownership of Gutwein Holdings LLC and his role as managing member of KCG Family LLC, where he assesses real estate opportunities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap programs, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Casey Glick is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Schwab in 2019, his work history includes roles at IUPUI and Creative Financial Designs. 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’s client relationship model is primarily non-discretionary, combining periodic investment recommendations with access to discretionary separately managed accounts and a centralized operational structure.

Jonathan Taylor is a financial professional with 21 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including First Allied Advisory Services and Artistry Wealth, LLC. Taylor serves as board president of Interact Family Services and volunteers at St. Mary's Children's Center. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Alyssa Hamer is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. In addition to her advisory role, she is involved with Distinctive Diamonds. 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 strategies for a range of individual and institutional investors.

Timothy Mc Donald is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He worked at Navient for three years prior to joining Charles Schwab in 2017. 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 a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and an integrated operational structure.

Kelly Fennelly is a CFP® with 24 years of industry experience, currently advising at OSAIC Wealth, Inc. since 2023. Her prior experience includes roles at Elements Financial Federal Credit Union, LPL Financial, Thrivent Investment Management, and Chase Investment Services Corp. She is a partner in KJ&J Wealth, a team-based advisory practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with discretionary and advisor-managed strategies, supported by various tools for asset allocation, portfolio optimization, and alternative investments.

Matthew Johnson is a Series 66-credentialed financial advisor with Equitable Advisors in Indianapolis, IN, and has three years of industry experience. His prior roles include positions at Home Depot, Indiana University, Ivy Tech Community College, and several other organizations. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.

Nicole Mcgoff is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in wealth planning with a focus on high-net-worth families, senior executives, and individuals navigating divorce. Nicole's approach to financial advising is holistic and personalized, addressing investments, estate considerations, and the complexities of multigenerational wealth. She began her financial services career in 2010 and has experience working with successful families and business owners to build, preserve, and transfer their wealth. Nicole holds the Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from Indiana University-Purdue University Indianapolis. Beyond her professional role, Nicole is actively involved in her community, serving as a board member of Highland Golf & Country Club and volunteering at St. Luke Catholic School. She enjoys cooking, gardening, golfing, traveling, and spending time with her husband Sean, their two children, Colin and Maeve, and their Bernedoodle, Benny.

Ariell Cranor is a Series 66-licensed financial advisor with Charles Schwab in Indianapolis, IN, with three years of industry experience. Prior to Schwab, Ariell worked at Dia&Co and Walmart Supercenter. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary financial planning and access to discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

Daniel Chillemi is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years and has been with RBC Capital Markets and City National Bank since 2022. Outside of his advisory work, he serves on the board of Dayspring Center, a homeless shelter for families, and chairs the finance committee at Holy Family Episcopal Church. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers to provide tailored strategies and offers a broad range of investment solutions.

Robert Cwik is a CFP®-certified financial advisor with Charles Schwab in Indianapolis, IN, where he has worked since 1993, accumulating 39 years of industry experience. He holds Series 63 and Series 66 designations. 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 provides multi-asset model portfolios supported by centralized custody and operational infrastructure.

Fitzgerald Charlier is a CFP® professional with 27 years of experience in the financial services industry. He has worked with Cambridge Investment Research Advisors since 2018 and previously held positions at Signator Investors and Transamerica Financial Advisors. He serves as a member of the Faith and Finance Committee at Christ the Savior Lutheran Church. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management supported by proprietary model strategies and access to third-party advisers.

Bryon Foley is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Signator Investors and John Hancock Mutual Life Insurance Co. for 22 years. Outside of his advisory work, he founded BOOMERS & BEYOND, a business networking organization that hosts monthly events for local professionals. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, and manages a complex network of affiliated entities and programs.

Christopher Brooks is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Charles Schwab, TIAA-CREF, Valic Financial Advisors, and Thrivent Investment Management. Outside of his advisory work, Brooks is also a sales associate for two separate realty firms. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a large network of investment adviser representatives.

Nicholas Oliff is a Series 66-registered financial advisor with Merrill in Indianapolis, IN, with one year of industry experience. Prior to joining Merrill, he worked at TruckerFi / Conserv Capital for five years and held positions at TrueShares, Chicago Baseball and Educational Association, University of Illinois at Chicago, and Jefferson College. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.