Arby Babaian is a Series 66-credentialed financial advisor with Thrivent Investment Management and has been in the industry since 2026. Prior to joining Thrivent, he held positions at Health Plan One, Adt, and EHealth among others. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without discretionary trading authority, with the option to combine planning with managed-account programs under a consolidated billing approach.

Marcal Probst is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2022, he 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 investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

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, holding a Series 66 designation and 20 years of industry experience. He has worked with LPL Financial since 2010, following prior roles at NRP Advisors, Inc. and Merrill. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and a broad suite of research and operational tools.

Katrina Geis is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, PNC Investments, and Fidelity. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

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 with Wells Fargo Clearing in Indianapolis, IN. He holds a Series 63 designation and has 25 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Terry Cole Jr. is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63, 65, and 66 credentials and over 23 years of industry experience. He has worked at Morgan Stanley since 2012, including time with Morgan Stanley Private Bank, and previously was with UBS Financial Services from 2008 to 2012. Outside of advising, he serves as a director and part-owner of a life sciences R&D company and is a part-owner of a diversified specialty chemical firm. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with an approach centered on structured discovery conversations and proprietary planning tools.

John Schmidt is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stifel in Indianapolis since 2019. Prior to joining Stifel, he worked at WSO2 for three years. He is involved in several community organizations, including serving on the board and investment committee of the Community Foundation of Boone County and chairing the advisory council for The Villages of Indiana. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and modeling developed by its Investment Strategy Group, supporting client decision-making with forward-looking capital market assumptions.

Gretchen Nichols is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates, Stifel, and City Securities Corporation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.