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.

Noah Dennis is a financial advisor with LPL Financial based in Indianapolis, IN, holding a Series 66 designation and possessing nine years of industry experience. His prior work includes seven years at The National Bank of Indianapolis before joining LPL Financial and Elements Wealth Management in 2017. In addition to his advisory role, he acts in a fiduciary capacity for the Lane T. Dennis & Mary Ebeth Dennis Estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a variety of advisory programs and retirement plan consulting, offering both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Jeffrey Brisben is a financial advisor at Merrill with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Merrill and Bank of America since 2009. Outside of his advisory role, he is the owner of Brisben Oil LLC, a for-profit business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Pamela Slatten is a financial advisor with Cetera in Indianapolis, IN, holding Series 65 and Series 66 credentials and four years of industry experience. She has a legal background as a partner at Slatten & Gilkey Attorneys at Law since 2006 and serves as president of a nonprofit organization focused on educational activities for children. Pamela is also involved in tax planning and accounting through her role at Marietta Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers.

Barbara Austin is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and is also an independent consultant for Arbonne, focusing on skin care and nutritional wellness products. Outside of her advisory role, she operates two retail businesses: Bab's Closet Treasures and Inspired Designs by Barbara, which offers interior design, furniture restoration, and handmade jewelry and clothing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside proprietary investment models to support client financial goals.

Reese Mitchell is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2020, he held positions at Citizens State Bank, STAR Financial Bank, and Fifth Third Bank. His career also includes a role at Cunningham Restaurant. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Robert Best is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Matthew Burnett is a financial advisor at Stifel with 27 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for 14 years. Burnett holds Series 63 and Series 65 licenses and serves on the boards of several nonprofit organizations, including Beth El Zedeck Temple and the Rotary Club of Indianapolis. Stifel serves a broad range of clients, 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.

Sandy Wilcox is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is involved with the Venture Club of Indiana on its advisory board and sells crystals one weekend a month through her business, Our Sacred Connections. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Chris Statz is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2010. Outside of his advisory role, he is a general partner and managing member of Coco's Cute Things, LLC, a retail gift shop business. 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, pension plans, corporations, and charitable organizations.

Rachel McCluskey is a Financial Advisor with the McCluskey Group at Merrill Lynch Wealth Management. She recently advanced to the Team Financial Advisor role, collaborating closely with senior advisors and engaging directly with both new and established clients. In this capacity, she applies the firm's planning tools to design thoughtful and personalized financial strategies that support clients' long-term financial well-being. Rachel brings five years of experience supporting and learning from her team. She holds a Bachelor's degree in Liberal Arts from Indiana University, earned in 2022, and has also attended Indiana University without degree conferred. Her professional designation includes Personal Investment Advisor (PIA). Outside of her professional work, Rachel's personal interests include antiquing, cooking, football, gardening, interior decorating, music, spending time with family, and watching movies.

Travis Clark is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting executives and multigenerational families with retirement planning, equity compensation, and legacy planning. Since joining Merrill in 2019, he has focused on helping clients navigate complex financial decisions with confidence. Travis holds a Bachelor's Degree from Lake Forest College and carries the Personal Investment Advisor (PIA) designation. His expertise encompasses executive compensation, family wealth management strategies, personal retirement planning, and tax minimization. As part of the A'Hearn Stevens & Associates team, he prioritizes building trust-based relationships and providing personalized guidance to clients. Beyond his professional role, Travis is active in community organizations including 100 Black Men of Indianapolis, the Boys and Girls Club of America, and the Ebenezer Church Soup Kitchen. He enjoys spending time with his wife and son, traveling, exploring new restaurants, and participating in activities such as basketball and golf.

David Aynes is a financial advisor with Edward Jones in Avon, Indiana, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and worked previously at Indiana University School of Medicine for nine years. Aynes has an ongoing business involvement with We Clean for You since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Dana Green is a financial advisor with Ameriprise in Carmel, IN, holding Series 63 and Series 65 credentials and having 29 years of industry experience. Prior to joining Ameriprise in 2021, Dana worked at Valeo Financial Advisors and Wells Fargo Advisors. Outside of advisory work, Dana is involved with TGG Operations as a financial advisor in a non-investment-related capacity. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, which emphasize the use of Ameriprise-managed accounts and incorporate algorithmic tools overseen by specialized committees.

Ronald Hopkins is a CFP®-certified financial advisor with Morgan Stanley in Indianapolis, Indiana, with 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of advising, he is an owner of a hair care business, Le Salon, though he is not involved in its day-to-day operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning employing structured discovery and firm-approved tools.

Susan Pope is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 63 designation and 28 years of industry experience. She has been with Morgan Stanley since 2009. 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 supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning services.

Jay Steger is the sole advisor at Oneadvocate Financial LLC in Indianapolis, IN, with 20 years of industry experience and a Series 63 designation. His prior work includes roles at American United Life and operating several businesses focused on payroll and benefits advocacy. Outside of financial advising, he serves as CEO of Access Payroll of America, a payroll processing company. Oneadvocate Financial LLC is a state-registered investment adviser serving individuals, high-net-worth clients, corporations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts along with retirement plan consulting, utilizing tailored strategies based on client goals, risk tolerance, and time horizon.

Josiah Gulbro is a financial advisor at OneAdvocate Financial LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm in 2026, he worked at Anderson University for four years and Yorkville High School for seven years. OneAdvocate Financial LLC is a state-registered investment adviser that provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and company-sponsored retirement plans. The firm offers both discretionary and non-discretionary managed-account services and emphasizes retirement plan consulting, including plan design, investment selection, and education.

Cecily Stilley is a financial advisor at Oneadvocate Financial LLC in Indianapolis, IN, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Benefit Advocate Corporation and Aflac, where she has been employed for six years. She has also held positions outside the financial sector, including work with Pink Jeep Adventure Tours and Dumpster Dan Sanitation LLC. Oneadvocate Financial LLC is a state-registered investment adviser providing financial planning and investment advisory services to individuals, high-net-worth clients, corporations, and retirement plans. The firm offers both discretionary and non-discretionary managed accounts and focuses on retirement plan consulting, using strategies tailored to client objectives and risk tolerance.

Jeffrey Degeeter is a financial advisor at Capital Strategies, Inc. in Indianapolis, Indiana, with 23 years of industry experience. He holds a Series 65 designation and has been with Capital Strategies since 2002. Capital Strategies, Inc. provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $41.1 million in assets across about 80 accounts. The firm offers tailored portfolio management, periodic account reviews, and educational seminars and newsletters for clients.