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 at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Kmec is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 2000, including a period at optionsXpress, Inc. from 2012 to 2017. Charles Schwab & Co., Inc. serves a large client base, 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 and discretionary investment options using multi-asset model portfolios, combining advisory, brokerage, custody, and cash-sweep services in an integrated structure.

Kirk Mulroney is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at IU Health and OrthoIndy Hospital. He is also involved with Emmanuel Church of Greenwood, where he participates in service production and direction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

William Orr is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previous experience at Pruco Securities, Prudential Insurance Company of America, and Edward Jones. Orr is a volunteer board member of The American Legion and founder of the Veteran CFO Alliance, a networking group. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management and investment strategies tailored to client objectives.

Autumn Walker is a financial advisor at Charles Schwab with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Charles Schwab since 2008. Outside of her advisory role, she serves as Vice President of the St. James Manor Homeowners Association, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by centralized custody and an extensive operational infrastructure.

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.

Colin Thurston is a CFP® professional with five years of industry experience, currently advising at Charles Schwab in Indianapolis, IN. His work history includes multiple roles at Charles Schwab and Charles Schwab Bank since 2019. Outside of finance, he has experience in the hospitality sector, having worked at Cups Coffee and Hall Quarry Beach. Charles Schwab serves a large client base, 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 and a formal alternative-investment platform.

Holly Marks is a financial advisor with Raymond James & Associates in Greenwood, IN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Raymond James & Associates since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a non-discretionary advisory model.

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.

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.

Andre Smith is a CFP®-designated financial advisor with 13 years of industry experience, currently practicing at Wells Fargo Advisors in Indianapolis, IN. His career includes positions at Charles Schwab and Cetera, and he also serves as a parish council member for St George Orthodox Christian Church, where he helps set rules and policies and votes on decisions regarding church funds. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by Wells Fargo research and tools.

Jonathan Beecham is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Charles Schwab since 2007. Outside of his advisory role, he owns a private rental property. Charles Schwab & Co., Inc. serves a large client base of 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 buy/sell recommendations with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by centralized operational and research resources.

Bryson Banks is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has previously worked at Angie's List and Accenture. Outside of his advisory role, he oversees client interactions and marketing for Make 'Em Pop Creations LLC, a business he has been involved with since 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

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.

Jessie Brown is a financial advisor at Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials. Jessie has been with Primerica Advisors since 2025 and has prior experience as a homeschool teacher and involvement with Classical Conversations for several years. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-based portfolio strategies managed by unaffiliated asset managers and supported by custodial and trade execution 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.