Derek Moon is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2005. 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 a combination of non-discretionary and discretionary advisory options, utilizing multi-asset model portfolios and alternative investments, supported by a large-scale, integrated operational structure.

Michael Gorin is a CFP® professional with 11 years of industry experience, currently affiliated with Mass Mutual Investors Services in Indianapolis, IN. He has been with Mass Mutual and its subsidiaries since 2014. Outside of his advisory role, he serves as Vice President on the board of the Phi Delta Theta fraternity, contributing to the development of fraternity policies. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements supported by proprietary software and educational seminars.

Alicia Smith is a Series 66-credentialed financial advisor with 21 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2009, based in Indianapolis, IN. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Kevin Chapman is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1999. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process using approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Mickealin Cassell is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining LPL Enterprise in 2024, Cassell worked for J.P. Morgan Securities for 12 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio programs, and a range of brokerage and insurance products through an integrated platform.

Elidia Alvarez Rojas is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, Wells Fargo Clearing, and Wells Fargo Advisors. Merrill offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

George Garrison is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2000. Outside of his advisory work, he has been involved with Mudsock Brewing Company since 2013 and works as an independent contractor charging electric scooters. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and other managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach with strategic asset allocation and alternative investments.

Samuel Lowe is a financial advisor with Edward Jones in Brownsburg, IN, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously held roles with the American Red Cross, MSD Decatur Township, Woodline Adventures, and has served in the Indiana Army National Guard since 2002. Outside of his advisory work, he serves on the board of directors for Rock Steady Boxing of Brownsburg, a nonprofit supporting individuals with Parkinson's disease. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, affiliated services such as a trust company, and its fiduciary standard in advisory services.

Janice Cope is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Based in Indianapolis, IN, her career has been focused within this firm over the past 11 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, offering model-based and discretionary investment strategies integrated into Bank of America’s broader corporate platform.

Carrie Ryan is a CFP® with 41 years of industry experience, currently serving at Wells Fargo Advisors Financial Network LLC since 2011. Based in Indianapolis, IN, she participates as an investment committee member for the Indiana Historical Society. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu for clients meeting a net-worth threshold, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Mandy Cothron is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1999. 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 plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America enables access to a broad set of financial products and services beyond traditional investment management.

Benjamin Pendill is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Edward Jones for 21 years and is involved with the Kendrick Foundation as an officer and board member. He is also president of Brody J Wealth Management, a business connected with his advisory practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies supported by extensive research and a broad affiliate network.

Matthew Pyle is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2016. Based in Indianapolis, IN, he is part of a large team of advisors serving a broad client base. Charles Schwab & Co., Inc. primarily serves 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 affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Morris Hancock is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2002, he has provided financial guidance focused on helping families, corporate executives, and business owners develop and implement personalized financial plans. His approach emphasizes tax-efficient strategies tailored to meet clients' goals, particularly in areas such as executive compensation, concentrated stock strategies, estate planning, multigenerational wealth transfer, and life transitions including retirement and divorce. Hancock also serves clients in areas including college education planning, legacy planning, retirement income, and LGBT wealth planning. Hancock holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Chartered Retirement Planning Counselor (CRPC®) designation, and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from Indiana University/Purdue University at Indianapolis. He leads a multigenerational team dedicated to the prudent stewardship of client wealth and delivering personalized service to multiple generations of families. Outside of his professional role, Hancock is a devoted father of three sons. He enjoys outdoor activities such as boating, football, golfing, hiking, hunting, tennis, as well as music and photography. He values being of service to others in all areas of his life and aims to positively impact those he interacts with both professionally and personally.

John Mills is a Financial Consultant currently working with Fidelity Investments since 2022. In this role, he partners with clients to develop customized financial plans tailored to their unique goals and needs. John emphasizes collaboration with clients to ensure ongoing progress toward their financial objectives and aims to build lasting relationships through trust and dedicated service. Prior to his current position, John held several roles in the financial advisory field including Associate Wealth Advisor at Schwab Wealth Advisory from 2021 to 2022, Associate Financial Consultant at Charles Schwab from 2019 to 2021, and participated in the Financial Consultant Academy Cohort at Charles Schwab between 2017 and 2019. He also gained early experience as a Financial Advisor intern at Edward Jones in 2016. Outside of his professional work, John engages in activities such as family activities, hiking, music, spending time with pets, traveling, and volunteering.

John Kaiser is a financial advisor at Ameriprise in Indianapolis, IN, holding a Series 66 designation with 12 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he co-owns Kaiser and Associates LLC, where he manages his Ameriprise business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Nicholas Rebman is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and LPL Enterprise. His background also includes roles at Carmax and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Shena Jackson Ridley is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2018, following a three-year tenure at Anthem BCBS. Based in Indianapolis, IN, she provides advisory services within Charles Schwab’s extensive platform. 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 solutions, supported by multi-asset model portfolios and centralized operational infrastructure.

Lindsey Lankford is a financial advisor at Morgan Stanley with eight years of industry experience. Prior to joining Morgan Stanley in 2024, Lindsey worked at Wells Fargo Clearing and Merrill. She holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, supporting clients in implementation and updates while generally acting in an advisory capacity.

James Brocke is a CFP® with 58 years of industry experience, currently affiliated with Mass Mutual Investors Services in Indianapolis, IN. He has worked at Mass Mutual Investors Services since 1985 and has operated his own advisory firm, James C. Brocke CFP, LLC, since 2002. In addition to his advisory work, he has served as a life and health insurance agent since 1995. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers written recommendations, while implementation of investment strategies is optional.