Jeffrey Bryan is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds a Series 63 designation and has worked at Robert W. Baird & Co. since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides financial planning, portfolio management, and consulting services tailored to client goals, utilizing a range of investment strategies and overlay services.

Andrew Gleaves is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for eight years. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William Hammond is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and having 20 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2005 and was also associated with H.R.F.E. Consulting for 17 years. Outside of his advisory role, Hammond is an independent contractor with Impact Health Sharing, focusing on non-investment related activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports account custody through Pershing, focusing primarily on individual investors rather than institutional clients.

Julianna Morales is a Certified Financial Planner (CFP®) with 22 years of industry experience. She is currently an advisor at LPL Financial, where she has worked since 2019, following nine years at BMO Harris Financial Advisors, Inc. and ongoing employment with BMO Harris Bank NA since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Robert Berger is a financial advisor with LPL Financial in Indianapolis, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and previously worked with Money Concepts Capital Corp for over a decade. Berger also conducts non-investment-related seminars through Benefit Planning Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing various portfolio management strategies and technology tools.

Kimberlee Fogg is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 designations and 38 years of industry experience. She has been with Merrill for 40 years and has also worked at Bank of America, N.A. for 15 years. 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 and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Hurst is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior experience includes 14 years at Thurston, Springer, Miller, Herd & Titak, Inc. and five years at Thurston Springer Advisors. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Aaron Miller is a financial advisor with Raymond James Financial in Indianapolis, IN, holding a Series 66 credential and with 17 years of industry experience. He has been affiliated with Raymond James since 2008 and operated Miller Financial Services, LLC from 2012 to 2018. Outside of his advisory role, he is a licensed agent offering non-variable life insurance policies through Penn Mutual and Pacific Life. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Joshua Cain is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2016. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Travis Scharps is a Financial Advisor with Merrill Wealth Management. He works closely with clients and their families to develop personalized financial plans that integrate investment strategy, retirement planning, and risk management aligned with their long-term goals. His approach is centered on building deep relationships based on trust and understanding clients' values and priorities. His expertise includes education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Travis holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Davenport University. Outside of his professional work, Travis enjoys golfing, spending time with his family, and traveling. He is a member of Merrill Lynch Wealth Management.

Rachel Orlando is a financial advisor with UBS Financial Services in Indianapolis, Indiana. She holds a Series 66 designation and has 25 years of industry experience, including 10 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Ashley Bradburn is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth planning for J K Bradburn & Associates. She joined Merrill in 2017 and has been working in the financial services industry since 2008. Ashley focuses on helping clients develop personalized financial strategies by understanding their unique goals, risk tolerance, liquidity needs, and time horizon. Her primary areas of expertise include college education planning, legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Ashley holds a Bachelor's degree in Finance from Miami University and is a CERTIFIED FINANCIAL PLANNER™ professional. She is also designated as a Personal Investment Advisor (PIA). Outside of her professional career, Ashley lives in Indianapolis with her husband and four children. She enjoys spending time with her family and friends.

Ellie Klima is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, she held various roles including part-time work at Texas Roadhouse. Outside of her advisory role, she continues to work part-time in the restaurant industry. 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 a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Andrew Eaton is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and with 18 years of industry experience. He has worked with Primerica Advisors since 2008 and Primerica Financial Services since 2006. Outside of finance, he works as a self-employed mascot performer and drives for Lyft part-time. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages roughly $15.5 billion in assets through model-driven strategies overseen by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Steven Dum is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Royal Alliance Associates, Signator Investors, General American Life Insurance Co., and John Hancock. Outside of his advisory work, he serves as a board member for Theta Chi Realty Corporation and volunteers as a counselor at Fairbanks Hospital, assisting individuals with addiction issues. OSAIC serves a diverse client base, including individual and institutional investors, by offering integrated brokerage, investment advisory, and financial planning services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, with access to a broad range of investment products and third-party managed solutions.

Jacob Liggett is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Charles Schwab since 2023, with prior work experience spanning various industries including dining services and corporate roles. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Ella Ohrvall is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorgan Chase Bank, First Internet Bank, Heritage Environmental Services, and entrepreneurial experience with Pizzology Restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm integrates quantitative modeling, centralized due diligence, and an ESG eligibility framework in its investment process.

Bradley Butler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized institutional services.

Walter Schaefer Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2005 and with West Point Financial Group since 2002. Outside of his advisory role, he serves as an assistant coach for the Westfield High School girls lacrosse team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative planning engagements that utilize firm-approved software to analyze client goals and deliver tailored recommendations.

William D Amore is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include work in education and the Gaston Country Club. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and alternative investments.