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.

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.

Robert Taylor is a CFP® professional at OSAIC with 43 years of experience in the financial advisory industry. He previously spent 18 years at Woodbury Financial Services, Inc. Taylor also manages an OSAIC branch under the DBA Taylor Financial. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to various managed-account solutions. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Dirk Kuehler is a CFP® professional with eight years of experience at Mass Mutual Investors Services, operating in Indianapolis, IN. He has worked with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2018 and previously spent two years at Southern Illinois University. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Kristin Popovic is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services, Inc. for 10 years. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Anne Happe is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Morgan Stanley since 2009, with a brief tenure at UBS Financial Services Inc. from 2019 to 2020. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and outcome modeling.

Michael Stewart is a CFP® professional with 26 years of industry experience. He has worked at Merrill for 22 years before joining Wells Fargo Clearing, where he is currently based in Indianapolis, IN. Outside of his financial advisory role, he co-owns and manages a small fruit orchard through Stewart Farm Holdings, LLC. 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 offers a wide range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Carla Kavanaugh is a financial advisor with Morgan Stanley Smith Barney in Indianapolis, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating tools such as Monte Carlo simulations and Secular Return Estimates to support client outcomes.

Brandon Dean is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and seven years of industry experience. His prior roles include nine years with Bank of America/Merrill Lynch and a position as a general partner at Simple Shipping Solutions LLC, a box truck delivery business where he acts as a passive investor. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Robert Scheele is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2008. He works with families, individuals, and business owners to develop long-term financial strategies combining personalized attention with comprehensive resources. His client focus includes equity compensation services, family wealth management strategies, and tax minimization. Robert holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, Accredited Wealth Management Advisor, and Certified Plan Fiduciary Advisor. He graduated with high distinction from the Indiana University Kelley School of Business. He plays a key role in his community as a Trustee of Newfields, one of the nation's largest museums, where he participates in the executive, finance, and investment committees. Residing in Indianapolis, Robert enjoys spending time outdoors with his family. His personal interests include gardening, golfing, hiking, photography, and traveling. He also contributes significant volunteer service annually and coaches little league.

Steve Eluere is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024 and was a Senior Advice Solutions Representative at Charles Schwab from 2018 to 2023. In his professional practice, Steve emphasizes a partnership approach to financial planning, collaborating closely with clients to develop personalized financial plans aligned with their individual goals and priorities. He focuses on simplifying complex financial concepts and providing tailored guidance to help clients make informed decisions and implement strategies that support their long-term objectives. Clients appreciate his transparency, disciplined process, and commitment to their financial success. Outside of his professional activities, Steve engages in biking, fitness, golf, spending time at the lake, parenthood, and skiing.

Michael Fleming is a financial advisor at Morgan Stanley with 56 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds a Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning, and manages approximately $2.74 trillion in client assets.

Jacob Shore is a financial advisor with Edward Jones in Wanamaker, IN, holding the CFP®, ChFC®, and Series 66 designations. He has 19 years of industry experience, including over 20 years with Edward Jones. Outside of his advisory role, he is a member of Cornerstone Wealth LLC, an Indianapolis-based LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains one of the largest retail advisor and branch networks in the industry, managing approximately $1.01 trillion in assets.

Gregory Hutto is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 designations and 13 years of industry experience, all with Merrill since 2013. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Travis Rivers is a financial advisor with Cetera, holding the Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Cetera Wealth Services and Cetera since 2025 and has additional business activities including ownership of an accounting and tax preparation firm, RFS, LLC, and managing a family-owned property through LT Squared Properties LLC. Travis also prepares tax returns for a travel baseball organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Nicholas Gardner is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 designations and possessing six years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2019. Prior to his financial career, Gardner was involved with Fitness Flooring, Inc. and has served as a color analyst for Butler radio network basketball broadcasts since 2006. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using a collaborative approach and firm-approved analytical tools.

Nicholas Carter is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. He has been with Mass Mutual Investors Services since 2019 and also works with Mass Mutual Life Insurance Company. Outside of his advisory role, he serves on the boards of a nonprofit organization supporting individuals with special needs and a college fraternity, providing financial and operational advice. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual relationships and event-driven planning services.