Robert Taylor is a CFP® with 44 years of industry experience. He joined Osaic Wealth, Inc. in 2024 after 18 years with Woodbury Financial Services, Inc. In addition to his advisory role, he manages an Osaic branch under a separate business entity. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services and utilizes various tools and third-party platforms to construct and manage portfolios tailored to client needs.

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 the Series 66 designation and previously worked for UBS Financial Services, Inc. for 10 years. 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 and consulting with a range of portfolio management styles supported by affiliated research and model managers.

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 at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2013, based in Indianapolis, IN. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Matthew Derado is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved with a nonprofit organization called The Healing Joy Experience, which raises funds to support fathers of children with life-threatening illnesses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Burton is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2023 before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Jeffrey Borgert is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Goelzer Investment Management, Inc. and STiFEL NICOLAUS & CO INC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning, portfolio management, and brokerage services, with an emphasis on manager selection, tax management, and advisory strategies supported by internal research and technology.

Michelle Myers is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2011. Myers also manages an advisory business through Northbound Solutions, LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory insights and delivers these services through a centralized consulting team in partnership with its financial advisors.

Daniel Warnock Jr. is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and spanning 19 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 management supported by multi-asset model portfolios and an integrated operational structure.

Joseph Clagg is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Avantax Investment Services, ProEquities Inc, and Mutual of America Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by extensive research and advanced portfolio management tools.