Taylor Ehrman is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior experience includes roles at Woodbury Financial Services, Cetera Advisors, and First Allied Advisory Services. Ehrman serves as Treasurer for a local homeowners association and owns Ehrman Standard LLC, a holding company. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization strategies and is noted for its scale, complex affiliate network, and recent consolidation activity.

Jennifer Di Candido is a Series 66-licensed financial advisor with J.P. Morgan Securities in Indianapolis, IN, having five years of industry experience. Prior to joining J.P. Morgan in 2021, she held roles at Macy's, Indiana University, Nutek Aerospace Corp, and other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Stephanie Shaw is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial. She has been a partner at Langdon Shaw Associates Inc. since 2011. Shaw serves as Treasurer and a Board Member of the Indianapolis Opera and is a Board Member and Finance Committee participant for the Indianapolis Symphonic Choir. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Samuel Smith is a Financial Advisor with The Avagian Smith Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Samuel works with successful individuals, families, business owners, and corporate executives to help them make informed financial decisions throughout different life stages. Samuel's areas of expertise include retirement planning, investment management, tax-efficient strategies, estate and legacy planning services, business succession planning, concentrated stock and stock compensation planning, and wealth transfer strategies. He and his team focus on coordinating key aspects of their clients' financial lives to provide a disciplined framework for making confident decisions. Samuel is a member of the Estate Planning Council of Indianapolis and holds a Bachelor's Degree from Indiana State University. Outside of his professional work, Samuel enjoys baseball, basketball, football, spending time with his family, and watching movies.

Chad Hauskins is a Series 66-credentialed financial advisor with Edward Jones in Plainfield, Indiana, where he has worked since 2007, totaling 18 years of industry experience. He serves as a trustee on the board of the Plainfield-Guilford Township Public Library, contributing to the library's budget, committees, and general operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large nationwide network of advisors and branches and offers services under a fiduciary standard.

Michael Brannen is a financial advisor with Wells Fargo Clearing based in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Elizabeth Ross is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, Ross participates on the Redistricting Parent Advisory Council for Carmel Clay Schools, a nonprofit community role. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients. The firm employs structured planning processes and offers various investment and planning tools while generally acting in an advisory capacity.

Jon Short is a CFP® professional with 26 years of industry experience. He currently works at Ameriprise Financial Services and previously spent 17 years at The Huntington Investment Company and 9 years at Merrill. He serves as a board member of the Enis Furley Foundation, a nonprofit organization assisting families facing illness or hardship. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies.

Kimberly Mc Caslin is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, following an eight-year tenure at Morgan Stanley. 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 investment strategies for individuals, high-net-worth clients, and various institutions, supported by internal Chief Investment Office teams and third-party style managers.

Brittni Bouse is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as work at Allen Bouse Insurance and Financial Services. She also performed secretarial duties for clients at Allen Bouse Insurance and Financial Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

James Julian is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 28 years of industry experience. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for over 15 years and has operated his own advisory and insurance businesses since the early 2000s. In addition to his advisory work, he provides third-party administration services for 401(k) plans through a separate business he owns. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and serves more than 10,000 advisors and approximately 800,000 clients.

Kevin Gutwein is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior experience includes roles at Advantage Investment Management, National Planning Corporation, and Walnut Street Advisers. Outside of his advisory work, he manages real estate investments through his ownership of Gutwein Holdings LLC and his role as managing member of KCG Family LLC, where he assesses real estate opportunities. Mass Mutual Investors Services operates as 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, wrap programs, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Casey Glick is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Schwab in 2019, his work history includes roles at IUPUI and Creative Financial Designs. 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’s client relationship model is primarily non-discretionary, combining periodic investment recommendations with access to discretionary separately managed accounts and a centralized operational structure.

Alyssa Hamer is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. In addition to her advisory role, she is involved with Distinctive Diamonds. 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 strategies for a range of individual and institutional investors.

Timothy Mc Donald is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He worked at Navient for three years prior to joining Charles Schwab in 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and an integrated operational structure.

Matthew Johnson is a Series 66-credentialed financial advisor with Equitable Advisors in Indianapolis, IN, and has three years of industry experience. His prior roles include positions at Home Depot, Indiana University, Ivy Tech Community College, and several other organizations. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.

Nicole Mcgoff is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in wealth planning with a focus on high-net-worth families, senior executives, and individuals navigating divorce. Nicole's approach to financial advising is holistic and personalized, addressing investments, estate considerations, and the complexities of multigenerational wealth. She began her financial services career in 2010 and has experience working with successful families and business owners to build, preserve, and transfer their wealth. Nicole holds the Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from Indiana University-Purdue University Indianapolis. Beyond her professional role, Nicole is actively involved in her community, serving as a board member of Highland Golf & Country Club and volunteering at St. Luke Catholic School. She enjoys cooking, gardening, golfing, traveling, and spending time with her husband Sean, their two children, Colin and Maeve, and their Bernedoodle, Benny.

Ariell Cranor is a Series 66-licensed financial advisor with Charles Schwab in Indianapolis, IN, with three years of industry experience. Prior to Schwab, Ariell worked at Dia&Co and Walmart Supercenter. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary financial planning and access to discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

Daniel Chillemi is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years and has been with RBC Capital Markets and City National Bank since 2022. Outside of his advisory work, he serves on the board of Dayspring Center, a homeless shelter for families, and chairs the finance committee at Holy Family Episcopal Church. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers to provide tailored strategies and offers a broad range of investment solutions.

Robert Cwik is a CFP®-certified financial advisor with Charles Schwab in Indianapolis, IN, where he has worked since 1993, accumulating 39 years of industry experience. He holds Series 63 and Series 66 designations. 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 provides multi-asset model portfolios supported by centralized custody and operational infrastructure.