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 designations and bringing 18 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach and centralized 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.

John Cate serves as a Wealth Management Advisor and leads the Cate Brunton Luc Group within Merrill Lynch Wealth Management. His team focuses on institutional consulting for defined contribution, defined benefit, and non-qualified deferred compensation plans, as well as designing wealth management strategies for executives, business owners, and high-net-worth families. With over two decades of experience, John directs client initiatives that include investment management, fiduciary best practices, retirement planning services, and wealth preservation. He advises institutional clients by creating tailored fiduciary risk management strategies and works closely with affluent families and senior executives to navigate their wealth complexities. John holds a bachelor's degree from Ball State University, where he captained the football team his senior year, and serves on the Finance Program Advisory Board for the Miller College of Business. He has earned the Certified Investment Management Analyst® (CIMA®) designation, among other professional credentials. John has been nationally recognized in several industry rankings, including Barron's Top 100 Financial Advisors since 2020 and the Financial Times 400 Top Financial Advisers in 2016. His community involvement includes support for Cystic Fibrosis and Habitat for Humanity.

Andrew Mcatee is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Primerica Advisors since 2021 and previously worked at Primerica Financial Services starting in 2020. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by external asset managers. The firm operates nationwide with a large advisor network and approximately $15.5 billion in assets under management.

Daniel Pugh is a financial advisor at Ameriprise in Indianapolis, IN, holding a Series 66 designation with six years of industry experience. He has been with Ameriprise since 2019, including its predecessor firm, and previously held positions at Security Federal Savings Bank and Indiana Wesleyan University. Outside of his advisory role, he is involved with Northbound Solutions, LLC as a financial advisor and wealth manager. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Joshua Karwowski is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked within the Wells Fargo organization since 2009 across various affiliates. Outside of his advisory role, he serves as a power of attorney and executor for family members. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Jynene Fry is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment 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 in its advisory approach.

Andrea Creek is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Before entering the financial industry, she worked in retail at Bath and Body Works and Sun Tan City. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Elizabeth Payton is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan entities since 2007, including a role at JPMorgan Chase Bank, N.A. since 2007 and J.P. Morgan Securities since 2024. J.P. Morgan Securities 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 when recommending strategies.

Matthew Conaway is a financial advisor at Stifel with Series 63 and Series 65 designations and three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and William Yancey. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Cameron Cefali is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He has worked within Wells Fargo and its affiliates since 2009. Outside of his role at Wells Fargo, he holds ownership interests in Keystone Wealth & Investment Management LLC and FCC15 LLC, both investment-related businesses based in Indianapolis, IN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options utilizing proprietary research and tools, with advisory services integrated alongside other financial products and referral channels.

Dawn Mclaughlin is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile and utilizing a combination of in-house and third-party investment managers.

Jonathan Emerick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2016. Outside of finance, he consults on business ideas for an orthodontics practice. 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 through a select group of Wealth Advisors.

Sam Huston is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. He holds a Series 63 designation and has 36 years of industry experience, having worked with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1989. Outside of his advisory role, he is an insurance agent involved with Westpoint Financial Group in life and health insurance. MassMutual 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 seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Carly Taylor is a Series 66-credentialed financial advisor with Morgan Stanley in Indianapolis, Indiana, where she has worked since 2022. She has four years of industry experience, including prior roles at One America and Victory College Prep School. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, emphasizing structured financial planning and leveraging tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Brad Froman is a financial advisor with Stifel in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.