Carter McGill is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through positions including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Carter gained experience at Charles Schwab as part of the Client Service and Support team from 2020 to 2021 and completed an internship at Comprehensive Financial Consultants from 2015 to 2020. Carter specializes in partnering with families to develop and implement holistic financial plans. He focuses on helping clients design, build, and maintain their wealth by utilizing advanced investment resources and technology. Licensed with an Arkansas Insurance License, he emphasizes understanding the priorities of his clients and their families to provide tailored financial solutions.

James Gray is a Senior Financial Advisor with Evolve Wealth Management, an advisory team within Merrill Lynch Wealth Management. In this role, he provides financial advisory services to a diverse client base. His expertise includes working closely with young professionals, non-profit organizations, and multi-generational families to align their financial goals with their values. His approach involves developing tailored financial strategies that help clients live the lifestyles they envision within their means. James focuses on personalized planning to help clients clarify their current financial position, establish goals, and bridge gaps with purposeful strategies. His practice emphasizes using financial planning not only for wealth accumulation but also as a tool for living a more fulfilled life. James holds a Bachelor's Degree from the University of North Carolina and maintains Personal Investment Advisor (PIA) designation. He holds Series 7 and 66 registrations through FINRA and is committed to providing advice rooted in discipline, transparency, and a client-first mindset.

Christopher Jackson is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses. He has 16 years of industry experience and has been with MML Investor Services Inc and MassMutual Life Insurance Company since 2009. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also provides event-driven planning programs such as divorce and estate settlement services.

Suzanne Marshall is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 designations and 41 years of industry experience. She has worked at Stifel since 2017, with prior roles at City Securities Corporation and Sanctuary Advisors LLC. Outside of her advisory work, she serves as treasurer and board member for Pet Friendly Services of Indiana, a nonprofit providing low-cost spay/neuter services, and is a board member of The Rotary Club of Indianapolis. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment research and probabilistic modeling to inform asset allocation and financial planning.

Mark Mcdonald is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Andrew Gaston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Primerica and its affiliated firms since 1986, including a long tenure at Primerica Financial Services Home Mortgage Inc. Gaston also engages in the sale of home security and automation products through part-time referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Stamper is a financial advisor with Morgan Stanley in Indianapolis, Indiana. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Stamper has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and research.

John Whitaker is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for 27 years. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Brandon Blumenhorst is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2019 and previously spent two years at Edward Jones. 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 an ESG eligibility framework to guide investment recommendations.

Sarah Foster is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Charles Schwab since 2015. 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 both non-discretionary advisory relationships with periodic recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s investment research.

Garret Kintzel is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Charles Schwab in 2017, he worked at AutoZone and Neff Engineering Co from 2015 to 2017. 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jonathan Hicks is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. He previously worked at Periculum Capital Company, LLC and Lazard. Outside of his advisory work, he is involved in a trust-related business based in Carmel, Indiana. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include estate planning and employer-sponsored financial planning agreements.

Justin Long is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Impact Financial Group and Long & Associates. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, primarily for clients maintaining a meaningful portion of assets in Ameriprise-managed accounts.

Jackson Parrish is a financial advisor with OSAIC in Indianapolis, IN, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and Spectrum Financial Group Inc. Outside of his advisory work, he has engaged in insurance sales and investment advice with Spectrum Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed-account solutions through a large network of affiliated advisers.

Elizabeth Sheets is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2006. She serves as a committee member of the Good Samaritan Foundation, a charitable organization involved in building an education center honoring her father. 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.

Scott Kennedy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial advisory career in 1997 at Prudential Securities. In 2001, Scott co-founded the Lockwood & Kennedy Group and transitioned the team to Merrill in 2009. Following the retirement of Jeffry Lockwood in 2016, Scott joined forces with Scott Horrall to establish the Horrall & Kennedy Wealth Management Group, later expanding to include Marc Pyatt in 2020 with an emphasis on wealth and investment management. Scott specializes in implementing goal-based wealth management strategies tailored to family needs. His expertise spans retirement income planning, inter-generational wealth transfer, wealth creation and preservation, tax minimization, liquidity management, legacy planning, college education planning, and divorce transition planning. He assists families in maintaining their lifestyles through varying economic conditions and life transitions. He earned a Bachelor of Arts degree from Indiana University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Scott is affiliated with the Indiana University Alumni Association and Varsity Club and participates in community activities through Brebeuf Jesuit Preparatory High School. He resides in Carmel, Indiana with his wife and two children and enjoys attending Indiana University football and basketball games.

Matthew Liffick is a financial advisor with Mass Mutual Investors Services who holds Series 66 and Series 63 licenses and has 15 years of industry experience. He has prior experience at First Allied Advisory Services, First Allied Securities, and Brunette And Associates. Liffick also serves as president and CEO of Liffick Wealth Management Inc., an independent financial services firm. 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations based on client goals.

Holly Gatto is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2017. Prior to that, she was with MML Investors Services and Mass Mutual Life Insurance Company from 2016 to 2017, and concurrently works with Duluth Trading Company. 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 offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and a formal alternative-investment process within an integrated operational structure.

Steven Lutes is a financial advisor with Charles Schwab in Indianapolis, IN, holding the Series 63 and Series 66 designations and 18 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 program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jeffrey Mcconnell is a financial advisor at Morgan Stanley in Indianapolis, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, N.A. since 2020. He serves as a member of the Finance Advisory Board at Michigan State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.