Jaclyn Main is a financial professional at Cetera with one year of industry experience. She holds a Series 66 credential and also works as a pediatric ICU nurse practitioner at Ascension Saint Vincent Hospital. In addition to her advisory role, she serves as a licensed assistant at Bobby Plump and Associates, focusing on new business creation and client servicing. Cetera Investment Advisers LLC provides a multi-manager platform serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers with over $256 billion in assets under management.

Amanda Davis is a Series 66 licensed financial advisor at Thrivent Investment Management with two years of industry experience. She has been with Thrivent and its affiliates since 2024, following a nine-year tenure at Forte' Sports Medicine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without managing discretionary accounts. The firm offers planning in areas such as retirement, tax, estate, and special needs, and allows clients to combine these services with managed accounts under a consolidated billing option.

Shawn Taylor is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2009. Outside of his advisory role, he owns and operates 20/20 Wealth Management of Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice.

Jennifer Margason is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked at Morgan Stanley since 2012 and previously spent six years with UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and the Global Investment Committee’s market analyses.

Joshua Johannsen is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Charles Schwab since 2022 and has prior experience in the food service industry. 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 and discretionary investment advisory services supported by multi-asset model portfolios and centralized operational capabilities.

Matthew Milburn is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with MML Investors Services, LLC and MassMutual Life Insurance Co since 2005, and previously worked at Securian Financial Services, Inc. He serves as a board member for Zionsville Parks & Recreation. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations and offers a range of asset management and educational programs.

John Wyand is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with UBS Financial Services and previously spent 11 years at Valeo Financial Advisors. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services through an integrated platform.

Andrew Baker is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 15 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 to 2025. He is also involved in managing his practice through Stratim Group, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, serving a diverse client base through its extensive network of advisors.

Kenneth Akers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience at Merrill and specializes in working with high net worth families as well as institutional investors. Kenneth obtained his CERTIFIED FINANCIAL PLANNER® certification in 2006. His expertise includes divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, services for defined benefit plans, employee financial health, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Kenneth provides personalized wealth management strategies tailored to his clients' long-term goals. Kenneth is actively involved in community organizations, including First Baptist Athletics, Indiana University - Executive Council Alumni Association, Paul Loggan Foundation, Tatum Parker Project, and Washington Township Schools Foundation. Outside of work, he enjoys basketball, golfing, painting, running, spending time with his family, and traveling.

Jordan Blackwell is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, he worked at Northwestern Mutual in various capacities from 2017 to 2025. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning engagements and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Clayton Walters is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at City National Bank since 2019 and was previously with City Securities Corporation from 2001 to 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients' risk profiles using a combination of in-house and external managers.

April Wood is a financial advisor with LPL Financial based in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her career includes roles at Financial Center First Credit Union, CUNA Brokerage Services, Inc., and CUSO Financial Services, L.P. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a diverse set of investment strategies and technology tools.

Veronica Foote is a Senior Financial Advisor with decades of experience in wealth management, currently serving at Merrill Lynch Wealth Management. She specializes in a variety of client focus areas, including college education planning, divorce transition planning, philanthropic planning, socially responsible investing, tax minimization, and retirement income. Working closely with clients, Veronica develops personalized financial strategies aligned with their long-term goals and the dynamic conditions of today's market. With more than 30 years of financial experience, Veronica began her career in banking and has since expanded her expertise in planning, investing advisory, and administrative roles. She holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). She earned her bachelor's degree from Purdue University. Beyond her professional work, Veronica contributes to the community through her involvement with the Indianapolis Symphony Orchestra Association North Group, where she serves as a board member. She balances her career with personal interests such as boating, gardening, music, painting, writing, yoga, and spending time with her family.

Rosalia Hancock is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Charles Schwab & Co. since 2006. Charles Schwab & Co., Inc. serves a large client base of 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Lucas Bruggeman is a financial advisor at Stifel with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following two years at City Securities Corporation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Christopher Adams is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages insights from Merrill and resources from Bank of America to provide comprehensive wealth management solutions. Christopher's expertise spans various areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Michigan State University. Beyond his professional work, Christopher participates in community service through volunteering with local organizations. His personal interests include adventure sports, baseball, basketball, biking, boating, football, music, skiing, and traveling.

Brandon Emkes is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. 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 institutional investors, supported by internal and third-party portfolio management teams.

Robert Lane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and several other firms. He also serves in an advisory capacity at Holy Spirit Catholic Church in Indianapolis, acting as a liaison between the Parish Business Office and parishioners. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven approach to investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Yusuf Thomas is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. He previously worked at Charles Schwab & Co., Inc. for two years and has experience in home care and facility services. 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 investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Richard Pflueger is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.