Ashton Zigler is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. His prior work experience includes roles at FedEx Stryker, UPS, E.W. Scripps, PBS-WFYI, and BJ's Brewhouse. 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 combined model of non-discretionary and discretionary investment management, supported by centralized custody and brokerage operations.

Matthew Bell is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Securities LLC since 2016. 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 an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors, allowing clients to retain final decision-making authority.

Stephen Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Cetera since 2019 and previously advised at Foresters Advisory Services and Foresters Financial. Outside of his advisory roles, he operates Stephen L. Roberts LLC and has experience as a real estate investor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Michael Pruitt is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Charles Schwab since 2016. 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 centralized custody and brokerage services.

Camille Bice is a Series 66-registered financial advisor with J.P. Morgan Securities in Indianapolis, IN. She has one year of industry experience and has held roles at JPMorgan Chase Bank and Valeo Financial Advisors. Camille was also affiliated with the University of Notre Dame during 2024 to 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Diana Todd is a financial advisor with Equitable Advisors in Lebanon, Indiana, holding Series 63 and Series 66 licenses and nine years of industry experience. Her background includes roles at Kore 1, LLC and Lyft, as well as involvement with the American Bankers Association’s Stonier Graduate School of Banking, where she serves as a Capstone Advisor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs, operating a hybrid referral and implementation model.

James Grice is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He worked at OptionsXpress, Inc. from 2016 to 2017 before joining Charles Schwab in 2013. 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, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Jack Ebbeler Jr. is a financial advisor at Stifel with Series 63 and Series 65 licenses and 40 years of industry experience. He worked at City Securities Corporation for 32 years before joining Stifel in 2017. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and decision-making.

Zackary Bell is a financial advisor at Edelman Financial Engines in Indianapolis, IN, holding a Series 65 credential with less than one year of industry experience. His prior work experience includes roles at Harvest Investment Services and positions outside finance in retail and education. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term orientation.

Bryan Epperson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Raymond James since 2016 and previously spent two years at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory role, Epperson serves as a board member of his local homeowners association. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm offers wealth advisory planning and investment consulting to a broad client base, including individuals, retirement plans, corporations, and government entities, delivering advice through a non-discretionary approach supported by an extensive affiliate network and specialized municipal finance capabilities.

Leonard Tanner is a financial advisor at Stifel with 57 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co since 2017, following seven years at City Securities Corporation. Stifel serves a broad range of clients including individual, institutional, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Todd Camden is a financial advisor with Cetera in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. He has previously worked at Merrill and Empower Financial Services, among other firms. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Sydney Weiner is a financial advisor at J.P. Morgan Securities with two years of industry experience. They hold a Series 66 designation and have prior work experience with Indiana House Republicans and Symphony Care Network. 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 in its investment recommendations.

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 with Thrivent Investment Management, based in Indianapolis, IN. She has two years of experience with Thrivent Investment Management and prior experience at Forte' Sports Medicine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics without discretionary trading authority and offers a consolidated billing option combining planning and managed-account services.

Shawn Taylor is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he owns 20/20 Wealth Management of Raymond James, a business focused on investment advisory. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with an emphasis on public finance and municipal services alongside its retail advisory offerings.

Jennifer Margason is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2012. The firm provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. Morgan Stanley Wealth Management manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytics.

Joshua Johannsen is a financial advisor with Charles Schwab based in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked in the food service industry while attending Ball State University. 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 mix of non-discretionary and discretionary investment options supported by centralized custody and research resources.

Matthew Milburn is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with MassMutual and its affiliated firms since 2005. Milburn serves as a board member for the Zionsville Parks & Recreation, where he participates in monthly meetings to review department activities. MassMutual Investors Services 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’s approach includes using firm-approved software to analyze client goals and structuring engagements as annual collaborative relationships that emphasize investment categories and strategies rather than specific product selections.

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.