Caleb Quick is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank affiliate since 2013 and 2015, respectively. Based in Indianapolis, IN, his background is exclusively with Morgan Stanley entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Brad Sottong is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with various entities within the JP Morgan organization since 2007. J.P. Morgan Securities LLC 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael Gilbert is a financial advisor at LPL Financial in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. Prior to his advisory roles, he worked for Milliken & Company for 17 years in engineering services management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

April Ghory is a financial advisor at Morgan Stanley in Indianapolis, Indiana, with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved with Park Lane Jewelry as a stylist and partner. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery conversations and advanced modeling tools.

Brendon Harbron is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and City National Bank. Outside of his advisory role, Harbron is actively involved in the entertainment sector as a board member and owner of multiple escape room businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies utilizing a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Thomas Svenstrup is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Charles Schwab since 2017 and Ameriprise Financial Services from 2008 to 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 guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Philip Van Deusen is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Charles Schwab in 2020, he spent five years working at Big Red Liquor. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and a formal alternative-investment process.

Stephen Anderson is a financial advisor with Charles Schwab in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has 31 years of industry experience, including 20 years at Charles Schwab. 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 solutions using multi-asset model portfolios and provides centralized custody and advisory capabilities across a large client base.

Darby Handford is a Planning Consultant at Fidelity Investments, a position held since 2024. In this role, Darby focuses on building genuine relationships with clients to understand their financial goals and develop personalized strategies. Prior to joining Fidelity Investments, Darby gained experience at Munder Financial, where they served as an Investment Services Manager from 2023 to 2024. Before that, Darby worked as an Investment Operations Associate from 2021 to 2022 and as an Insurance Operations Associate in 2021. Outside of work, Darby enjoys hiking, outdoor adventures, spending time with pets, practicing Pilates, reading, and playing soccer.

Christopher Rosser is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He holds the Series 66 designation and is based in Greenwood, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Caleb Ulery is a financial advisor with Equitable Advisors in Carmel, IN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at STS Packaging, Door Dash, and Indiana University, among others. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Bryan Denbo is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Andrew Fiega is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has previously worked at Royal Alliance Associates, INC. and SII John Hancock. Outside of his advisory role, he is involved in a sports card collectibles business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Heather Sutter is a financial advisor at Charles Schwab with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2011, including a role at Charles Schwab Bank from 2015 to 2021. She serves as an arbitrator for FINRA, contributing to dispute resolution processes. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Corey Cordray is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. He has worked at firms including J.P. Morgan Securities, Edward Jones, and The Prudential Insurance Company of America. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services delivered through a multi-manager platform featuring various program structures and custodial relationships.

Vincent Viveros is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co. and Schwab Private Client Invest Advisory for eight years. Outside of his advisory role, he serves on the boards of EcoGrains, a sustainable aviation fuel company, the Ivy Tech Foundation as Vice-Chair, and Escala Foundation as Vice President and Treasurer. 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.

Matthew Tedford is a financial advisor with Fidelity in Indianapolis, IN, holding Series 63 and Series 66 designations and totaling 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brad Ransom is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Andrew Shoener is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for ten years at Cintas Corporation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model focused on LPL-sponsored programs and endorsed third-party managers.

Vincent Saul is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities from 2015 to 2017. Vincent also has experience with Massmutual Life Insurance Co starting in 2016. Mass Mutual Investors Services 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, using firm-approved tools to analyze client goals and deliver written recommendations.