Travis Blessing is a financial advisor at LPL Financial with seven years of industry experience. He previously worked for PNC Private Bank for eleven years before joining LPL Financial. He holds Series 63 and Series 65 registrations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Nicholas Martin is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Schwab in 2019, he worked at Geodis USA and ATI Physical Therapy and was involved with Dupage County Hounds Baseball. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios supported by Schwab’s in-house research and alternative investment offerings.

Jennifer Miller is a financial advisor with Ameriprise in Lebanon, Indiana, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficient strategies to deliver written recommendation reports through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Nicholas Plavchak is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including Axa Advisors and Johnson Brothers of IN. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Joy Eslaire is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Outside of her advisory role, she serves as a Successor Power of Attorney for a non-investment-related entity in Manchester, Tennessee. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers various model-based and discretionary investment strategies supported by its integration with Bank of America’s corporate platform.

Seth Wilson is a CFP® with nine years of industry experience, currently advising at Edward Jones. He has previously worked at Ameriprise, Bank of America, Merrill, and NavCare. Outside of his financial advisory role, he is co-owner and president of West Port Brands, an e-commerce business selling household goods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jason Woodruff is a financial advisor with Equitable Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Axa Advisors, Thrivent Financial, and Primerica. Outside of his advisory work, he was involved with Janell Enterprises for five years. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, delivering solutions through program sponsors and third-party managers.

Christopher Pfeifle is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously at City National Bank from 2019 to 2025. Outside of his advisory role, Pfeifle serves as treasurer on the booster club for boys and girls golf, assisting with fundraising efforts to support local golf teams. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through internal and external managers, supported by an extensive capital-markets footprint.

Matthew Postell is a financial advisor with LPL Financial in Zionsville, IN, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at firms such as Fidelity Brokerage Services, JP Morgan Securities, and TD Ameritrade Investment Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and supporting diversified investment strategies.

Joseph Drury is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Drury serves on the Board of Directors for the National Guard Association of Indiana. Ameriprise provides a retirement-income planning service targeting individuals with significant investable 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 through its affiliated companies.

Kevin Clemson is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Burnham Gibson Wealth Advisors, Equitable Advisors, USI Securities, MMC Securities, Mercer, and American Funds Distributors/Capital Group. He serves as a co-trustee on his parents' irrevocable family trust. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies supported by Merrill’s Chief Investment Office and integrated with Bank of America’s broader corporate platform.

Matthew Howard is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies tailored to each client’s specific goals, employing a goals-based approach to planning. His expertise includes divorce transition planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. Matt joined Merrill Lynch Wealth Management in 2019, bringing experience that includes a seven-year professional basketball career in Europe and Israel. He holds dual bachelor's degrees in Finance and Management Information Systems from Butler University, where he was a three-time Academic All-American basketball player. He holds FINRA Series 7 and 66 registrations and the CERTIFIED FINANCIAL PLANNER (CFP) designation, along with the Personal Investment Advisor (PIA) credential. Outside his professional role, Matt is actively involved in community organizations such as A Kid Again, Butler University, First Baptist Athletics, Genesis Church, and WYSI Youth Sports. He resides in the Northern Indianapolis and Westfield area with his wife and three young sons, and he enjoys coaching youth sports and spending time with his family. His personal interests include basketball, football, running, volleyball, table tennis, cooking, and traveling.

Mark Heisler is a financial advisor at Mass Mutual Investors Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 1988. He is also a member of The Crossroads Group, LLC, which conducts financial services activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Cheri Moschell is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds a Series 63 designation and has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net‑worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Joshua Vela is a financial advisor with Ameriprise in Zionsville, IN, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2019 and previously spent six years at Milhaus. Outside of his advisory role, he is involved with Highfield Enterprises, LLC, a financial advising business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant 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.

Jeffrey Cleckner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior firms include Edward Jones, Northwestern Mutual, and Waddell & Reed. Outside of his advisory work, he has been involved in coaching baseball through Indiana Arsenal Baseball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources to support diversified investment strategies.

Jeffrey Hodges is a financial advisor with Ameriprise in Zionsville, IN, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income plans, supported by a centralized consulting team.

Bryan Greene is a financial advisor at Edward Jones in Avon, Indiana, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked for Republic Airways from 2015 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Bricker is a financial advisor at Charles Schwab with 29 years of industry experience. He has been with Charles Schwab since 2005 and held a self-employed advisory role from 2005 to 2017. He holds Series 63 and Series 66 licenses. 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 services and access to discretionary separately managed accounts, using multi-asset model portfolios and alternative investment due diligence.

Owen Litzelman is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at BMO Bank and Indiana University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services.