Lori Westerfield is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and over 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to evaluate investment options within custodial platforms.

Ted Gautier is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Cetera and its affiliated entities since 2019, following prior roles at Foresters Financial Services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Lyman Bond is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Equity Group, LLC. Outside of his advisory work, he is involved in a family farming business, contributing approximately 10 hours per month. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Maureen Damer is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Prudential Equity Group, LLC. Outside of her advisory role, she consults with Servier, a healthcare company, on her family’s involvement with the organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services.

Jacob Miller is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Charles Schwab, he worked in various roles at companies including RNR Tire Express and State Farm. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investments screening.

Gary Moss is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2002. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Galaz is a Financial Advisor at Merrill Lynch Wealth Management. With a decade of experience in finance, he has worked for two large US broker-dealers and has a background in individual banking and loan origination. Kevin focuses on cash flow management during the distribution phase of his clients' lives, helping them pursue their financial goals through strategies that encompass liquidity management, retirement planning, philanthropic planning, and tax minimization. Kevin holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a High School Diploma from Littlerock High School. His approach involves developing long-standing relationships with clients to provide ongoing advice and guidance aligned with their evolving needs. Outside of his professional career, Kevin spends much of his time with his wife and four daughters. The Galaz family is active in their church and volunteers with several nonprofit organizations throughout the year. Kevin enjoys hiking and reading in his personal time.

Jennifer Reid is a CFP® with 28 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She holds a Series 66 license and is based in Indianapolis, IN. Outside of her advisory role, she is a partner in a rental property business. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor strategies to client goals and risk profiles.

Craig Blanton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He has been with Primerica Advisors since 2013 and has also worked with Primerica Financial Services since 2012. Outside of advisory services, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Blake Coomer is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and having two years of industry experience. Prior to joining Charles Schwab, he worked in various roles at Northwestern Mutual and has entrepreneurial experience as a personal trainer with BC Flex Fitness LLC. He provides fitness instruction and workout programming outside of his advisory role. Charles Schwab 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 advice and access to discretionary separately managed accounts, supported by a centralized operational structure.

Ian Clark is a financial advisor with LPL Financial who holds a Series 66 designation and has 13 years of industry experience. He has worked with LPL Financial since 2020 and previously held roles at HD Vest Insurance Agency and Winters CPA Group, where he remains active. Outside of advising, Clark is involved with Winters CPA Group, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a large network of investment adviser representatives.

Ethan Maier is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes involvement with Greencastle Little League Baseball and the Arbor Trace Golf Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jonathan Mareachen is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab, he worked for the State of Indiana Department of Natural Resources for twelve years. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services. The firm combines non-discretionary and discretionary investment management through its integrated platform and multi-asset model portfolios.

Quentin Sampson is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Charles Schwab since 2014. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house financial research and due diligence on alternative investments.

Daniel Gandolph is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has managed Gandolph Financial Services, LLC since 2015 and has been with LPL Financial since 2009. Gandolph also sells life, disability, and long-term care insurance, including some fixed annuities. 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 supported by proprietary research and technology, with a platform that includes model portfolios, third-party asset management, and institutional solutions.

Scott Garrigus is a financial advisor at Edelman Financial Engines with 18 years of industry experience and holds the Series 66 designation. He has worked at various firms including PNC Investments and Edward Jones prior to joining his current firm. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses 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 strategies.

Patrick Murray is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2013. In addition to his advisory role, he is a co-owner of Ashmur LLC, an insurance sales firm specializing in property and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and a range of investment programs.

Philip Kostaroff is a CFP® professional with 22 years of industry experience. He has worked at OSAIC since 2018 and previously spent 14 years at John Hancock. Kostaroff is also involved in managing his own investment and insurance business activities under Foresight Financial Management, LLC, and serves as president of PAK Financial Planning LLC. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm supports individual investors, retirement plans, charities, and corporate clients with a broad selection of investment programs and third-party manager options.

Alexander Geroulis is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides financial planning and investment advisory services. Specific details about his experience, areas of expertise, education, and personal interests have not been provided.

Carter Bonecutter is a Series 66-licensed financial advisor with J.P. Morgan Securities in Indianapolis, IN, and has three years of industry experience. He is also the owner of Threaded Glory, LLC, a retail business that sells vintage-style clothing online. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.