Nathan Bubash is a CFP® and holds a Series 66 license, working with Charles Schwab since 2017 and with eight years of industry experience. Prior to his current role, he was affiliated with Indiana Wesleyan University from 2013 to 2017. He is based in Indianapolis, IN. Charles Schwab & Co., Inc. serves a large client base including 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 client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios, strategic asset allocation, and alternative investment due diligence in its investment approach.

Michael Boling is a financial advisor at Ameriprise with 10 years of industry experience. He has worked at Ameriprise since 2016, following a brief tenure at Charles Schwab & Co., Inc. In addition to his advisory role, Boling is involved with Northbound Solutions LLC as a financial advisor and manages a family business through Boling Family LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research and tools.

Amy Elam is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Charles Schwab since 2006. Outside of her advisory role, she serves as a board member for Tri-West Dollars for Scholars, a nonprofit organization supporting scholarship fundraising efforts. 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 utilizes a client relationship model that combines primarily non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Corey Johnson is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2011. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Kelley Werner is a financial advisor with Merrill based in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she serves as the chief operating officer for a family-owned IT consulting and coffee and tea retail business, in addition to operating a small handmade crafts business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Fairman is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Sii. He conducts investment and insurance business under the sole proprietorship Clearwater Financial Management. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers.

Carson Mccaw is a Wealth Management Advisor with Merrill Lynch Wealth Management. He offers a comprehensive approach to wealth management that starts with understanding each client’s unique financial situation and priorities. Carson helps clients create customized strategies tailored to their needs and adaptable to changing market conditions. He leverages investment insights from Merrill and banking services from Bank of America to address various aspects of clients’ financial lives. With expertise spanning college education planning, family wealth management, legacy planning, liquidity management, portfolio management, tax minimization, and retirement income, Carson is committed to guiding clients through important financial decisions. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Carson earned his bachelor's degree from the University of Indianapolis. Outside of his professional role, Carson is a father of three and enjoys spending time with his family. He has a passion for basketball, football, and golfing, and he coaches his children’s sports teams. Carson emphasizes building strong relationships with clients grounded in accessibility, knowledge, and experience.

Amy Sullivan is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Merrill from 2011 to 2020 before joining Morgan Stanley Smith Barney LLC, where she has been employed since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning services that use firm-approved tools and models to support client decision-making.

Nicole Wesley is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Morgan Stanley Smith Barney LLC in 2026. Outside of her advisory role, she operates a photography business and works as a direct sales consultant for a skincare company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Karla Spearing is a financial advisor with UBS Financial Services in Indianapolis, IN. She holds Series 63 and Series 65 designations and has 38 years of industry experience, including 21 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and manages both discretionary and non-discretionary portfolios.

Lori Westerfield is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

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 with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Bond is involved in a family farming business, contributing approximately 10 hours per month. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 has been with Wells Fargo firms since 2009. Outside of her advisory role, she serves as a consultant for Servier, a position she has held since 2019. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Miller is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior work history includes roles at RNR Tire Express, State Farm, Staples, Humble Home, and Belle Tire. 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 offers integrated brokerage, custody, and cash-sweep services.

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 at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Northwestern Mutual in multiple roles during 2024. Outside of finance, Blake is involved with BC Flex Fitness LLC as a member and personal trainer, instructing clients on exercise and workout programming. 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 combines non-discretionary and discretionary investment management with centralized custody and operational support.