Jason Towe is a financial advisor at Allworth Financial, L.P. in Indianapolis, IN, with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments and Robinhood Financial, LLC. Outside of his advisory work, he hosts a weekly entertainment trivia event called Hambones Trivia. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, and retirement plan consulting, combining quantitative and qualitative analysis to offer customized investment strategies across various asset classes and specialist portfolios.

John Cassady is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual and Mens Warehouse, as well as academic and other work experience. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and application of AI in research.

Lisa Beally is a CFP® designated financial advisor with Edward Jones in Indianapolis, IN, bringing 8 years of industry experience. She has been with Edward Jones since 2017, following a 13-year career at Aerosmith Fastening Systems. Outside of her advisory role, she co-owns a rental property through a family-managed LLC. 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 and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Taylor Ehrman is a financial advisor with Osaic Wealth, Inc. in Carmel, Indiana, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Prior to joining Osaic in 2024, he worked at firms including Woodbury Financial Services and First Allied Advisory Services. Ehrman serves as treasurer for a local homeowners association and owns Ehrman Standard LLC, a holding company. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various portfolio construction tools and supports both discretionary and non-discretionary account management.

Stephanie Shaw is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial. She has been a partner at Langdon Shaw Associates Inc. since 2011. Shaw serves as Treasurer and a Board Member of the Indianapolis Opera and is a Board Member and Finance Committee participant for the Indianapolis Symphonic Choir. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Amanda Schreeg is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Scout & Cellar as a wine consultant and held positions at First Business Bank and NextGear Capital. Outside of finance, she has experience as a wine consultant for Scout & Cellar. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jon Ramey is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He is involved with the Wright State University Foundation and is a member of Turtle Cove WaveRiders LLC, a holding company for personal watercraft. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work through a broad network of Financial Advisors who use proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Samuel Smith is a Financial Advisor with The Avagian Smith Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Samuel works with successful individuals, families, business owners, and corporate executives to help them make informed financial decisions throughout different life stages. Samuel's areas of expertise include retirement planning, investment management, tax-efficient strategies, estate and legacy planning services, business succession planning, concentrated stock and stock compensation planning, and wealth transfer strategies. He and his team focus on coordinating key aspects of their clients' financial lives to provide a disciplined framework for making confident decisions. Samuel is a member of the Estate Planning Council of Indianapolis and holds a Bachelor's Degree from Indiana State University. Outside of his professional work, Samuel enjoys baseball, basketball, football, spending time with his family, and watching movies.

Michael Brannen is a financial advisor with Wells Fargo Clearing based in Indianapolis, IN. He holds Series 63 and Series 65 designations and has 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Elizabeth Ross is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, Ross participates on the Redistricting Parent Advisory Council for Carmel Clay Schools, a nonprofit community role. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients. The firm employs structured planning processes and offers various investment and planning tools while generally acting in an advisory capacity.

Kimberly Mc Caslin is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, following an eight-year tenure at Morgan Stanley. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions, supported by internal Chief Investment Office teams and third-party style managers.

Scott Gamble is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations and having 26 years of industry experience. He has been with Edward Jones since 1999. In addition to his advisory role, he serves as a board member of the Sertoma Club of East Indianapolis and acts as the Charter Organizational Representative for a Boy Scout Troop sponsored by the club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Brittni Bouse is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include work at Prudential Insurance Company of America and Pruco Securities, LLC. She has also been involved with Allen Bouse Insurance and Financial Services, where she performed secretarial duties. LPL Enterprise provides advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

James Julian is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 28 years of industry experience. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for over 15 years and has operated his own advisory and insurance businesses since the early 2000s. In addition to his advisory work, he provides third-party administration services for 401(k) plans through a separate business he owns. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and serves more than 10,000 advisors and approximately 800,000 clients.

Kevin Gutwein is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. Outside of advisory work, he is involved in managing family real estate holdings. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Casey Glick is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Schwab in 2019, his work history includes roles at IUPUI and Creative Financial Designs. 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’s client relationship model is primarily non-discretionary, combining periodic investment recommendations with access to discretionary separately managed accounts and a centralized operational structure.

Jonathan Taylor is a financial professional with 21 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including First Allied Advisory Services and Artistry Wealth, LLC. Taylor serves as board president of Interact Family Services and volunteers at St. Mary's Children's Center. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Corey Sylvester is a financial advisor at Edward Jones in Cicero, IN, holding a Series 66 designation with 19 years of industry experience, all of which have been with Edward Jones since 2007. Outside of advising, he is involved in managing real estate holdings alongside his wife, including ownership in multiple property-related businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Alyssa Hamer is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. In addition to her advisory role, she is involved with Distinctive Diamonds. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Timothy Mc Donald is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He worked at Navient for three years prior to joining Charles Schwab in 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 options supported by multi-asset model portfolios, centralized custody, and an integrated operational structure.