Chase Alexander is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses. Prior to Schwab, he worked in various roles including positions at Dicks Sporting Goods and Sherwin Williams. 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 supported by comprehensive research and alternative investment options.

Corey Goers is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at J.P. Morgan Securities and The Prudential Insurance Company of America. He is based in Indianapolis, IN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Conor Quick is a CFP® and Series 66 licensed financial advisor with Robert Baird & Co. in Indianapolis, Indiana, bringing eight years of industry experience. He has worked at Baird since 2017 and is also the owner of a non-investment-related LLC. Conor is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm uses a range of portfolio management strategies supported by internal research and ongoing manager monitoring, managing approximately $394 billion in regulatory assets as of December 2025.

Matthew Bosler is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation. He joined Edward Jones in 2026 after 13 years with 3M Company. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hanna Jackson is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at several firms, including RBC Capital Markets, Thurston Springer Financial, and Sanctuary Wealth. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Don Shuck is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies that align with their long-term goals. He emphasizes the importance of understanding each client's complete financial picture and offers access to investment insights from Merrill, along with banking and lending solutions through Bank of America. Don holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He completed his high school education at NCHS. In addition to his advisory work, Don is actively involved in his community, dedicating time to volunteer with local organizations.

Michael Mullen is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 63 designation and bringing 39 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, continuing currently with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process that incorporates various analytical tools and offers investment and planning solutions across a wide set of retail and institutional products.

Kent Preston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is the owner of KLP Group LLC, a non-investment-related business established to manage a Primerica office lease. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated model portfolios rather than institutional pension or profit-sharing plan management.

Martin Spicer is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and has one year of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Hunter Holliday is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018. Prior to that, he was employed at Cash American Pawn and spent four years at the University of Indianapolis. Mass Mutual Investors Services 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.

Kim Stevenson is a financial advisor at Edward Jones with 28 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of her advisory role, she is a certified pickleball coach based in Indianapolis, 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Andrew Huck is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2006, with a brief tenure at optionsXpress, Inc. in 2017. 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. The firm provides a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Danielle Guerra is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at UBS since 2020 and previously spent eight years at Schwab Private Client Investment Advisory, Inc., as well as thirteen years at Charles Schwab. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Its advisors use proprietary research and model-driven asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Matthew Tielker is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Financial Center First Credit Union, CUNA Brokerage Services, Valic Financial Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. 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, including financial planning and model portfolio programs, and supports advisors with research and technology tools.

Benjamin Goshorn Maroney is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2019. Prior to that, he worked at Foresters Advisory Services LLC and Foresters Financial Services from 2010 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, providing both discretionary and non-discretionary investment options.

Daniel Moore is a financial advisor at Robert Baird & Co. in Indianapolis, IN, with 25 years of industry experience. He has been with Robert Baird & Co. since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Moore is involved in sales of collectibles on eBay. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, SMA programs, and a range of traditional and non-traditional investment strategies.

Jeffrey Ritter is a financial advisor with OSAIC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He worked at Signator Investors, Inc. for 29 years before joining OSAIC in 2018. Ritter also operates Foresight Financial Management, LLC, which conducts investment and insurance business. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and private-equity ownership.

Matthew Mcgee is a Series 66 licensed financial advisor at UBS Financial Services in Indianapolis, with 12 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a range of capital markets and advisory solutions.

William Miller is a CFP® professional with seven years of experience in the financial industry. He is currently with Wells Fargo Clearing, having previously worked at Facet, Stifel Nicolaus & Co Inc, JPMorgan Chase Bank, JP Morgan Securities, and Charles Schwab. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Brian Jacobson is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2017, following eight years at City Securities Corporation. Jacobson serves as a managing partner in family investment partnerships alongside his father and brother. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services such as financial planning and third-party adviser recommendations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.