Roderick Sogocio is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Charles Schwab since 1997. 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 combines non-discretionary advisory models with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kenneth Williams II is a CFP® professional with 18 years of industry experience, currently with Charles Schwab in Indianapolis, IN. He has been with Charles Schwab & Co., Inc. since 2007 and Charles Schwab Bank, SSB since 2013. Outside of his advisory role, he owns a small real estate business focused on single and small multifamily rental properties. 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 both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and a centralized operational structure.

Roxanna Hendricks is a financial advisor at Morgan Stanley in Indianapolis, holding a Series 66 designation with three years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at American Family Insurance from 2015 to 2017. Outside of her advisory role, she is involved in estate-related activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies as part of its financial planning process.

Ryan Yocum is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2025, he worked at Everwise Credit Union (LPL), Bankers Life, and owned Long Range Stables, an equine boarding and training business in Danville, Indiana, where he continues to manage horse boarding and lessons. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment solutions.

Daniel Sweeney is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at optionsXpress, Inc. and was involved in a brewery business for seven years. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services through an integrated platform that combines brokerage, advisory, custody, and cash-sweep capabilities.

Alan Molnar is a financial advisor with Charles Schwab in Indianapolis, IN, holding a Series 66 designation and 20 years of industry experience. His prior work includes five years at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. He has been with Charles Schwab and Charles Schwab Bank since 2021. Charles Schwab 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 uses multi-asset model portfolios supported by centralized custody and operational infrastructure.

Semaj Sanford is a Financial Consultant currently working at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and was a Private Client Advisor at JPMorgan Chase from 2019 to 2023. His approach to financial consulting is highly personalized, focusing on collaborating closely with clients to develop plans that align their wealth with their specific goals. He emphasizes regular meetings to ensure that financial strategies remain adaptable to changes in clients' circumstances or objectives.

Jack Harlos is a CFP® with 34 years of experience in the financial industry. He has worked at Stifel since 2017 and previously spent eight years at City Securities Corporation. Outside of his advisory role, he serves as a board member for RL Turner Construction and participates on the finance committee of Ulen Country Club. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nathan Cropp is a financial advisor with Edward Jones in Indianapolis, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2009. 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 under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tanner Ottinger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized strategies focused on education planning, employee financial health, personal retirement planning, special needs planning strategies, and retirement income. His approach emphasizes aligning financial plans with each individual’s unique perspectives and priorities, aiming to simplify the complexities associated with wealth management. Tanner holds a Bachelor's Degree from Indiana University and maintains professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). He and The Ottinger Group are committed to guiding clients through the retirement planning process with tailored strategies designed to achieve financial security and a worry-free retirement. Outside of his professional work, Tanner has interests that include cooking, gardening, hiking, rock climbing, running marathons, swimming, traveling, and spending time with his family.

John Reuter Jr. is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2005. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

Brian Collins is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at The National Bank of Indianapolis and Enterprise Leasing. Outside of his advisory role, he owns and manages inventory and finances for a vending machine business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to affiliated discretionary managed accounts within an integrated brokerage and custody platform.

Joseph Olexa Jr. is a financial advisor at Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the Finance Committee for Holy Spirit at Geist Catholic Church in Fishers, Indiana. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to model outcomes, serving clients through both direct and corporate financial planning agreements.

Florence Brown is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Mass Mutual Investors Services and its affiliate WestPoint Financial Group since 2005. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and a range of investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements and offers asset management, wrap programs, and educational seminars.

Mark Jakubovie is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Joseph Pich is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2018. His prior roles include internships and part-time positions during college. 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 advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Jacob Kaufman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at the same firm from 2023 to 2024. Before joining Fidelity Investments, Jacob worked as a Financial Advisor and Financial Advisor in Training at The Tranel Financial Group between 2022 and 2023. As a Certified Financial Planner®, Jacob focuses on providing personalized financial strategies through a collaborative process. He aims to support clients' long-term financial well-being by offering education and guidance in navigating complex financial matters. Outside of his professional work, Jacob's interests include camping, family activities, fitness, pets, reading, and traveling.

Cory Kennedy is a financial advisor at Charles Schwab & Co., Inc. in Indianapolis, IN, with nine years of industry experience. He holds the Series 66 and Series 63 designations and has been with Charles Schwab since 2016. 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 offers a mix of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, using multi-asset model portfolios and research from the Schwab Center for Financial Research.

Michael Fish is a Senior Financial Advisor specializing in wealth management within Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to clients' individual goals, aiming to adapt to evolving market conditions. Michael leverages investment insights from Merrill and financial solutions from Bank of America to support his clients' wealth management needs. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Indiana University School of Business. Michael is also engaged in community activities, dedicating time to volunteer with local organizations, reflecting the Merrill tradition of community involvement.

Heather Hill is a financial advisor with Charles Schwab in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. She has been with Charles Schwab since 2013, including two years with Schwab Wealth Advisory from 2021 to 2023. 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 operates a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.