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 with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves with the Wright State University Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

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 in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 holding Series 65 and Series 63 credentials and seven years of industry experience. She has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and maintains involvement in secretarial work for Allen Bouse Insurance and Financial Services. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to diversified investment programs through both advisory and brokerage channels.

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.

Matthew Johnson is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Home Depot and Indiana University. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management solutions. The firm utilizes a comprehensive approach involving risk assessment and program matching, often implementing advisory models through third-party managers and offering ERISA fiduciary services for qualified plans.

Nicole Mcgoff is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in wealth planning with a focus on high-net-worth families, senior executives, and individuals navigating divorce. Nicole's approach to financial advising is holistic and personalized, addressing investments, estate considerations, and the complexities of multigenerational wealth. She began her financial services career in 2010 and has experience working with successful families and business owners to build, preserve, and transfer their wealth. Nicole holds the Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from Indiana University-Purdue University Indianapolis. Beyond her professional role, Nicole is actively involved in her community, serving as a board member of Highland Golf & Country Club and volunteering at St. Luke Catholic School. She enjoys cooking, gardening, golfing, traveling, and spending time with her husband Sean, their two children, Colin and Maeve, and their Bernedoodle, Benny.

Ariell Cranor is a Series 66-licensed financial advisor with Charles Schwab in Indianapolis, IN, with three years of industry experience. Prior to Schwab, Ariell worked at Dia&Co and Walmart Supercenter. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary financial planning and access to discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

Daniel Chillemi is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years and has been with RBC Capital Markets and City National Bank since 2022. Outside of his advisory work, he serves on the board of Dayspring Center, a homeless shelter for families, and chairs the finance committee at Holy Family Episcopal Church. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers to provide tailored strategies and offers a broad range of investment solutions.

Robert Cwik is a CFP®-certified financial advisor with Charles Schwab in Indianapolis, IN, where he has worked since 1993, accumulating 39 years of industry experience. He holds Series 63 and Series 66 designations. 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 provides multi-asset model portfolios supported by centralized custody and operational infrastructure.