Amelia West is a CFP® with 21 years of industry experience and currently serves as a financial advisor at Carson Wealth. Her previous roles include positions at Total Wealth Planning, Howell Financial Advisors, and Ameriprise. She volunteers as an Administrator and Treasurer for Saint Ambrose Academy. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and offering tailored solutions such as Orion Custom Indexing and access to alternative investments.

Anthony Jones is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Schwab Wealth Advisory since 2018, also working at Charles Schwab and previously at Ultimate Home Services. Outside of his advisory role, he owns TOJO Leather, a small business creating and selling personal leather goods. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm offers guidance on asset allocation and investment selection using proprietary asset-allocation models and internal research, delivering tailored recommendations without exercising discretionary trading authority.

Zachary Quante is a financial advisor with Focus Partners Wealth, LLC in Indianapolis, holding a Series 65 designation and one year of industry experience. He previously worked at Spectrum Wealth Management for two years and was a full-time student for eight years prior to his advisory career. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Eric Giddings is a CFP® with Series 65 and Series 66 registrations based in Indianapolis, IN. He has experience in the financial industry since 2018, including roles at Focus Partners Wealth, LLC, Padgett Business Advisors, Seber Tans PLC, Trifound, and Plante Moran. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bernard Reed is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Sanctuary Advisors, he worked at several firms including Key Wealth Management and Regions Wealth Management. Reed is the founder and chairman of Fortis Transition Partners, a buy-side intermediary firm that connects businesses with private equity buyers. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who implement varied investment strategies and offers solutions such as separately managed accounts and retirement plan consulting.

Matthew Boles is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2020. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

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 66 and Series 63 licenses and one year of industry experience. His previous roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Prior to his career in finance, he worked in education at Lake Braddock Secondary School and attended Old Dominion University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

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, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior experience includes roles at Woodbury Financial Services, Cetera Advisors, and First Allied Advisory Services. Ehrman serves as Treasurer for a local homeowners association and owns Ehrman Standard LLC, a holding company. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization strategies and is noted for its scale, complex affiliate network, and recent consolidation activity.

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, holding Series 65 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as work at Allen Bouse Insurance and Financial Services. She also performed secretarial duties for clients at Allen Bouse Insurance and Financial Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

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.