Dante Raggio II is a financial advisor at Stifel with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2017, following a 13-year tenure at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group that use forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

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.

Ilya Sedun is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Charles Schwab since 2014. Outside of advisory work, he is involved in real estate investment activities in the Indianapolis area, including serving as a silent partner in property investments and managing bookkeeping for those ventures. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services with a focus on multi-asset model portfolios and integrated operational support.

Cade East is a financial advisor at Cetera with Series 66 and Series 63 licenses and one year of industry experience. He has previously worked at Charles Schwab and Artistry Wealth, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios alongside bespoke strategies.

Noah Hummel is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Schwab in 2022, he worked at Crew Carwash and Sonoco Products Company and attended Purdue University. 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 offers a combination of non-discretionary and discretionary investment management, supported by strategic asset allocation and alternative investment due diligence.

Krystin Sherman is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and previously at Morgan Stanley Private Bank, N.A. from 2016 to 2018. Outside of her advisory role, Sherman serves as the school board president for Montessori Science Academy in New Palestine, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Tyler Merkel is the Resident Director and Wealth Management Advisor at Merrill. He has been with Merrill since 2015, focusing on a relationship-driven approach to wealth management. In his role, Tyler is authorized to manage client portfolios on a discretionary basis, offering services that include a blend of individual stocks and bonds, model portfolios, and carefully selected third-party investment strategies. Tyler holds the Certified Investment Management Analyst® (CIMA®) designation as well as the CERTIFIED FINANCIAL PLANNER® (CFP) certification. He is a graduate of Ball State University, where he earned a bachelor's degree with distinction and competed for four years on the men's golf program. Tyler's areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and portfolio management services, among others. Outside of his professional work, Tyler supports his church and maintains a connection to Ball State University and its men's golf program. He lives just south of Indianapolis with his wife, Tara, and their three children. His personal interests include baseball, basketball, billiards, chess, fishing, football, golfing, running, spending time with his family, and woodworking.

Christopher Brooke is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Merrill since 1991 and also affiliated with Bank of America since 2009. Outside of his advisory work, he operates a small family farm that produces and sells pumpkins and hay, and he owns WealthShift Publishing, where he authors and publishes investment-related content. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jonathan Callaway is a financial advisor with Robert W. Baird & Co. in Indianapolis, Indiana, holding a Series 63 designation and bringing 30 years of industry experience. Before joining Baird in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2018. Outside of his advisory role, he owns a parcel delivery service, CC Express, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations by providing tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Jonathan Bostrom is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate strategies, supported by firm-approved planning tools and investment modeling techniques.

James Evans is a financial advisor with Raymond James & Associates in Greenwood, IN, holding Series 63 and Series 65 credentials. He has 29 years of industry experience, including 27 years at Raymond James & Associates and over 30 years at Roney & Co. 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.

Brad Polo is a CFP®-credentialed financial advisor with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Jaicomo is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes roles at JP Morgan Chase Bank, Wolfrum and Company, Huntleigh Securities Corporation, and Noyes Advisors LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Gregory Heldman is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Cetera and previously worked at Avantax and 1ST Global Advisors. Outside of his advisory work, he serves as president of the Toastmasters Greenwood Woodman Club, focusing on membership growth and education. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager investment approach.

Randolph Davis is a financial advisor with Primerica Advisors in Avon, IN, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1982. Outside of his advisory role, he owns BD Farms LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Larry Mcdonald is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and 43 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside his advisory work, he is involved in commercial real estate ownership in Indianapolis. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes written recommendations and annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Sarah Barnhart is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Barnes & Noble for eight years and Indiana University Purdue University Indianapolis for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Aaron Austin is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise, The Prudential Insurance Company of America, Charles Schwab, and Austin Financial Strategies. He is also an associate financial advisor involved in trading and research at Khepri Partners LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services like business-owner transition planning and divorce planning. The firm combines advisory services with multiple financial product offerings and referral channels.

Michael Coffman is a financial advisor with OSAIC in Greenwood, Indiana, holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including 14 years at SagePoint Financial, Inc. and ongoing involvement with AIG American General Life Insurance Company. Outside of advisory work, he owns and operates an independent insurance sales sole proprietorship. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing advanced asset-allocation tools and access to third-party money managers.

Derek Moon is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2005. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary advisory options, utilizing multi-asset model portfolios and alternative investments, supported by a large-scale, integrated operational structure.