Anthony Jones is a financial advisor with Schwab Wealth Advisory in Indianapolis, IN, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Charles Schwab since 2018 and joined Schwab Wealth Advisory in 2021. Outside of his advisory role, Jones owns TOJO Leather, a small business designing and selling personal leather goods. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients making final trading decisions.

Zachary Quante is a financial advisor with Focus Partners Wealth, LLC in Indianapolis, IN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Spectrum Wealth Management for two years and was a full-time student for eight years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis, and offering a broad range of investment and wealth management services.

Eric Giddings is a CFP® professional affiliated with Focus Partners Wealth, LLC, based in Indianapolis, IN. He has one year of industry experience and previously worked at Padgett Business Advisors, Seber Tans PLC, Trifound, and Plante Moran. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis, offering a broad range of wealth management and advisory services.

Bernard Reed is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding Series 63, Series 65, and Series 66 licenses, and has four years of industry experience. Prior to joining Sanctuary Advisors, he worked at Regions Wealth Management, Key Wealth Management, and in a management role from 2018 to 2025. He is the founder and chairman of the board of Fortis Transition Partners, a buy-side intermediary firm that identifies business acquisition opportunities for private equity buyers. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management options and employs various analytical approaches, acting as a fiduciary when a written advisory agreement is in place.

Matthew Boles is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Indianapolis, IN since 2020. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Jarret Wandrei. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge fees directly to clients, with discretionary management typically handled by affiliated or third-party money managers.

Jason Towe is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Fidelity Investments, Robinhood Financial, and Charles Schwab & Co., Inc. Outside of finance, he hosts Hambones Trivia, an entertainment event in Indianapolis. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based and options overlays, with discretionary and non-discretionary management, and is noted for its private ownership structure and specialized divisions such as its Airline division.

Drew Schmitz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2021, as well as involvement in e-commerce operations with a family company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

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, Inc. in Carmel, Indiana, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Prior to joining Osaic in 2024, he worked at firms including Woodbury Financial Services and First Allied Advisory Services. Ehrman serves as treasurer for a local homeowners association and owns Ehrman Standard LLC, a holding company. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various portfolio construction tools and supports both discretionary and non-discretionary account management.

Jennifer Di Candido is a Series 66-licensed financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, she worked at Macy’s and held various roles including positions at Indiana University and Nutek Aerospace Corp. 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 through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Stephanie Shaw is a CFP® professional 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 member of the Board of Directors for the Indianapolis Opera and is also on the Finance Committee of the Indianapolis Symphonic Choir. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory and brokerage services including financial planning, retirement consulting, and diversified investment programs supported by internal and third-party research.

Amanda Schreeg is a financial advisor with Edward Jones in Fishers, Indiana, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at NextGear Capital, First Business Bank, and Scout & Cellar, where she also served as a wine consultant. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Chad Hauskins is a Series 66-credentialed financial advisor with Edward Jones in Plainfield, Indiana, where he has worked since 2007, totaling 18 years of industry experience. He serves as a trustee on the board of the Plainfield-Guilford Township Public Library, contributing to the library's budget, committees, and general operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large nationwide network of advisors and branches and offers services under a fiduciary standard.

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.