Dallas Senters is a financial advisor at Merrill in Indianapolis, IN, holding a Series 66 designation with 16 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Cain Strack is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and four years of industry experience. His prior roles include ten years at PNC and over a decade at BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Dustin Mendenhall is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He worked at Avantax Planning Partners for eight years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with S.A.M. Investment Group LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a broad range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, supported by proprietary research and third-party model portfolios.

Michael Mcmorris is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been with JPMorgan entities since 2015, including JPMorgan Chase Bank and JPMorgan Securities. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Rachel Hubbard is a financial advisor with Edward Jones in Greenfield, IN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at RBC Capital Markets LLC, Robert W. Baird, and Fifth Third Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Josh Fedorchak is a financial advisor with LPL Enterprise in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at PRUCO Securities, Strack and Van Til, and teaching at Wabash College and local schools. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Derek Disalvo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is a partner at TBDC Lead LLC, a wholesale and distribution business based in Denver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

John Perry is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Morgan Stanley and its related entities since 2009, with prior experience at Merrill from 2001 to 2004. Perry serves on the finance committee of the Indiana Sports Corp, contributing to budget and investment oversight. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and various modeling tools to support client financial goals.

Robert Linden is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 license and bringing 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Anna Mc Cahill is a Series 66 licensed financial advisor with Merrill, based in Zionsville, IN. She has two years of industry experience and has worked with Merrill since 2021. Prior to her current role, she was affiliated with Indiana University and has experience related to community activities including involvement with the Franklin Family Aquatic Center and Franklin Community High School. Merrill, along 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 institutional investors, utilizing both internal and third-party managers.

Richard Hawk is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 63 designation and 32 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisor role, he has a minority interest in a non-variable insurance charter advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

James Holt Jr. is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 63 designation and 43 years of industry experience. He has previously worked at MetLife Securities Inc. for 15 years and has been with Mass Mutual Investors Services since 2017. Holt also operates as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements using firm-approved analysis tools and provides event-driven planning services including divorce and estate settlement planning.

Samuel Wertz is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve those goals. He offers ongoing advice and adjusts strategies as clients' situations evolve. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Samuel received his Bachelor's Degree from Indiana University. His areas of expertise include general investing, retirement planning, and preparing for unexpected financial needs. Samuel is a member of the Phi Kappa Psi Fraternity and is involved in community activities such as Hamilton County 4-H.

Scott Hartman is a financial advisor at Charles Schwab with the ChFC® designation and Series 66 license. He has been with Charles Schwab & Co., Inc. since 2026 and previously worked at Group1001 and State Farm Mutual. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Sadie Harper is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and having 16 years of industry experience. She has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Matthew Noll is a financial advisor at Charles Schwab with 21 years of industry experience. He has been with Charles Schwab since 2005 and holds a Series 66 designation. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Theodore Kruzich is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Cardinal Systems for four years and Judson University for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning in areas such as retirement, tax, estate, and special needs. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

T Phillips IV is a ChFC® credentialed financial advisor with Mass Mutual Investors Services in Indianapolis, IN, bringing 30 years of industry experience. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, Phillips serves as treasurer and coach for the Broad Ripple Haverford Little League and is a board member and co-treasurer for Indy Phoenix FC, a nonprofit supporting local soccer teams. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm delivers planning through annual, collaborative engagements utilizing firm-approved software and offers event-driven planning services including estate settlement and employer-sponsored programs.

Meghan Cady is a financial advisor at OSAIC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at SAGEPOINT FINANCIAL, Creative Planning Strategies, Delaware Life Insurance, OneAmerica Securities, and American United Life. Her other business activities include managing financial services for two DBAs involved in marketing and back-office trade support. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct portfolios across multiple asset classes and supports both discretionary and non-discretionary management.

David Mattick is a financial advisor at Charles Schwab with 20 years of industry experience. He has been with Charles Schwab since 2005 and holds Series 63 and Series 66 licenses. 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 affiliated discretionary SMAs and provides integrated brokerage, custody, and cash-sweep services.