Cheri Moschell is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She has previously worked at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley Dw Inc. She holds a Series 63 designation and is based in Indianapolis, IN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Joshua Vela is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. He worked at Milhaus from 2013 to 2019 before joining Ameriprise, where he has been since 2019. Outside of his advisory role, he is involved with Highfield Enterprises, LLC, a financial advising practice entity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and works through a collaborative, non-discretionary implementation process.

Jeffrey Hodges is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and with 23 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written plans and ongoing advice focused on reliable income and tax-aware withdrawal strategies for those nearing or in retirement.

Bryan Greene is a financial advisor at Edward Jones in Avon, Indiana, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked for Republic Airways from 2015 to 2025. 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 and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Bricker is a financial advisor at Charles Schwab with 29 years of industry experience. He has been with Charles Schwab since 2005 and held a self-employed advisory role from 2005 to 2017. He holds Series 63 and Series 66 licenses. 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 both non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and alternative investment due diligence.

Nathan Bubash is a CFP® and holds a Series 66 license, working with Charles Schwab since 2017 and with eight years of industry experience. Prior to his current role, he was affiliated with Indiana Wesleyan University from 2013 to 2017. He is based in Indianapolis, IN. Charles Schwab & Co., Inc. serves a large client base including 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 client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios, strategic asset allocation, and alternative investment due diligence in its investment approach.

Michael Boling is a financial advisor at Ameriprise Financial Services with 10 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Ameriprise since 2016. Outside of his advisory work, he is involved with Northbound Solutions LLC as a wealth manager. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Amy Elam is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Charles Schwab since 2006. Outside of her advisory role, she serves as a board member for Tri-West Dollars for Scholars, a nonprofit organization supporting scholarship fundraising efforts. 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 utilizes a client relationship model that combines primarily non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Kelley Werner is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She previously worked at Morgan Stanley in various capacities from 2001 to 2011 before joining Merrill in 2011. Outside of her advisory role, she serves as Chief Operating Officer for a family-owned IT consulting and retail business specializing in coffee and tea supplies, and also owns a small handmade crafts business. 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 a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carson Mccaw is a Wealth Management Advisor with Merrill Lynch Wealth Management. He offers a comprehensive approach to wealth management that starts with understanding each client’s unique financial situation and priorities. Carson helps clients create customized strategies tailored to their needs and adaptable to changing market conditions. He leverages investment insights from Merrill and banking services from Bank of America to address various aspects of clients’ financial lives. With expertise spanning college education planning, family wealth management, legacy planning, liquidity management, portfolio management, tax minimization, and retirement income, Carson is committed to guiding clients through important financial decisions. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Carson earned his bachelor's degree from the University of Indianapolis. Outside of his professional role, Carson is a father of three and enjoys spending time with his family. He has a passion for basketball, football, and golfing, and he coaches his children’s sports teams. Carson emphasizes building strong relationships with clients grounded in accessibility, knowledge, and experience.

Amy Sullivan is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Merrill from 2011 to 2020 before joining Morgan Stanley Smith Barney LLC, where she has been employed since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning services that use firm-approved tools and models to support client decision-making.

Nicole Wesley is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Morgan Stanley Smith Barney LLC in 2026. Outside of her advisory role, she operates a photography business and works as a direct sales consultant for a skincare company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Lori Westerfield is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and over 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to evaluate investment options within custodial platforms.

Curtis Mallery is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs and strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Lyman Bond is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Equity Group, LLC. Outside of his advisory work, he is involved in a family farming business, contributing approximately 10 hours per month. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

John Broughton is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various Wells Fargo entities since 2008 and previously at Fifth Third Securities. Outside of his advisory role, he is a part-owner of a rental property in Winter Park, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, utilizing proprietary research and planning tools, with a focus on tailored recommendations and integrated financial solutions.

Maureen Damer is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Prudential Equity Group, LLC. Outside of her advisory role, she consults with Servier, a healthcare company, on her family’s involvement with the organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services.

Jacob Miller is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Charles Schwab, he worked in various roles at companies including RNR Tire Express and State Farm. 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 separately managed accounts and offers multi-asset model portfolios alongside alternative investments screening.

Gary Moss is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2002. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Balchik is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including four years at Signator Investors, Inc., before joining LPL Financial in 2012. He is also associated with Balchik & Associates in Carmel, IN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.