Timothy Mauntel is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to his current role, he served nine years with the Department of Defense. He is also an alternate member of the Greencastle Board of Zoning Appeals. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts and educational seminars.

Andrea Whitican is a CFP® professional with 20 years of industry experience, currently working at Mass Mutual Investors Services since 2017. She previously worked at METLIFE Securities Inc from 2009 to 2017 and has also been an agent licensed to sell life, health, and property & casualty insurance since 2016. Andrea is based in Indianapolis, IN. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning relationships using firm-approved analytical tools and offers specialized event-driven planning programs alongside its investment advisory services.

Mikel Kamphues is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. for sixteen years. Outside of his advisory role, he is an owner and partner of Northern Indiana Property, a real estate LLC. J.P. Morgan Securities 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jay Gagne is a financial advisor at Raymond James Financial Services Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Outside of his advisory work, he manages multiple rental real estate properties and is involved in lending personal bridge loans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and supports a broad network of advisors with services that include municipal and public finance advisory capabilities.

Michael Goelz is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market simulations.

Sarah Eder is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 65 and Series 66 designations and has been with Raymond James since 2015. Outside of her advisory role, she manages a private residence used for short-term rentals through platforms like Airbnb and VRBO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, drawing on a variety of portfolio management styles and affiliated research.

Todd Guthrie is a CFP® professional with 29 years of experience in the financial services industry. He has been with LPL Financial and its predecessor firms since 2006 and previously worked at Signator Investors, Inc. for five years. Guthrie is also involved in selling fixed annuities and insurance products occasionally through outside brokerage arrangements. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research assistance.

James Roederer is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He serves on the Investment Committee for the Central Indiana Community Foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and the use of advanced planning tools such as Monte Carlo simulations, with a focus on advisory services rather than individual security recommendations.

Kristen Lyons is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2023, she was involved with Greenwood Christian School and Inspire Dance Co. outside of her financial career. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Adam Allen is a financial advisor with Raymond James Financial in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James Financial since 2009 and also serves as a financial advisor at First Financial Bank and Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to support diverse client needs and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Chinedu Ufio is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Deutsche Bank, Ernst & Young, the State of Indiana, and Indiana University’s Kelley School of Business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Amy Blumer is a financial advisor with Edward Jones in Indianapolis, IN. She holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 15 years at Edward Jones. 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 solutions, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Alexander Haboush III is a CFP® with 30 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Co. since 1996. Outside of his advisory work, he is involved as a partner in an investment partnership that allows diversification of retirement accounts into real estate holdings. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk-based portfolio construction with access to various investment vehicles and third-party money managers.

William Fuentes Torres is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, personal retirement planning, and retirement income. In his role, he focuses on connecting clients to tailored plans that align with their unique ambitions, helping them pursue personal goals such as funding education, securing retirement lifestyles, and managing long-term family objectives. William brings a bilingual approach to his practice, fluent in both English and Spanish, which enables him to support the local Hispanic community with financial and retirement guidance. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). William completed his high school education at Carmen Belen Veiga. Outside of his professional work, William enjoys spending time with his wife Marian and their two children. His personal interests include cooking, exploring different cultures and their cuisines, basketball, adventure sports, hiking, scuba diving, and engaging in discussions on history, military, and economics.

Theodore Burgoon is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He is based in Brownsburg, IN. Outside of his advisory role, he and his wife manage an Airbnb property through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory and investment solutions supported by a nationwide network of financial advisors and branches.

Ronald Mencias is a Wealth Management Advisor and Managing Director of the Payne & Mencias Group at Merrill Lynch Wealth Management. He has worked at Merrill for over 20 years and is a born and raised Indiana native. Ronald provides financial advisory services focusing on areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a bachelor's degree in accounting from the University of Notre Dame and an MBA in Finance from Butler University. Ronald holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® designation. He has been recognized multiple times, including rankings on Forbes' "Best-in-State Wealth Management Teams" list from 2023 to 2026, Forbes' "Best-in-State Wealth Advisors" list from 2018 to 2025, Forbes' "America's Top Wealth Management Teams High Net Worth" list from 2022 to 2025, Barron's "Top 1,200 Financial Advisors" for sixteen consecutive years from 2010 through 2025, and On Wall Street's "Top 40 Advisors Under 40" listing in 2013, 2014, and 2015. Ronald resides in Carmel, Indiana, with his wife and two children. His personal interests include spending time with his family, tennis, traveling, and yoga.

Thomas Welch is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for seven years. Outside of his advisory role, he serves on the endowment committee of North United Methodist Church and is active as a freelance singer. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling.

Ross Perkins is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Ameriprise in 2020. Outside of his advisory role, Perkins owns and manages a manufactured home community and farmland intended for development as a land lease community. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Douglas Ehlen is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Cetera and has previously worked at Avantax and 1ST Global Advisors. He is also a principal at Ehlen Heldman & Company, which focuses on tax, accounting, and wealth services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures.

Bryson Wittler is a Series 66-registered financial advisor at Robert W. Baird & Co. in Indianapolis, with one year of industry experience. His prior work includes roles in diverse sectors such as brewing, music, and event management. Baird’s Private Wealth Management team serves individuals, corporate clients, pensions, and charitable organizations, providing services like financial planning, portfolio management, and custody. The firm employs a combination of manager-traded and model-traded strategies, supported by internal research and advanced tools, and reported approximately $394 billion in regulatory assets under management as of the end of 2025.