Tracy Richardson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 30 years of industry experience. Prior to joining LPL Enterprise in 2024, Richardson worked at The Prudential Insurance Co. of America, PRUCO Securities, Valic Financial Advisors, and Lincoln Financial Advisors. Richardson also serves in a fiduciary capacity for the Richardson Family Trust. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Candy Raven is a financial advisor at Merrill with 28 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1996. In addition to her advisory role, she holds an Indiana real estate broker’s license in referral status. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brandon Dean is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan, he spent nine years at Bank of America/Merrill Lynch. Outside of financial services, Brandon has been a passive investor and general partner in a box truck delivery business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Scheele is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2008. He works with families, individuals, and business owners to develop long-term financial strategies combining personalized attention with comprehensive resources. His client focus includes equity compensation services, family wealth management strategies, and tax minimization. Robert holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, Accredited Wealth Management Advisor, and Certified Plan Fiduciary Advisor. He graduated with high distinction from the Indiana University Kelley School of Business. He plays a key role in his community as a Trustee of Newfields, one of the nation's largest museums, where he participates in the executive, finance, and investment committees. Residing in Indianapolis, Robert enjoys spending time outdoors with his family. His personal interests include gardening, golfing, hiking, photography, and traveling. He also contributes significant volunteer service annually and coaches little league.

Steve Eluere is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024 and was a Senior Advice Solutions Representative at Charles Schwab from 2018 to 2023. In his professional practice, Steve emphasizes a partnership approach to financial planning, collaborating closely with clients to develop personalized financial plans aligned with their individual goals and priorities. He focuses on simplifying complex financial concepts and providing tailored guidance to help clients make informed decisions and implement strategies that support their long-term objectives. Clients appreciate his transparency, disciplined process, and commitment to their financial success. Outside of his professional activities, Steve engages in biking, fitness, golf, spending time at the lake, parenthood, and skiing.

Michael Fleming is a financial advisor at Morgan Stanley with 56 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds a Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning, and manages approximately $2.74 trillion in client assets.

Gregory Hutto is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2013, based in Indianapolis, IN. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Gardner is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to his current role beginning in 2019, he worked at Fitness Flooring, Inc. from 2015 to 2019 and has served as a color analyst for Butler men's basketball broadcasts since 2006. He continues to provide commentary for the Butler Radio Network as part of his outside activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses analytic tools and annual collaborative planning to help clients define goals and strategies, with implementation requiring separate brokerage or insurance arrangements.

Nicholas Carter is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. He has been with Mass Mutual Investors Services since 2019 and also works with Mass Mutual Life Insurance Company. Outside of his advisory role, he serves on the boards of a nonprofit organization supporting individuals with special needs and a college fraternity, providing financial and operational advice. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual relationships and event-driven planning services.

Brian Queck is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 65 and Series 63 licenses with 10 years of industry experience. His prior work includes roles at BMO Harris Bank and BMO Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Matthew Derado is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved with a nonprofit organization called The Healing Joy Experience, which raises funds to support fathers of children with life-threatening illnesses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Burton is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2023 before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Daniel Gehle is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2023. Prior to his financial advisory career, he spent 15 years at The Home Depot. Gehle also serves as a board member of LifeWise Academy, an organization focused on educating children about Christian teachings during school hours. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Jeffrey Borgert is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Goelzer Investment Management, Inc. and STiFEL NICOLAUS & CO INC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning, portfolio management, and brokerage services, with an emphasis on manager selection, tax management, and advisory strategies supported by internal research and technology.

Michelle Myers is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2011. Myers also manages an advisory business through Northbound Solutions, LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory insights and delivers these services through a centralized consulting team in partnership with its financial advisors.

Daniel Warnock Jr. is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and spanning 19 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 multi-asset model portfolios and an integrated operational structure.

Cody Young is a financial advisor with Edward Jones in Carmel, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a 7th-grade assistant baseball coach for Westfield Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains a large network of financial advisors across the United States.

John Cate serves as a Wealth Management Advisor and leads the Cate Brunton Luc Group within Merrill Lynch Wealth Management. His team focuses on institutional consulting for defined contribution, defined benefit, and non-qualified deferred compensation plans, as well as designing wealth management strategies for executives, business owners, and high-net-worth families. With over two decades of experience, John directs client initiatives that include investment management, fiduciary best practices, retirement planning services, and wealth preservation. He advises institutional clients by creating tailored fiduciary risk management strategies and works closely with affluent families and senior executives to navigate their wealth complexities. John holds a bachelor's degree from Ball State University, where he captained the football team his senior year, and serves on the Finance Program Advisory Board for the Miller College of Business. He has earned the Certified Investment Management Analyst® (CIMA®) designation, among other professional credentials. John has been nationally recognized in several industry rankings, including Barron's Top 100 Financial Advisors since 2020 and the Financial Times 400 Top Financial Advisers in 2016. His community involvement includes support for Cystic Fibrosis and Habitat for Humanity.

Matthew Trefethen is a financial advisor with Cambridge Investment Research Advisors in Carmel, IN, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2016 and Cambridge Investment Research, Inc. since 2011. Outside of advisory services, he is active as a cellist in a local orchestra. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management via multiple platforms and provides access to third-party advisers and proprietary model strategies.

Andrew Mcatee is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His prior work includes roles at Primerica Financial Services and positions outside finance in education and retail. He is involved in sales of investment-related products as well as part-time referrals of home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies supported by third-party asset managers and custodial platforms.