Montgomery Meeks is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2016, preceded by roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Meeks is also the owner of Helpss Realty LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and allocation methodologies.

Greg Blunk is a financial advisor with OSAIC, holding Series 63, Series 65, and Series 66 designations and 26 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously at Signator Investors. Blunk is also a founding partner of Blunk Financial Group, a registered securities business that offers fixed life insurance and annuity sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, offering a range of advisory programs and third-party manager options.

Chase Alexander is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses. Prior to Schwab, he worked in various roles including positions at Dicks Sporting Goods and Sherwin Williams. 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 supported by comprehensive research and alternative investment options.

Corey Goers is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at J.P. Morgan Securities and The Prudential Insurance Company of America. He is based in Indianapolis, IN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Matthew Bosler is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation. He joined Edward Jones in 2026 after 13 years with 3M Company. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Don Shuck is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies that align with their long-term goals. He emphasizes the importance of understanding each client's complete financial picture and offers access to investment insights from Merrill, along with banking and lending solutions through Bank of America. Don holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He completed his high school education at NCHS. In addition to his advisory work, Don is actively involved in his community, dedicating time to volunteer with local organizations.

Michael Mullen is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 63 designation and bringing 39 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, continuing currently with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process that incorporates various analytical tools and offers investment and planning solutions across a wide set of retail and institutional products.

Lucie Lortz is a CFP® and Series 66-certified financial advisor at Charles Schwab with seven years of industry experience. Her prior professional background includes roles at Edward Jones and various companies outside finance, including Lhp Engineering Solutions and Ann Taylor Inc. In addition to her advisory work, she has been involved in personal shopping and grocery delivery through Instacart. Charles Schwab & Co., Inc. provides integrated investment advisory, brokerage, and custody services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational platform.

Hunter Holliday is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018. Prior to that, he was employed at Cash American Pawn and spent four years at the University of Indianapolis. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Kim Stevenson is a financial advisor at Edward Jones with 28 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of her advisory role, she is a certified pickleball coach based in Indianapolis, IN. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.

Andrew Huck is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2006, with a brief tenure at optionsXpress, Inc. in 2017. 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 provides a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Jeffrey Ritter is a financial advisor with OSAIC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He worked at Signator Investors, Inc. for 29 years before joining OSAIC in 2018. Ritter also operates Foresight Financial Management, LLC, which conducts investment and insurance business. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and private-equity ownership.

William Miller is a CFP® professional with seven years of experience in the financial industry. He is currently with Wells Fargo Clearing, having previously worked at Facet, Stifel Nicolaus & Co Inc, JPMorgan Chase Bank, JP Morgan Securities, and Charles Schwab. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Brian Jacobson is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2017, following eight years at City Securities Corporation. Jacobson serves as a managing partner in family investment partnerships alongside his father and brother. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services such as financial planning and third-party adviser recommendations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Ilya Sedun is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Charles Schwab since 2014. Outside of advisory work, he is involved in real estate investment activities in the Indianapolis area, including serving as a silent partner in property investments and managing bookkeeping for those ventures. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services with a focus on multi-asset model portfolios and integrated operational support.

Jessica Watson is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and the Putnam County Health Department for four years. Outside of her advisory role, she works as a travel agent helping clients book trips and serves as a substitute teacher and bus driver for the Greencastle School Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s services include a broad range of planning topics and offer clients the option to combine planning with managed-account programs under a consolidated billing structure.

Noah Hummel is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Schwab in 2022, he worked at Crew Carwash and Sonoco Products Company and attended Purdue University. Charles Schwab 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 and discretionary investment management, supported by strategic asset allocation and alternative investment due diligence.

Krystin Sherman is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and previously at Morgan Stanley Private Bank, N.A. from 2016 to 2018. Outside of her advisory role, Sherman serves as the school board president for Montessori Science Academy in New Palestine, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Ian Mccormick is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he serves as both a branch manager and financial advisor. He began his career in financial services in 2011 and joined Merrill Lynch in 2019. Ian holds a Bachelor's degree from Indiana University and has earned the Accredited Asset Management Specialist™ designation, the CERTIFIED FINANCIAL PLANNER® certification, and the Personal Investment Advisor (PIA) credential. In his role, Ian provides comprehensive wealth management services that extend beyond investment planning to include banking, borrowing, liability management, risk management, and trust and estate planning. He emphasizes understanding clients' needs and personal goals in order to develop tailored financial strategies. His client focus areas include college education planning, family wealth management, legacy planning, LGBT wealth planning, personal retirement planning, socially responsible investing, women and wealth, tax minimization, and retirement income. Ian resides in Fort Wayne, Indiana, with his wife and two daughters. He is actively involved in his community, serving as an officer of Sol D Bayless Lodge #359 F.&A.M. and participating in the Rotary Club of Fort Wayne and Plymouth Congregational Church.

Tyler Merkel is the Resident Director and Wealth Management Advisor at Merrill. He has been with Merrill since 2015, focusing on a relationship-driven approach to wealth management. In his role, Tyler is authorized to manage client portfolios on a discretionary basis, offering services that include a blend of individual stocks and bonds, model portfolios, and carefully selected third-party investment strategies. Tyler holds the Certified Investment Management Analyst® (CIMA®) designation as well as the CERTIFIED FINANCIAL PLANNER® (CFP) certification. He is a graduate of Ball State University, where he earned a bachelor's degree with distinction and competed for four years on the men's golf program. Tyler's areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and portfolio management services, among others. Outside of his professional work, Tyler supports his church and maintains a connection to Ball State University and its men's golf program. He lives just south of Indianapolis with his wife, Tara, and their three children. His personal interests include baseball, basketball, billiards, chess, fishing, football, golfing, running, spending time with his family, and woodworking.