Daniel Hesch is a financial advisor at Wells Fargo Advisors in Carmel, Indiana, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing from 2022 to 2025 and Fidelity Brokerage Services LLC from 2020 to 2021, among other roles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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 and sports & entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.

Andrew Eaton is a financial advisor with Primerica Advisors in Indianapolis, Indiana, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with Primerica Advisors since 2008 and Primerica Financial Services since 2006. Outside of his advisory role, Eaton works as a self-employed mascot performer and also drives for Lyft. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, corporate, and charitable clients. The firm delivers advisory services through model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Jacob Liggett is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Charles Schwab since 2023, with prior work experience spanning various industries including dining services and corporate roles. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Ella Ohrvall is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and beginning her industry career in 2026. Her prior experience includes roles at JPMorgan Chase Bank, First Internet Bank, Heritage Environmental Services, and entrepreneurial involvement with Pizzology Restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process incorporates centralized due diligence, combining quantitative and qualitative research to build model asset allocations, and includes broader derivatives and commodities capabilities.

Jason Miller is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior roles include a position at LPL Financial and work outside the financial sector at Kilroy's on Kirkwood. He also has experience working in educational settings and hospitality. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Bradley Butler is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Merrill and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Walter Schaefer Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2005 and with West Point Financial Group since 2002. Outside of his advisory role, he serves as an assistant coach for the Westfield High School girls lacrosse team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative planning engagements that utilize firm-approved software to analyze client goals and deliver tailored recommendations.

William D Amore is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Charles Schwab, he worked in education and held various other roles including at Gaston Country Club and Subway. 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 and discretionary investment options, supported by centralized custody and operational infrastructure.

Joseph Strack is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and 20 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, supported by advisor-facing technological tools and a broad network of over 22,800 advisors.

Robert Taylor is a CFP® professional with over 44 years of experience in the financial industry. He joined OSAIC in 2024 after 18 years at Woodbury Financial Services and has previous experience with PRUCO Securities and Equitable Advisors. Taylor manages his OSAIC business through a branch operation in Fishers, Indiana. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a variety of advisory and brokerage services.

Dirk Kuehler is a CFP® professional with eight years of experience at Mass Mutual Investors Services, operating in Indianapolis, IN. He has worked with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2018 and previously spent two years at Southern Illinois University. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Kristin Popovic is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Inc., Morgan Stanley, and Merrill. Raymond James & Associates is a large brokerage and investment advisory firm managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services through various advisory programs.

Anne Happe is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Morgan Stanley since 2009, with a brief tenure at UBS Financial Services Inc. from 2019 to 2020. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and outcome modeling.

Michael Stewart is a CFP® professional with 26 years of industry experience. He has worked at Merrill for 22 years before joining Wells Fargo Clearing, where he is currently based in Indianapolis, IN. Outside of his financial advisory role, he co-owns and manages a small fruit orchard through Stewart Farm Holdings, LLC. 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 offers a wide range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Carla Kavanaugh is a financial advisor with Morgan Stanley Smith Barney in Indianapolis, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating tools such as Monte Carlo simulations and Secular Return Estimates to support client outcomes.

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.