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.

Mary Bell is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, following five years at Elements Financial. Outside of her advisory role, she authors a weekly personal blog about her experiences as a Christian. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor network and comprehensive services, including discretionary and non-discretionary strategies as well as affiliated trust and lending options.

Maddox Krocker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and based in Indianapolis, IN. His career includes roles at Cetera Advisors LLC and Artistic Strategies, alongside experience with Northwestern Mutual Wealth Management Company and Randall Lehman. Prior to entering financial services, he had involvement in education and pest management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management and access to a variety of program options and third-party managers.

Brett Rogers is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Charles Schwab since 2010. 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 advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

James Willbrand is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Pacific Investment Management Company LLC and PIMCO Investments LLC for 14 years. He is a silent partner and investor in a bar/restaurant establishment and a firearms-related LLC that holds patents for magazines and gun sights. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Trevor Waite is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Prudential Financial and Streamline Books. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services supported by a platform that integrates adviser programs with a range of financial products.

Douglas Mac Kay is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2018. Prior to that, he was employed at Lincoln College of Technology for one year. 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 discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by in-house research and centralized operational infrastructure.

Laura Ehlen is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 license and has worked at several firms, including Avantax Investment Services and EHC Wealth Advisors LLC. Outside of advising, she operates Laura E. Ehlen Fitness, where she educates clients on nutrition, activity, and mental coaching to support healthier lifestyles. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Samantha King is a financial advisor at Stifel with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Fifth Third Securities and Wells Fargo Advisors. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning analyses.

Brian Linder is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2017 and previously spent eight years with Bank of America. He is based in Greenwood, IN. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Lawrence Moran III is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over three decades. In addition to advisory work, Moran is involved in the sale and service of property, casualty, and health insurance through independent agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management, combining adviser programs with insurance product sales through its affiliated entities.

Teresa Maxwell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored investment strategies and acting as an ERISA fiduciary.