William Bush is a financial advisor at Charles Schwab with 29 years of industry experience. He has been with Charles Schwab since 1996 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he serves as the Music Minister at White Rock Fellowship Church in Noblesville, IN. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers comprehensive custody, brokerage, and cash-sweep services.

Lee Sells is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Charles Schwab in 2019, he worked in education with roles at Saint Leo University and the Hernando County School District. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary guidance and access to discretionary separately managed accounts. The firm combines brokerage, custody, and advisory services within a large, integrated structure.

Mackenzie Tice is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, Tice held roles at Adesa, Metal Exteriors, Boiler Financial Track, Torrid, and Purdue University. Tice also manages an advisory business through TGG Operations LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and social security claiming options.

Dustin Dake is a CFP® with 19 years of industry experience and currently serves as a financial advisor at Edward Jones in Carmel, Indiana. He has worked at Edward Jones since 2016 and previously held positions at PRUCO Securities, LLC and Equitable Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Tyler Wolfe is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Edward Jones and a period of self-employment before joining Charles Schwab in 2017. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 along with centralized custody and operational services.

Kyle Schau is a CFP®-designated financial advisor with LPL Financial, based in Carmel, Indiana, with 12 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he has administrative duties with LHD Benefits related to retirement plan services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage offerings.

John Kennedy Jr. is a financial advisor at Stifel with 45 years of industry experience. He has held positions at Stifel since 2017 and previously worked for City Securities Corporation for 36 years. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses, with clients retaining discretion over implementation.

Curtis Mc Clure is a financial advisor with Edward Jones in Greenwood, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which have been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Paloma Aguayo is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at several firms, including FHLBI, Cooke Financial Group, Charles Schwab, Bank of America, Merrill, and previously held a position at Indiana University East. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Joshua Corrie is a financial advisor with Charles Schwab in Indianapolis, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Schwab in 2019, he worked at Cunningham Agency, FFL Mile High, LA Fitness, and Target. Outside of financial advising, he is the CEO and founder of Break The System LLC, a retail business focused on sales, branding, social media content, marketing, and shipping. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence from its Financial Research center.

Thomas Davis is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Stifel in 2017, he worked at City Securities Corporation for 19 years. Outside of his advisory role, he is president and owner of Davis Minerals Inc., a company that leases mineral interests to oil and gas exploration firms. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Shaina Keck is a financial advisor with LPL Enterprise LLC in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Stonecrest Group. Outside of finance, she bartends at Nigh Brew Pub. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Scott Kellar is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Charles Schwab since 2019 and previously held roles at Boomers Fireworks, Ollies Bargain Outlet, and Toys R Us. 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a multi-asset model portfolio approach supported by its in-house research and alternative investments program.

Nicholas Rohrer is a CFP®-designated financial advisor with Edward Jones, based in Indianapolis, IN. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Travis Gilliam is a financial advisor with LPL Financial in Greenwood, IN, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at PNC, Crowe Wealth Management, Merrill, and Natcity Investments. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and extensive non-advisory financial activities.

Rebecca Moncivaez is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2002 and at Bank of America, N.A. since 2019. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Brunette is a financial advisor with Cetera, holding the CFP® and ChFC® designations and bringing 50 years of industry experience. His career includes roles at First Allied Advisory Services, First Allied Securities, and leading his own firm, Brunette & Associates. Outside of advisory work, he is involved in educational ventures such as operating a Mathnasium franchise. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports advisors with a range of program structures and investment models, managing over $256 billion in assets across more than 10,000 advisors.

Andres Nunez is a financial advisor with Charles Schwab, holding Series 63 and 65 licenses and three years of industry experience. He has been with Charles Schwab & Co., Inc. since 2018 and previously worked at Sherwin-Williams and Indiana University. 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 relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Bradley Hulse is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he serves as a trustee involved in property management activities. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and investment strategies.

Makenzie Brown is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and five years of industry experience. Her background includes roles at Charles Schwab & Co., Inc. and independent contractor positions. Outside of her advisory work, she writes and teaches choreography for the North Clay Middle School Cadet Corps. 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 models with access to affiliated discretionary separately managed accounts, providing a multi-asset investment approach supported by centralized custody and operational infrastructure.