Christopher Brooke is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Merrill since 1991 and has also worked at Bank of America, NA since 2009. Outside of advisory work, he operates a small family farm that grows and sells pumpkins and hay, and he is an author, publisher, and speaker through his sole proprietorship, WealthShift Publishing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jonathan Bostrom is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate strategies, supported by firm-approved planning tools and investment modeling techniques.

Brad Polo is a CFP® professional at Stifel with 13 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent four years at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning.

David Jaicomo is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior firms include RBC Capital Markets, UBS Financial Services, and Noyes Advisors LLC. He has been with J.P. Morgan since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and incorporates ESG eligibility frameworks within a non-discretionary advisory program.

Gregory Heldman is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Cetera and previously worked at Avantax and 1ST Global Advisors. Outside of his advisory work, he serves as president of the Toastmasters Greenwood Woodman Club, focusing on membership growth and education. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager investment approach.

Randolph Davis is a financial advisor with Primerica Advisors in Avon, IN, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1982. Outside of his advisory role, he owns BD Farms LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Larry Mcdonald is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of advising, he has been involved in commercial real estate ownership in Indianapolis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a centralized team in collaboration with the client’s advisor.

Derek Moon is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses. He has 22 years of industry experience, including 21 years with Charles Schwab since 2005. 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 accounts. The firm offers a combination of non-discretionary investment advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Michael Gorin is a CFP® professional with 11 years of industry experience, currently affiliated with Mass Mutual Investors Services in Indianapolis, IN. He has been with Mass Mutual and its subsidiaries since 2014. Outside of his advisory role, he serves as Vice President on the board of the Phi Delta Theta fraternity, contributing to the development of fraternity policies. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements supported by proprietary software and educational seminars.

Edgar Rivera is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Charles Schwab, Rivera worked in retail and staffing sectors and spent multiple years in full-time education. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a blend of non-discretionary advisory services and access to discretionary investment portfolios, supported by a comprehensive operational structure and due diligence resources.

Alicia Smith is a Series 66-credentialed financial advisor with 21 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2009, based in Indianapolis, IN. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Joel Rietveld is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Northwestern Mutual Wealth Management and BOK Financial Securities. He has been with Thrivent Financial and Thrivent Investment Management since 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and business continuation. The firm combines holistic, goal-based analysis with managed-account programs under a consolidated billing option, while maintaining planning and asset management as separate services.

Kevin Chapman is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Citigroup Global Markets from 1999 to 2009 and at Morgan Stanley since 2009, including the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and Corporate Financial Planning agreements.

Mickealin Cassell is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Enterprise in 2024, Cassell worked at J.P. Morgan Securities for 12 years and Chase Investment Services Corp. for 7 years, among other firms. 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 employs a model-driven investment approach, leveraging portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.

Elidia Alvarez Rojas is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Wells Fargo in various roles since 2005. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Michael Gilpatrick is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Capital Client Group, Inc., Capital Group/American Funds Distributors, Inc., Commonwealth Credit Union, Schwans Consumer Brands, and the University of Louisville. Raymond James & Associates 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 and consulting services supported by a broad range of portfolio management styles and affiliated research.

George Garrison is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2000. Outside of his advisory work, he has been involved with Mudsock Brewing Company since 2013 and works as an independent contractor charging electric scooters. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and other managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach with strategic asset allocation and alternative investments.

Samuel Lowe is a financial advisor at Edward Jones in Brownsburg, IN, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked with the American Red Cross and MSD Decatur Township, and he has served in the Indiana Army National Guard since 2002. Outside of advising, he serves on the board of Rock Steady Boxing of Brownsburg, a nonprofit supporting individuals with Parkinson’s disease. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branches.

Janice Cope is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal and third-party managers.

Brian Elliott is an Investment Consultant currently working at Fidelity Investments since 2025. He previously served as an Investment Officer at The National Bank of Indianapolis from 2024 to 2025 and worked as a Financial Advisor at Morgan Stanley from 2020 to 2023. Brian engages closely with clients to understand their financial goals and develop strategies that align with their priorities. He emphasizes partnership in financial planning, providing ongoing guidance to help clients make informed decisions. Outside of his professional work, Brian's interests include family activities, fitness, gardening, golf, outdoor adventures, and traveling.