Matthew Hall is a financial advisor at Stifel in Indianapolis, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Ashland University and Franklin Central High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Niceley is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career as a financial advisor in 1985 and joining Merrill in 2009, he has focused on delivering strategic wealth management services to families, endowments, and foundations. His client expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. Kevin holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ in collaboration with the Wharton School of Business, as well as the Chartered Retirement Planning Counselor™ (CRPC) designation. He earned a Bachelor of Science degree in Finance and Business Administration from Ball State University and is a member of the Investments & Wealth Institute™. Beyond his professional work, Kevin has been active in his community, serving on several boards including the Aspire Mental Health Organization, where he has held the roles of Past President, Audit and Finance Chair, and Capital Campaign Chair. He and his wife, Jenny, reside in Carmel, Indiana, with their three children.

Michael Mccormick is a financial advisor at OSAIC in Indianapolis, IN, holding a Series 66 credential with 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of advising, he serves in leadership and volunteer roles with several nonprofit and community organizations, including as treasurer for religious groups and as an advisory board member for Lilly Unit-Boys and Girls Clubs of Indianapolis. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with a focus on portfolio construction through asset allocation tools and multiple investment platforms.

Brandi Greenleaf Barnes is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2021. Prior to her advisory role, she spent five years with the Crohn's & Colitis Foundation. Barnes is also an author contributing to the VIP Center for Business Women. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, employing diverse portfolio management styles supported by extensive research and a nationwide adviser network.

Michelle Litvan Fordice is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

John Rush is a financial advisor with Charles Schwab in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at JP Morgan Securities and Raymond James & Associates. 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 uses a client relationship model that combines primarily non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Kaylee Smith is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2016 in various roles. Her current position involves working closely with clients to develop financial plans tailored to their individual goals and preferences. She has held several positions at Fidelity Investments, including Planning Consultant, Relationship Manager, Financial Representative, and Financial Associate. Through these roles, she has gained extensive experience in financial planning and client relationship management. Outside of her professional work, Kaylee enjoys attending concerts and traveling.

Bennett Ely is a financial advisor with J.P. Morgan Securities LLC in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Prosperity Advisors and Cooke Financial Group, as well as work with Approachable Investing LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering non-discretionary advisory services supported by in-house manager solutions and due diligence processes.

Erin Frieden is a Series 66 licensed advisor with Ameriprise in Indianapolis, IN, and has eight years of industry experience. She has been with Ameriprise and its related entities since 2014. 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 through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Grant Johnson is a financial advisor with Ameriprise in Lebanon, Indiana, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is employed by TGG Operations, LLC, a franchise advisory business. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jonathan Weed is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and operates B Happy Peanut Butter, a business selling homemade family peanut butter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning tools aligned with firm guidelines.

David Thurman is a financial advisor with LPL Financial, holding a Series 63 designation and with 39 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1992. Thurman is also a notary public, a service he provides without charge in connection with his LPL Financial business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, research, and various investment strategies.

Darcey Keller is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Edelman Financial Engines in Indianapolis, having previously worked at Financial Engines Advisors L.L.C. and OneAmerica. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Joseph Perry is a financial advisor with OSAIC in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Ascension Health, and the Indiana Primary Healthcare Association. Outside of his advisory work, he is a part-owner of Perry Financial Group, where he is involved in insurance sales and tax preparation. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing a range of integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Bradley Graden is a financial advisor with Equitable Advisors in Carmel, IN. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Central Noble Community School Corporation, the Community Foundation of Noble County, and The Campbell & Fetter Bank. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual-registered model that emphasizes program sponsors and endorsed TAMPs.

Kyle Lewis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. Before joining Morgan Stanley, he worked at Uber and CVS Health. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses as part of its financial planning process.

Michael Matchett is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 66, 65, and 63 designations and seven years of industry experience. His prior roles include positions at Financial Enhancement Group, The Just Company, Triad Advisors LLC, and CNO Financial Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

David Granson is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and having 11 years of industry experience. He previously worked with Kestra Advisory, Cornerstone Financial Advisors, and CFD Investments. Outside of his advisory role, he serves on the finance committee of Sacred Heart of Jesus Church in Cicero, Indiana. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

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 63 and Series 66 licenses and has worked at Charles Schwab since 2019. Prior to this, he was employed with Saint Leo University and the Hernando County School District. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of wrap fee, managed-account, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides investment guidance through multi-asset model portfolios and alternative investment options.