Mary Smith is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2014, following prior roles at Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and Stifel Nicolaus. Merrill, along 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 using model-based and discretionary investment strategies managed by internal CIO teams and third-party style managers.

Benjamin Godden is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. He has held various roles including positions at Davenport University and Shepherd Financial, and is also involved in advisory work through Jung Consulting LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written retirement income recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Gregg Goodrich is a financial advisor with Charles Schwab in Carmel, Indiana, holding Series 63 and Series 66 designations and 13 years of industry experience. His career includes roles at Scottrade and TD Ameritrade before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm’s integrated structure supports a large client base with centralized supervisory and custody services.

Edmon Rowell III is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he works as a freelance musician. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Clayton Haisley is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously spent 10 years at Charles Schwab before joining Wells Fargo in 2025. Outside of his advisory role, he serves as an arbitrator in Washington, DC, and is the vice-president of a homeowners association in Richmond, IN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Austin Bunch is a Financial Consultant at Fidelity Investments, where he focuses on providing a holistic planning experience for clients. He emphasizes risk-adjusted return, goal-based investing, and tax-efficient investing in his approach. Austin works closely with clients to understand their goals and concerns, developing engagement strategies tailored to their unique planning needs. His professional experience includes roles as a Planning Consultant at Fidelity Investments from 2021 to 2022 and various positions at Charles Schwab, including Associate Private Client Advisor in 2021, Associate Financial Consultant from 2019 to 2021, and Stock Broker from 2018 to 2019. Outside of his professional work, Austin's personal interests include hiking, movies, parenthood, pets, and running.

Jose Fourquet is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory role, he serves as an advisory board member for Packfiles, a technology company based in Tampa Bay, and is on the board of directors for Tampa Bay Wave, a business accelerator. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Low is a financial advisor with LPL Financial in Greenfield, Indiana, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Money Concepts Capital Corp for eight years before joining LPL Financial in 2019. Outside of his advisory role, Low is associated with Forty Financial, an investment-related business in Greenfield. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and access to diverse investment strategies.

Christopher Ulsomer is a financial advisor at Charles Schwab with 28 years of industry experience. His tenure at Schwab includes roles at Charles Schwab & Co., Inc. since 1997, Schwab Private Client Investment Advisory from 2016 to 2022, and Charles Schwab Bank, SSB since 2022. He holds the Series 63 and Series 66 credentials and is based in Indianapolis, IN. 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 management, supported by a multi-asset model portfolio approach and a formal alternative investment due diligence process.

Jason Rudder is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He focuses on building long-term relationships with clients to provide financial planning tailored to their unique goals and life stories. His approach emphasizes trust, clear communication, and consistency to help clients make informed financial decisions. Jason has experience in various roles within the financial services industry. Prior to his current role, he worked as a Workplace Financial Consultant at Fidelity Investments from 2021 to 2026. He also served as an Investment Advisor Representative at Regal Investment Advisors in 2020 and as a Registered Representative at Western Southern Life Insurance from 2019 to 2020. His personal interests include comedy, social events with friends, parenthood, sailing, and swimming.

David Tidd is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2012 and at JPMorgan Chase Bank, NA since 2007, following an earlier role at Ameriprise from 2004 to 2007. He holds the Series 66 designation. 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 non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

John Panetta is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored advice.

Ulrich Koenig is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Raymond James for 17 years and spent 10 years at Citigroup Global Markets prior to that. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Malia Watkins is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019. Prior to that, she was employed at Arazu on Main and the University of Evansville. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients with consulting and portfolio services tailored to client goals and risk tolerances.

Campbell Cross is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Discount Tire and Pendleton Heights Schools. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tiphani Jansing is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2013 and at Charles Schwab Bank, SSB since 2021. 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 a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational services.

Paul Daniels is a Series 66-licensed financial advisor with Morgan Stanley in Indianapolis, IN, bringing 23 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves individual and institutional clients, providing a broad range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Benjamin Vangundy is a financial advisor with LPL Enterprise holding a Series 66 license and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Walgreens and Frontier Communications among other varied roles. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

John Ohnemus is a financial advisor with Wells Fargo Clearing in Indianapolis, IN. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at US Tech Solutions and a period of self-employment. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Lawrence Turow is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and MSI Financial Services, Inc. He serves on the Board of Directors and as Treasurer for the Jewish Federation of Greater Indianapolis and is involved in business consulting and financial planning through outside roles. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides customized retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary process.