Trisha Arensman serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings decades of experience as a financial advisor, accountant, consultant, and 401(k) provider to her role, applying a distinct skillset developed through her professional background and family influences. Trisha is committed to serving the best interests of her clients, including families, business owners, and their employees. Her areas of expertise include divorce transition planning, family wealth management strategies, and portfolio management services. Trisha focuses on crafting customized financial plans by working closely with clients to understand their unique goals and priorities. She draws upon her industry knowledge and insights to identify gaps in clients’ financial pictures and to offer strategies aligned with their aspirations. Trisha holds a Bachelor’s degree from Miami University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, she enjoys boating, fishing, golfing, singing, spending time with her family, playing table tennis, traveling, and watching movies.

Noah Kramer is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and five years of industry experience. His work history includes multiple roles at Charles Schwab since 2019 and previous positions at IUPUI and River West Property. Charles Schwab serves a large client base, 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 guidance, leveraging multi-asset model portfolios and due diligence on alternative investments, supported by a distinctive integrated operational structure.

Charles Schiaffo is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Charles Schwab since 2015. 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-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Loretta Odle is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2009. Located in Indianapolis, IN, her career has been focused within this firm for the past 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and customized financial planning using structured processes and advanced modeling tools.

Karl Marko is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2016. Based in Indianapolis, IN, his practice is part of a large institutional firm known for serving high- and ultra-high-net-worth clients. Charles Schwab & Co., Inc. offers wealth advisory services primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationship models with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Corey Schrader is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors. He is based in Indianapolis, IN. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance services through affiliated entities.

Cally Seefeldt is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Tyler Maddox is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Raymond James in 2026, he spent 12 years at UBS Financial Services. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jeffrey Grund is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with LPL Financial since 2001. In addition to his advisory role, he is involved in the sales of non-variable insurance products, including individual health insurance, long-term care, and life insurance policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Sweet is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with Cetera and its related entities since 2011 and has been based in Noblesville, IN. Cetera Investment Advisers LLC is an SEC-registered adviser serving 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 large national network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party managers.

Corey Yost is a financial advisor with LPL Financial in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with LPL Financial since 2020 and previously held roles at Republic Services and managed his own independent business ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Wert is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on building long-term financial advisory relationships tailored to the unique needs of each client. His approach incorporates a range of financial and investment services such as retirement planning, estate planning, college education planning, investment portfolio management, and creative liability strategies. Michael employs a systematic investment methodology aligned with clients' goals and risk tolerance to deliver consistent value. Before joining Merrill Lynch, Michael spent 23 years as an Operations Manager at UPS, where he gained experience in maintaining consistent processes. He earned a Bachelor's Degree in Business Information Systems with honors from Indiana Wesleyan University in Marion, Indiana. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael resides in Westfield, Indiana with his wife Kim and their two children, Makenzie and Tyler. His personal interests include football, golfing, music, scuba diving, soccer, and traveling.

Michael Durr is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022, following five years at Government Employees Insurance and one year at FedEx Express. Based in Indianapolis, IN, Durr’s background spans both financial services and corporate sectors. 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 offers a multi-asset investment approach supported by centralized custody and due diligence capabilities.

John Rawlings Jr. is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at WEVV and WLIO. Outside of finance, he freelances as a photographer producing highlights for WISH TV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Danny Jackson Jr. is a financial advisor with LPL Financial based in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Old National Bank, Bank of America, Merrill, Fifth Third Securities, Fifth Third Bank, and CVS Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Jaisuk Kim is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as a financial advisor at Old National Bank. Outside of his advisory roles, Kim is involved in coaching youth soccer with the Zionsville Youth Soccer Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad non-advisory financial services platform.

Duane Haley is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera and its affiliates since 2025, following nine years at Cambridge Investment Research Advisors and ongoing management of his own wealth advisory business, Cornerstone Financial Advisory DJH LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, supported by over 10,000 advisors and managing assets exceeding $256 billion.

Stephanie May is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo in 2024, she spent a decade at Fifth Third Securities and fourteen years with Fifth Third Bank. She is involved in office administration at a local chiropractic medical office outside of her advisory role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions with research-driven investment approaches.

Beth Helm is a financial advisor at Merrill in Indianapolis, IN, holding a Series 66 designation with 26 years of industry experience. She has worked at Merrill since 1996. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Bush is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has been with Charles Schwab since 2013. 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 affiliated discretionary separate managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s research and due diligence on alternative investments.