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 and holds a Series 66 designation. She has four years of industry experience, including prior roles at Northwestern Mutual and Stonecrest Group. Outside of advisory work, she is involved as a bartender at Nigh Brew Pub. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to multiple investment and insurance products through an integrated platform.

Scott Kellar is a financial advisor at Charles Schwab in Indianapolis, IN, with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019. Prior to that, he had roles at Boomers Fireworks, Ollies Bargain Outlet, and Toys R Us. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 multi-asset model portfolios along with alternative investment options.

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, Indiana. He holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at PNC for 15 years. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Rebecca Moncivaez is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has worked with Bank of America, N.A. since 2019, alongside a 24-year tenure at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm serves a broad client base, including individuals, high-net-worth clients, and institutional investors, offering model-based and discretionary investment strategies integrated within Bank of America's corporate platform.

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.

Eric Randel is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is based in Plainfield, Indiana. Outside of his advisory role, he owns a rental business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Makenzie Brown is a financial advisor at Charles Schwab with five years of industry experience. She holds the Series 66 and Series 63 designations. Outside of her advisory role, she writes and teaches choreography for the North Clay Middle School Cadet Corps. 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 provides both non-discretionary and discretionary investment options supported by integrated advisory, brokerage, and custody services.

Mary Smith is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2014, following prior roles at Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and Stifel Nicolaus. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment offerings within Bank of America’s broader platform, providing access to a wide set of products and services.

Greg Johnson is a Series 66 licensed financial advisor with six years of experience at Thrivent Investment Management. Prior to his current role, he worked for Cummins for 26 years. He serves as a board member of Transformational Living Ministries, a Christ-centered recovery house focused on supporting individuals in recovery from alcohol and substance abuse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations on a range of topics without discretionary trading authority.

Brian Arnold is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Charles Schwab since 2013 and was previously with Schwab Private Client Investment Advisory, Inc. from 2016 to 2019. Outside of his advisory role, he is a member of Happy Homes, LLC, a property management company that owns and manages its own rental properties without outside investments. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions. The firm provides integrated brokerage, advisory, and custody services supported by multi-asset model portfolios and access to alternative investments.

Benjamin Godden is a financial advisor with Ameriprise in Indianapolis, holding a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he has held various roles in financial advising and related fields, including positions at Shepherd Financial and Davenport University. He is also involved in managing his own advisory business through Jung Consulting LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.