Rita McCluskey is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has spent her entire career. She began her tenure at Merrill in 1993, initially focusing on estate planning by identifying the need for various types of trusts and advising clients on the most suitable options for their situations. In 2000, she transitioned to the financial advisor role, serving high-net-worth families with a holistic and realistic approach. Rita is part of The McCluskey Group, emphasizing long-term financial decision consequences and managing investment risk through targeted allocations. Her work includes reviewing wills, powers of attorney, and providing Social Security analyses. Rita holds a CERTIFIED FINANCIAL PLANNER4 certification awarded by the Certified Financial Board of Standards, Inc., and a Bachelor's Degree from Marian University. Her 30-year career experience encompasses corporate executive services, education planning, executive and equity compensation, legacy and philanthropic planning, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. She serves a nationwide clientele of senior-level executives, small business owners, engineers, and scientists, focusing on maintaining long-term relationships with a select circle of families. Outside her professional work, Rita is involved in community organizations including Conner Prairie and Hendricks Live. She enjoys camping, cooking, golfing, running, swimming, traveling, yoga, and spending time with her family.

Jeff Pittsley is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2011. He owns Pittsley Investment Group, Inc., an investment-related business based in Indianapolis, where he is actively involved. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with various financial products and referral channels.

Gail Barnes is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 23 years of industry experience, including roles at Avantax Advisory Services and Intuit Tax. Barnes also operates Barnes Financial Services, where she provides accounting and bookkeeping services. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Klynt Brummett is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. Brummett is also involved as an agent with Westpoint Financial Group and is a member of The Crossroads Group, LLC, which provides financial services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. The firm structures financial planning as annual, collaborative relationships using firm-approved tools to analyze client goals and delivers written recommendations, typically without investment discretion.

Clinton Gruettert is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, working with MassMutual entities since 2009. In addition to his advisory role, he serves as Chair of the Investment Committee for the nonprofit Dance Kaleidoscope, overseeing its endowment portfolio. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses collaborative, annual planning engagements supported by firm-approved analytical tools, serving clients ranging from high-net-worth individuals to employer-sponsored programs.

Julie Renzi is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2000, totaling 26 years at the firm. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America enables access to a wide range of products and services beyond typical managed account programs.

John Heiden is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves a large client base consisting mainly 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 offers a mix of non-discretionary and discretionary investment options, using multi-asset model portfolios and centralized operational support.

Shellee Pietras is a CFP® professional with 21 years of industry experience, currently with Cetera since 2021. Her prior roles include positions at VOYA Financial Advisors and Promise Advisory Group. She serves as a board member of the Franklin Chamber of Commerce. 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 multi-manager platforms and various program structures.

Peter Schueth is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he co-owns SCHUETH ENTERPRISES, INC., a family business involved in consulting, real estate sales, and resale of antiques. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sean Hayes is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following two years at Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm’s distinctive features include registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic and AI-driven methodologies in its investment process.

Kyle Adams is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Milwaukee Tool for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Evan Moore is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at BMO Financial Group and has experience in other fields including landscape solutions and academia. 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 broad range of advisory and investment services through a large network of financial advisors and branch offices.

Clinton Good is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Charles Schwab since 1999. 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 both non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized custody and order-routing systems.

Lynda Schmutte is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill Lynch since 2006. 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, and institutional investors.

Robert Ahlgrim is a financial advisor with Ameriprise in Indianapolis, IN. He holds the Series 66 designation and has been with Ameriprise since 2025. Prior to joining Ameriprise, he studied at Purdue University and has work experience in retail and food service. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports through a centralized consulting team.

Adam Faust is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brett Nanna is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at New York Life Insurance Company, Eagle Strategies (NY Life), Guardian Life Insurance Company, and Park Avenue Securities. In addition to his advisory work, he is also engaged in outside insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by firm-approved software tools and offers specialized programs including divorce and estate-settlement planning.

Nathan Weddle is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner at First Heartland Wealth Management LLC, where he is involved in branch services. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and specialized municipal finance services.

Kirsten Robinson is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2007 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients with tailored investment strategies. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services, supported by both in-house and third-party investment managers.

Robert Nash II is a financial advisor with Cambridge Investment Research Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2009. Outside of his advisory role, Nash owns a consulting business and participates in referral activities related to estate planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management and platform arrangements tailored to client objectives.