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 offers a combination of non-discretionary and discretionary investment options with a focus on multi-asset model portfolios and centralized operational support.

Mark Findling is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2011 and 2013, respectively. He serves on the board of Low Cost Spay & Neuter Clinic, a nonprofit organization, providing consulting on operational matters and future growth. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive, multi-asset investment approach supported by centralized operational and custody services.

Jacob Vita is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Traditional Concepts, LLC and the Purdue Hall of Music Box Office, as well as service in the Indiana National Guard. Charles Schwab & Co., Inc. 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 investment guidance and access to discretionary separately managed accounts within a centralized operational structure.

Ashton Zigler is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. His prior work experience includes roles at FedEx Stryker, UPS, E.W. Scripps, PBS-WFYI, and BJ's Brewhouse. 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 combined model of non-discretionary and discretionary investment management, supported by centralized custody and brokerage operations.

Matthew Bell is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Securities LLC since 2016. 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. The firm offers non-discretionary services through a select group of Wealth Advisors, allowing clients to retain final decision-making authority.

Stephen Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Cetera since 2019 and previously advised at Foresters Advisory Services and Foresters Financial. Outside of his advisory roles, he operates Stephen L. Roberts LLC and has experience as a real estate investor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Michael Pruitt is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Charles Schwab since 2016. 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 provides centralized custody and brokerage services.

Diana Todd is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including First Merchants Bank and Lyft. Todd is also involved with the American Bankers Association's Stonier Graduate School of Banking as a Capstone Advisor. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of investment models, including third-party advisory programs and proprietary solutions, without sponsoring its own wrap fee program.

Kris Brockman is a Financial Consultant at Fidelity Investments, a position held since 2021. In this role, Kris partners with clients and their families to understand their financial goals and develop plans aimed at achieving those objectives, focusing on providing financial stability and freedom. Kris has been with Fidelity Investments since 2016, progressing through various roles including Investment Consultant, Relationship Manager, Investment Solutions Representative, and Premium Relationship Associate. This progression reflects experience across multiple facets of financial consulting and client relationship management. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

James Grice is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He worked at OptionsXpress, Inc. from 2016 to 2017 before joining Charles Schwab in 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, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Patrick Williams is a financial advisor with Cambridge Investment Research Advisors in Carmel, IN, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at Country Trust Bank and Country Capital Management Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm offers a range of investment solutions with discretionary and non-discretionary options, proprietary and third-party strategies, and emphasizes documented business relationships and institutional features aligned with its scale.

Jack Ebbeler Jr. is a financial advisor at Stifel with Series 63 and Series 65 licenses and 40 years of industry experience. He worked at City Securities Corporation for 32 years before joining Stifel in 2017. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and decision-making.

Michael Kessel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes six years at LPL Financial and multiple roles within Cetera since 2014, including his current position at Cetera and its affiliates. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Leonard Tanner is a financial advisor at Stifel with 57 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co since 2017, following seven years at City Securities Corporation. Stifel serves a broad range of clients including individual, institutional, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jaclyn Main is a financial professional at Cetera with one year of industry experience. She holds a Series 66 credential and also works as a pediatric ICU nurse practitioner at Ascension Saint Vincent Hospital. In addition to her advisory role, she serves as a licensed assistant at Bobby Plump and Associates, focusing on new business creation and client servicing. Cetera Investment Advisers LLC provides a multi-manager platform serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers with over $256 billion in assets under management.

Vernon Isaacs III is a CFP® certificant with 20 years of experience in financial advising. He has worked at Edward Jones since 2019 and previously held roles at Cetera and Lafayette Bank & Trust Co. Outside of his advisory work, he owns a rental property in Indianapolis. Edward Jones serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branches.

Shawn Taylor is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2009. Outside of his advisory role, he owns and operates 20/20 Wealth Management of Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice.

Jennifer Margason is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2012. The firm provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. Morgan Stanley Wealth Management manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytics.

Joshua Johannsen is a financial advisor with Charles Schwab based in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked in the food service industry while attending Ball State 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 mix of non-discretionary and discretionary investment options supported by centralized custody and research resources.

Matthew Milburn is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with MML Investors Services, LLC and MassMutual Life Insurance Co since 2005, and previously worked at Securian Financial Services, Inc. He serves as a board member for Zionsville Parks & Recreation. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations and offers a range of asset management and educational programs.