Paul Keaton is a financial advisor at Morgan Stanley in Indianapolis, IN, with 5 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley since 2019, following roles at US Tech, Major, Lindsey & Africa, Trustpoint, and Compliance DS. 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, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model potential outcomes.

Nolan Schloneger is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Barnes & Thornburg LLP and Indiana University Robert H. McKinney School of Law. Nolan has also worked in banking and consulting roles early in his career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Mills is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of investment strategies—including model-based, discretionary, and tax-aware options—serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Thomas Tucker is a financial advisor with Ameriprise in Noblesville, IN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is involved in business ownership through TLT Management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies.

Connor Dispennett is a Planning Consultant with experience in financial services and client relationship management. He has worked in various roles including Relationship Manager and Financial Representative at Fidelity Investments from 2021 to 2024, and Prospecting Manager at State Farm Insurance from 2019 to 2021. Connor focuses on understanding the unique goals and ambitions of the families he works with to provide tailored financial planning support. He emphasizes building strong client relationships and assisting clients throughout their financial journeys. Outside of his professional work, Connor has personal interests that include baseball, canoeing, concerts, hiking, and movies.

John Penola is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, Penola worked at Sprint Corporation and Stryker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alexandra Parrish is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Securities America Advisors and The Spectrum Financial Group, where she was involved in insurance sales. Outside of her advisory role, she has been a sales representative for Mary Kay Inc. since 2012 and participates as a preferred member and director for Melaleuca The Wellness Company. OSAIC serves a wide range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools and risk assessments to create diversified portfolios that can be managed on either a discretionary or non-discretionary basis.

Morgan Pietras is a Series 66 licensed advisor with three years of industry experience, currently with Cetera. Prior to joining Cetera, Pietras has held roles at Promise Advisory Group and has experience in life, health, and annuities insurance sales. 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.

Caryn Wilkinson is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she owns a photography business specializing in family portraits. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering financial planning and advisory services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment programs.

Kristin Maki is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC since 2008 and JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Teia Stapleton is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked for City Securities Corporation for 17 years before joining Stifel in 2017. Teia serves on the board of a local homeowners association, participates in a mentoring network for women, and is involved with Pink Ribbon Connection, a nonprofit supporting breast cancer survivors. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services grounded in proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Ryan Mc Cormack is a financial advisor at Merrill based in Indianapolis, IN, with eight years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch and Bank of America since 2017. Prior to his advisor role, he studied at Purdue University from 2013 to 2017. 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. The firm integrates with Bank of America’s broader platform, providing access to a wide variety of financial services and investment products.

Jacob Moynihan is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and over 15 years of professional experience. Prior to joining Ameriprise in 2025, he spent 15 years working with Seton Catholic Schools. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports tailored to income sources and withdrawal strategies.

Vicki Stovall is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a general partner and bookkeeper for a commercial and residential properties business and works as a consultant for a commercial sign shop. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Chad Kaufman is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley for 11 years before joining Raymond James in 2020. Kaufman is also the owner of Stonecrest Group LLC, where he is involved in operations, portfolio management, and client relations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers customized solutions such as the SIMPLE IRA Employer Advisory & Consulting Services Program for small businesses and maintains a notable presence in municipal and public finance advisory.

Thomas Muzechuk is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at Jpmorgan Chase Bank, N.A. and Wachovia Securities Financial Network, Inc. J.P. Morgan Securities 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 to guide investment recommendations.

Luke Walthall is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to entering the financial industry, he spent four years working at Chick-fil-A and seven years in full-time education. 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 a multi-asset model portfolio approach supported by research from Schwab Center for Financial Research.

Nathalie Mastouri is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and market modeling techniques.

Marland Villanueva is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 23 years of experience in the financial services industry, providing comprehensive wealth management services to corporate, institutional, and individual clients. Since joining Merrill Lynch in 2004, Marland has focused on developing personalized financial strategies to help clients pursue their long-term goals. Marland holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning CounselorSM (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science in Accounting, with high distinction, from Indiana University in Bloomington and a Master of Business Administration from the University of North Carolina at Chapel Hill. Prior to Merrill Lynch, he worked as a management consultant for Deloitte and as a financial analyst with Eli Lilly and Company. Residing in Avon, Indiana, Marland lives with his wife Tanya and their two children. He is actively involved in his community, serving as a lay elder at his church and having previously served on the board of the Hendricks County Community Foundation.

Donald Schofield is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2005. Outside of his advisory work, he is involved in archery hunting and photography through Arrow One LLC, serves as president and tennis instructor at Next Level Tennis, and has held the position of past president on the board of the Indiana Bowhunter Association. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.