Justin Long is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Impact Financial Group and Long & Associates. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, primarily for clients maintaining a meaningful portion of assets in Ameriprise-managed accounts.

Alan Hendrickson is a financial advisor with Ameriprise Financial Services, holding ChFC® and Series 63 credentials and bringing 48 years of industry experience. His career includes long-term roles at Ameritas entities and ownership of Hendrickson Financial Group and Alan Hendrickson & Associates. Outside of finance, he serves as president of a family farm corporation and is a guitar player in the Hang Nine Band. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Dean Weseli is a CFP® professional with 19 years of industry experience. He is currently with Robert W. Baird & Co., where he has worked since 2026. His prior experience includes roles at Goelzer Investment Management, Inc. and Windsor Wealth Management. Dean is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and technology.

Jackson Parrish is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at Securities America Advisors, Securities America, Inc., and Spectrum Financial Group prior to joining OSAIC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization techniques, supported by a complex network of affiliates and private-equity ownership.

Elizabeth Sheets is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006. Outside of her advisory role, she serves as a committee member for the Good Samaritan Foundation, working on an education center honoring her father. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Kennedy is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He began his career in 1997 with Prudential Securities and later co-founded the Lockwood & Kennedy Group in 2001. In 2009, he and his team transitioned to Merrill, where he formed the Horrall & Kennedy Wealth Management Group upon Jeff Lockwood's retirement in 2016. In 2020, Scott expanded the team to include Marc Pyatt, focusing on wealth and investment management. Scott specializes in implementing goal-based wealth management strategies for families, covering areas such as retirement income planning, inter-generational wealth transfer, wealth creation and preservation, tax minimization, and legacy planning. His approach assists families in maintaining their lifestyles through various economic environments and life transitions. He holds a Bachelor of Arts degree from Indiana University and has earned several professional designations, including Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor®. Scott is involved with professional organizations like the Indiana University Alumni Association and the Indiana University Varsity Club. He resides in Carmel, Indiana with his wife Jenny and their two children, Ryan and Lauren, and enjoys attending Indiana University football and basketball games.

Matthew Liffick is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His prior roles include positions at First Allied Advisory Services, Inc. and Brunette And Associates, LLC. He is also the President and CEO of Liffick Wealth Management Inc., where he provides financial services and client prospecting. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, and charitable organizations by offering financial planning, asset management, and educational seminars. The firm uses collaborative, annual planning engagements with firm-approved analytical tools to deliver written recommendations tailored to client goals.

Holly Gatto is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Charles Schwab since 2017. Prior to Schwab, she was with MML Investors Services and Mass Mutual Life Insurance Company. Outside of her advisory role, she has been involved with Duluth Trading Company since 2017. 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 managed-account services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Steven Lutes is a financial advisor with Charles Schwab in Indianapolis, IN, holding the Series 63 and Series 66 designations and 18 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jeffrey Mcconnell is a financial advisor at Morgan Stanley in Indianapolis, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, N.A. since 2020. He serves as a member of the Finance Advisory Board at Michigan State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Caleb Quick is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. He is based in Indianapolis, IN. 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 financial planning services that utilize structured discovery processes and firm-approved tools to develop tailored plans.

Brad Sottong is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with J.P. Morgan in various capacities since 2007, including roles at J.P. Morgan Securities and JP Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research with forward-looking capital market assumptions, and offers expanded derivatives and commodities capabilities through its broader regulatory registrations.

Michael Gilbert is a financial advisor at LPL Financial in Indianapolis, Indiana, holding a Series 66 designation with two years of industry experience. Prior to his current roles at LPL Financial and Blue Chip Wealth Management, LLC, he worked at Milliken & Company for a combined 17 years in engineering services management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

April Ghory is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliate entities since 2008. Outside of her advisory role, she is involved with Park Lane Jewelry as a stylist and partner in a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

Donald Vick is a financial advisor with J.P. Morgan Securities based in Indianapolis, IN, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at Thrivent Financial, DoorDash, and preaching positions at local churches. Outside of his financial career, he serves as a preacher, conducting sermons and gospel seminars. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG eligibility considerations.

Thaddeus Eckerle is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Joseph Pietras is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. His prior work includes roles at KPMG LLP and 21st Amendment Wine & Spirits. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology to support client advice.

Bradley Witkowski is a financial advisor with Charles Schwab holding Series 66 and 63 licenses and two years of industry experience. He has previously worked at Fairway Independent Mortgage Company, Hoosier Air Transport, and Angies List. Charles Schwab & Co., Inc. serves a large client base of 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 management with multi-asset model portfolios and a formal alternative-investment platform.

Brendon Harbron is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and City National Bank. Outside of his advisory role, Harbron is actively involved in the entertainment sector as a board member and owner of multiple escape room businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies utilizing a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Thomas Svenstrup is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Charles Schwab since 2017 and Ameriprise Financial Services from 2008 to 2017. 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 guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.