Scott Medalen is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Brandon Smith is a financial advisor with Edward Jones in Greenfield, IN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Payne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads a team with over 200 years of combined experience and has been with Merrill Lynch since 1999, bringing 25 years of experience in the financial services industry. Eric focuses on helping affluent families with tax minimization strategies, cash flow management, retirement, and estate planning services. He holds the CERTIFIED FINANCIAL PLANNER® certification and a bachelor's degree in business administration with a focus on accounting from Butler University. Eric worked previously at Ernst & Young, where he met his wife, Leah. Together they have four children and reside in Carmel, Indiana. Outside of his professional work, Eric enjoys basketball, golfing, music, tennis, watching movies, and spending time with his family. He has also been active in supporting the arts and community health organizations, including serving as a founding board member of the Center of the Performing Arts in Carmel, Indiana, and serving on the board of directors of the Community Health Network Foundation.

Antoinette Nevitt is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for 11 years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Kimberly Bryan is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 63 designation and over 26 years of industry experience. She has worked with Wells Fargo Advisors since 2022 and was previously with Wells Fargo Clearing from 2016 to 2022. Outside of her advisory role, she serves as trustee and guardian for her brother’s trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations across various financial needs, with planning engagements generally conducted on a discrete basis.

Gregory Renner is a financial advisor with Raymond James & Associates in Carmel, Indiana, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior work includes two years at Morgan Keegan & Company, LLC before joining Raymond James in 2013. He serves on the finance committee of the Indiana Motor Truck Association and is a committee member at Woodland Country Club, both nonprofit organizations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with notable municipal advisory and employer consulting services.

Brett Ramsey is a CFP® professional with 24 years of industry experience. He is currently affiliated with LPL Financial and has held roles at multiple firms including Waddell & Reed, Sheridan Road Advisors, and Mass Mutual. He has been associated with LPL Financial through various engagements since 2014. 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 portfolios, third-party asset management, and institutional platforms.

Cathleen Rodriguez is a financial advisor at Merrill in Indianapolis, IN, holding a Series 66 designation with 13 years of industry experience. She has been with Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Cassandra Bogaards is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. Her career includes roles at Horizon Bank and Elements Financial before joining LPL Financial, where she has worked since 2018. 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 financial planning and asset management services delivered through a large network of investment adviser representatives, with a broad platform that includes model portfolios, third-party subadvisors, and institutional programs.

Amy Simpson is a financial advisor with Cetera, holding the Series 66 credential and one year of industry experience. Her prior work includes positions at Stifel and Milemarker. Amy is based in Indianapolis, IN. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to both affiliated and third-party investment managers.

John Gresehover is a financial advisor with Edward Jones in Indianapolis, IN, holding CFP® and Series 66 designations. He has nine years of experience at Edward Jones following 13 years at Federated Mutual Insurance Company. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by an extensive network of financial advisors and branch offices nationwide.

Chad Hayward is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and a range of portfolio management strategies.

Kennith Meeks is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Steven Billet is a financial advisor with Cambridge Investment Research Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials. He has 52 years of industry experience, including roles at Lincoln Financial Securities and Life of Virginia. Outside of advising, he operates an independent insurance agency and is a notary public. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers a range of platform and third-party advisory options.

Kevin Karlander is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Karlander coaches youth travel hockey. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Sarah Sallee is a financial advisor with LPL Enterprise in Indianapolis, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of her advisory role, she is involved in direct sales of beauty and health products and services a prior book of business with MassMutual. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and wrap programs.

Sara Reddington is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2024, she worked at Ameriprise and held various roles in healthcare and education organizations. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and advanced tools, managing approximately $394 billion in assets as of December 31, 2025.

Chau Morris is a financial advisor with Merrill in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Merrill since 2011, totaling 15 years at the firm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers for a variety of individual and institutional investors.

Grant Lee is a financial advisor with Edward Jones in Greenfield, IN, holding the Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He also has experience at the University of Kentucky and in other varied roles outside finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets.

Shawn Magerski is a financial advisor at Cetera with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab & Co., Inc. from 2024 to 2026. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.