Dawn Mclaughlin is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on each client’s risk profile, utilizing both in-house and third-party investment managers.

Jonathan Emerick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2016. Outside of finance, he consults on business ideas for an orthodontics practice. J.P. Morgan Securities 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.

Traci Schath is a financial advisor with Edward Jones in Carmel, IN, holding a Series 66 designation and 13 years of experience at the firm. In addition to her advisory role, she is involved with Children's Speech Language Learning, providing speech and tutoring services and managing related billing and payroll. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services and a large nationwide network of financial advisors and branches.

Sam Huston is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. He holds a Series 63 designation and has 36 years of industry experience, having worked with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1989. Outside of his advisory role, he is an insurance agent involved with Westpoint Financial Group in life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Carly Taylor is a Series 66-credentialed financial advisor with Morgan Stanley in Indianapolis, Indiana, where she has worked since 2022. She has four years of industry experience, including prior roles at One America and Victory College Prep School. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, emphasizing structured financial planning and leveraging tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Brad Froman is a financial advisor with Stifel in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Adam Taylor is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Fifth Third Securities for nine years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Heather Rushing is a financial advisor with Edward Jones in Mooresville, IN, holding a Series 66 designation and having nine years of industry experience. She has been with Edward Jones since 2017, previously working at Oasis Outsourcing and briefly in homemaking. Outside of her advisory role, her family is involved in an automotive restoration business, Indy Autowerks, located in Brownsburg, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joel Harris is a financial advisor with Osaic Wealth, Inc. based in Carmel, Indiana, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, LLC and Signator Investors, Inc. He also conducts investment-related seminars at the Monon Community Center. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct portfolios that include a variety of investment vehicles, with management options tailored to client preferences.

Kenneth Nocton is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations and 11 years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Chase Bank N.A. and JPMorgan Securities LLC from 2013 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, managed solutions, and affiliated mutual funds, operating under a fiduciary standard with a widespread network of financial advisors and branch offices.

Peter Cukier is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he has a long-standing affiliation with Yeshiva University and Solomon Smith Barney. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Daniel Hintz is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining Morgan Stanley's Private Bank and Smith Barney divisions. Outside of advising, Hintz is the founder and board member of the Million Meal Movement, a nonprofit focused on children, disaster relief, and community welfare, and he owns the Institute for Ethics and Standards, which provides professional training in ethics and standards. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning that incorporates firm-approved tools and models like Monte Carlo simulations.

David Maniscalco is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He previously worked at Scottrade, Inc. before joining Charles Schwab and Charles Schwab Bank in 2018. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 solutions, leveraging multi-asset model portfolios and alternative investment due diligence within an integrated, large-scale operational framework.

Levi Smith is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Charles Schwab since 2017 and was previously involved with Delta Sigma Phi Fraternity from 2015 to 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 affiliated managed-account and financial planning services. The firm operates a multi-asset model portfolio approach and combines non-discretionary advisory relationships with access to discretionary separately managed accounts through its affiliated investment management entity.

Kregg Thornburg is a financial advisor at Edward Jones in Indianapolis, IN, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Melissa Stalbaum is a financial advisor with Equitable Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2020, she worked at Rci from 2012 to 2021. Outside of her advisory role, she serves as a council member of the Hamilton County 4-H Council and is president of M.A.D. Trucking, LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a model that emphasizes LPL-sponsored and endorsed third-party programs, managing a mix of discretionary and non-discretionary assets.

Paul Ackermann is a financial advisor at Ameriprise Financial Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2016. In addition to his advisory role, he serves on the Board of Directors for the IBWE Whiskey Company/Circle City Whiskey Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Chynna Turner is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Charles Schwab since 2017 and previously spent four years at Fifth Third Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory and managed-account services, combining non-discretionary guidance with access to affiliated discretionary portfolios and alternative investments. The firm’s integrated structure supports a large client base with centralized custody and operational capabilities.

Nolan Kramer is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he has held various roles including positions at Indiana University Bloomington and Embracing Abilities. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marcie Aukerman is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on creating highly defined investment plans with specific objectives, working with clients to establish portfolios designed to meet those objectives. Her approach emphasizes discipline and focus in investment management. Marcie's expertise includes family wealth management strategies, portfolio management services, and retirement income planning. She holds a Bachelor's Degree from Franklin and Marshall College and has earned the Personal Investment Advisor (PIA) designation. She is involved in the community through her service on the Board of Directors at St. Johns College High School and her work with the Yellow Ribbon Fund. In her personal time, Marcie enjoys biking, golfing, hiking, reading, and spending time with her family.