Rachel Brown is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and its use of multi-asset model portfolios and alternative investment due diligence.

Emma Schiefer is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previously worked at Blue & Co, LLC, Clear Creek Fisheries, LLC, and Purdue University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of advisors and branch offices.

Zion Baker is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab, he worked at Indiana Members Credit Union and held various roles at CVS Pharmacy and Indiana 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Mark Langley is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63, 65, and 66 licenses. He has 29 years of industry experience, including 27 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Angela Grabovsky is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated firms since 1998. Outside of her advisory role, she is involved in various business activities including insurance brokering, tax preparation, business consulting, and ownership interests in real estate and an auto repair shop. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate non-discretionary recommendations through a centralized consulting team.

Kevin Clasen is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding CFP® and Series 63 designations and bringing 32 years of industry experience. He has been with MassMutual and its affiliate West Point Financial Group since 2005. Outside his advisory role, Clasen is involved with The Crossroads Group, LLC, a financial services firm, where he serves as a member. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Brent Gramman is a financial advisor at Ameriprise in Indianapolis, Indiana, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2018, previously spending six years at Axa Advisors, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Jonathon Wenzel is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2017. Prior to joining Schwab, he worked briefly at Total Quality Logistics. 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 offers a mix of non-discretionary and discretionary investment solutions, supported by its scale and integrated operational structure.

Marc Pyatt is a financial advisor with Merrill based in Indianapolis, IN. He holds a Series 66 designation and has 15 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jaiden Patel is a Series 66 licensed financial advisor with LPL Enterprise in Indianapolis, IN. He has been with LPL Enterprise since 2026 and has prior experience in entrepreneurial ventures including operating Tsunami Express Car Wash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage services.

Russell Puntenney is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Charles Schwab since 2015 and previously worked at CollegeHumor from 2013 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Jordan Bradley is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has been involved with Shipley's Tavern and has held various roles at Hanover College. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party strategists, along with integrated financial product offerings including insurance.

Megan Ewing is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch Pierce Fenner Smith, Inc. since 2000 and at RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to client risk profiles using both in-house and third-party managers.

Nichole Vanasdal is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and having eight years of industry experience. She has worked at Charles Schwab since 2017 and previously at Team Enterprises from 2015 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 supported by multi-asset model portfolios and a centralized operational structure.

Danielle Couture is a financial advisor at MassMutual Investors Services with six years of industry experience. She holds the Series 66 designation and has worked at MassMutual Investors Services and MassMutual Life Insurance Co since 2019. Prior to that, she was with Financial Planning Solutions, LLC and Bryant University. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without investment discretion.

Connor Schmok is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2018. With over a decade of experience in the financial industry, Connor specializes in delivering personalized financial guidance with a focus on family wealth management, retirement planning, college education planning, and socially responsible investing strategies, including ESG investing. He emphasizes connecting all aspects of a client's financial life to prioritize and pursue their most important goals. Connor holds a Bachelor's Degree from Purdue University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His client-focused approach is underpinned by a commitment to providing comprehensive wealth management strategies tailored to changing market conditions. Outside of his professional work, Connor is involved in community organizations such as the 500 Festival, Boys and Girls Club, Children's Bureau, Inc., Global Ambassadors for Children, and Habitat for Humanity. Residing in Westfield, Indiana, Connor lives with his wife, their son, and two Labradors. He enjoys outdoor activities like camping, fishing, hunting, skiing, football, golfing, pickleball, as well as reading and traveling.

Donald Uhrin is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has been affiliated with Mass Mutual and its related entities since 1980. Uhrin operates his own firm, Donald J. Uhrin, LLC, and serves as Vice President on the board of a local homeowners association. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm‑approved analytical tools and offering various educational programs.

Andrea Loucks is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She 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 combines non-discretionary and discretionary investment options, delivering guidance via multi-asset model portfolios and centralized operational support.

Scott Corman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to his current role, he held various positions including work with Hope College and Gazelle Sports. 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a non-discretionary program where clients retain final decision authority.

Leonid Grabovsky is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as co-president on the board of Hasten Hebrew Academy and owns a real estate company focused on providing rental housing for disabled individuals. Ameriprise offers specialized retirement-income planning services for clients typically holding at least $1 million in investable assets, combining research-driven recommendations with tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.