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, holding Series 63 and Series 66 licenses and having five years of industry experience. She previously worked at Rci for nine years before joining Equitable Advisors in 2020. Outside of her advisory role, she serves as president and owner of M.A.D Trucking, LLC, and is a council member of the Hamilton County 4-H Council. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals and risk tolerance.

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.

Rick Dodson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at J.P. Morgan Securities and JP Morgan Chase. Outside of his financial career, he occasionally referees youth soccer games. 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 and investment strategies, including managed solutions and separately managed accounts, supported by a nationwide network of over 23,000 financial advisors.

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.

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.

John Lillywhite is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the City of Martinsville Board of Works and Safety and the Washington Township Advisory Board, and he operates a cruise and vacation planning business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable inclusion of insurance-related investment options.

Benjamin Strope is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial, he has held roles at Money Concepts, Ben Eades State Farm, Hertz Rental Car, Instacart, and BJs Warehouse. He conducts educational seminars through Benefit Planning Inc. in addition to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Trisha Arensman serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings decades of experience as a financial advisor, accountant, consultant, and 401(k) provider to her role, applying a distinct skillset developed through her professional background and family influences. Trisha is committed to serving the best interests of her clients, including families, business owners, and their employees. Her areas of expertise include divorce transition planning, family wealth management strategies, and portfolio management services. Trisha focuses on crafting customized financial plans by working closely with clients to understand their unique goals and priorities. She draws upon her industry knowledge and insights to identify gaps in clients’ financial pictures and to offer strategies aligned with their aspirations. Trisha holds a Bachelor’s degree from Miami University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, she enjoys boating, fishing, golfing, singing, spending time with her family, playing table tennis, traveling, and watching movies.

Noah Kramer is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 designations with five years of industry experience. His prior roles include positions at IUPUI and River West Property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Charles Schiaffo is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Charles Schwab since 2015. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Loretta Odle is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2009. Located in Indianapolis, IN, her career has been focused within this firm for the past 17 years. 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 customized financial planning using structured processes and advanced modeling tools.

Karl Marko is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2016. Based in Indianapolis, IN, his practice is part of a large institutional firm known for serving high- and ultra-high-net-worth clients. Charles Schwab & Co., Inc. offers wealth advisory services primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationship models with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Corey Schrader is a financial advisor at LPL Enterprise with two years of industry experience and holds the Series 66 designation. He has previous work history with firms including Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning and advisory services through a platform that combines investment advisory and brokerage capabilities along with access to model portfolios and third-party asset managers.

Tyler Maddox is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, with a focus on non-discretionary advice supported by extensive research and an integrated affiliate network.

Jeffrey Grund is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses with 49 years of industry experience. He has been with LPL Financial since 2001. His other business activities include sales of non-variable insurance products, such as individual health insurance and long-term care policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and a range of portfolio management options.

Corey Yost is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining LPL Financial in 2020, he was involved with Yost Legacy, LLC and worked at Republic Services. He has experience as an independent distributor for AdvoCare through Yost Legacy, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Michael Wert is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on building long-term financial advisory relationships tailored to the unique needs of each client. His approach incorporates a range of financial and investment services such as retirement planning, estate planning, college education planning, investment portfolio management, and creative liability strategies. Michael employs a systematic investment methodology aligned with clients' goals and risk tolerance to deliver consistent value. Before joining Merrill Lynch, Michael spent 23 years as an Operations Manager at UPS, where he gained experience in maintaining consistent processes. He earned a Bachelor's Degree in Business Information Systems with honors from Indiana Wesleyan University in Marion, Indiana. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael resides in Westfield, Indiana with his wife Kim and their two children, Makenzie and Tyler. His personal interests include football, golfing, music, scuba diving, soccer, and traveling.

Matthew Koehling is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.