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 registrations and bringing 52 years of industry experience. His prior roles include positions at Lincoln Financial Securities and Life of Virginia, where he has worked since 1991. Outside of his advisory work, he operates an independent insurance agency, Billet Financial Services, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party investment strategies across multiple platform arrangements.

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.

Shawn Magerski is a financial advisor with Cetera, holding Series 63 and Series 66 credentials, and has two years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Nfp, and Barnes and Thornburg. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and customized strategies.

Eric Rogers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory duties, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Gary Libler is a financial advisor with Charles Schwab in Carmel, IN, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm operates a large-scale, integrated model combining non-discretionary advisory services with access to affiliated discretionary SMAs and a structured alternative-investment platform.

Jacob Peebles is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2025, he worked at Northwestern Mutual and held positions in various other companies across different industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branches.

Nicholas Martin is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Schwab in 2019, he worked at Geodis USA and ATI Physical Therapy and was involved with Dupage County Hounds Baseball. Charles Schwab & Co., Inc. serves a large client base, 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 provides multi-asset model portfolios supported by Schwab’s in-house research and alternative investment offerings.

Jennifer Miller is a financial advisor with Ameriprise in Lebanon, Indiana, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficient strategies to deliver written recommendation reports through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Nicholas Plavchak is a financial advisor with Equitable Advisors in Carmel, IN. He holds a Series 66 designation and has six years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors, Johnson Brothers of IN, and Monarch Beverage. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.