Jackson Parrish is a financial advisor with OSAIC in Indianapolis, IN, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and Spectrum Financial Group Inc. Outside of his advisory work, he has engaged in insurance sales and investment advice with Spectrum Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed-account solutions through a large network of affiliated advisers.

Elizabeth Sheets is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2006. She serves as a committee member of the Good Samaritan Foundation, a charitable organization involved in building an education center honoring her father. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Scott Kennedy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial advisory career in 1997 at Prudential Securities. In 2001, Scott co-founded the Lockwood & Kennedy Group and transitioned the team to Merrill in 2009. Following the retirement of Jeffry Lockwood in 2016, Scott joined forces with Scott Horrall to establish the Horrall & Kennedy Wealth Management Group, later expanding to include Marc Pyatt in 2020 with an emphasis on wealth and investment management. Scott specializes in implementing goal-based wealth management strategies tailored to family needs. His expertise spans retirement income planning, inter-generational wealth transfer, wealth creation and preservation, tax minimization, liquidity management, legacy planning, college education planning, and divorce transition planning. He assists families in maintaining their lifestyles through varying economic conditions and life transitions. He earned a Bachelor of Arts degree from Indiana University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Scott is affiliated with the Indiana University Alumni Association and Varsity Club and participates in community activities through Brebeuf Jesuit Preparatory High School. He resides in Carmel, Indiana with his wife and two children and enjoys attending Indiana University football and basketball games.

Matthew Liffick is a financial advisor with Mass Mutual Investors Services who holds Series 66 and Series 63 licenses and has 15 years of industry experience. He has prior experience at First Allied Advisory Services, First Allied Securities, and Brunette And Associates. Liffick also serves as president and CEO of Liffick Wealth Management Inc., an independent financial services firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations based on client goals.

Holly Gatto is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2017. Prior to that, she was with MML Investors Services and Mass Mutual Life Insurance Company from 2016 to 2017, and concurrently works with Duluth Trading Company. 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 offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and a formal alternative-investment process within an integrated operational structure.

Steven Lutes is a financial advisor with Charles Schwab in Indianapolis, IN, holding the Series 63 and Series 66 designations and 18 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jeffrey Mcconnell is a financial advisor at Morgan Stanley in Indianapolis, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, N.A. since 2020. He serves as a member of the Finance Advisory Board at Michigan State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Caleb Quick is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank affiliate since 2013 and 2015, respectively. Based in Indianapolis, IN, his background is exclusively with Morgan Stanley entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Brad Sottong is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with various entities within the JP Morgan organization since 2007. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael Gilbert is a financial advisor at LPL Financial in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. Prior to his advisory roles, he worked for Milliken & Company for 17 years in engineering services management. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

April Ghory is a financial advisor at Morgan Stanley in Indianapolis, Indiana, with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved with Park Lane Jewelry as a stylist and partner. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery conversations and advanced modeling tools.

Donald Vick is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management, Door Dash, and Jpmorgan Chase Bank, N.A. Outside of his financial career, he serves as a preacher, conducting sermons and gospel seminars. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thaddeus Eckerle is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Joseph Pietras is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. His prior work includes roles at KPMG LLP and 21st Amendment Wine & Spirits. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology to support client advice.

Brendon Harbron is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and City National Bank. Outside of his advisory role, Harbron is actively involved in the entertainment sector as a board member and owner of multiple escape room businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies utilizing a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Thomas Svenstrup is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Charles Schwab since 2017 and Ameriprise Financial Services from 2008 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 using multi-asset model portfolios and centralized custody and order-routing arrangements.

Philip Van Deusen is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Charles Schwab in 2020, he spent five years working at Big Red Liquor. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and a formal alternative-investment process.

Stephen Anderson is a financial advisor with Charles Schwab in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has 31 years of industry experience, including 20 years at Charles Schwab. 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 solutions using multi-asset model portfolios and provides centralized custody and advisory capabilities across a large client base.

Jeffrey Watson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes long tenures at Avantax and 1st Global Advisors, as well as operating WealthCare Financial Group LLC since 1997. In addition to his advisory work, he provides tax preparation services as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporations, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers across multiple program structures.

Edward Valdettaro is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2005. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.