Shawn Magerski is a financial advisor at Cetera with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab & Co., Inc., Nfp, Barnes and Thronburg, and Networks Connect. His background also includes several years of full-time education prior to entering the financial services field. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program platforms and third-party managers.

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 two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual and several other firms in various roles. Peebles is based in Westfield, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

Joy Eslaire is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Outside of her advisory role, she serves as successor power of attorney for a non-investment-related entity in Manchester, Tennessee. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Woodruff is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities, Fifth Third Securities, and Thrivent Financial. He also has experience with Janell Enterprises, where he was involved for five years. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and utilizing a range of advisory models implemented by third-party managers and LPL-sponsored programs.

Christopher Pfeifle is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously at City National Bank from 2019 to 2025. Outside of his advisory role, Pfeifle serves as treasurer on the booster club for boys and girls golf, assisting with fundraising efforts to support local golf teams. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through internal and external managers, supported by an extensive capital-markets footprint.

Matthew Postell is a financial advisor with LPL Financial, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, JP Morgan Securities, and TD Ameritrade Investment Management. He is also involved with Centra Credit Union in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Kevin Clemson is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Burnham Gibson Wealth Advisors, Equitable Advisors, USI Securities, MMC Securities, Mercer, and American Funds Distributors/Capital Group. He serves as a co-trustee on his parents’ irrevocable family trust. Merrill 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 developed by internal and third-party managers.

Matthew Howard is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Prior to his finance career, he played professional basketball for Strasbourg Basketball and Hapoel TV Basketball. Howard is involved with the charitable organization All Good Dawgs in Indianapolis, serving on its fundraising committee. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities.

Mark Heisler is a financial advisor at Mass Mutual Investors Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 1988. He is also a member of The Crossroads Group, LLC, which conducts financial services activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Cheri Moschell is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds a Series 63 designation and has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net‑worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Joshua Vela is a financial advisor with Ameriprise in Zionsville, IN, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2019 and previously spent six years at Milhaus. Outside of his advisory role, he is involved with Highfield Enterprises, LLC, a financial advising business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice.

Jeffrey Hodges is a financial advisor with Ameriprise in Zionsville, IN, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income plans, supported by a centralized consulting team.

Kyle Bricker is a financial advisor at Charles Schwab with 29 years of industry experience. He has been with Charles Schwab since 2005 and held a self-employed advisory role from 2005 to 2017. He holds Series 63 and Series 66 licenses. 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 both non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and alternative investment due diligence.

Nathan Bubash is a CFP® and holds a Series 66 license, working with Charles Schwab since 2017 and with eight years of industry experience. Prior to his current role, he was affiliated with Indiana Wesleyan University from 2013 to 2017. He is based in Indianapolis, IN. Charles Schwab & Co., Inc. serves a large client base including 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 client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios, strategic asset allocation, and alternative investment due diligence in its investment approach.

Daryl Petry is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Avantax Advisory Services and Petry Wealth Management, which he has led since 2009. Outside of his advisory work, he serves as President of the Board for the Boys & Girls Club of Noblesville. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.