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 at Cetera with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab & Co., Inc. from 2024 to 2026. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

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, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Charles Schwab since 2006, including 11 years at Charles Schwab Bank in Carmel, Indiana. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services within an extensive operational framework.

Jacob Peebles is a financial advisor at Edward Jones with two years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Northwestern Mutual. His background includes roles in various industries, including healthcare and construction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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 with Merrill in Indianapolis, IN, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009 and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. 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.

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 has previously worked at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley Dw Inc. She holds a Series 63 designation and is based in Indianapolis, IN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Joshua Vela is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. He worked at Milhaus from 2013 to 2019 before joining Ameriprise, where he has been since 2019. Outside of his advisory role, he is involved with Highfield Enterprises, LLC, a financial advising practice entity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and works through a collaborative, non-discretionary implementation process.

Jeffrey Hodges is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and with 23 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written plans and ongoing advice focused on reliable income and tax-aware withdrawal strategies for those nearing or in retirement.

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.