Jordan Blackwell is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, he worked at Northwestern Mutual in various capacities from 2017 to 2025. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning engagements and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Clayton Walters is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at City National Bank since 2019 and was previously with City Securities Corporation from 2001 to 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients' risk profiles using a combination of in-house and external managers.

April Wood is a financial advisor with LPL Financial based in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her career includes roles at Financial Center First Credit Union, CUNA Brokerage Services, Inc., and CUSO Financial Services, L.P. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a diverse set of investment strategies and technology tools.

Veronica Foote is a Senior Financial Advisor with decades of experience in wealth management, currently serving at Merrill Lynch Wealth Management. She specializes in a variety of client focus areas, including college education planning, divorce transition planning, philanthropic planning, socially responsible investing, tax minimization, and retirement income. Working closely with clients, Veronica develops personalized financial strategies aligned with their long-term goals and the dynamic conditions of today's market. With more than 30 years of financial experience, Veronica began her career in banking and has since expanded her expertise in planning, investing advisory, and administrative roles. She holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). She earned her bachelor's degree from Purdue University. Beyond her professional work, Veronica contributes to the community through her involvement with the Indianapolis Symphony Orchestra Association North Group, where she serves as a board member. She balances her career with personal interests such as boating, gardening, music, painting, writing, yoga, and spending time with her family.

Rosalia Hancock is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Charles Schwab & Co. since 2006. Charles Schwab & Co., Inc. serves a large client base of 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Lucas Bruggeman is a financial advisor at Stifel with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following two years at City Securities Corporation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Christopher Adams is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages insights from Merrill and resources from Bank of America to provide comprehensive wealth management solutions. Christopher's expertise spans various areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Michigan State University. Beyond his professional work, Christopher participates in community service through volunteering with local organizations. His personal interests include adventure sports, baseball, basketball, biking, boating, football, music, skiing, and traveling.

Santiago Rios III is a financial advisor at Edward Jones in Carmel, IN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Brandon Emkes is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. 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, and institutional investors, supported by internal and third-party portfolio management teams.

Robert Lane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and several other firms. He also serves in an advisory capacity at Holy Spirit Catholic Church in Indianapolis, acting as a liaison between the Parish Business Office and parishioners. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven approach to investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Yusuf Thomas is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. He previously worked at Charles Schwab & Co., Inc. for two years and has experience in home care and facility services. 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 investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Richard Pflueger is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

James Kemmerer is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Matthew Mark is a financial advisor at Wells Fargo Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served in the US Space Force since 2021 and attended the US Air Force Academy from 2017 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Elliott Moore is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at Corporate Valuation Consulting, LLC for five years. He is part of The DDK Group, a team within Robert W. Baird & Co.’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 services including financial planning, portfolio management, separately managed accounts, and municipal advisory services.

Lebbeus Woods is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Indianapolis, IN. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Virginia Merkel is a Certified Financial Planner (CFP®) with 44 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group from 1998 to 2003. Merkel is based in Indianapolis, IN. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at scale, managing roughly $671 billion in assets and offering both brokerage and advisory solutions.

Thomas Coleman is a Series 66-licensed financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at Park Avenue Securities and Guardian Life Insurance Company. He also serves as Project King Director with Bloom Project, Inc., a nonprofit organization based in Indianapolis. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides diverse investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Delane Sayler is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent since 2002. Outside of his advisory role, he serves on the school board of Zion Lutheran School, where he participates in governance and budget planning. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining separate service delivery.

Cole Boyd is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has held prior positions at OneAmerica Financial, Robert W Baird, Crane Credit Union, Our Community Bank, Cook Inc., and Owen Valley High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.