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 with LPL Enterprise holding a Series 66 designation and 21 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Kemmerer is based in Greenwood, IN. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services through an integrated platform combining adviser programs with financial product sales, including insurance.

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 CFP® professional with 43 years of experience in the financial industry. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. She holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Thomas Coleman is a Series 66 licensed financial advisor with LPL Financial, based in Indianapolis, IN. He has one year of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Bloom Project, Inc. as a Project King Director. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research to support discretionary and non-discretionary management.

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.

Demetrios Geroulis is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading the Geroulis, Foote, and Associates team in Indianapolis, Indiana. Since 2001, he has worked with individuals, families, business owners, and corporate executives to develop wealth management strategies tailored to their investment and retirement planning needs. His approach focuses on building enduring client relationships based on trust and providing personalized financial and investment advice to help clients pursue both short- and long-term financial goals. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Demetrios earned his high school diploma from Center Grove High School and a bachelor's degree from Indiana University. Fluent in English and Greek, he participates in professional and community organizations such as the Amberleigh Place Homeowners Association and the American Hellenic Educational Progressive Association (AHEPA), and volunteers with Brebeuf Jesuit College Preparatory High School and Holy Trinity Greek Orthodox Cathedral. Outside of his professional work, Demetrios enjoys basketball, boating, camping, cooking, fishing, football, hiking, soccer, traveling, and spending time with his wife, Carrie, and their two children, Alex and Elena, in Fishers, Indiana.

Francine Jacoby is a financial advisor at LPL Enterprise with 45 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Jacoby serves as a board member of the Indianapolis Zoo, a nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisory, and brokerage services through a platform that integrates adviser programs with a range of financial products and utilizes both in-house and third-party investment strategies.

Scott Medalen is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Eric Payne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1999 and leads a team with more than 200 years of combined experience. Eric and his team specialize in providing affluent families with services including tax minimization strategies, cash flow management, retirement planning, and estate planning. Eric holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a bachelor's degree in business administration with a focus on accounting from Butler University. His areas of client focus include college education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and values-based investing, as well as wealth management for women. Outside of his professional life, Eric and his wife Leah have four children and reside in Carmel, Indiana. He enjoys basketball, golfing, music, spending time with his family, tennis, and watching movies.

Antoinette Nevitt is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for 11 years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Mark Wilcoxen is a financial advisor at Equitable Advisors in Carmel, IN, holding Series 63 and Series 66 credentials with 10 years of industry experience. He has worked at Equitable Advisors since 2016, including through its predecessor firm AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Kimberly Bryan is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 63 designation and 26 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Outside of her advisory role, she serves as a trustee and guardian for her brother’s investment-related matters. 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 and integrates advisory services with other financial product offerings through a network of financial advisors.

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 affiliated with LPL Financial, based in Carmel, IN, with 23 years of industry experience. His career includes multiple tenures at LPL Financial and prior roles at firms such as Waddell & Reed, Sheridan Road Advisors, and Mass Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Benjamin Lynk is a financial advisor at Edward Jones in Avon, IN, holding a Series 66 designation and currently in his first year with the firm. His prior experience includes roles at Reeder Trausch Marine and positions in educational institutions such as IUPUI, Depauw University, Parke Heritage High School, and Turkey Run High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Clint Blackburn is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, holding a Series 66 designation and nine years of industry experience. Prior to his current role, he worked at Fitzmark, Inc. and has been associated with various J.P. Morgan entities since 2017. He is also a partner in Blackbear Capital LLC, a personal investment company he co-owns with his wife. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm's services are delivered on a non-discretionary basis, with clients maintaining final decision-making authority.

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.