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.

Michael Boling is a financial advisor at Ameriprise Financial Services with 10 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Ameriprise since 2016. Outside of his advisory work, he is involved with Northbound Solutions LLC as a wealth manager. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Amy Elam is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Charles Schwab since 2006. Outside of her advisory role, she serves as a board member for Tri-West Dollars for Scholars, a nonprofit organization supporting scholarship fundraising efforts. 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 utilizes a client relationship model that combines primarily non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Kelley Werner is a financial advisor with Merrill in Indianapolis, Indiana, holding Series 63 and Series 66 designations and over 32 years of industry experience. She has worked at Merrill since 2011. Outside of her advisory role, she serves as Chief Operating Officer for a family-owned IT consulting and retail business specializing in coffee and tea supplies, and owns a small business creating handmade items sold at craft fairs. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

David Fairman is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sii from 2016 to 2018. Fairman also operates a sole proprietorship, Clearwater Financial Management, where he conducts investment and insurance business. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and access to third-party managers across multiple advisory platforms.

Carson Mccaw is a Wealth Management Advisor with Merrill Lynch Wealth Management. He offers a comprehensive approach to wealth management that starts with understanding each client’s unique financial situation and priorities. Carson helps clients create customized strategies tailored to their needs and adaptable to changing market conditions. He leverages investment insights from Merrill and banking services from Bank of America to address various aspects of clients’ financial lives. With expertise spanning college education planning, family wealth management, legacy planning, liquidity management, portfolio management, tax minimization, and retirement income, Carson is committed to guiding clients through important financial decisions. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Carson earned his bachelor's degree from the University of Indianapolis. Outside of his professional role, Carson is a father of three and enjoys spending time with his family. He has a passion for basketball, football, and golfing, and he coaches his children’s sports teams. Carson emphasizes building strong relationships with clients grounded in accessibility, knowledge, and experience.

Nicole Wesley is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Morgan Stanley Smith Barney LLC in 2026. Outside of her advisory role, she operates a photography business and works as a direct sales consultant for a skincare company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Karla Spearing is a financial advisor with UBS Financial Services in Indianapolis, IN. She holds Series 63 and Series 65 designations and has 38 years of industry experience, including 21 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and manages both discretionary and non-discretionary portfolios.

Lori Westerfield is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Ted Gautier is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Cetera and its affiliated entities since 2019, following prior roles at Foresters Financial Services. Cetera Investment Advisers LLC serves a broad client base, including individuals, 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, with over 10,000 advisors and $256 billion in assets under management.

Lyman Bond is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Bond is involved in a family farming business, contributing approximately 10 hours per month. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Broughton is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. His prior roles include nine years with Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools. The firm offers a wide range of planning services tailored to clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs planning.

Maureen Damer is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo firms since 2009. Outside of her advisory role, she serves as a consultant for Servier, a position she has held since 2019. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Miller is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior work history includes roles at RNR Tire Express, State Farm, Staples, Humble Home, and Belle Tire. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep services.

Gary Moss is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2002. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Balchik is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is associated with Balchik & Associates in Carmel, Indiana. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and various management options.