Bryan Baker is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise since 2016, first at Ameriprise Financial Services, Inc. before transitioning to Ameriprise Financial Services, LLC in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a structured investment framework.

Mark Langdon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management options supported by in-house and third-party research.

Matthew Baltera is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and bringing nine years of industry experience. His prior work includes roles at Raymond James & Associates and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery processes.

Amanda Bishop is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and bringing 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

David Brown is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. His previous positions include roles at Prudential Insurance Company of America, Mutual of Omaha, and Regions Bank. Outside of his advisory work, he serves as a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides a range of discretionary and non-discretionary portfolio management and financial planning services, utilizing model portfolios, third-party managers, and customized strategies across various account structures.

Steven Schenck is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing personalized investment guidance. Steven earned a Bachelor's Degree from Indiana University/Purdue University at Indianapolis. His educational background supports his role in delivering wealth management services to clients.

Kameron Troxell is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. Prior to joining J.P. Morgan Securities in 2015, he worked at Uber from 2016 to 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Thomas Meltzer Jr. is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 63 designation and 36 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs supported by structured planning tools and investment modeling.

Sean Kurtock is a financial advisor with Equitable Advisors in Carmel, IN, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Cardinal Integrated Systems and has held positions in various other fields including hospitality and technology. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm employs a hybrid referral and implementation model, leveraging multiple asset managers and offering both advisory and brokerage services.

Connor Wagoner is a financial professional at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual and APEX Wealth Services LLC. His background includes roles supporting client services and financial planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a nationwide network of independent advisors. The firm operates a multi-manager platform, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.

Eric Mc Clurg is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Merrill since 2022 and previously spent four years at Edward Jones and five years at Muncie Novelty Co., Inc. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide array of products and services.

Andrea Kobliska is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2015. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach includes model-based and discretionary strategies supported by Merrill’s Chief Investment Office, integrated within Bank of America’s broader corporate platform.

Kelley Maguire is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BMO Harris Financial Advisors and BMO Harris Bank. Outside of her advisory role, she is an Associate Financial Advisor at TGG Operations, LLC. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Samuel Biel is a financial advisor at Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to his clients' financial goals and changing market conditions. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Samuel holds a Bachelor's Degree from Purdue University System and a Master's Degree from the University of South Florida. He holds the Professional Investment Advisor (PIA) designation. He is involved in professional organizations such as APA Billiards and BMW Club. Outside of his professional role, Samuel participates in community activities including volunteering with the 4-H organization. His personal interests include billiards, fishing, photography, reading, and spending time with his family.

Freddie Crandall is a financial advisor with Morgan Stanley in Champaign, IL, holding CFP®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. In addition to his advisory role, Mr. Crandall is involved in managing rental properties and real estate ventures. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market simulations to support client financial planning.

Thomas Gowin is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019 and J.J. B. Hilliard, W.L. Lyons, LLC since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection, internal research, and advanced portfolio management tools.

Michael Zick is a CFP® with 25 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at PNC Financial Services and PNC Investments. He serves on the investment committee of the Indiana State Museum and Historical Sites. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Steve Stevens is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with MML Investors Services Inc and MassMutual Life Insurance Company since 2014. Outside of his advisory role, Stevens serves as a board member for Easter Seals Crossroads and provides life and business coaching through his consulting firm. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and structured annual planning engagements.

Steven Stapleton is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and over 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs, including tailored financial planning, supported by structured discovery processes and firm-approved tools.

Quinlan Parient is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to his current role, his work history includes positions outside the financial industry as well as previous employment within Charles Schwab. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers centralized custody, brokerage, and cash-sweep services.