Andrew Smith is a CFP®-designated financial advisor with 24 years of industry experience, currently with Edelman Financial Engines in Indianapolis, IN. His prior roles include positions at The Mutual Fund Store and multiple Financial Engines entities dating back to 2002. He serves as a board member and executive committee member of the Better Business Bureau of Central Indiana. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary, committee-driven modeling process with planner delivery and online tools, offering both discretionary and non-discretionary advice across a broad range of account types.

James Pike is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliates since 2007. Outside of his advisory work, he serves as treasurer on the board of directors for the Central Indiana Association of Collaborative Professionals and owns a business that develops a mobile app. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeremy Decatur is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been with Charles Schwab for most of his career, spanning from 1999 through the present, with brief periods at Global Atlantic Financial Group and Insite Managed Solutions in 2024. 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 both non-discretionary and discretionary investment guidance, supported by multi-asset strategic portfolios and an integrated operational structure.

Jamie Sanders is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Jamie works closely with business partners to utilize available resources effectively, aiming to earn and maintain clients' trust within the Private Wealth Management team. Jamie has been with Fidelity Investments since 2007, beginning as a Mutual Fund Trader. From 2009 to 2021, Jamie served as a Senior Relationship Manager, followed by a position as Wealth Management Service Specialist II from 2021 to 2024 before assuming the current role in 2024. Outside of professional responsibilities, Jamie has interests in baseball, concerts, football, movies, and music.

Linda Mulcahy is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she owns and operates Prime Thyme Meals, a catering service specializing in small dinner parties and weekend events. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Peter Emigh is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 63 designation and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Emigh is also the owner of Argos Financial Group, Inc., a financial advisory business. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing firm-approved tools to deliver annual, collaborative financial planning engagements.

Brian Schuman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He advises High Net Worth and emerging High Net Worth clients, focusing on retirement income planning, portfolio development, liability management, tax minimization, and asset preservation. His client focus areas include college education planning, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brian joined Merrill in 2007. Before that, he served as a Financial Advisor for Wachovia Securities for 10 years and worked for a decade as an associate at The Tom Lange Company. He holds the Chartered Retirement Planning Counselor (CRPC) designation, the CERTIFIED FINANCIAL PLANNER (CFP) certification, and the Personal Investment Advisor (PIA) designation. Brian graduated from Purdue University with a bachelor's degree in Agriculture Economics. He has been named to the Forbes "Best-in-State Wealth Advisors" list from 2019 through 2023. Brian resides in Carmel with his family and volunteers with Gleaners Food Bank.

John Cech is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. He is based in Indianapolis, IN. 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 ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Beets is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Charles Schwab since 2014. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

John Williams is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Raymond James and its affiliates since 2008. Williams is involved with Executive Financial Planning Group, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and investment consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Elizabeth Thorpe is a Series 66-licensed financial advisor at Merrill with 16 years of industry experience. She has worked at Merrill since 2021 and held prior roles at Stifel and City Securities Corporation. Thorpe is also a commissioned Notary Public in Lafayette, Indiana. 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, and institutional investors.

John Joy is a financial advisor with LPL Enterprise in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining LPL Enterprise, he worked at Valic Financial Advisors for 14 years and has been associated with Agia since 2022. He also serves as president of John Joy Insurance, a non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

David Webb is a CFP® with 12 years of industry experience, currently affiliated with Charles Schwab in Indianapolis, IN. He has held roles at Charles Schwab since 2012, including positions at Schwab Private Client Investment Advisory and Charles Schwab Bank, SSB. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Douglas Stine is a financial advisor with RBC Capital Markets based in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at RBC Capital Markets since 2015 and at City National Bank since 2019. Stine serves on the Board of Directors for Indiana Orange Baseball, a youth baseball organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Gregory Knecht is a Series 66 licensed financial advisor with Edward Jones, based in Greenfield, IN. He has 18 years of industry experience and has been with Edward Jones since 2007. Outside of his advisory role, he owns and maintains a commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

John O'Malley is a financial advisor at Morgan Stanley in Indianapolis, Indiana, holding a Series 66 designation with five years of industry experience. His career includes roles at GEM Realty Capital, Inc. and RSM US LLP before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to create plans but generally does not provide individual security recommendations as part of standalone planning.

Mason Adams is a CFP® with two years of industry experience, currently affiliated with Cetera in Carmel, IN. He has worked at several firms including Forvis and Meijer before joining Cetera in 2024. In addition to his advisory role, he is involved with Prosperity Advisors, a financial services business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Krista Scott is a financial advisor with J.P. Morgan Securities in Greenfield, Indiana, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at PNC Wealth Management and Waddell & Reed prior to joining J.P. Morgan in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a supported advisory process that integrates quantitative and qualitative research.

Larry Marietta is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has a background operating his own accounting and tax firm, Marietta Financial Services, Inc., and serves as a board member of the Indiana Tax Practitioner Association. Additionally, he is involved with The Chalkguy Foundation, a nonprofit that donates Lego sets to children in hospitals. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. The firm serves individual and institutional clients through diverse portfolio management and financial planning services, offering a range of program structures including both discretionary and non-discretionary accounts.

Richard Wirey Jr. is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Prudential Insurance Company of America since 1988. He serves on the nonprofit board of Church of the Lakes, assisting the pastor in community activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and a range of financial planning and insurance services.