Lucas Bruggeman is a financial advisor with Stifel in Indianapolis, Indiana, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and was previously with City Securities Corporation from 2014 to 2016. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance, and provides both fee-based financial planning and recommendations of third-party advisers.

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.

Kevin Ball is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial and Bsh Financial. He is also involved with LGL Investment Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Brandon Emkes is a financial advisor with Merrill, 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 provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Lane is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves in an advisory role at Holy Spirit Catholic Church, acting as a liaison between the Parish Business Office and parishioners. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

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.

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, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.

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 with Equitable Advisors in Carmel, Indiana, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2016. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed 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 at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2013. Renner serves on the finance committee of the Indiana Motor Truck Association board of directors and is a committee member at Woodland Country Club, where he contributes to budgeting and operations review. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

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.

Cathleen Rodriguez is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its 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 operates within Bank of America’s broader platform, providing access to various products and services.

Cassandra Bogaards is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. She previously worked at Elements Financial and Horizon Bank before joining LPL Financial in 2018. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.