Matthew Sherman is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, Indiana, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Charles Schwab in 2019, he worked at Assured Partners and held positions at Home Depot and Lowe's. 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 and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.

Amy Rice is a financial advisor with Robert W. Baird & Co. based in Greenwood, IN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked previously at OneAmerica Securities and American United Life, with roles spanning from 2012 to the present. Outside of her financial advisory work, she owns Mow & More by Greg, LLC, a lawn and landscaping services business. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a variety of financial planning and portfolio management services. Baird employs a combination of manager-traded and model-traded strategies, tax management, and uses internal research tools including artificial intelligence to support client advice.

Scott Razzino is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes positions at Endress and Hauser, Primerica Financial Services, Caterpillar Reman, Trane Technologies, and Eaton Corporation. In addition to advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,961 financial advisors and $15.5 billion in assets under management. The firm utilizes model-based strategies managed by unaffiliated asset managers and provides advisory services primarily to non-institutional clients.

Jill Wright is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. Her prior work history includes positions at Capital Group and Charles Schwab. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying significantly on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Steven Rastrelli is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at PNC Investments for nine years. Outside of his advisory work, he has been involved with Boy Scout Troop 96 since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Trevor Aldrich is a financial advisor at Charles Schwab in Indianapolis, IN, with two years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Scotlynn Group and managed his own advisory practice. Prior to his financial career, he was involved in landscape business operations for ten years. 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 offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by a multi-asset model portfolio investment approach and centralized operational structure.

Cassi Patterson is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2010, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and planning tools to develop tailored client recommendations.

Raquel Raiten is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Schwab Private Client Advisory, Inc. as well as in finance and collections roles prior to joining Charles Schwab. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Robert Milligan is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with Cetera Advisors LLC since 2013. Milligan serves on the advisory board of the Plainfield Chamber of Commerce and is involved with the Plainfield United Methodist Church as chairperson and endowment committee member. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through various program platforms and third-party managers.

Jeffrey C. Avagian is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1997 and brings over 28 years of experience in the financial services industry. Jeffrey provides a full range of services to high net worth individual investors and their families, focusing on personalized wealth management strategies tailored to clients' return objectives, risk tolerance, and liquidity needs. His expertise includes college education planning, divorce transition planning, family wealth management, retirement income, and investment strategy among others. Jeffrey’s approach to portfolio management is grounded in rigorous research and disciplined investment processes. He employs a comprehensive methodology to allocate assets and adjusts portfolios in response to changing market conditions and client circumstances. His team emphasizes superior communication and service to build trust and long-term relationships with clients. Jeffrey holds the Chartered Retirement Planning Counselor℠ designation and a Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from Indiana University Bloomington and a Master’s Degree in Business Administration from Baldwin Wallace University. He resides in Carmel, Indiana with his wife and three daughters and participates in community volunteer activities. Outside of work, he enjoys boating, skiing, and spending time with his family.

Patrick Rickman is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Fifth Third from 2020 to 2022 and was employed at Lewis University from 2016 to 2020. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Joseph Knoth is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2013. Outside of his financial career, he was involved with Hoyt's Carpet Cleaning from 2010 to 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes to develop written recommendations tailored to client goals.

Ellen Zawacki is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes a long tenure at Capital Group from 2002 to 2024 and a brief period at Morgan Stanley before joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

David Robertson is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 credentials. Outside of his advisory role, Robertson owns and operates educational and photography businesses, including Algebra Awesomeness, which sells lesson plans online, and two photography studios specializing in general and sports portraits. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its integrated advisory and brokerage platform, offering both non-discretionary advice and access to discretionary separately managed accounts managed by its affiliated investment management firm.

Hayden Mills is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at the University of Tennessee and Matthews Real Estate Investment Services, as well as several years working in education and at Indian Hill Club. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with substantial assets, delivering detailed, annually updated Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Tim Meister is a CFP®-certified financial advisor with Ameriprise in Noblesville, IN, bringing 45 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Adam Humphrey is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to this, he held roles at PolyOne, Grace Church, Springhill Camps, Indiana University, AroundCampus Group, and ESG Security. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anthony Jung is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Outside of his advisory role, he is involved in independent insurance brokering and operates Jung Consulting LLC, which manages his Ameriprise franchise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendations supported by research, modeling, and tax-efficiency analysis, primarily for clients with Ameriprise-managed accounts.

Kerrie Coe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Cetera and Cetera Investment Services for over a decade before joining Wells Fargo Clearing. Outside of her advisory role, she has full ownership of Kentucky Sycamore Properties LLC, a residential property holding company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven process based on modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than many institutional advisers.

Shelby Utterback is a financial advisor with LPL Enterprise holding a Series 66 designation. Shelby has been with LPL Enterprise since 2026 and has prior experience in the dental and healthcare sectors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.