Beth Boylan is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Avalon Wealth Advisory, BKD Wealth Advisors, Schwab Wealth Advisory, and Charles Schwab. Boylan has been with Morgan Stanley since 2021 and also works with Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services through direct client relationships and corporate financial planning agreements.

Fermon Owens is a financial advisor with LPL Enterprise in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, JP Morgan Securities LLC, JP Morgan Chase Bank, and MSI Financial Services. Owens was also involved with Oasis Of Hope Baptist Church from 2019 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering services such as financial planning, access to external asset managers, and a Model Wealth Portfolios wrap program.

Conrad Gregor is a Private Wealth Advisor with Gregor Private Wealth Group at Merrill Private Wealth Management. He joined Merrill in 2020 and participates in the Bank of America / Merrill Training Program, focusing on relationship management and goals-based wealth planning. His role includes serving an elite and limited circle of successful entrepreneurs, venture capitalists, investors, C-suite executives, sports professionals, and generations of wealthy families. Conrad is part of Merrill's Sports and Entertainment Program, managing client relationships with professional athletes and business owners, and also serves millennial clients and the next generation of client families. Before joining Merrill, Conrad had a career as a professional baseball player with several Major League Baseball organizations. He also founded a private baseball and fitness academy aimed at helping young athletes and adults achieve their personal wellness goals and objectives. Conrad's approach is informed by his experience as a business owner and former professional athlete, enabling him to relate well to many clients. His expertise areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, and tax minimization. Conrad holds a bachelor's degree in Finance and Entrepreneurship from Vanderbilt University, where he earned numerous accolades in their baseball program. He carries multiple professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He currently resides in Westfield, Indiana with his family. His personal interests include baseball, basketball, fishing, football, golfing, music, running, softball, spending time with his family, and traveling.

Charles Williams Jr. is a financial advisor with Equitable Advisors in Indianapolis, Indiana. He holds the Series 63 and Series 66 designations and has 34 years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and Axa Advisors. Williams serves as Membership Committee Chair for The Antelope Club in Indianapolis. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to offer a range of investment solutions tailored to client needs.

Jacob Martin is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. He holds the ChFC® designation and has 12 years of industry experience, having worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2013. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a variety of programs including wrap and money-manager services and educational seminars.

Michael Dunn is a CFP® professional with eight years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Ronald Blue Trust and Charles Schwab. Based in Indianapolis, IN, he also serves as an Investment Advisor Representative for Cornerstone Financial Advisory, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad platform network and proprietary model strategies.

Joseph Stoutner is a financial advisor with Ameriprise Financial Services, Inc. in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2004. Outside of his advisory role, Stoutner serves as Treasurer for the nonprofit Wabash College Inc. and is Vice President of NexGen, a nonprofit organization in Indianapolis. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to deliver tax-efficient, income-focused recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Siobhan Minch is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Jess Degabriele is a financial advisor with LPL Financial in Carmel, Indiana, holding Series 65 and Series 63 licenses and 14 years of industry experience. He previously worked at Cardinal Capital Management, LLC from 2012 to 2014 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and third-party asset management, supported by technology tools but with investment decisions made by advisors.

Andrea Blassaras is a financial advisor at Stifel with 18 years of industry experience. She has held roles at Stifel since 2017 and previously worked at City Securities Corporation from 2006 to 2017. Andrea holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and provides episodic fee-based financial planning, with clients maintaining discretion over implementation.

Joshua Plank is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and offering 23 years of industry experience. He has worked with MML Investors Services and MassMutual since 2005 and has been involved with Westpoint Financial since 2002. Outside of advisory work, he is engaged in sales activities related to health services through Westpoint Financial Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented financial planning using firm-approved tools.

James Burney 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. since 2002. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients generally retaining discretion over implementation.

Evan Sturges is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co since 2017. Prior to that, he was with Trustwave Holdings Inc. for two years. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Nathaniel Robinson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 10 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank since 2018. Outside of his advisory role, he is co-owner of Peanut Montessori LLC, a toddler daycare business, where he assists with administrative tasks. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and centralized operational infrastructure.

Lynsey Hazelwood is a financial advisor at Charles Schwab with Series 63 and Series 65 designations and two years of industry experience. She previously worked at ReJoyce Financial, LLC and has a background in the hospitality sector, including six years at Hooters. Charles Schwab & Co., Inc. serves a large client base, mainly 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, using multi-asset model portfolios and due diligence on alternative investments.

Lisa Lauria is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 29 years of industry experience. Her prior work includes roles at Charles Schwab and Thurston Springer Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, emphasizing collaborative, annual planning engagements.

Job Ward is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Ameriprise in 2026, he worked for 19 years at The Huntington Investment Company. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Tyler Lien is a financial advisor at Edward Jones in Indianapolis, IN with two years of industry experience. He holds a Series 66 designation and joined Edward Jones in 2024. Prior to his current role, his background includes positions in various fields such as education and delivery services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Aubree Reed is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Her work history includes roles at Fidelity Investments and Charles Schwab. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers model portfolios, fund advisory, and manages multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Ryan White is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. He has previously worked at Scott Financial Organization and Concourse Financial Group Securities Inc., and has operated his own firm, White Wealth Management, since 2006, providing comprehensive financial planning services. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supporting over 10,000 advisors and managing more than $256 billion in assets.