Amy Simpson is a financial advisor with Cetera, holding the Series 66 credential and one year of industry experience. Her prior work includes positions at Stifel and Milemarker. Amy is based in Indianapolis, IN. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to both affiliated and third-party investment managers.

John Gresehover is a financial advisor at Edward Jones in Indianapolis, holding the CFP® and Series 66 designations with eight years of industry experience. He worked at Federated Mutual Insurance Company from 2004 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Chad Hayward is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also supports institutional consulting and municipal finance activities.

Steven Billet is a financial advisor with Cambridge Investment Research Advisors in Indianapolis, IN, holding Series 63 and Series 65 registrations and bringing 52 years of industry experience. His prior roles include positions at Lincoln Financial Securities and Life of Virginia, where he has worked since 1991. Outside of his advisory work, he operates an independent insurance agency, Billet Financial Services, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party investment strategies across multiple platform arrangements.

Kevin Karlander is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Karlander coaches youth travel hockey. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Sarah Sallee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, MML Investor Services, and MassMutual Life Insurance Company. Outside of her advisory work, she is involved in direct sales of health and beauty products through companies such as Mary Kay and Globallee. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform that combines adviser programs with active sales of financial products.

Sara Reddington is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2024, she worked at Ameriprise and held various roles in healthcare and education organizations. She is part of The DDK Group, a team within Baird’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 financial planning, portfolio management, and advisory services supported by internal research and advanced tools, managing approximately $394 billion in assets as of December 31, 2025.

Chau Morris is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Morris has been with Merrill since 2011. 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 a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Shawn Magerski is a financial advisor at Cetera with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab & Co., Inc., Nfp, Barnes and Thronburg, and Networks Connect. His background also includes several years of full-time education prior to entering the financial services field. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program platforms and third-party managers.

Eric Rogers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory duties, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Gary Libler is a financial advisor with Charles Schwab in Carmel, IN, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm operates a large-scale, integrated model combining non-discretionary advisory services with access to affiliated discretionary SMAs and a structured alternative-investment platform.

Jacob Peebles is a financial advisor at Edward Jones with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual and several other firms in various roles. Peebles is based in Westfield, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nicholas Martin is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Schwab in 2019, he worked at Geodis USA and ATI Physical Therapy and was involved with Dupage County Hounds Baseball. 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 provides multi-asset model portfolios supported by Schwab’s in-house research and alternative investment offerings.

Jennifer Miller is a financial advisor with Ameriprise in Lebanon, Indiana, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficient strategies to deliver written recommendation reports through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Nicholas Plavchak is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including Axa Advisors and Johnson Brothers of IN. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Joy Eslaire is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Outside of her advisory role, she serves as a Successor Power of Attorney for a non-investment-related entity in Manchester, Tennessee. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers various model-based and discretionary investment strategies supported by its integration with Bank of America’s corporate platform.

Jason Woodruff is a financial advisor with Equitable Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Axa Advisors, Thrivent Financial, and Primerica. Outside of his advisory work, he was involved with Janell Enterprises for five years. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, delivering solutions through program sponsors and third-party managers.

Christopher Pfeifle is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously at City National Bank from 2019 to 2025. Outside of his advisory role, Pfeifle serves as treasurer on the booster club for boys and girls golf, assisting with fundraising efforts to support local golf teams. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through internal and external managers, supported by an extensive capital-markets footprint.

Matthew Postell is a financial advisor with LPL Financial in Zionsville, IN, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at firms such as Fidelity Brokerage Services, JP Morgan Securities, and TD Ameritrade Investment Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and supporting diversified investment strategies.

Kevin Clemson is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Burnham Gibson Wealth Advisors, Equitable Advisors, USI Securities, MMC Securities, Mercer, and American Funds Distributors/Capital Group. He serves as a co-trustee on his parents' irrevocable family trust. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies supported by Merrill’s Chief Investment Office and integrated with Bank of America’s broader corporate platform.