Jonathan Mareachen is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. He previously worked for the State of Indiana Department of Natural Resources for 12 years before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 and discretionary investment management with multi-asset model portfolios and centralized operational support.

Rey Dues is a Certified Financial Planner® with 15 years of experience at Charles Schwab and Charles Schwab Bank, SSB. He holds Series 63 and Series 65 licenses and is based in Noblesville, Indiana. His career has been focused within the Schwab organization since 2011. 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 mix of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Jeremy Koch is a Series 66 licensed financial advisor with Fidelity, based in Fishers, Indiana, and has 21 years of industry experience. He has been affiliated with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methods including AI in its process.

Quentin Sampson is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 14 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house financial research and due diligence on alternative investments.

Stephanie Duvall is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and previously worked for Capital Group Companies for eleven years before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Brockton Yoder is a CFP®-credentialed financial advisor with three years of industry experience, currently with Ameriprise in Zionsville, IN. His prior experience includes roles at LPL Financial, State Bank of Lizton, and Capital Group - American Funds Distributors, Inc. He is also engaged in outside employment managing client investments for State Bank of Lizton. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Patrick Murray is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2013. In addition to his advisory role, he is a co-owner of Ashmur LLC, an insurance sales firm specializing in property and casualty insurance. MassMutual 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, emphasizing collaborative, goal-based planning and a range of investment programs.

Philip Kostaroff is a CFP® professional with 22 years of industry experience. He has worked at OSAIC since 2018 and previously spent 14 years at John Hancock. He is also involved with his own financial management and planning businesses in Indianapolis. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of advisory services and utilizes advanced portfolio construction tools and multiple third-party platforms.

Aidan Lamping is a financial advisor at LPL Enterprise with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining LPL Enterprise, he worked at Charles Schwab & Co., Inc. and Bison Financial Group. He has also worked in non-financial roles, including at Loven Oven Pizzeria and Franciscan Health. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party management, supported by an integrated platform that combines adviser programs with insurance sales and collateralized lending.

Trenton Howard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Workplace Planning Consultant at multiple levels and High Net Worth Service Associate. His professional experience is centered around developing comprehensive financial plans and working closely with clients to align their financial strategies with their long-term goals. Trenton is committed to understanding his clients' visions and translating them into actionable steps to achieve financial success. His career path at Fidelity Investments reflects a focus on workplace planning and client service within the financial industry. Outside of his professional work, Trenton enjoys board games, fitness, outdoor adventures, and reading.

Alexander Geroulis is a Financial Advisor Trainee at Merrill Lynch Wealth Management. In this role, he is engaged in developing his professional expertise within the financial advisory field. Further background, including his experience, education, or personal interests, has not been provided.

Rougih Makkar is a financial advisor with Equitable Advisors located in Carmel, Indiana. He holds a Series 66 designation and has experience in related roles since 2022, including positions at Charles Schwab, Thrivent Investment Management, and Equitable Advisors. His prior work includes roles outside the financial sector such as with DoorDash, Lyft, Uber, and the Indiana Army National Guard. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs delivered through Investment Adviser Representatives and third-party asset managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Emily Begeman is a financial advisor with Charles Schwab, holding a CFP® designation along with Series 63 and Series 66 licenses. She has 11 years of industry experience and has worked at various Schwab entities as well as firms such as AW Securities, Allworth Financial, and Sheaff Brock Investment Advisors. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

James Schrader is a financial advisor based in Indianapolis, IN, affiliated with Morgan Stanley. He holds the Series 63 and Series 66 designations and has 12 years of industry experience. Prior to joining Morgan Stanley, he worked at Lincoln International for several years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by advanced modeling tools.

Christopher Oconnell is a financial advisor at Charles Schwab in Indianapolis, IN, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2011. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Montgomery Meeks is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Greg Blunk is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. He is also a founding partner of Blunk Financial Group, a registered securities business, and is involved in fixed life insurance and annuity sales. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated financial services with a focus on diversified portfolios, utilizing asset-allocation tools and multiple third-party solutions.

Chase Alexander is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 licenses and having five years of industry experience. His prior work includes roles at Dicks Sporting Goods, Avon High School, and Sherwin Williams. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its 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 delivered via multi-asset model portfolios and centralized operational support.

Corey Goers is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at J.P. Morgan Securities and The Prudential Insurance Company of America. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm combines financial planning, model portfolios, third-party asset management, and access to various brokerage and insurance products within an integrated platform.

Conor Quick is a CFP® and Series 66 licensed financial advisor with Robert Baird & Co. in Indianapolis, Indiana, bringing eight years of industry experience. He has worked at Baird since 2017 and is also the owner of a non-investment-related LLC. Conor is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm uses a range of portfolio management strategies supported by internal research and ongoing manager monitoring, managing approximately $394 billion in regulatory assets as of December 2025.