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.

Kylie Elliott is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Charles Schwab entities since 2013. Outside of her advisory role, she co-owns Bug & Bramble LLC, an online printing business that supports a Halloween costume application design. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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, supported by a multi-asset model portfolio approach and a centralized operational structure.

Hanna Jackson is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at several firms, including RBC Capital Markets, Thurston Springer Financial, and Sanctuary Wealth. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services such as fee-based 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.

Don Shuck is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies that align with their long-term goals. He emphasizes the importance of understanding each client's complete financial picture and offers access to investment insights from Merrill, along with banking and lending solutions through Bank of America. Don holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He completed his high school education at NCHS. In addition to his advisory work, Don is actively involved in his community, dedicating time to volunteer with local organizations.

Michael Mullen is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and with 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Brad Brees is a financial advisor with Edward Jones in Fishers, IN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and provides additional services including trust and securities-based lending options.

Lucie Lortz is a CFP® and Series 66-certified financial advisor at Charles Schwab with seven years of industry experience. Her prior professional background includes roles at Edward Jones and various companies outside finance, including Lhp Engineering Solutions and Ann Taylor Inc. In addition to her advisory work, she has been involved in personal shopping and grocery delivery through Instacart. Charles Schwab & Co., Inc. provides integrated investment advisory, brokerage, and custody services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational platform.

Kent Preston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is the owner of KLP Group LLC, a non-investment-related business established to manage a Primerica office lease. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated model portfolios rather than institutional pension or profit-sharing plan management.

Hunter Holliday is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to his current role, he worked at Cash American Pawn and attended the University of Indianapolis. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning with a variety of investment and event-driven planning services.

Andrew Huck is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2006, with a brief tenure at optionsXpress, Inc. in 2017. Charles Schwab & Co., Inc. 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 provides a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Danielle Guerra is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at UBS since 2020 and previously spent eight years at Schwab Private Client Investment Advisory, Inc., as well as thirteen years at Charles Schwab. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Its advisors use proprietary research and model-driven asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Samantha Hayton is a financial advisor at Edward Jones in Noblesville, IN, with five years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, she worked with Equitable Advisors LLC and American United Life/OneAmerica Securities, among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Benjamin Goshorn Maroney is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2019. Prior to that, he worked at Foresters Advisory Services LLC and Foresters Financial Services from 2010 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, providing both discretionary and non-discretionary investment options.

Daniel Moore is a financial advisor at Robert Baird & Co. in Indianapolis, IN, with 25 years of industry experience. He has been with Robert Baird & Co. since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Moore is involved in sales of collectibles on eBay. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, SMA programs, and a range of traditional and non-traditional investment strategies.

Jeffrey Ritter is a financial advisor at OSAIC based in Indianapolis, IN, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Signator Investors, Inc. for 29 years before joining OSAIC in 2018. Ritter operates Foresight Financial Management, LLC, where he conducts investment and insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and multiple advisory platforms to construct customized portfolios for clients.