Andrew Tiplick is a financial advisor at Ameriprise in Indianapolis, IN, with 28 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. He holds a Series 63 designation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Charles Holden is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Charles Schwab & Co., Inc. and MWA Financial Services Inc., among others. Outside of financial services, he has ongoing business interests in restoration and mechanical services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Emilia Singh is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Before joining Merrill in 2023, she worked at Westpoint Financial Group and held various roles in education and behavioral analysis. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries with model-based and discretionary investment strategies managed by affiliated entities.

Malcolm Frost is a financial advisor at Stifel with 41 years of industry experience. He has held positions at Stifel since 2017 and previously worked at City Securities Corporation for 14 years. Frost also serves as an executor for a nonfamily estate. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Joseph Sparks is a financial advisor with Charles Schwab specializing in wealth management. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Schwab, he worked at FORVIS, LLC, and has entrepreneurial experience with Ronin Inc. and Anarchy Axe Throwing. 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 using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Chad Baldwin is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he worked at Edward Jones for nine years. Baldwin operates Baldwin Wealth Strategies, LLC as a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support both discretionary and non-discretionary portfolio management.

Donna Shumar is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating modeling techniques like Monte Carlo simulations, while clients retain responsibility for implementing and updating plans.

David Baugh is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). David earned a Bachelor's Degree from Indiana University/Purdue University at Indianapolis.

John Morningstar is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sapient Capital LLC since 2023, following a 17-year tenure at Stifel from 2006 to 2023. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and governmental entities. The firm provides brokerage and advisory services using a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Lasitaporn Caudill is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. She previously worked for The National Bank of Indianapolis for three years before joining Charles Schwab & Co., Inc., where she has been employed since 2019. 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 affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Andrew Curran is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2012, serving in various capacities including Financial Consultant and Workplace Planning and Guidance Consultant II. Prior to joining Fidelity, he was an Assistant Vice President and Financial Solutions Advisor at Merrill Lynch and a Senior Financial Analyst at First Person. Andrew specializes in creating comprehensive financial plans tailored to his clients' goals. His approach involves understanding clients' financial situations and preferences, collaborating with them and their families on strategy development, and monitoring progress toward their objectives. This process underpins his commitment to building long-term relationships with clients. Outside of his professional work, Andrew has interests in beach activities, football, soccer, and traveling.

Brandon Phelps is a financial advisor at Charles Schwab & Co., Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations 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. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investments.

Jason Thompson is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Charles Schwab since 2017 and is also affiliated with Uber since 2016. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Benjamin Cahill is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Matthew Rittenhouse is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets since 2014 and was previously with City National Bank from 2018 to 2021. 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 variety of advisory programs featuring discretionary and non-discretionary portfolio management that utilize both in-house and third-party managers.

Craig Reed is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory role, Reed serves as Board Chair and is a member of the finance and executive committees at Greenwood Christian Academy, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Walter Niemczura Jr. is a CFP® with 15 years of industry experience, currently affiliated with Ameriprise in Indianapolis, IN. He previously operated the Niemczura Wealth Group and worked with Raymond James Financial Services Advisors from 2016 to 2024. He managed an LLC related to wealth management during his tenure at Raymond James, which he is closing after moving his practice to Ameriprise. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Kristopher Kuehr is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at J.P. Morgan Chase and Charles Schwab & Co., Inc. He is based in Indianapolis, IN. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Douglas Kistler is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2000. He focuses on delivering comprehensive wealth management solutions tailored to high-net-worth individuals and their families. His approach centers on understanding clients’ financial situations, family dynamics, and personal priorities to develop customized plans aligned with their goals and risk tolerance. Douglas emphasizes ongoing communication to ensure financial plans remain relevant as clients’ needs evolve over time. Douglas earned a Bachelor’s degree in Business from Indiana University in Bloomington. He holds the Professional Investment Advisor (PIA) designation. In addition to his professional responsibilities, he engages with community organizations including the Indianapolis Great Banquet, Juvenile Diabetes Research Foundation, Grace Church Miami, and Castleview Church. He currently resides in Fishers, Indiana, with his wife, Ally, and their two daughters, Isabelle and Addison.

Bobby Jones is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Charles Schwab since 2019. Prior to joining Schwab, he worked at RPM Franchises - Domino's Pizza and Indiana University Purdue University Indianapolis. Jones is based in Indianapolis, IN, and holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.