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.

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.

Carter Bonecutter is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2023. Outside of his advisory role, he is the owner and partner of Threaded Glory, LLC, a company that sells vintage-style clothing online. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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.

Phillip Hogan is a financial advisor with LPL Financial in Indianapolis, holding Series 63 and 65 licenses and having seven years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, and various credit unions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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.

Kyle Hoerr is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA, JPMorgan Securities LLC, and served as an instructor at the Kelley School of Business Department of Business Law and Ethics. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation modeling process combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Brian Kowalevsky is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

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.

Matthew Bosler is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation. He joined Edward Jones in 2026 after 13 years with 3M Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.