Christopher Boylan is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked previously at Pruco Securities LLC, BMO Bank, the University of Southern Indiana, and Live Nation. Outside of finance, he is involved in rideshare services through Shipt, delivering grocery orders in Indianapolis during evenings and weekends. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by proprietary research, model portfolios, and third-party asset management.

Robert Miller is a financial advisor with Raymond James Financial Services in Indianapolis, IN, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. He has operated Miller Financial Services, LLC since 2006 and serves as a financial advisor and co-branch manager with Miller Wealth Advisors, LLC. Miller also holds a broker license for non-variable life insurance products with several carriers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of implementation options and supporting institutional and municipal clients through its broad affiliate network.

Robert Peters II is a CFP® professional with eight years of industry experience, currently affiliated with Charles Schwab in Indianapolis, IN. He has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2019. Outside of his financial advisory role, Peters coaches youth basketball several times a week at The National Basketball Academy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program and affiliated services, offering a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment options.

Joshua Pickard is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2019, he worked in the retail and automotive sectors, including roles at Potbelly's, Economy Plumbing Supply, and Andy Mohr Buick GMC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational capabilities.

Jason Zoch is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also owns Fidus Wealth Management LLC, an independent wealth management practice based in Indianapolis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning services including business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing the manner of implementation.

Robert Burch Jr. is a financial advisor with LPL Financial in Carmel, IN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at American Funds and American Funds Distributors, Inc. for a combined 21 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Rajan Desai is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab since 2005. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jacob Knott is a Series 66-licensed financial advisor with Merrill in Indianapolis, IN, and has 21 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and has been affiliated with Bank of America since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with broader Bank of America services, including lending and custody.

Joseph Giordano is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009, previously working with Citigroup Global Markets starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to assist in developing financial plans.

Suzana Kovatch is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2017. Her prior roles include positions at J.P. Morgan Institutional Investments Inc. and Jpmorgan Investment Management Inc. She is a board member of Downtown Indy, Inc., a nonprofit organization focused on the economic success and vitality of downtown Indianapolis. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Scott Maskel is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2011. Maskel serves on the Finance Committee of the Lawrence Township School Foundation in Indianapolis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Carolyn Kuenz is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and eight years of industry experience. She previously worked at Charles Schwab & Co., Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Cade Satz is a financial advisor at Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Morgan Stanley since 2022, following his college education completed in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to support its clients’ financial goals.

Ryan Rosenwinkel is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 66 and Series 63 licenses and 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 offers a combination of non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Michael Warren is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the finance committee of the Indiana Quarter Horse Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through a structured process using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and strategies.

Christopher Padgett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Christopher earned his bachelor's degree from Indiana University.

Steven Frye is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Robert Baird & Co., J.J.B. Hilliard WL Lyons, LLC, and Raymond James & Associates. Frye is also involved with ICAG Insurance Agency, a non-variable insurance business. 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 advisers. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Eric Olimb is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured process supported by algorithmic automation and oversight committees.

Alain Brown is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for nine years at Fifth Third Securities. Outside of his advisory role, he is a co-owner of WRIEL Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Matthew Wolff is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Inc. and Executive Financial Planning Group Inc. in addition to his current role. Outside of his advisory work, Wolff serves as an assistant coach for a travel baseball team. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by a broad affiliate network.