Kenric Farlow is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Charles Schwab since 2004 and also works with Charles Schwab Bank, SSB. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Kristine Mitchell is a financial advisor with Fidelity Investments in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She previously worked at Capital Group and currently combines her roles at Fidelity with employment at Kroger. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios that include mutual funds, ETFs, and ETPs.

Matthew Bennett is a financial advisor with MassMutual Investors Services. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative financial planning engagements using firm-approved software and offers event-driven planning programs such as estate settlement and employer-sponsored planning.

Raymond Blunk is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Blunk operates Blunk Financial Group, a sole proprietorship involved in marketing and sales of fixed insurance products as well as securities, mutual funds, and general financial advisory services. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and provides access to discretionary strategies, third-party managers, and alternative investments.

Shannon Emberton is a Series 66 licensed financial advisor with Merrill in Indianapolis, IN, and has 9 years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Carson Tipton is a financial advisor with Charles Schwab holding Series 66 and Series 63 credentials and one year of industry experience. His prior work experience includes positions at Uber, DoorDash, and King Jugg. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

Adam Renbarger is a financial advisor with Edward Jones in Fishers, IN, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he is president of Renfam, LLC, which operates an Airbnb property in Naples, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a broad range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hunter De Haven is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Cetera and Regions Bank. His background also includes various roles outside the financial sector, such as positions at Indiana University and in food service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility in recommendations.

Gavin Ellis is a CFP® with 25 years of industry experience, currently serving at Fisher Investments since 2021. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments from 1998 to 2021. He is co-owner of an interior design company launched by his wife that works with realtors on staging houses. Fisher Investments provides discretionary portfolio management to institutional and high-net-worth clients worldwide, using a centralized investment approach that combines quantitative and qualitative research. The firm manages a broad range of mandates, including equity, fixed income, and blended portfolios, and offers sub-advisory and retirement plan services.

William Perry is a financial advisor with Charles Schwab in Indianapolis, IN, holding CFP®, Series 63, and Series 65 designations and 15 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016. Perry is also the president and sole owner of Puma Palace LLC, a leasing business unrelated to investments. 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 both non-discretionary guidance and access to discretionary separately managed accounts using multi-asset model portfolios and alternative investment options, supported by its integrated operational structure and extensive client base.

Josef Hess Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Indianapolis, IN. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a comprehensive investment approach without providing individual security recommendations in standalone planning.

G Butler is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2010, following prior roles at Merrill and Morgan Stanley. Outside of his advisory work, he is involved with the Helen Wells Agency as a model. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, utilizing both proprietary and third-party strategies, and supports its large network of advisors with advanced operational and research tools.

Jerry Mc Mullen is a financial advisor at Merrill with 44 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2014, concurrently working at Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Lisa Lacayo is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney for ten years before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Thompson is a financial advisor with RBC Capital Markets in Indianapolis, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets since 2014 and also works with City National Bank since 2018. Outside of his advisory role, Thompson serves on the board of the Indy Sports Foundation and acts as a sports broadcaster for Indiana University football on ESPN Radio. He is also a director of the Sigma Nu White Star Education Endowment and coaches high school football at Guerin Catholic High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with portfolio management, financial planning, custody, and brokerage services. The firm offers customizable advisory programs and integrates both in-house and third-party investment managers, providing options for tax management, rebalancing, and responsible investing.

Blake Dicken is a CFP® professional affiliated with Wells Fargo Advisors in Indianapolis, IN, with two years of industry experience. His prior roles include positions at Savant Wealth Management and Citizens Energy Group. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and divorce planning, using proprietary research and tools to develop tailored recommendations.

Jason Spilbeler is a CFA® charterholder with 19 years of experience at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in Indianapolis, IN. He serves as Treasurer and chairs the Finance Committee on the Board of Trustees for the Indianapolis Zoo and is a member of the Investment Committee for Goodwill of Central and Southern Indiana Foundation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized reporting within a non-discretionary framework.

Nathaniel Turner is a financial advisor with OSAIC, holding a Series 63 designation and bringing 29 years of industry experience. He previously worked at Signator Investors, Inc., Transamerica Financial Advisors, and Osaic FA, Inc. Outside of advising, Turner is a freelance writer and author focusing on parenting and humanity, and he serves on the board of The League of Extraordinary Parent, a nonprofit offering educational resources for parents. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a model-based investment approach, portfolio optimization tools, and access to third-party money managers and alternative investments.

Austin Green is a financial advisor based in Indianapolis, IN, currently with Morgan Stanley. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked at Home Bank and Meijer, and spent seven years with the Center Grove School System. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools as part of its financial planning process.

Matthew Crispin is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he serves as a basketball referee for the Indiana High School Athletic Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.