Tyler Lien is a financial advisor at Edward Jones in Indianapolis, IN with two years of industry experience. He holds a Series 66 designation and joined Edward Jones in 2024. Prior to his current role, his background includes positions in various fields such as education and delivery services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Aubree Reed is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. She has worked at Fidelity Investments since 2023 and held prior roles at Charles Schwab, among other positions. Fidelity's Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios, and maintains a formal advisory role to multiple registered investment companies.

Ryan White is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. He has previously worked at Scott Financial Organization and Concourse Financial Group Securities Inc., and has operated his own firm, White Wealth Management, since 2006, providing comprehensive financial planning services. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Randall Tarter is a CFP® with 27 years of industry experience currently serving at Edward Jones. His prior experience includes roles at LPL Financial and CUNA Brokerage Services, Inc., as well as at Everwise Credit Union. He holds Series 63 and Series 66 licenses. 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 programs and investment solutions under a fiduciary standard.

Jeremy Sassanella is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Park Avenue Securities, and Guardian Life Insurance. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with sales of various financial products including insurance.

Manish Krishnamaneni is a Financial Advisor at Merrill Lynch Wealth Management. He provides investing advice and access to banking and lending services through Bank of America. Manish works with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Manish earned his Bachelor's Degree from Indiana University/Purdue University at Indianapolis.

Jordan Be Miller is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and various organizations in Indiana, including Indiana University and local government departments. 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, pension plans, corporations, and charitable organizations.

Stephen Colligan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. Prior to this, he worked at Franklin College for four years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs and institutional fiduciary solutions.

Evan Coffman is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at SagePoint Financial, Inc., MARC Financial, and OSAIC. Outside of advising, he works as a food delivery driver and sells life insurance as a sole proprietor. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.

John Ludwig is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation and the Series 63 license. Ludwig has been with LPL Financial since 2012 and is also involved with LHD Retirement, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management and a variety of model portfolio options.

Lisa Caputo is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market models.

John Franz is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining RBC in 2017, he worked at City Securities Corporation for 13 years and briefly at several firms including Noyes Advisors LLC and Stifel Nicolaus & Co Inc. He serves on the Board of Directors for JoJo's Jumpstart Foundation, which provides scholarships for graduating high school students. RBC Wealth Management serves a broad client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a mix of in-house and third-party investment managers and emphasizes customizable strategies aligned with clients’ risk profiles.

Teresa Esteb is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley for 17 years and David Craig for 32 years. Teresa is currently associated with the Stonecrest Group within Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Jacob Miller is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Everwise Credit Union and SYM Financial Advisors. He has also worked in educational and community settings, including Grace College and Theological Seminary and Middlebury Community Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with options for discretionary and non-discretionary management, supported by research and model portfolios.

Samantha Fogg is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she is part of a team with over 200 years of combined industry experience. Since joining Merrill in 2019 following two internships, she has focused on relationship management and customized financial planning to assist individuals, families, and business owners in achieving their financial goals across various life stages. Samantha's areas of focus include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Samantha holds a bachelor's degree from Indiana University, where she was a member of the women's volleyball team for four years. She earned academic honors such as Academic All-Big Ten in 2017 and the Scholastic Achievement Award from the Big Ten Conference in 2019. She holds the Personal Investment Advisor (PIA) designation and contributes to professional and community organizations including Women for Riley. Samantha has volunteered with organizations such as the Boys & Girls Clubs of America, Riley Children's Hospital, and St. Barnabas Catholic Grade School. Outside of her professional work, Samantha enjoys golfing, reading, skiing, playing volleyball, traveling, and spending time with her family.

Andrea Fonseca is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She previously worked at Huntington National Bank and Key Bank before joining J.P. Morgan in 2019. Andrea serves as the Secretary of the Board and is a member of the Governance Committee for the Central Indiana Community Foundation, a nonprofit organization that supports local philanthropic efforts. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Diane South is a financial advisor at Stifel in Indianapolis, IN, with 24 years of industry experience. She holds Series 63 and Series 66 designations and worked at City Securities Corporation from 2002 to 2017 before joining Stifel, where she has been since 2017. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses that serve as a basis for client decisions.

Christopher Keen is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, Keen co-owns an interior design consulting business, SDK Design Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources along with both discretionary and non-discretionary management options.

Roderick Sogocio is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Charles Schwab since 1997. 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 combines non-discretionary advisory models with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kenneth Williams II is a CFP® professional with 18 years of industry experience, currently with Charles Schwab in Indianapolis, IN. He has been with Charles Schwab & Co., Inc. since 2007 and Charles Schwab Bank, SSB since 2013. Outside of his advisory role, he owns a small real estate business focused on single and small multifamily rental properties. 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 and discretionary investment options, leveraging multi-asset model portfolios and a centralized operational structure.