Jacob Kaufman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at the same firm from 2023 to 2024. Before joining Fidelity Investments, Jacob worked as a Financial Advisor and Financial Advisor in Training at The Tranel Financial Group between 2022 and 2023. As a Certified Financial Planner®, Jacob focuses on providing personalized financial strategies through a collaborative process. He aims to support clients' long-term financial well-being by offering education and guidance in navigating complex financial matters. Outside of his professional work, Jacob's interests include camping, family activities, fitness, pets, reading, and traveling.

Cory Kennedy is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, all with Charles Schwab 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 financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Cooper Feeney is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Charles Schwab, where he has held various roles since 2020, including positions at Charles Schwab Premier Bank and Charles Schwab Bank in Indianapolis, IN. Prior to Schwab, Feeney worked at The Bridgewater Club LLC and American Eagle Outfitters Inc. Outside of his financial advisory work, he was affiliated with Woodstock Country Club for five years. 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 management, supported by multi-asset model portfolios, alternative investment due diligence, and an integrated operational structure.

Craig Replogle is a CFP®-designated financial advisor with Robert W. Baird & Co. Inc., where he has worked since 2011. He has 19 years of industry experience and holds a Series 66 license. Outside of his advisory role, he is a financial partner and LLC member of French Repo LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client objectives.

Michael Fish is a Senior Financial Advisor specializing in wealth management within Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to clients' individual goals, aiming to adapt to evolving market conditions. Michael leverages investment insights from Merrill and financial solutions from Bank of America to support his clients' wealth management needs. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Indiana University School of Business. Michael is also engaged in community activities, dedicating time to volunteer with local organizations, reflecting the Merrill tradition of community involvement.

Scott Luc is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading the Cate Brunton Luc Group. He specializes in goals-based wealth management for affluent families, accomplished executives, and successful business owners. Scott's approach focuses on providing exceptional service, customized advice, and disciplined investing to help clients achieve their financial objectives. Scott's professional expertise encompasses areas such as corporate benefits, executive compensation, equity compensation services, family wealth management, legacy planning, philanthropic planning, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Certified Private Wealth Advisor® (CPWA®) designation, and the Personal Investment Advisor (PIA) credential. Scott graduated from Butler University with a Bachelor's degree in Finance. He is involved in the community through his service with the United Way of Central Indiana and the Booth Tarkington Civic Theatre. Additionally, he maintains connections with the Sigma Chi Fraternity, Rho Chapter.

Andrew Pianko is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Charles Schwab in Indianapolis, IN. He has been associated with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2014. Outside of his advisory work, he is involved with Circle City Athletics, where he has been active since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by strategic asset allocation and due diligence on alternative investments.

Kevin O'Connell is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2021, with prior experience at Fifth Third Bank and Regions Bank, where he also serves as a wealth advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Joseph Matis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2012 and previously spent 18 years with Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes a structured financial planning process and manages approximately $2.74 trillion in client assets.

Bethany Youngs is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials, bringing 13 years of industry experience. Her previous roles include positions at JP Morgan Securities, Fifth Third Bank, BMO Harris Financial Advisors, Bank of America, and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated services.

Steven Coons is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 11 years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash-sweep services on a large scale with centralized operations.

Vincent Catania is a CFP® professional with 38 years of experience in the financial services industry. He has been with LPL Financial since 2006, following earlier roles at Waterstone Financial Group and Quantum Financial Services. Outside of his advisory role, he acts as a co-trustee for a family trust and is involved in the sale of life and disability insurance policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party management.

Melanie Moore is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Ameriprise since 2007. Outside of her advisory role, she works as an independent beauty consultant for Mary Kay. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on retirement-income planning with a disciplined, research-driven approach.

Marybeth Walker is a CFP® professional with 31 years of experience in the financial services industry. She currently works at Morgan Stanley and previously spent 19 years at UBS Financial Services. Outside of her advisory role, she serves on the board of directors for the Phoenix Theater, a nonprofit organization focused on theatre and cultural arts in Indianapolis. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning and offering various investment and planning services through its extensive advisor network.

Joseph Richardson is a financial advisor with LPL Enterprise LLC in Indianapolis, holding Series 65 and Series 63 credentials and one year of industry experience. His prior experience includes roles at W & S Brokerage Services, Western & Southern Life, and involvement in entrepreneurial and athletic ventures. He also served in the United States Army Reserve for eight years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Mary Jovanovich is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials with 26 years of industry experience. She has been with Charles Schwab since 2007. Outside of her advisory role, she is involved in nonprofit governance, serving as Chair of the Strategic Fundraising Committee for Dress For Success Indianapolis and as Secretary for the Breathe Foundation, which focuses on mind and body wellness. 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 models with access to discretionary separately managed accounts and maintains a centralized operational structure across its programs.

Michael Viele is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Brokers International and Kilroys on Kirkwood. Outside of finance, he works as an independent contractor delivering food for DoorDash. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ann Kitchel is a financial advisor at RBC Capital Markets with 17 years of industry experience and holds a Series 66 credential. Her prior work includes positions at Merrill from 2009 to 2015 and City National Bank from 2019 to 2023. Outside of her advisory role, she has engaged occasionally in modeling jobs around the Midwest and is an independent consultant selling Rodan & Fields skincare products. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with a range of portfolio management and financial planning services.

Elizabeth Correll is a CFP® certificant with 29 years of experience in financial advisory services. She currently works at Ameriprise and has held positions at Legacy Wealth Partners LLC, Correll Wealth Management LLC, Raymond James Financial Services, and David A. Noyes & Company. Correll serves on the finance committee of Kids’ Voice of Indiana and is treasurer of the Central Indiana Association of Collaborative Professionals. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines research, third-party data, and algorithmic tools to generate customized recommendations and ongoing advice.

Derek Wagner is a financial advisor with Ameriprise in Indianapolis, holding a Series 66 credential and four years of industry experience. Prior to joining Ameriprise in 2022, he held various roles including positions at Indiana University Southeast and several other employers. He also manages an advisory business through Northbound Solutions, LLC, focusing on wealth management. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning and written recommendation reports, utilizing proprietary research, third-party data, and algorithmic tools.