David Gruesser is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that incorporates firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Joseph Olexa is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2017. Prior to his advisory career, he was affiliated with Indiana University for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Matthew Lerch is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. Before joining LPL Financial in 2018, he worked at Cetera and First Merchants Bank. Outside of finance, he operates Lerch Lawncare, a lawn care business he has managed since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a range of investment strategies supported by technology and research tools.

Georganne Brown is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning through its network of Financial Advisors and specialized groups. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques without providing individual security recommendations as part of standalone financial plans.

Edward Villanyi is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 2009 to 2022. Outside of his advisory role, Villanyi serves as a board member of the Geist Lake Coalition, coordinating education and stewardship activities for the lake. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Ruthrauff is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 30 years of experience in assisting accomplished families with managing their financial lives. He leads Kahn, Ruthrauff & Associates, working with a select group of clients to provide integrated financial planning and guidance. His approach emphasizes clarity and coordination, collaborating closely with other professionals such as CPAs and attorneys to ensure comprehensive management of financial matters. Jim's expertise includes financial strategies tailored for individuals, families, and business owners, addressing goals like pursuing financial security, retirement planning, college education planning, portfolio management, and small business strategies. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Indiana Wesleyan University and a Master of Business Administration from the University of Florida. Additionally, he completed specialized coursework through Yale University focused on asset allocation, ethics, risk and performance measurement, investment objectives, and due diligence. Outside of his professional role, James Ruthrauff lives in Granger with his wife Jeannie. He is involved in the Economic Club of Michiana and contributes to community efforts such as Habitat for Humanity. His personal interests include biking, boating, and skiing.

Austin Krutzsch is a financial advisor with Mass Mutual Investors Services in Indianapolis, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2015. Mass Mutual Investors Services, a subsidiary of MassMutual, 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 offers a range of planning programs, including divorce and estate-settlement planning, and conducts educational seminars.

Ryan Dwyer is a financial advisor with Edward Jones in Carmel, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He joined Edward Jones in 2018 after working at E*TRADE Capital Management LLC and E*Trade Securities LLC from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Powers is a financial advisor with Thrivent Investment Management in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a wide range of financial planning topics, with clients able to integrate planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Daniel Woodhouse is a CFP® professional affiliated with LPL Financial, bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and has held roles at Teachers Credit Union and CUNA Brokerage Services, Inc. since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management.

Matthew Williams is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he worked in hospitality and independently produced a documentary exploring street outreach programs for people experiencing homelessness. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

Darrin Ottinger is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. In this role, he leads a team focused on assisting clients with comprehensive wealth management, including financial, retirement, trust, and estate planning. With 33 years of experience in the wealth management business, Darrin and his team uphold Merrill’s fiduciary responsibility to prioritize client interests. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Darrin earned a Bachelor’s Degree from Indiana University and a High School Diploma from Frankfort High School. He is also committed to community involvement, dedicating time to volunteer with local organizations in alignment with Merrill’s tradition of service.

James Pike is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliates since 2007. Outside of his advisory work, he serves as treasurer on the board of directors for the Central Indiana Association of Collaborative Professionals and owns a business that develops a mobile app. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeremy Decatur is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been with Charles Schwab for most of his career, spanning from 1999 through the present, with brief periods at Global Atlantic Financial Group and Insite Managed Solutions in 2024. 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 offers both non-discretionary and discretionary investment guidance, supported by multi-asset strategic portfolios and an integrated operational structure.

Jamie Sanders is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Jamie works closely with business partners to utilize available resources effectively, aiming to earn and maintain clients' trust within the Private Wealth Management team. Jamie has been with Fidelity Investments since 2007, beginning as a Mutual Fund Trader. From 2009 to 2021, Jamie served as a Senior Relationship Manager, followed by a position as Wealth Management Service Specialist II from 2021 to 2024 before assuming the current role in 2024. Outside of professional responsibilities, Jamie has interests in baseball, concerts, football, movies, and music.

Linda Mulcahy is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she owns and operates Prime Thyme Meals, a catering service specializing in small dinner parties and weekend events. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Peter Emigh is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 63 designation and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Emigh is also the owner of Argos Financial Group, Inc., a financial advisory business. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing firm-approved tools to deliver annual, collaborative financial planning engagements.

Brian Schuman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He advises High Net Worth and emerging High Net Worth clients, focusing on retirement income planning, portfolio development, liability management, tax minimization, and asset preservation. His client focus areas include college education planning, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brian joined Merrill in 2007. Before that, he served as a Financial Advisor for Wachovia Securities for 10 years and worked for a decade as an associate at The Tom Lange Company. He holds the Chartered Retirement Planning Counselor (CRPC) designation, the CERTIFIED FINANCIAL PLANNER (CFP) certification, and the Personal Investment Advisor (PIA) designation. Brian graduated from Purdue University with a bachelor's degree in Agriculture Economics. He has been named to the Forbes "Best-in-State Wealth Advisors" list from 2019 through 2023. Brian resides in Carmel with his family and volunteers with Gleaners Food Bank.

John Cech is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. He is based in Indianapolis, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Beets is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.