Hunter Holliday is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018. Prior to that, he was employed at Cash American Pawn and spent four years at the University of Indianapolis. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Kim Stevenson is a financial advisor at Edward Jones with 28 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of her advisory role, she is a certified pickleball coach based in Indianapolis, IN. 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 supported by a nationwide network of more than 23,700 financial advisors.

Andrew Huck is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2006, with a brief tenure at optionsXpress, Inc. in 2017. 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 provides a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Danielle Guerra is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at UBS since 2020 and previously spent eight years at Schwab Private Client Investment Advisory, Inc., as well as thirteen years at Charles Schwab. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Its advisors use proprietary research and model-driven asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Matthew Tielker is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Financial Center First Credit Union, CUNA Brokerage Services, Valic Financial Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. 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 and model portfolio programs, and supports advisors with research and technology tools.

Benjamin Goshorn Maroney is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2019. Prior to that, he worked at Foresters Advisory Services LLC and Foresters Financial Services from 2010 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, providing both discretionary and non-discretionary investment options.

Daniel Moore is a financial advisor at Robert Baird & Co. in Indianapolis, IN, with 25 years of industry experience. He has been with Robert Baird & Co. since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Moore is involved in sales of collectibles on eBay. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, SMA programs, and a range of traditional and non-traditional investment strategies.

Jeffrey Ritter is a financial advisor with OSAIC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He worked at Signator Investors, Inc. for 29 years before joining OSAIC in 2018. Ritter also operates Foresight Financial Management, LLC, which conducts investment and insurance business. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and private-equity ownership.

Matthew Mcgee is a Series 66 licensed financial advisor at UBS Financial Services in Indianapolis, with 12 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a range of capital markets and advisory solutions.

William Miller is a CFP® professional with seven years of experience in the financial industry. He is currently with Wells Fargo Clearing, having previously worked at Facet, Stifel Nicolaus & Co Inc, JPMorgan Chase Bank, JP Morgan Securities, and Charles Schwab. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Kevin Sanborn is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy for over a decade and currently serves on the board of directors for the Indiana Chapter of the American Physical Therapy Association as Director at Large for the Central District. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide network of advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Brian Jacobson is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2017, following eight years at City Securities Corporation. Jacobson serves as a managing partner in family investment partnerships alongside his father and brother. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services such as financial planning and third-party adviser recommendations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Ilya Sedun is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Charles Schwab since 2014. Outside of advisory work, he is involved in real estate investment activities in the Indianapolis area, including serving as a silent partner in property investments and managing bookkeeping for those ventures. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services with a focus on multi-asset model portfolios and integrated operational support.

Jessica Watson is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and the Putnam County Health Department for four years. Outside of her advisory role, she works as a travel agent helping clients book trips and serves as a substitute teacher and bus driver for the Greencastle School Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s services include a broad range of planning topics and offer clients the option to combine planning with managed-account programs under a consolidated billing structure.

Cade East is a financial advisor at Cetera with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Charles Schwab and Artistic Strategies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and provides advisors with access to multiple program structures, third-party money managers, and model portfolios.

Noah Hummel is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Schwab in 2022, he worked at Crew Carwash and Sonoco Products Company and attended Purdue University. Charles Schwab 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 strategic asset allocation and alternative investment due diligence.

Krystin Sherman is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and previously at Morgan Stanley Private Bank, N.A. from 2016 to 2018. Outside of her advisory role, Sherman serves as the school board president for Montessori Science Academy in New Palestine, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Ian Mccormick is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he serves as both a branch manager and financial advisor. He began his career in financial services in 2011 and joined Merrill Lynch in 2019. Ian holds a Bachelor's degree from Indiana University and has earned the Accredited Asset Management Specialist™ designation, the CERTIFIED FINANCIAL PLANNER® certification, and the Personal Investment Advisor (PIA) credential. In his role, Ian provides comprehensive wealth management services that extend beyond investment planning to include banking, borrowing, liability management, risk management, and trust and estate planning. He emphasizes understanding clients' needs and personal goals in order to develop tailored financial strategies. His client focus areas include college education planning, family wealth management, legacy planning, LGBT wealth planning, personal retirement planning, socially responsible investing, women and wealth, tax minimization, and retirement income. Ian resides in Fort Wayne, Indiana, with his wife and two daughters. He is actively involved in his community, serving as an officer of Sol D Bayless Lodge #359 F.&A.M. and participating in the Rotary Club of Fort Wayne and Plymouth Congregational Church.

Tyler Merkel is the Resident Director and Wealth Management Advisor at Merrill. He has been with Merrill since 2015, focusing on a relationship-driven approach to wealth management. In his role, Tyler is authorized to manage client portfolios on a discretionary basis, offering services that include a blend of individual stocks and bonds, model portfolios, and carefully selected third-party investment strategies. Tyler holds the Certified Investment Management Analyst® (CIMA®) designation as well as the CERTIFIED FINANCIAL PLANNER® (CFP) certification. He is a graduate of Ball State University, where he earned a bachelor's degree with distinction and competed for four years on the men's golf program. Tyler's areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and portfolio management services, among others. Outside of his professional work, Tyler supports his church and maintains a connection to Ball State University and its men's golf program. He lives just south of Indianapolis with his wife, Tara, and their three children. His personal interests include baseball, basketball, billiards, chess, fishing, football, golfing, running, spending time with his family, and woodworking.

Christopher Brooke is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Merrill since 1991 and has also worked at Bank of America, NA since 2009. Outside of advisory work, he operates a small family farm that grows and sells pumpkins and hay, and he is an author, publisher, and speaker through his sole proprietorship, WealthShift Publishing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.