Matthew Rydell is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at Park Avenue Securities, Guardian Life Insurance Company, and Tooke and Associates Northwestern Mutual. Outside the financial industry, he is owner and board member of Game Time Amusements, a coin-operated amusements business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized programs such as divorce and estate-settlement planning.

Samantha Mcevoy is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 licenses and having eight years of industry experience. She has worked at Charles Schwab since 2018, with prior roles at Melting Pot and Dave and Buster's. 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, utilizing multi-asset model portfolios and alternative investments within a large, integrated operational structure.

Drew Dimond is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for nearly two decades, along with earlier roles at Osaic FA, Inc. and KeyBanc Capital Markets Inc. His outside activities include managing a business entity for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with a broad range of investment strategies and technology tools while maintaining extensive non-advisory financial services and oversight of substantial discretionary assets.

Carlos Ramirez is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. Outside of his advisory role, Ramirez owns and manages two businesses: Investment Holdings, LLC, a holding company for purchased businesses, and Prime Finders, LLC, an e-commerce store. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Stephanie Doane is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Timothy Mauntel is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining the firm, he spent nine years working for the Department of Defense. Mauntel also serves as an alternate member of the Greencastle Board of Zoning Appeals. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing tools such as Monte Carlo simulations and automated asset-allocation software to support client recommendations.

Andrea Whitican is a CFP® professional with 20 years of industry experience, currently working at Mass Mutual Investors Services since 2017. She previously worked at METLIFE Securities Inc from 2009 to 2017 and has also been an agent licensed to sell life, health, and property & casualty insurance since 2016. Andrea is based in Indianapolis, IN. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning relationships using firm-approved analytical tools and offers specialized event-driven planning programs alongside its investment advisory services.

Jay Gagne is a financial advisor at Raymond James Financial Services Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Outside of his advisory work, he manages multiple rental real estate properties and is involved in lending personal bridge loans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and supports a broad network of advisors with services that include municipal and public finance advisory capabilities.

Michael Goelz is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market simulations.

Sarah Eder is a financial advisor with Raymond James & Associates who holds Series 65 and Series 66 designations and has 22 years of industry experience. Her prior experience includes roles at Merrill, BMO Harris Financial Advisors, M&I Investment Management Corp., M&I Financial Advisors, and Ameriprise. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and proprietary research.

Todd Guthrie is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2006. Prior to that, he worked at Signator Investors, Inc. for five years. He is also involved in selling fixed annuities and life insurance products through outside brokerage channels. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, supporting a broad spectrum of investment strategies.

James Roederer is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He serves on the Investment Committee for the Central Indiana Community Foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and the use of advanced planning tools such as Monte Carlo simulations, with a focus on advisory services rather than individual security recommendations.

Adam Allen is a financial advisor with Raymond James Financial in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James Financial since 2009 and also serves as a financial advisor at First Financial Bank and Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to support diverse client needs and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Chinedu Ufio is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Deutsche Bank, Ernst & Young, the State of Indiana, and Indiana University’s Kelley School of Business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Amy Blumer is a financial advisor with Edward Jones in Indianapolis, IN. She holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 15 years at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

William Fuentes Torres is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, personal retirement planning, and retirement income. In his role, he focuses on connecting clients to tailored plans that align with their unique ambitions, helping them pursue personal goals such as funding education, securing retirement lifestyles, and managing long-term family objectives. William brings a bilingual approach to his practice, fluent in both English and Spanish, which enables him to support the local Hispanic community with financial and retirement guidance. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). William completed his high school education at Carmen Belen Veiga. Outside of his professional work, William enjoys spending time with his wife Marian and their two children. His personal interests include cooking, exploring different cultures and their cuisines, basketball, adventure sports, hiking, scuba diving, and engaging in discussions on history, military, and economics.

Ronald Mencias is a Wealth Management Advisor and Managing Director of the Payne & Mencias Group at Merrill Lynch Wealth Management. He has been with Merrill for over 20 years, bringing extensive experience in serving successful investors and wealthy families. His areas of focus include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Ronald holds a bachelor's degree in accounting from the University of Notre Dame and an MBA in finance from Butler University. He has earned the CERTIFIED FINANCIAL PLANNER® certification as well as the Certified Investment Management Analyst® designation. Ronald has been recognized on multiple industry lists including Forbes' "Best-in-State Wealth Management Teams" and "America's Top Wealth Management Teams High Net Worth," as well as Barron's "Top 1,200 Financial Advisors" for sixteen consecutive years. Born and raised in Indiana, Ronald resides in Carmel with his wife and two children. Outside of his professional duties, he enjoys spending time with his family, playing tennis, traveling, and practicing yoga.

Tammy Schmaltz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide advisor network.

Caroline Mason is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 66 designation and has worked at various Fidelity divisions since 2006, with a brief tenure at Merrill in 2005-2006. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves in advisory roles for registered investment companies and utilizes systematic methodologies and AI-driven tools in its portfolio management.

Thomas Welch is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for seven years. Outside of his advisory role, he serves on the endowment committee of North United Methodist Church and is active as a freelance singer. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling.