Patrick Williams is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Country Trust Bank, Country Capital Management Company, and affiliated insurance entities spanning 17 years. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various platform options including proprietary model strategies under the Founders Gate Capital brand.

Jack Ebbeler Jr. is a financial advisor at Stifel with Series 63 and Series 65 licenses and 40 years of industry experience. He worked at City Securities Corporation for 32 years before joining Stifel in 2017. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and decision-making.

Zackary Bell is a financial advisor at Edelman Financial Engines in Indianapolis, IN, holding a Series 65 credential with less than one year of industry experience. His prior work experience includes roles at Harvest Investment Services and positions outside finance in retail and education. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term orientation.

Michael Kessel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes six years at LPL Financial and multiple roles within Cetera since 2014, including his current position at Cetera and its affiliates. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Leonard Tanner is a financial advisor at Stifel with 57 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co since 2017, following seven years at City Securities Corporation. Stifel serves a broad range of clients including individual, institutional, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Todd Camden is a financial advisor with Cetera in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. He has previously worked at Merrill and Empower Financial Services, among other firms. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Sydney Weiner is a Series 66–registered financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, Weiner was involved with the Indiana House Republicans and Symphony Care Network. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Jaclyn Main is a financial professional at Cetera with one year of industry experience. She holds a Series 66 credential and also works as a pediatric ICU nurse practitioner at Ascension Saint Vincent Hospital. In addition to her advisory role, she serves as a licensed assistant at Bobby Plump and Associates, focusing on new business creation and client servicing. Cetera Investment Advisers LLC provides a multi-manager platform serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers with over $256 billion in assets under management.

Vernon Isaacs III is a CFP® certificant with 20 years of experience in financial advising. He has worked at Edward Jones since 2019 and previously held roles at Cetera and Lafayette Bank & Trust Co. Outside of his advisory work, he owns a rental property in Indianapolis. Edward Jones serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branches.

Amanda Davis is a Series 66 licensed financial advisor at Thrivent Investment Management with two years of industry experience. She has been with Thrivent and its affiliates since 2024, following a nine-year tenure at Forte' Sports Medicine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without managing discretionary accounts. The firm offers planning in areas such as retirement, tax, estate, and special needs, and allows clients to combine these services with managed accounts under a consolidated billing option.

Shawn Taylor is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2009. Outside of his advisory role, he owns and operates 20/20 Wealth Management of Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice.

Jennifer Margason is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked at Morgan Stanley since 2012 and previously spent six years with UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and the Global Investment Committee’s market analyses.

Joshua Johannsen is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Charles Schwab since 2022 and has prior experience in the food service industry. 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 and discretionary investment advisory services supported by multi-asset model portfolios and centralized operational capabilities.

Matthew Milburn is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with MML Investors Services, LLC and MassMutual Life Insurance Co since 2005, and previously worked at Securian Financial Services, Inc. He serves as a board member for Zionsville Parks & Recreation. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations and offers a range of asset management and educational programs.

Austin Hart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has worked at Raymond James & Associates since 2015 and previously spent a year at Beachbody, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research resources.

John Wyand is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with UBS Financial Services and previously spent 11 years at Valeo Financial Advisors. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services through an integrated platform.

Benjamin Apraez is a financial advisor at Fidelity with 27 years of industry experience. He has held positions at Fidelity Investments since 2021 and previously worked at TIAA-CREF from 2004 to 2020. Outside of his advisory role, he operates a personal electric vehicle service, repair, and sales business in Fishers, Indiana. Fidelity’s Strategic Advisers LLC, where Mr. Apraez is affiliated, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its advisory role to registered investment companies and use of algorithmic methods and AI in portfolio management.

Andrew Baker is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 15 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 to 2025. He is also involved in managing his practice through Stratim Group, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, serving a diverse client base through its extensive network of advisors.

Kenneth Akers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience at Merrill and specializes in working with high net worth families as well as institutional investors. Kenneth obtained his CERTIFIED FINANCIAL PLANNER® certification in 2006. His expertise includes divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, services for defined benefit plans, employee financial health, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Kenneth provides personalized wealth management strategies tailored to his clients' long-term goals. Kenneth is actively involved in community organizations, including First Baptist Athletics, Indiana University - Executive Council Alumni Association, Paul Loggan Foundation, Tatum Parker Project, and Washington Township Schools Foundation. Outside of work, he enjoys basketball, golfing, painting, running, spending time with his family, and traveling.

Jordan Blackwell is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, he worked at Northwestern Mutual in various capacities from 2017 to 2025. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning engagements and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.