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.

Noah Marley is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity, his work history includes positions at General Motors, DoorDash, and Kokomo School Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves in advisory roles for multiple registered funds.

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.

Todd Guthrie is a CFP®-certified financial advisor with 29 years of industry experience, currently working at LPL Financial since 2006. Based in Indianapolis, IN, he has maintained a long tenure with the firm, which was formerly known as LINSCO/Private Ledger Corp. Outside of his advisory role, he operates Guthrie Financial Group and occasionally sells fixed annuities and fixed life insurance through outside brokerage arrangements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse financial planning and advisory services through a national network of representatives, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

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.

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.

Alexander Haboush III is a CFP® with 30 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Co. since 1996. Outside of his advisory work, he is involved as a partner in an investment partnership that allows diversification of retirement accounts into real estate holdings. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk-based portfolio construction with access to various investment vehicles and third-party money managers.

Hunter Ashlock is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and one year of industry experience. Before joining Edward Jones in 2026, he worked at Charles Schwab & Co., Inc. for two years and RCM Wealth Advisors for one year. He has a background that includes several years of full-time education and experience with Youche Country Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Daniel Lutocka is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2015, including three years with Schw Private Client Investment Advisory, Inc. 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 offers a mix of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized custody and operational support.

Ronald Mencias is a Wealth Management Advisor and Managing Director of the Payne & Mencias Group at Merrill Lynch Wealth Management. He has worked at Merrill for over 20 years and is a born and raised Indiana native. Ronald provides financial advisory services focusing on areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a bachelor's degree in accounting from the University of Notre Dame and an MBA in Finance from Butler University. Ronald holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® designation. He has been recognized multiple times, including rankings on Forbes' "Best-in-State Wealth Management Teams" list from 2023 to 2026, Forbes' "Best-in-State Wealth Advisors" list from 2018 to 2025, Forbes' "America's Top Wealth Management Teams High Net Worth" list from 2022 to 2025, Barron's "Top 1,200 Financial Advisors" for sixteen consecutive years from 2010 through 2025, and On Wall Street's "Top 40 Advisors Under 40" listing in 2013, 2014, and 2015. Ronald resides in Carmel, Indiana, with his wife and two children. His personal interests include spending time with his family, tennis, traveling, and 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 20 years of industry experience. She holds a Series 66 designation and has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with formal advisory and oversight roles.

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.

Ross Perkins is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Ameriprise in 2020. Outside of his advisory role, Perkins owns and manages a manufactured home community and farmland intended for development as a land lease community. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Bryson Wittler is a Series 66-registered financial advisor at Robert W. Baird & Co. in Indianapolis, with one year of industry experience. His prior work includes roles in diverse sectors such as brewing, music, and event management. Baird’s Private Wealth Management team serves individuals, corporate clients, pensions, and charitable organizations, providing services like financial planning, portfolio management, and custody. The firm employs a combination of manager-traded and model-traded strategies, supported by internal research and advanced tools, and reported approximately $394 billion in regulatory assets under management as of the end of 2025.

Maddox Krocker is a financial advisor at Cetera with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Randall Lehman. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of advisors and operates a multi-manager platform with various program structures and investment options.

Brett Rogers is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Charles Schwab since 2010. 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 guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

James Willbrand is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Pacific Investment Management Company LLC and PIMCO Investments LLC for 14 years. He is a silent partner and investor in a bar/restaurant establishment and a firearms-related LLC that holds patents for magazines and gun sights. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.