James Schrader is a financial advisor based in Indianapolis, IN, affiliated with Morgan Stanley. He holds the Series 63 and Series 66 designations and has 12 years of industry experience. Prior to joining Morgan Stanley, he worked at Lincoln International for several years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by advanced modeling tools.

Christopher Oconnell is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Charles Schwab since 2011. 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 recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment process.

Kyle Hoerr is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA, JPMorgan Securities LLC, and served as an instructor at the Kelley School of Business Department of Business Law and Ethics. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation modeling process combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Brian Kowalevsky is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Montgomery Meeks is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Greg Blunk is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. He is also a founding partner of Blunk Financial Group, a registered securities business, and is involved in fixed life insurance and annuity sales. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated financial services with a focus on diversified portfolios, utilizing asset-allocation tools and multiple third-party solutions.

Chase Alexander is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 licenses and having five years of industry experience. His prior work includes roles at Dicks Sporting Goods, Avon High School, and Sherwin Williams. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its 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 delivered via multi-asset model portfolios and centralized operational support.

Corey Goers is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and having 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities and The Prudential Insurance Company of America. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services supported by model portfolios and third-party asset managers.

Conor Quick is a CFP® and Series 66 licensed financial advisor with Robert Baird & Co. in Indianapolis, Indiana, bringing eight years of industry experience. He has worked at Baird since 2017 and is also the owner of a non-investment-related LLC. Conor is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm uses a range of portfolio management strategies supported by internal research and ongoing manager monitoring, managing approximately $394 billion in regulatory assets as of December 2025.

Kylie Elliott is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Charles Schwab entities since 2013. Outside of her advisory role, she co-owns Bug & Bramble LLC, an online printing business that supports a Halloween costume application design. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 a multi-asset model portfolio approach and a centralized operational structure.

Matthew Bosler is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation. He joined Edward Jones in 2026 after 13 years with 3M Company. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hanna Jackson is a financial advisor with UBS Financial Services in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Peak Brokerage Services, Thurston Springer Financial, RBC Capital Markets, and Sanctuary Wealth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

Don Shuck is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies that align with their long-term goals. He emphasizes the importance of understanding each client's complete financial picture and offers access to investment insights from Merrill, along with banking and lending solutions through Bank of America. Don holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He completed his high school education at NCHS. In addition to his advisory work, Don is actively involved in his community, dedicating time to volunteer with local organizations.

Michael Mullen is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and with 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Lucie Lortz is a CFP® and Series 66-certified financial advisor at Charles Schwab with seven years of industry experience. Her prior professional background includes roles at Edward Jones and various companies outside finance, including Lhp Engineering Solutions and Ann Taylor Inc. In addition to her advisory work, she has been involved in personal shopping and grocery delivery through Instacart. Charles Schwab & Co., Inc. provides integrated investment advisory, brokerage, and custody services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational platform.

Kent Preston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is the owner of KLP Group LLC, a non-investment-related business established to manage a Primerica office lease. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated model portfolios rather than institutional pension or profit-sharing plan management.

Hunter Holliday is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to his current role, he worked at Cash American Pawn and attended 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, and educational seminars, focusing on collaborative, goal-oriented planning with a variety of investment and event-driven planning services.

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.