Joshua Johannsen is a financial advisor with Charles Schwab based in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked in the food service industry while attending Ball State University. 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 mix of non-discretionary and discretionary investment options supported by centralized custody and research resources.

Matthew Milburn is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with MassMutual and its affiliated firms since 2005. Milburn serves as a board member for the Zionsville Parks & Recreation, where he participates in monthly meetings to review department activities. MassMutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes using firm-approved software to analyze client goals and structuring engagements as annual collaborative relationships that emphasize investment categories and strategies rather than specific product selections.

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.

Charles Boggs is a financial advisor with Charles Schwab, holding a Series 66 designation and possessing 17 years of industry experience. He has worked with Schwab in various capacities since 2010, including seven years at Schw Private Client Invest Adv. Based in Indianapolis, IN, his career includes long-term tenure within the Schwab organization. Charles Schwab & Co., Inc. 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 mix of non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research, with an operational structure notable for its scale and integration.

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 at Mass Mutual Investors Services with seven years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Mass Mutual Investors Services, he worked at Northwestern Mutual Wealth Management Company and its affiliates for eight years. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved tools and supports specialized planning programs such as divorce and estate settlement.

Clayton Walters is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at City National Bank since 2019 and was previously with City Securities Corporation from 2001 to 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients' risk profiles using a combination of in-house and external managers.

April Wood is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has previous experience at CUSO Financial Services and Financial Center First Credit Union. April is affiliated with Financial Center First Credit Union as a financial advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management strategies.

Veronica Foote is a Senior Financial Advisor with decades of experience in wealth management, currently serving at Merrill Lynch Wealth Management. She specializes in a variety of client focus areas, including college education planning, divorce transition planning, philanthropic planning, socially responsible investing, tax minimization, and retirement income. Working closely with clients, Veronica develops personalized financial strategies aligned with their long-term goals and the dynamic conditions of today's market. With more than 30 years of financial experience, Veronica began her career in banking and has since expanded her expertise in planning, investing advisory, and administrative roles. She holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). She earned her bachelor's degree from Purdue University. Beyond her professional work, Veronica contributes to the community through her involvement with the Indianapolis Symphony Orchestra Association North Group, where she serves as a board member. She balances her career with personal interests such as boating, gardening, music, painting, writing, yoga, and spending time with her family.

Rosalia Hancock is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Charles Schwab & Co. since 2006. Charles Schwab & Co., Inc. serves a large client base of 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 relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Anna Ferguson is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera and JPMorgan Chase Bank. Outside of her advisory role, she is a co-owner of Charles and Anna Ferguson LLC, a business involved in real estate and farmland leasing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.

Lucas Bruggeman is a financial advisor with Stifel in Indianapolis, Indiana, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and was previously with City Securities Corporation from 2014 to 2016. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance, and provides both fee-based financial planning and recommendations of third-party advisers.

Christopher Adams is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages insights from Merrill and resources from Bank of America to provide comprehensive wealth management solutions. Christopher's expertise spans various areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Michigan State University. Beyond his professional work, Christopher participates in community service through volunteering with local organizations. His personal interests include adventure sports, baseball, basketball, biking, boating, football, music, skiing, and traveling.

Santiago Rios III is a financial advisor at Edward Jones in Carmel, IN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kevin Ball is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial and Bsh Financial. He is also involved with LGL Investment Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Brandon Emkes is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Robert Lane is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves in an advisory role at Holy Spirit Catholic Church, acting as a liaison between the Parish Business Office and parishioners. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.