Ian Mccormick is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he serves as both a branch manager and financial advisor. He began his career in financial services in 2011 and joined Merrill Lynch in 2019. Ian holds a Bachelor's degree from Indiana University and has earned the Accredited Asset Management Specialist™ designation, the CERTIFIED FINANCIAL PLANNER® certification, and the Personal Investment Advisor (PIA) credential. In his role, Ian provides comprehensive wealth management services that extend beyond investment planning to include banking, borrowing, liability management, risk management, and trust and estate planning. He emphasizes understanding clients' needs and personal goals in order to develop tailored financial strategies. His client focus areas include college education planning, family wealth management, legacy planning, LGBT wealth planning, personal retirement planning, socially responsible investing, women and wealth, tax minimization, and retirement income. Ian resides in Fort Wayne, Indiana, with his wife and two daughters. He is actively involved in his community, serving as an officer of Sol D Bayless Lodge #359 F.&A.M. and participating in the Rotary Club of Fort Wayne and Plymouth Congregational Church.

Tyler Merkel is the Resident Director and Wealth Management Advisor at Merrill. He has been with Merrill since 2015, focusing on a relationship-driven approach to wealth management. In his role, Tyler is authorized to manage client portfolios on a discretionary basis, offering services that include a blend of individual stocks and bonds, model portfolios, and carefully selected third-party investment strategies. Tyler holds the Certified Investment Management Analyst® (CIMA®) designation as well as the CERTIFIED FINANCIAL PLANNER® (CFP) certification. He is a graduate of Ball State University, where he earned a bachelor's degree with distinction and competed for four years on the men's golf program. Tyler's areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and portfolio management services, among others. Outside of his professional work, Tyler supports his church and maintains a connection to Ball State University and its men's golf program. He lives just south of Indianapolis with his wife, Tara, and their three children. His personal interests include baseball, basketball, billiards, chess, fishing, football, golfing, running, spending time with his family, and woodworking.

Christopher Brooke is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Merrill since 1991 and has also worked at Bank of America, NA since 2009. Outside of advisory work, he operates a small family farm that grows and sells pumpkins and hay, and he is an author, publisher, and speaker through his sole proprietorship, WealthShift Publishing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jonathan Callaway is a financial advisor with Robert W. Baird & Co. in Indianapolis, Indiana, holding a Series 63 designation and bringing 30 years of industry experience. Before joining Baird in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2018. Outside of his advisory role, he owns a parcel delivery service, CC Express, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations by providing tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Jonathan Bostrom is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate strategies, supported by firm-approved planning tools and investment modeling techniques.

James Evans is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1996. Raymond James & Associates 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, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a non-discretionary approach supported by a wide range of portfolio management styles and affiliated research.

Brad Polo is a CFP® professional at Stifel with 13 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent four years at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning.

David Jaicomo is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior firms include RBC Capital Markets, UBS Financial Services, and Noyes Advisors LLC. He has been with J.P. Morgan since 2018. 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. The firm combines quantitative and qualitative research to support its recommendations and incorporates ESG eligibility frameworks within a non-discretionary advisory program.

Gregory Heldman is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Cetera and previously worked at Avantax and 1ST Global Advisors. Outside of his advisory work, he serves as president of the Toastmasters Greenwood Woodman Club, focusing on membership growth and education. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager investment approach.

Randolph Davis is a financial advisor with Primerica Advisors in Avon, IN, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1982. Outside of his advisory role, he owns BD Farms LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Larry Mcdonald is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of advising, he has been involved in commercial real estate ownership in Indianapolis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a centralized team in collaboration with the client’s advisor.

Sarah Barnhart is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at Barnes & Noble for eight years and at Indiana University Purdue University Indianapolis for five years. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and reported approximately $1.01 trillion in assets under management.

Aaron Austin is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise, The Prudential Insurance Company of America, Charles Schwab, and Austin Financial Strategies. He is also an associate financial advisor involved in trading and research at Khepri Partners LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services like business-owner transition planning and divorce planning. The firm combines advisory services with multiple financial product offerings and referral channels.

Michael Coffman is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with OSAIC since 2023 and previously spent 14 years at SagePoint Financial, Inc. Outside of his advisory role, Coffman operates an independent insurance sales sole proprietorship and owns MARC Financial, Inc., which he uses for tax purposes related to his insurance and investment commissions. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by a model-based investment process and offers multiple platforms including discretionary and third-party managed accounts.

Derek Moon is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses. He has 22 years of industry experience, including 21 years with Charles Schwab since 2005. 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 accounts. The firm offers a combination of non-discretionary investment advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Michael Gorin is a CFP® professional with 11 years of industry experience, currently affiliated with Mass Mutual Investors Services in Indianapolis, IN. He has been with Mass Mutual and its subsidiaries since 2014. Outside of his advisory role, he serves as Vice President on the board of the Phi Delta Theta fraternity, contributing to the development of fraternity policies. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements supported by proprietary software and educational seminars.

Heather Schmidt is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors since 2006 and with Primerica Financial Services since 2003. Outside of advisory work, she has been involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports service with custodial and trade execution through Pershing and BNY Mellon Advisors.

Edgar Rivera is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Charles Schwab, Rivera worked in retail and staffing sectors and spent multiple years in full-time education. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a blend of non-discretionary advisory services and access to discretionary investment portfolios, supported by a comprehensive operational structure and due diligence resources.

Alicia Smith is a Series 66-credentialed financial advisor with 21 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2009, based in Indianapolis, IN. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Jaimie Shrieve is a financial advisor at UBS Financial Services with 16 years of industry experience. Prior to joining UBS in 2021, Jaimie worked at Indie Asset Partners, BKD Wealth Advisors, and J.P. Morgan Securities and Chase Bank. Jaimie holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.