Brian Harris is a financial advisor with MassMutual Investors Services in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with MML Investors Services since 2014 and with MassMutual Life Insurance Company since 2013. MassMutual Investors Services, LLC 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 offers collaborative, annual financial planning engagements using firm-approved tools and supports various specialized planning programs.

Dawn Brannon Braun is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, Indiana, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has operated Dawn Brannon Braun LLC since 2014 and has worked with Raymond James and BSH Financial LLC during her career. Braun also provides support services as an independent contractor with Executive Financial Planning Group. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services, supported by extensive in-house research and a broad affiliate network.

Theodore Sturges is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory role, he writes golf architecture articles for the Indiana Golf Association’s magazine and serves on the boards of several Indianapolis nonprofit organizations, including Concerts For A Cause and the Indianapolis Chamber of Commerce. Stifel serves a diverse client base ranging from individual to institutional investors and offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Caves is a CFP® professional with 29 years of industry experience, currently affiliated with Fidelity Investments in Indianapolis, IN. His prior roles include positions at STAR Financial, Cetera Investment Services, First Merchants Trust Co, and Thrivent Financial. Outside of financial advising, he operates a leadership and career coaching business. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and model portfolio platforms.

Sherrie Mills is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been a financial advisor since 2011 and joined Merrill in 2013. Sherrie specializes in business development and wealth management for families and women in transition, providing personalized financial strategies tailored to individual client needs. Her expertise includes college education planning, family wealth management, LGBT wealth planning, portfolio management, women and wealth, and retirement income. Before becoming a financial advisor, Sherrie spent 15 years as a business owner, which gives her insight into the unique challenges small businesses face. She holds a Bachelor's degree from Indiana University and is a member of the National Association of Women Business Owners. As part of the Niceley-Mills Wealth Management Group, Sherrie focuses on clients navigating life transitions such as retirement, divorce, job changes, sale of a business, or loss of a spouse. Beyond her professional work, Sherrie fosters animals awaiting adoption and volunteers at food pantries and her church. She is a mother of three grown children and lives in Carmel, Indiana.

Michael Terry is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 1998. In addition to his advisory role, he is involved with WestPoint Financial Group as a life and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jeremy Cox is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Bankers Life and Casualty, Inc. Outside of advisory work, he is contracted through Agent Pipeline to sell various non-variable insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through both advisory and brokerage channels.

Robert Ravensberg is a financial advisor with Stifel in Indianapolis, holding a Series 63 designation and nearly five decades of industry experience. He worked at City Securities Corporation for 41 years before joining Stifel Nicolaus & Co in 2017. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Edward Mccoy is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2018. His prior work includes roles at Ball State University and Fasttimes Indoor Karting. 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 both non-discretionary advisory models and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Ryan Valentine is a financial advisor with Charles Schwab and holds Series 66, Series 63, and Series 65 licenses. He has 20 years of industry experience, including prior roles at Charles Schwab Bank SSB and Ey. Outside of his advisory work, he assists with a family-owned dog boarding and daycare business, Puppy Pitstop. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Ian Edington is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he develops and executes financial strategies aimed at helping both institutional and individual clients meet their short- and long-term goals. His work involves planning and managing customized advice by leveraging the investment management services of Merrill and the banking services of Bank of America. Ian's expertise includes institutional consulting, services for endowments, foundations, and non-profits, as well as investment consulting for defined benefit and defined contribution plans. He employs a goals-based investment process to assist clients in wealth accumulation, preservation, and addressing broader financial needs by integrating insights from Merrill, trust and fiduciary services from Bank of America Private Bank, and banking and lending solutions from Bank of America. He holds a bachelor's degree in business from Butler University and the Chartered Financial Analyst (CFA) designation. Ian is involved with Best Buddies Indiana and resides in Indianapolis, Indiana with his wife, Meghan. His personal interests include basketball, football, golfing, hiking, music, racquetball, tennis, traveling, watching movies, and woodworking.

Jessica Swonder is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Cetera Investment Services LLC, Regions Bank, and multiple positions within JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Austin Stark is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at Stark Capital Solutions, Impact Networking, Mad Paddle Brewery, and Hanover College. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large client base through a centralized operational structure.

Bradley Harrold is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise Financial Services since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the board of directors for Indy Titans Baseball in Westfield, Indiana. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning that incorporates tax-aware withdrawal strategies and Social Security options.

Sean Spafford is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. prior to joining Ameriprise. Outside of his advisory role, he serves as a board member of The Penrod Society in Indianapolis. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and a combination of research and modeling to deliver tailored retirement-income advice.

Joseph Mitchell is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2014, he has worked with individuals, families, businesses, and foundations to develop strategies aimed at achieving their short- and long-term financial goals. His client focus areas include family wealth management strategies, services for endowments, foundations and non-profits, small business strategies, socially responsible and ESG investing, as well as retirement income planning. Mr. Mitchell has been part of the financial services industry since 2001. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute. He also holds a Personal Investment Advisor (PIA) credential. He earned a bachelor’s degree in Business-Journalism from Indiana University and an MBA from the University of Notre Dame. He has been active with the Investments & Wealth Institute and served on the Board of Directors for the Rotary Club of Indianapolis. A native Hoosier with family roots dating back to 1823, Joseph Mitchell resides in Indianapolis with his wife, Janet. They have three adult children and seven grandchildren. His personal interests include hiking, swimming, spending time with family, and traveling.

Jessica Quigley is a financial advisor with Edward Jones in Danville, IN, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2015 and previously worked for Danville Community School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers various advisory programs and investment strategies under a fiduciary standard.

Luke Elgar is a financial advisor with LPL Enterprise LLC based in Indianapolis, IN. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining LPL Enterprise, he was involved with Diverex Capital entities and operates Kilroy's Sports Bar alongside his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Steven Cygan is a CFP® professional with four years of industry experience, currently advising clients at Charles Schwab in Indianapolis, IN. His prior experience includes roles at Charles Schwab Bank, VIPKid, and BMO Harris Bank. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized structure integrating brokerage, custody, and advisory services.

Travis Mcclarney is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and New York Life. Outside of his advisory role, he serves on nonprofit boards for the Golfmoor Baseball Association and the Kiwanis Club of Evansville. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, brokerage services, and access to third-party asset management programs through an integrated platform.