Lyman Bond is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Bond is involved in a family farming business, contributing approximately 10 hours per month. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Broughton is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. His prior roles include nine years with Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools. The firm offers a wide range of planning services tailored to clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs planning.

Maureen Damer is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo firms since 2009. Outside of her advisory role, she serves as a consultant for Servier, a position she has held since 2019. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Miller is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior work history includes roles at RNR Tire Express, State Farm, Staples, Humble Home, and Belle Tire. 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 discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep services.

Gary Moss is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2002. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Galaz is a Financial Advisor at Merrill Lynch Wealth Management. With a decade of experience in finance, he has worked for two large US broker-dealers and has a background in individual banking and loan origination. Kevin focuses on cash flow management during the distribution phase of his clients' lives, helping them pursue their financial goals through strategies that encompass liquidity management, retirement planning, philanthropic planning, and tax minimization. Kevin holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a High School Diploma from Littlerock High School. His approach involves developing long-standing relationships with clients to provide ongoing advice and guidance aligned with their evolving needs. Outside of his professional career, Kevin spends much of his time with his wife and four daughters. The Galaz family is active in their church and volunteers with several nonprofit organizations throughout the year. Kevin enjoys hiking and reading in his personal time.

Jennifer Reid is a CFP® with 28 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She holds a Series 66 license and is based in Indianapolis, IN. Outside of her advisory role, she is a partner in a rental property business. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor strategies to client goals and risk profiles.

Craig Blanton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He has been with Primerica Advisors since 2013 and has also worked with Primerica Financial Services since 2012. Outside of advisory services, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Blake Coomer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Northwestern Mutual in multiple roles during 2024. Outside of finance, Blake is involved with BC Flex Fitness LLC as a member and personal trainer, instructing clients on exercise and workout programming. 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 and discretionary investment management with centralized custody and operational support.

Ian Clark is a financial advisor with LPL Financial in Greenfield, IN, holding a Series 66 license and 12 years of industry experience. He has worked at LPL Financial since 2020 and previously was with HD Vest Insurance Agency and H.D. Advisory Services. Clark also maintains a CPA practice at Winters CPA Group and has longstanding involvement in real estate through entities such as Clarkland Properties and Stratford Center LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Ethan Maier is a financial advisor at Equitable Advisors based in Carmel, IN. He holds a Series 66 designation and began his advisory career with Equitable Advisors in 2025. Prior to joining the firm, Maier was involved with Greencastle Little League Baseball and Arbor Trace Golf Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, tailoring services to client goals and offering a range of advisory program options.

Spencer Fogo is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He worked at Schwab Private Client Investment Advisory, Inc. from 2017 to 2021 and has been with Charles Schwab since 2015. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform combining advisory, brokerage, and custody services.

Jonathan Mareachen is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. He previously worked for the State of Indiana Department of Natural Resources for 12 years before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized operational support.

Jeremy Koch is a Series 66 licensed financial advisor with Fidelity, based in Fishers, Indiana, and has 21 years of industry experience. He has been affiliated with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methods including AI in its process.

Quentin Sampson is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Charles Schwab since 2014. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house financial research and due diligence on alternative investments.

Patrick Murray is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2013. In addition to his advisory role, he is a co-owner of Ashmur LLC, an insurance sales firm specializing in property and casualty insurance. MassMutual 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, and educational seminars, emphasizing collaborative, goal-based planning and a range of investment programs.

Philip Kostaroff is a CFP® professional with 22 years of industry experience. He has worked at OSAIC since 2018 and previously spent 14 years at John Hancock. He is also involved with his own financial management and planning businesses in Indianapolis. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of advisory services and utilizes advanced portfolio construction tools and multiple third-party platforms.

Aidan Lamping is a financial advisor at LPL Enterprise with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining LPL Enterprise, he worked at Charles Schwab & Co., Inc. and Bison Financial Group. He has also worked in non-financial roles, including at Loven Oven Pizzeria and Franciscan Health. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party management, supported by an integrated platform that combines adviser programs with insurance sales and collateralized lending.

Trenton Howard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Workplace Planning Consultant at multiple levels and High Net Worth Service Associate. His professional experience is centered around developing comprehensive financial plans and working closely with clients to align their financial strategies with their long-term goals. Trenton is committed to understanding his clients' visions and translating them into actionable steps to achieve financial success. His career path at Fidelity Investments reflects a focus on workplace planning and client service within the financial industry. Outside of his professional work, Trenton enjoys board games, fitness, outdoor adventures, and reading.

Alexander Geroulis is a Financial Advisor Trainee at Merrill Lynch Wealth Management. In this role, he is engaged in developing his professional expertise within the financial advisory field. Further background, including his experience, education, or personal interests, has not been provided.