Amy Blumer is a financial advisor with Edward Jones in Indianapolis, IN. She holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 15 years at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Hunter Ashlock is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and one year of industry experience. Before joining Edward Jones in 2026, he worked at Charles Schwab & Co., Inc. for two years and RCM Wealth Advisors for one year. He has a background that includes several years of full-time education and experience with Youche Country Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Daniel Lutocka is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2015, including three years with Schw Private Client Investment Advisory, Inc. 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 a mix of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized custody and operational support.

William Fuentes Torres is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, personal retirement planning, and retirement income. In his role, he focuses on connecting clients to tailored plans that align with their unique ambitions, helping them pursue personal goals such as funding education, securing retirement lifestyles, and managing long-term family objectives. William brings a bilingual approach to his practice, fluent in both English and Spanish, which enables him to support the local Hispanic community with financial and retirement guidance. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). William completed his high school education at Carmen Belen Veiga. Outside of his professional work, William enjoys spending time with his wife Marian and their two children. His personal interests include cooking, exploring different cultures and their cuisines, basketball, adventure sports, hiking, scuba diving, and engaging in discussions on history, military, and economics.

Ronald Mencias is a Wealth Management Advisor and Managing Director of the Payne & Mencias Group at Merrill Lynch Wealth Management. He has worked at Merrill for over 20 years and is a born and raised Indiana native. Ronald provides financial advisory services focusing on areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a bachelor's degree in accounting from the University of Notre Dame and an MBA in Finance from Butler University. Ronald holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® designation. He has been recognized multiple times, including rankings on Forbes' "Best-in-State Wealth Management Teams" list from 2023 to 2026, Forbes' "Best-in-State Wealth Advisors" list from 2018 to 2025, Forbes' "America's Top Wealth Management Teams High Net Worth" list from 2022 to 2025, Barron's "Top 1,200 Financial Advisors" for sixteen consecutive years from 2010 through 2025, and On Wall Street's "Top 40 Advisors Under 40" listing in 2013, 2014, and 2015. Ronald resides in Carmel, Indiana, with his wife and two children. His personal interests include spending time with his family, tennis, traveling, and yoga.

Tammy Schmaltz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide advisor network.

Caroline Mason is a financial advisor at Fidelity with 20 years of industry experience. She holds a Series 66 designation and has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with formal advisory and oversight roles.

Thomas Welch is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for seven years. Outside of his advisory role, he serves on the endowment committee of North United Methodist Church and is active as a freelance singer. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling.

Ross Perkins is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Ameriprise in 2020. Outside of his advisory role, Perkins owns and manages a manufactured home community and farmland intended for development as a land lease community. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Bryson Wittler is a Series 66-registered financial advisor at Robert W. Baird & Co. in Indianapolis, with one year of industry experience. His prior work includes roles in diverse sectors such as brewing, music, and event management. Baird’s Private Wealth Management team serves individuals, corporate clients, pensions, and charitable organizations, providing services like financial planning, portfolio management, and custody. The firm employs a combination of manager-traded and model-traded strategies, supported by internal research and advanced tools, and reported approximately $394 billion in regulatory assets under management as of the end of 2025.

Maddox Krocker is a financial advisor at Cetera with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Randall Lehman. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of advisors and operates a multi-manager platform with various program structures and investment options.

Brett Rogers is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Charles Schwab since 2010. 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 guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

James Willbrand is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Pacific Investment Management Company LLC and PIMCO Investments LLC for 14 years. He is a silent partner and investor in a bar/restaurant establishment and a firearms-related LLC that holds patents for magazines and gun sights. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Aaron Olson is a CFP® professional with nine years of industry experience, currently affiliated with OSAIC and Goldcrescent Wealth Management in Fishers, IN. His prior roles include tenures at Cetera Advisors, Park Avenue Securities, Guardian Life Insurance Company, Edward Jones, Northwestern Mutual, and Bank of America Merrill Lynch. He is also the owner and financial professional of Goldcrescent Wealth Management and operates Kinnamon Financial, providing financial advisory services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to various third-party investment solutions.

Trevor Waite is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Prudential Financial and Streamline Books. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services supported by a platform that integrates adviser programs with a range of financial products.

Douglas Mac Kay is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2018. Prior to that, he was employed at Lincoln College of Technology for one year. 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 uses a multi-asset model portfolio approach supported by in-house research and centralized operational infrastructure.

Ted Spurgeon Jr. is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at KeyBank, Pruco Securities LLC, and Indiana Members Credit Union, as well as entrepreneurial experience with Spurgeon Enterprises and ICCI Group. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, supported by research and a range of discretionary and non-discretionary management options.

Deshawn Price is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients and their families to develop personalized financial strategies that align with their goals and aspirations. Prior to his current position, Deshawn served as a Workplace Planning Consultant at Fidelity Investments in 2025 and as a High Net Worth II advisor at the same firm from 2020 to 2025. His experience reflects a focus on tailored financial planning and wealth management. Outside of his professional work, Deshawn enjoys bowling, fitness, football, movies, and spending time with his pets.

Samantha King is a financial advisor at Stifel with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Fifth Third Securities and Wells Fargo Advisors. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning analyses.

John Simmons is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior experience includes nine years at Oxford Financial Group, Ltd. from 2014 to 2023. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.