Kenneth Datro is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and several other firms. Kenneth is based in Indianapolis, IN. 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-account and financial planning services. The firm offers a mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

William Cummins is a CFP® professional with 41 years of experience in the financial services industry, working at LPL Financial since 1995. He also has a longstanding relationship with Bankers Life Insurance Society dating back to 1988. Cummins serves as an independent insurance agent and managing director at several related businesses, including Cash Balance Advisors and Redwood Tax Specialist. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by extensive research and technology solutions.

Thomas Galullo is a CFP® and ChFC® with 31 years of experience in the financial industry. He is currently affiliated with Cetera Wealth Services LLC and TPG Financial Group and has previously worked with Cambridge Investment Research and FSC Securities Corporation. Outside of advising, he owns a business that provides accounting and tax consulting services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options and access to third-party money managers.

Joshua Hudson is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has worked at Charles Schwab since 2016 and previously spent a year at The Capital Group / American Funds. 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 blend of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a large, integrated operational structure.

John Reuter III is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding the Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and maintains capabilities in public finance and municipal work.

Anthony Gerardot is a financial advisor with Ameriprise in Fishers, Indiana, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of advising, Gerardot is involved in several business activities, including ownership of Gerardot Solutions LLC, which focuses on tax and expense management, and serves on the board of directors for the 96th Street Office Complex. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Lauren Elizabeth Hesler Conrad is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at MassMutual Life Insurance Company and Pacers Sports & Entertainment. MassMutual Investors Services, LLC 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, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Faith Mullins is a financial advisor with Merrill in Indianapolis, Indiana, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2001. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a variety of model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Jeffrey Gantz is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at Raymond James Financial and Bsh Financial. Outside of advising, he is a self-employed musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management supported by proprietary and third-party research.

Kristen Koers is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm utilizes a mix of in-house and third-party investment managers and provides customizable portfolio strategies aligned with clients’ risk profiles.

Kelly Kaufman is a CFP® professional with 16 years of experience in financial advising. She is currently with Charles Schwab, where she has worked since 2017, including roles at Schwab Private Client Investment Advisory and Charles Schwab Bank. Kaufman serves on the CFP Board’s Disciplinary and Ethics Committee and will chair the committee starting in 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, combining multi-asset model portfolios with access to affiliated discretionary SMAs and alternative investments.

Frank Jennings II is a financial advisor with Charles Schwab in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. He has worked at Charles Schwab since 2006 with a brief period at Jennings Copywriting in 2019-2020. 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 and discretionary investment options, combining multi-asset model portfolios with centralized supervisory and custody arrangements.

Joseph Conte is a financial advisor at Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior work includes roles in education at the University of Tampa and Ball State University. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Brian Deckard is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. He holds the Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes a structured discovery process and the use of firm-approved planning tools, with a broad range of investment and financial services.

Sam Johnson is a financial advisor at Edward Jones holding a Series 66 designation with experience beginning in 2022. Prior to joining Edward Jones, he held roles at Eli Lilly, Artistry Wealth, and in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Evan Judd is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2010, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Services Representative, and Financial Representative. His experience at Fidelity encompasses a broad range of financial services and client support roles, providing him with comprehensive expertise in investment solutions and retirement services. Evan is committed to helping clients and their families achieve their financial goals with dedication and integrity. Outside of his professional work, Evan enjoys fishing, outdoor adventures, parenthood, pets, reading, and traveling.

Joseph Moran is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at MassMutual Life Insurance Co and Doc B's Fresh Kitchen. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and delivers written recommendations as part of annual financial planning engagements.

Glenda Foster is a financial advisor with Ameriprise in Carmel, IN, holding a Series 63 designation and 42 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Foster is also the owner of Foster, Pike & Associates, managing her Ameriprise business. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Elizabeth Madison is a CFP® and holds a Series 66 license, with five years of industry experience. She currently works with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan, she was self-employed at WagLabs for three years and worked at Valeo Financial Advisors. 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 an ESG eligibility framework in its recommendations.

John Meyer is a financial advisor with Cetera in Indianapolis, IN, holding Series 66 and Series 63 credentials and 13 years of industry experience. He has previously worked at J.P. Morgan Securities and JPMorgan Chase NA. Outside of his advisory role, Meyer serves as the board president of Riley Cheer Guild, where he helps run meetings and promote the organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and oversight.