Jake Steslicki is a financial advisor with Fidelity in Indianapolis, IN, holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at Prudential Advisors, Federated Mutual Insurance Company, and Foguth Financial Group, along with academic work at the University of Michigan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Michael Wagner is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He is a partner in Medley Partners LLC, a business entity formed to manage liability related to real estate leasing for his branch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and governmental entities, offering tailored financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

Evan Griffin is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to that, he worked at City Securities Corporation for three years. He is also a member of the Indianapolis Zoo Council, participating in a young professional social organization associated with the zoo. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, charitable organizations, and government entities. The firm employs a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses, with clients maintaining discretion over implementation.

Caleb Riddle is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2021, he worked at Amazon and Donatos Pizza. He was also briefly affiliated with the Indianapolis Yacht Club in 2021. 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 and discretionary investment solutions supported by centralized supervision and custody.

Susan Christ is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. She holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to her current role since 2017, she worked at MetLife Securities Inc. from 2015 to 2017 and has been affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory work, she serves as an independent insurance agent and explores life settlement options through a separate financial advisory role. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and provides event-driven planning programs including estate and employer-sponsored planning.

Adam Glowacki is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Charles Schwab since 2008 and has worked at Charles Schwab Bank since 2017. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Sergio Corrente is a Series 66-licensed financial advisor with Merrill in Indianapolis, IN, bringing two years of industry experience. His prior roles include positions at Bank of America, KeyBank, and Equitable Advisors. Outside of finance, he has been involved with soccer organizations such as Juventus FC USA and FC Pride. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Ayers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Orion Foster III is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at American Funds for 12 years before joining Charles Schwab in 2017. Charles Schwab & Co., Inc. serves a large client base of 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 provides both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment programs within an integrated custody and brokerage platform.

Douglas Stewart is a financial advisor with Raymond James & Associates in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is the owner of DWS Venture Investments, LLC, a business venture started in 2020. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services that combine various portfolio management styles with firm research and model manager options.

Jacob Girouard is a CFP® with 23 years of experience in the financial industry. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at LPL Financial and State Bank of Lizton. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to each client’s risk profile, utilizing a combination of in-house and third-party managers along with integrated capital markets and lending services.

Jonathan Tominac is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Clearing since 2023, following a prior role at Schillings in 2022. Additionally, he has been affiliated with Indiana University since 2021. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Justin Wirey is a financial advisor at LPL Enterprise with four years of industry experience and holds the Series 66 designation. Before joining LPL Enterprise in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, model portfolio programs, and access to third-party asset management through an integrated platform combining advisory and brokerage services.

Kyle Zachmann is a financial advisor at Morgan Stanley in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at UBS Financial Services and Oak Street Funding. Outside of his advisory role, he is a partner in Zachmann Family Investments, LLC, focusing on private equity co-investments with his father. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and use of sophisticated planning tools, serving clients through tailored financial plans and a broad range of investment offerings.

Andy Floyd is a financial advisor at Merrill with over 24 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2000 and Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies created by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Coffey is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, MML Investors Services, Mass Mutual Life Insurance Company, and New York Life Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, and brokerage and insurance products through an integrated platform that combines adviser programs with other financial product sales.

George Giles is a financial advisor with Edward Jones in Brownsburg, IN. He holds the Series 66 designation and began his career in 2025. Prior to joining Edward Jones, he held positions at Republic Airways, Eli Lilly & Company, L.M Henderson & Co., Allison Transmission, Marian University, and Brownsburg School Systems. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Brandon Sholtis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory role, he is the owner and partner of Sholtis Properties LLC, a small real estate business focused on managing rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

David Cotton is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. He has been with LPL Financial since 2016. 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 a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management with support from various research and model portfolio resources.

Branden Clayton is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Ameriprise and Lincoln Financial Group, as well as work at Prairie Farms Dairy Inc. and Purdue University Fort Wayne. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.