Derek Wagner is a financial advisor with Ameriprise in Indianapolis, holding a Series 66 credential and four years of industry experience. Prior to joining Ameriprise in 2022, he held various roles including positions at Indiana University Southeast and several other employers. He also manages an advisory business through Northbound Solutions, LLC, focusing on wealth management. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning and written recommendation reports, utilizing proprietary research, third-party data, and algorithmic tools.

Denise Holder is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She has previously worked at Sanctuary Advisors, LLC and David A. Noyes & Company. Outside of her advisory role, she is president of Swaggerman Productions, Inc., a loan-out company representing her son's acting income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kevin Rusie is Vice President, Wealth Planner at Fidelity Investments. In this role, he focuses on understanding clients' unique situations and developing plans that work towards their financial goals and those of their loved ones. Kevin has been with Fidelity Investments since 2012, holding various positions including Financial Representative, High Net Worth Service Representative, Relationship Manager, and Planning Consultant before his current role. His experience spans wealth planning and client relationship management. No information regarding Kevin's education, credentials, personal interests, or community involvement was provided.

Larry Haler is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2008. He holds the Series 66 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Joshua Witkowski is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory, Inc., Charles Schwab Bank, SSB, and Charles Schwab since 2016. He is based in Indianapolis, IN. 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 integrates non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investments program.

Kurtis Wagner is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has a diverse work background including roles at Walmart, YMCA, and Mission BBQ prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and a range of portfolio management styles.

Paul Dietz is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2017, following a decade at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Richard Sulewski is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Grant Forrer is a financial advisor at Thrivent Investment Management in Indianapolis, IN, holding a Series 66 designation. He has been with Thrivent and its related entities since 2026. His prior experience includes roles at Founders Mosaic, DePauw University, Home Depot, Neese Farms, and Hamilton Heights School Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on a broad range of financial planning topics. The firm offers goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Benjamin Sparks is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to his financial services career, he was employed at FedEx Ground for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Blake Horner is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Bank of America, Merrill, Uber, and Meijer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

James Abels is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities, Inc. from 2015 to 2017. He is also affiliated with Mass Mutual Life Insurance Company since 2016. 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, and educational seminars, using firm-approved software to develop collaborative, annual planning relationships.

Jeffrey Roach is a financial advisor with LPL Financial in Carmel, IN, holding a Series 63 designation and having 37 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 17 years and held positions at Guardian Life and Osaic FA, Inc. Roach is also a licensed real estate broker and participates in the Smart Vestor Pro program by Dave Ramsey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and technology tools.

Debra Powell is a financial advisor with Stifel in Zionsville, Indiana, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. She has been with Stifel since 2017, following a three-year tenure at City Securities Corporation. Powell also serves as a notary public in Indiana, providing notarization services related to her work at Stifel. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and advisory services alongside fee-based financial planning. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to assist client decision-making.

Joseph Gautier is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, he worked at Northwestern Mutual in various capacities from 2014 to 2025. 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 provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that utilize firm-approved analytical tools to develop written recommendations.

Lubasi Katundu is a financial advisor at Charles Schwab with two years of industry experience. Prior to joining Schwab in 2023, he worked for First National Bank Zambia Limited for ten years. Outside of his advisory role, he has been involved with Kohl's Ecommerce Fulfillment Center and the Indiana University School of Nursing. Charles Schwab 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jacob Statz is a CFP®-designated financial advisor with 21 years of industry experience, currently with Stifel since 2023. He previously worked at Bank of America and Merrill from 2015 to 2023. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Scott Dieterle is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Charles Schwab since 1999, including tenure at Charles Schwab Bank and Optionsxpress, Inc. 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 multi-asset model portfolios supported by centralized custody and operational infrastructure.

Brandon Mayo is a financial advisor with Edward Jones in Brownsburg, IN, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Guy Gage is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of advisory work, he is involved with a family farm. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.