Adam Claerbout is a CFP® professional with 16 years of experience, currently affiliated with Mass Mutual Investors Services in Indianapolis, IN. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. In addition to his advisory work, Claerbout is involved with Purdue University, where he has been active since 2008. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships utilizing firm-approved analytical tools and delivers written recommendations across various investment categories.

Gabriella Clark is a Series 66 licensed financial advisor at Morgan Stanley in Indianapolis, IN, with one year of industry experience. Prior to joining Morgan Stanley in 2025, she held various roles in the retail and service sectors. 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, including tailored financial planning that utilizes firm-approved tools and market modeling techniques.

Bart Shambaugh is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Edward Jones. Outside of his advisory role, he has been involved as an artist and musician with the Brownsburg High School Show Choirs Band. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of financial products via an integrated platform.

Joseph Matis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and having 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Michael Grassmyer is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Niemczura Wealth Management Group and Raymond James Financial Services, as well as The Capital Group Companies. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Michael Carlson is a CFP® professional with 15 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera and Cetera Wealth Services, LLC since 2013 and operates his own business under the name Carlson Wealth Advisors. In addition to financial advising, he is also licensed as an insurance agent offering life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC provides a multi-manager platform serving individual, corporate, charitable, and institutional clients across the United States. The firm offers a range of advisory services including portfolio management, financial planning, and retirement services, with access to various investment strategies and third-party managers.

Robert Shaw is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment for 14 years. Shaw serves as Treasurer on the Board of Directors for the Sugarbush Hill Homeowners Association and is a board member and secretary for NeuroHope of Indiana, a nonprofit focused on SCI and TBI rehabilitation and wellness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Haynes is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to that, he spent 15 years with OneAmerica Securities and American United Life. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services through Wealth Advisors on a non-discretionary basis.

Paul Johnson is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 53 years of industry experience. He has been with UBS since 1990. Outside of his advisory role, he operates a small grain farm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor solutions based on proprietary research and model-based asset allocations.

Larry Riley Jr. is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he teaches a business class for the Brownsburg Community School System. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jason Nortell is a financial advisor with Equitable Advisors in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at the Hoosier Lottery and United Parcel Service. 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 a variety of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, tailoring services through a documented client intake process and offering both advisory and brokerage channels.

Frank Becherer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, IN, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. He is the owner of Frank Becherer LLC and Legacy Wealth Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and offers specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Karl Houck is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and 66 licenses and has been with Charles Schwab since 1996. Outside of his advisory role, he is involved in managing rental properties. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with a centralized and integrated operational structure.

Ronald Schneider III is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Indiana University’s Kelley School of Business. Outside of his advisory role, he is involved in tennis coaching and serves on the investment committee for the United States Tennis Association Midwest Section. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Matthew Rydell is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at Park Avenue Securities, Guardian Life Insurance Company, and Tooke and Associates Northwestern Mutual. Outside the financial industry, he is owner and board member of Game Time Amusements, a coin-operated amusements business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized programs such as divorce and estate-settlement planning.

Samantha Mcevoy is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2018. Prior to that, she had roles at Melting Pot and Dave and Buster's. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios, alternative investments, and a centralized operational structure.

Drew Dimond is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he spent nearly two decades at Cambridge Investment Research Advisors. His other activities include involvement with a tax and investment-related business entity and longstanding engagement in non-variable insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources to support diversified investment strategies.

Carlos Ramirez is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. Outside of his advisory role, Ramirez owns and manages two businesses: Investment Holdings, LLC, a holding company for purchased businesses, and Prime Finders, LLC, an e-commerce store. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Stephanie Doane is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Timothy Mauntel is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to his current role, he served nine years with the Department of Defense. He is also an alternate member of the Greencastle Board of Zoning Appeals. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts and educational seminars.