Steven Brown is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 credentials and 13 years of industry experience. His work history includes roles at MassMutual Life Insurance Co, Wells Fargo Clearing, Sanctuary Securities, and Charles Schwab & Co., Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap programs, and educational seminars.

Michelle Andrews is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis models.

Deborah Capria is a financial advisor at Charles Schwab with 36 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 1989, with a brief employment gap from 2019 to 2020. 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 offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Joanna Schneider is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 credentials and 10 years of industry experience. She has worked at Merrill Lynch since 2019 and previously held roles at Louisiana State University and J.P. Morgan Securities. Outside of her advisory work, she is a general partner and managing member of Schneider Industries LLC, an HVAC equipment distribution business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Katherine Alt is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab and its affiliated entities since 2018. Prior to her current role, she was employed at IUCORPS and IU Corps, and she also has experience at Prairie View Golf Club. Charles Schwab & Co., Inc. serves a large client base of 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by centralized supervision, custody, and order-routing.

Scott Eckart is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. He has worked with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2005 and has operated his own advisory practice since 2002. Outside of advising, Eckart hosts the podcast Velocity Coaching, which features stories of business owners and entrepreneurs overcoming obstacles. MML 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 employs collaborative, annual planning engagements using firm-approved analytical tools and offers educational seminars along with specialized planning programs.

David Bartz is a financial advisor with RBC Capital Markets in Indianapolis, IN. He holds the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. His prior experience includes 13 years at UBS Financial Services Inc. Outside of advising, he co-owns and manages a rental property with his wife. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers.

Kelly Carroll is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2000. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Frank Leyes is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2023, he worked at Commonwealth Financial Network and Geneos Wealth Management, Inc., and he has operated Frank A. Leyes & Associates since 1995. He is also the owner of Way of Wealth Enterprises, LLC, a business unrelated to investment advisory services. 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, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment technologies.

Thomas Grimsey is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 credentials and seven years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Huntington National Bank, Chase Bank, and several mortgage services firms. Outside of his advisory role, Grimsey is the owner of a cleaning business, Heidi's Clean & Tidy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and other financial services.

Brandt Hakanson is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following seven years at Raymond James & Associates. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

William O'Neal is a financial advisor with Edward Jones in Mooresville, IN, holding Series 66 and Series 63 registrations and bringing 10 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Northwestern Mutual, as well as work at Purdue University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and specialized services such as tax-efficient investing and overlay management.

Robert Vickers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over thirty years of experience in the financial services industry, having started his career in 1991 and joining Merrill in 1999. He works with a select group of high-net-worth individuals and retirees, focusing on serving all aspects of their financial lives. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Robert collaborates closely with clients and their tax and legal advisors to develop integrated and personalized financial plans aimed at growing and preserving wealth. He emphasizes understanding clients' financial needs, objectives, time horizons, and risk tolerance to create customized wealth management plans and regularly reviews these plans to adapt to changing circumstances. Robert holds a Bachelor's Degree from Indiana State University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he volunteers with the More Group in Carmel, Indiana, supporting fundraising and activities for Carmel Elementary School children.

Derek O'Connor is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Investment Solutions Representative and Investment Consultant. Prior to his tenure at Fidelity, he participated in the Financial Consultant Academy at Charles Schwab from 2021 to 2022. In his current role, Derek partners with clients to co-create personalized financial plans by analyzing their investment strategies and retirement plans relative to their goals. He is known for a warm and welcoming approach to financial planning. Outside of his professional work, Derek has personal interests that include fitness, golf, parenthood, reading, and table tennis.

Anna Brouwer is a Financial Advisor at Merrill Lynch Wealth Management, where she employs a service-focused approach to assist clients in organizing their financial lives, prioritizing goals, implementing strategies, and reviewing progress. Since joining Merrill in 2021, Anna has specialized in areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. Her career began in 2000 within the banking and lending industry, providing her with extensive experience prior to her transition to Merrill. Anna holds a Bachelor's Degree in History from Purdue University and carries the Personal Investment Advisor (PIA) designation. She also participates in the Indianapolis Symphony Orchestra Association. Anna resides in Fishers with her German Shepherd, Delta. Her personal interests include antiquing, cooking, gardening, interior decorating, knitting and crocheting, reading, spending time with her family, playing table tennis, traveling, and watching movies.

Daniel Hart currently serves as a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he gained experience as a Relationship Manager, Help Desk Client Services representative, High Net Worth Service Associate, and CRA Representative within Fidelity Investments from 2021 to 2025. Daniel emphasizes the importance of creating well-organized plans that foster satisfactory relationships with clients, prioritizing a positive client experience. Outside of his professional responsibilities, he engages in personal interests such as biking, board games, lake activities, parenthood, traveling, and volunteering.

Leland Horrall is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in managing a family farm in Carmel, Indiana. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader corporate platform, providing access to a wider set of financial products and services.

Thomas Castelli is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Quan Truong is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Charles Schwab, he worked at Galaxy Glamour LLC and was a nail model for four years. He also spent a decade in full-time education. Charles Schwab serves a large client base 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 uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Corey Dicker is a financial advisor with Merrill in Indianapolis, Indiana, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Charles Schwab and Charles Schwab Bank, as well as the Indianapolis Hebrew Congregation. He also serves as an arbitrator for the Financial Industry Regulatory Authority (FINRA) on a contractual basis. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.