Marc Klein is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise since 2012 and also manages his own advisory business through Northbound Solution LLC. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis delivered through a centralized consulting team.

Jasmin White is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at various J.P. Morgan entities since 2014. Outside of her advisory role, she operates an event planning and interior design business. She also serves on the boards of two Indianapolis-based nonprofits—the Be Nimble Foundation, focusing on developing a diverse tech ecosystem, and the Indianapolis Cultural Trail, a linear park and public space—holding leadership positions including Chair of the Board and Treasurer respectively. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates ESG criteria in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Ronald Lacis is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1994, with a brief tenure at OptionsXpress, Inc. from 2016 to 2017. Based in Indianapolis, IN, he has extensive experience within a major institutional firm. 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 operates a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance through multi-asset model portfolios and research-driven due diligence on alternative investments.

Kimberly Guidone is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to guide its financial planning process.

Justin Smith is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Merrill since 2002 and has worked at Bank of America since 2009. Outside of his advisory role, he serves as a board member for the Make-A-Wish Foundation, contributing to fundraising and volunteer activities focused on children with life-threatening conditions in Indiana. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates investment management with Bank of America’s broader capital-markets platform and emphasizes tax-efficient strategies and manager selection in its service offerings.

Erik Weiss is a CFP® professional with 20 years of industry experience, currently affiliated with Raymond James & Associates. He has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, with a combined tenure of over a decade at these firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management strategies.

Edward Ochoa is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise in Greenwood, IN. He has worked at Ameriprise and affiliated entities since 1990 and had a brief tenure at LPL Financial in 2019. Outside of his advisory role, he plays bass guitar in a band. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations primarily for clients with substantial investable assets.

Sandro Smith is an advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he worked in educational roles at Indiana University and in moving and storage services. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory and brokerage services through an integrated platform that combines adviser programs with access to third-party portfolio management and insurance products.

Greggory Keele is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2025. He previously worked at Ameriprise Financial Services from 2005 to 2025. Outside of his advisory role, he is involved in divorce financial planning as a Certified Divorce Financial Analyst and serves on the board of the Damar Foundation, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to client needs and supported by firm research and tools.

Stephen Hlawnchhing is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He partners with clients to create comprehensive financial plans that are built on trust, relationships, and their personal preferences. Stephen helps clients navigate the wide range of options available at Fidelity to choose those that align with their personal goals. Stephen has been with Fidelity Investments since 2020, progressing through roles including Workplace Planning Consultant, Relationship Manager, and Planning Consultant. His experience across these positions reflects a focus on client-centered financial planning and relationship management. Outside of his professional work, Stephen enjoys camping, comedy, fishing, fitness, and music.

Locksley Todd is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 2017. His prior roles include positions at Global Resources LLC, e-Campus Jamaica Stock Exchange, Aquatic Works Limited, and the Franciscan Missionary Sisters (Our Lady of the Poor) Aquatic Center. Charles Schwab 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.

Matthew Henning is a financial advisor at Morgan Stanley with 13 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling techniques, offering a range of retail and institutional financial services.

Brian Lebowitz is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Indiana University and First National Bank. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Eric Young is a financial advisor at Edward Jones in Brownsburg, IN, holding a Series 66 designation. He has prior experience at BIS Digital, Self Employed-Government Utilities Technology Services, and Amerisure Insurance, totaling several years of industry-related work before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Sharon Williams is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2017, following a nine-year tenure at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Thomas Perry is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services, Inc. Perry is also a partner at Perry Financial Group, where he is involved in selling life and health insurance, and operates a sole proprietorship as a tax preparer. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage, investment advisory services, and utilizes various asset-allocation and portfolio management tools across discretionary and non-discretionary accounts.

Andrea Santiago is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James since 2013. Prior to this, she worked at Gizmo's Galleria / 3 Generations for four years. Santiago is also a partner in Medley Partners, LLC, an LLC created to manage liability related to real estate leases for her branch. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing tailored, non-discretionary plans supported by various portfolio management styles and affiliated research.

Travis Walton is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience with Edgewater Payments, where he has worked since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment management supported by internal research, third-party subadvisors, and advanced portfolio strategies.

Angela Henderson is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for the majority of her career. Outside of advisory work, Henderson is a partner in DIVNE HOMES, LLC, a company that purchases and manages rental properties. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, overseeing approximately $15.5 billion in assets under management.

James Allen is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Allen holds a Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analyses.