Alan Hendrickson is a financial advisor with Ameriprise Financial Services, holding ChFC® and Series 63 credentials and bringing 48 years of industry experience. His career includes long-term roles at Ameritas entities and ownership of Hendrickson Financial Group and Alan Hendrickson & Associates. Outside of finance, he serves as president of a family farm corporation and is a guitar player in the Hang Nine Band. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Dean Weseli is a CFP® professional with 19 years of industry experience. He is currently with Robert W. Baird & Co., where he has worked since 2026. His prior experience includes roles at Goelzer Investment Management, Inc. and Windsor Wealth Management. Dean is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and technology.

Jackson Parrish is a financial advisor with OSAIC in Indianapolis, IN, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and Spectrum Financial Group Inc. Outside of his advisory work, he has engaged in insurance sales and investment advice with Spectrum Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed-account solutions through a large network of affiliated advisers.

Elizabeth Sheets is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006. Outside of her advisory role, she serves as a committee member for the Good Samaritan Foundation, working on an education center honoring her father. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Kennedy is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He began his career in 1997 with Prudential Securities and later co-founded the Lockwood & Kennedy Group in 2001. In 2009, he and his team transitioned to Merrill, where he formed the Horrall & Kennedy Wealth Management Group upon Jeff Lockwood's retirement in 2016. In 2020, Scott expanded the team to include Marc Pyatt, focusing on wealth and investment management. Scott specializes in implementing goal-based wealth management strategies for families, covering areas such as retirement income planning, inter-generational wealth transfer, wealth creation and preservation, tax minimization, and legacy planning. His approach assists families in maintaining their lifestyles through various economic environments and life transitions. He holds a Bachelor of Arts degree from Indiana University and has earned several professional designations, including Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor®. Scott is involved with professional organizations like the Indiana University Alumni Association and the Indiana University Varsity Club. He resides in Carmel, Indiana with his wife Jenny and their two children, Ryan and Lauren, and enjoys attending Indiana University football and basketball games.

Matthew Liffick is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at First Allied Advisory Services, First Allied Securities, and Brunette and Associates. Since 2015, he has also served as president and CEO of Liffick Wealth Management Inc., providing financial services and client prospecting outside of his firm role. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative approaches to deliver written recommendations.

Holly Gatto is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior work experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. In addition to her advisory position, she has been involved with Duluth Trading Company since 2017. 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 client relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Steven Lutes is a financial advisor with Charles Schwab in Indianapolis, IN, holding the Series 63 and Series 66 designations and 18 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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.

Jeffrey Mcconnell is a financial advisor at Morgan Stanley in Indianapolis, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, N.A. since 2020. He serves as a member of the Finance Advisory Board at Michigan State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Caleb Quick is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. He is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to develop tailored plans.

Brad Sottong is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with various entities within the JP Morgan organization since 2007. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

April Ghory is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliate entities since 2008. Outside of her advisory role, she is involved with Park Lane Jewelry as a stylist and partner in a retail and online store. 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 utilizing structured discovery processes and firm-approved tools.

Cole Mc Cardel is a CFP® professional with eight years of industry experience, currently serving at Raymond James & Associates since 2018. His prior experience includes a role at Deloitte for one year and five years at Michigan State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Thaddeus Eckerle is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Joseph Pietras is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. His prior work includes roles at KPMG LLP and 21st Amendment Wine & Spirits. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology to support client advice.

Bradley Witkowski is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, he worked at Fairway Independent Mortgage Company for three years and held roles at Hoosier Air Transport and Angies List. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary managed accounts, supported by a multi-asset strategic approach and centralized operational capabilities.

Brendon Harbron is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and City National Bank. Outside of his advisory role, Harbron is actively involved in the entertainment sector as a board member and owner of multiple escape room businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies utilizing a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Thomas Svenstrup is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Charles Schwab since 2017 and Ameriprise Financial Services from 2008 to 2017. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Gabriel Fernandez Freitez is a financial advisor at Fidelity with a Series 66 designation and experience beginning in 2023. His prior roles include positions at JP Morgan Chase and BMO Bank, as well as running Freitez Spark Clean from 2020 to 2023. He is based in Carmel, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm serves both retail and institutional investors and holds distinctive credentials such as CFTC registration and advisory roles for multiple registered investment companies.

Brian Montgomery is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base primarily made up 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 a multi-asset model portfolio approach supported by research and alternative investment due diligence.