Matthew Bosler is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation. He joined Edward Jones in 2026 after 13 years with 3M Company. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hanna Jackson is a financial advisor with UBS Financial Services in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Peak Brokerage Services, Thurston Springer Financial, RBC Capital Markets, and Sanctuary Wealth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

Don Shuck is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies that align with their long-term goals. He emphasizes the importance of understanding each client's complete financial picture and offers access to investment insights from Merrill, along with banking and lending solutions through Bank of America. Don holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He completed his high school education at NCHS. In addition to his advisory work, Don is actively involved in his community, dedicating time to volunteer with local organizations.

Michael Mullen is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and with 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Brad Brees is a financial advisor with Edward Jones in Fishers, IN, holding Series 63 and Series 66 licenses and bringing 23 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, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and provides additional services including trust and securities-based lending options.

Lucie Lortz is a CFP® and Series 66-certified financial advisor at Charles Schwab with seven years of industry experience. Her prior professional background includes roles at Edward Jones and various companies outside finance, including Lhp Engineering Solutions and Ann Taylor Inc. In addition to her advisory work, she has been involved in personal shopping and grocery delivery through Instacart. Charles Schwab & Co., Inc. provides integrated investment advisory, brokerage, and custody services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational platform.

Kent Preston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is the owner of KLP Group LLC, a non-investment-related business established to manage a Primerica office lease. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated model portfolios rather than institutional pension or profit-sharing plan management.

Kyle Kerkhoff is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2008, progressively advancing through roles including Financial Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position beginning in 2023. His extensive experience spans over 17 years advising clients in diverse financial situations. Throughout his career, Kyle has focused on developing and implementing financial plans tailored to the unique circumstances of his clients, aiming to support their financial wellbeing and success. His approach emphasizes partnership and ongoing plan monitoring to adapt to clients' evolving needs. Outside of his professional work, Kyle enjoys biking, participating in family activities, fishing, golf, and table tennis.

Hunter Holliday is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to his current role, he worked at Cash American Pawn and attended the University of Indianapolis. 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, focusing on collaborative, goal-oriented planning with a variety of investment and event-driven planning services.

Andrew Huck is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2006, with a brief tenure at optionsXpress, Inc. in 2017. 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 provides a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Danielle Guerra is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at UBS since 2020 and previously spent eight years at Schwab Private Client Investment Advisory, Inc., as well as thirteen years at Charles Schwab. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Its advisors use proprietary research and model-driven asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Samantha Hayton is a financial advisor at Edward Jones in Noblesville, IN, with five years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, she worked with Equitable Advisors LLC and American United Life/OneAmerica Securities, among other roles. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Matthew Tielker is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to this, he spent eight years with Financial Center First Credit Union and Cuso Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Benjamin Goshorn Maroney is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 registrations. His prior roles include positions at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party managers.

Daniel Moore is a financial advisor at Robert Baird & Co. in Indianapolis, IN, with 25 years of industry experience. He has been with Robert Baird & Co. since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Moore is involved in sales of collectibles on eBay. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, SMA programs, and a range of traditional and non-traditional investment strategies.

Jeffrey Ritter is a financial advisor at OSAIC based in Indianapolis, IN, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Signator Investors, Inc. for 29 years before joining OSAIC in 2018. Ritter operates Foresight Financial Management, LLC, where he conducts investment and insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and multiple advisory platforms to construct customized portfolios for clients.

Matthew Mcgee is a Series 66 licensed financial advisor at UBS Financial Services in Indianapolis, with 12 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a range of capital markets and advisory solutions.

William Miller is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Facet, Stifel Nicolaus & Co Inc, JPMorgan Chase Bank N.A., JP Morgan Securities LLC, and Charles Schwab. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan sponsors with tailored investment solutions and acting as an ERISA fiduciary.

Kevin Sanborn is a financial advisor at Edward Jones in Fishers, Indiana, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy for over a decade and currently serves on the board of directors for the Indiana Chapter of the American Physical Therapy Association as Director at Large for the Central District. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide network of advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Brian Jacobson is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2017, following eight years at City Securities Corporation. Jacobson serves as a managing partner in family investment partnerships alongside his father and brother. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services such as financial planning and third-party adviser recommendations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.