Mark Kirkhoff is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2001. 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, institutions, and municipal entities, and offers financial planning, investment consulting, and specialized municipal advisory services.

Kurt Woodward is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Charles Schwab in 2023, he held roles in parking management and the restaurant industry. Outside of finance, Woodward is involved in managing a parking management company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary and discretionary investment options with a multi-asset allocation approach. The firm combines advisory, brokerage, custody, and cash-sweep services in an integrated structure that supports a large client base.

Scott Smithson Jr. is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017, following a year at LPL Financial and Desert Schools Federal Credit Union. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Robert Iorii Jr. is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at UBS Financial Services and Citigroup Global Markets. Based in Indianapolis, IN, he has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, employing research and analytics grounded in diversification and modern portfolio theory.

Charles Freund II is a CFP® professional with 29 years of experience in the financial services industry. He has been with LPL Financial since 2002. Freund also holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. His other business activities include serving as an independent agent selling group health plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Thomas Foster is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following eight years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

David Harsh is a financial professional with 23 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at various firms including First Allied Advisory Services and Cetera ADVISORS LLC. In addition to his advisory roles, he is an owner and partner of a holding company, You & I, LLC. Cetera Investment Advisers LLC operates as a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Scott Kemmer is a financial advisor at UBS Financial Services in Indianapolis, IN, with 26 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 designations. Outside of his advisory work, he serves as a church organist at St. Boniface Church, a role he has held since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored financial plans.

Brett Fisher is a financial advisor with Cetera in Indianapolis, IN, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Cetera and affiliated entities since 2015. Outside of his advisory role, he serves as a board member for Noblesville United Soccer Club and Noblesville Youth Baseball, assisting with fundraising and organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of advisors, utilizing a multi-manager platform with various program structures and investment options.

Lorna Nicol is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

William Pfadt is a financial advisor with LPL Financial in Indianapolis, IN, holding the CFP®, ChFC®, and Series 63 designations. He has 36 years of industry experience, including prior roles at OneAmerica Securities, Inc., ON Investment Management CO, and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jill White is a financial advisor at Merrill with 38 years of industry experience. She has held roles at Merrill since 2006 and previously worked at UBS Financial Services from 2003 to 2006. She holds Series 63 and Series 66 designations and is based in Indianapolis, IN. Merrill, together 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Jacob Conn is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group and PVA Wealth Advisors. Outside of his advisory role, he works as a contract driver for DoorDash during his free time. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations that integrate with clients’ broader financial plans.

Jill Barkley is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. She worked at Stifel Nicolaus & Co. Inc. for 20 years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Vanessa Breen is a financial advisor at Merrill with Series 63 and 65 credentials and 31 years of industry experience. She has worked at Merrill since 1993 and has also been with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicole Hobson is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has been with MML Investors Services LLC and MassMutual Life Insurance Co. since 2014. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses analytical tools and collaborative planning approaches to deliver investment recommendations and offers various event-driven planning programs.

Jeff Lowrie is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sandhill Investment Management and American Funds. Based in Indianapolis, IN, he joined UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocations, and a broad set of capital markets services.

Robert Huser is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has held positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves on the boards of the Ray Huser Foundation and investment committees for the Indiana State University Foundation and the Center for Congregations. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by Wells Fargo research and tools.

Donald Hutchinson is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 credentials, and has 22 years of industry experience. He previously worked at Goelzer Investment Management for 19 years before joining Baird in 2026. Hutchinson serves as a director for two non-profit organizations: Cookies for Kids Cancer and the Cornea Research Foundation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management options, utilizing internal research, manager selection, and tax-management strategies.

Bradley Sabelhaus is a financial advisor with Edward Jones in Brownsburg, Indiana, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with Edward Jones for his entire career since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide array of advisory programs and investment solutions with a nationwide network of financial advisors and branch offices.