Jeffrey Holzbach is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Investment Advisory, as well as E*Trade Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct engagements and corporate financial planning agreements.

Chhayvuoch Minnich is a financial advisor with Ameriprise in Indianapolis, IN, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. Minnich has been with Ameriprise and its related entities since 2005. Outside of his role at Ameriprise, he owns and manages Minnich Private Wealth Advisory, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Mark Settlemyre Jr. 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 2009. Charles Schwab & Co., Inc. serves predominantly 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios, alternative investments, and a centralized operational structure.

Brett Headley is a CFP® with 16 years of experience in the financial services industry. He is currently with UBS Financial Services and previously worked at JP Morgan Chase Bank and J.P. Morgan Securities. He serves as Vice President and Investment Committee Chair for Horizon House, a nonprofit providing services to the homeless community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Elizabeth Dixon is a financial advisor at Merrill with Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Outside of her advisory role, Dixon owns a timeshare-related sole proprietorship based in Orlando, Florida. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Decoursey is a financial advisor at Mass Mutual Investors Services with 48 years of industry experience. He has been with MML Investors Services, Inc. since 1996 and has a long-standing affiliation with MassMutual Life Insurance Company starting in 1973. He holds the Series 63 designation. MML 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, asset management, and educational seminars, using technology-driven tools to deliver written recommendations without discretionary authority.

Patricia Haley is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, Fifth Third Securities, and Banc One Securities Corporation. Outside of advisory work, she designs and makes beaded jewelry through her business, PH Designs, and works as a consultant in skin care and nutrition with Arbonne. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering customized financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling to support its comprehensive range of wealth management solutions.

Amanda Richmond is a financial advisor at LPL Financial in Indianapolis, IN, with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including J.P. Morgan Securities and the Department of Financial Institutions. Richmond is also a notary in Indiana and is involved with Isageniz LLC, a healthcare company. 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.

John Heinzinger is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial and has prior experience at Teachers Credit Union and CUNA Brokerage Services. Outside of his advisory work, he is secretary of Artisan Masterpiece, Inc., a for-profit business he has been involved with since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, asset management programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Christopher Fox is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s financial planning process incorporates structured discovery and planning tools, and it manages approximately $2.74 trillion in client assets.

Brennan Brown is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera, First Merchants Private Wealth Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its model asset allocations.

Jordan Mock is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Empire Logistics, DHL, and Horan Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Jeff Pittsley is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2011. He owns Pittsley Investment Group, Inc., an investment-related business based in Indianapolis, where he is actively involved. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with various financial products and referral channels.

Gail Barnes is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 23 years of industry experience, including roles at Avantax Advisory Services and Intuit Tax. Barnes also operates Barnes Financial Services, where she provides accounting and bookkeeping services. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Klynt Brummett is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. He is also involved as an insurance agent with Westpoint Financial Group and is a member of The Crossroads Group, LLC, which conducts financial services activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes collaborative planning engagements supported by firm-approved software and offers specialized programs such as divorce planning and estate-settlement services.

Clinton Gruettert is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, working with MassMutual entities since 2009. In addition to his advisory role, he serves as Chair of the Investment Committee for the nonprofit Dance Kaleidoscope, overseeing its endowment portfolio. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses collaborative, annual planning engagements supported by firm-approved analytical tools, serving clients ranging from high-net-worth individuals to employer-sponsored programs.

Julie Renzi is a financial advisor at Merrill in Indianapolis, IN, with 29 years of industry experience. She has held her current role at Merrill Lynch, Pierce, Fenner & Smith since 2000. Renzi holds Series 63 and Series 65 designations. 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, offering both model-based and discretionary investment strategies managed by internal and third-party teams.

John Heiden is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves a large client base consisting mainly 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 offers a mix of non-discretionary and discretionary investment options, using multi-asset model portfolios and centralized operational support.

Shellee Pietras is a CFP® professional with 21 years of industry experience, currently with Cetera since 2021. Her prior roles include positions at VOYA Financial Advisors and Promise Advisory Group. She serves as a board member of the Franklin Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Camille Green is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked in healthcare-related roles, including three years at Anew Hospice and five years at Dycora Transitional Health. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning across various areas without discretionary portfolio management, allowing clients to combine planning with managed accounts under a consolidated billing option.