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 with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Freund II is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2002. Based in Indianapolis, IN, he holds Series 63 and Series 65 licenses. His prior work includes roles related to group life and health insurance sales, including as an independent agent for Hays Companies of Indiana. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Thomas Foster is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Citigroup Global Markets since 2001 and has been with Morgan Stanley in various capacities since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

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 since 2013, also working with J.P. Morgan Chase Bank since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized manager due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

William Pfadt is a CFP® and ChFC® credentialed financial advisor with 36 years of industry experience. He has worked at LPL Financial since 2017 and was previously with National Planning Corporation from 2015 to 2017. Pfadt operates under the DBA Pfadt Wealth Management associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by in-house and third-party research and investment strategies.

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 with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2009 in various capacities, including Wells Fargo Clearing. Outside of his advisory role, he serves on the board of the Ray Huser Foundation and participates in investment committees for the Indiana State University Foundation and the Center for Congregations. Wells Fargo Advisors is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients with a broad range of financial planning needs.

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.

Gregory Flynn is a CFP® professional with 10 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018 and was previously with Edward Jones from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Bradley Sabelhaus is a financial advisor with Edward Jones in Brownsburg, IN, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Scott Frye is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. He has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Brian Denny is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Prior to joining Fidelity Investments, Brian served as an Options Support Manager at Robinhood from 2021 to 2022. His professional experience includes leadership roles that emphasize team development and client-focused financial planning. Brian's approach centers on collaboration and support to achieve organizational and client goals. Outside of his professional responsibilities, Brian enjoys family activities, social events with friends, hiking, running, and traveling.