Ilya Sedun is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Charles Schwab since 2014. Outside of advisory work, he is involved in real estate investment activities in the Indianapolis area, including serving as a silent partner in property investments and managing bookkeeping for those ventures. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services with a focus on multi-asset model portfolios and integrated operational support.

Jessica Watson is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and the Putnam County Health Department for four years. Outside of her advisory role, she works as a travel agent helping clients book trips and serves as a substitute teacher and bus driver for the Greencastle School Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s services include a broad range of planning topics and offer clients the option to combine planning with managed-account programs under a consolidated billing structure.

Cade East is a financial advisor at Cetera with Series 66 and Series 63 licenses and one year of industry experience. He has previously worked at Charles Schwab and Artistry Wealth, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios alongside bespoke strategies.

Noah Hummel is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Schwab in 2022, he worked at Crew Carwash and Sonoco Products Company and attended Purdue University. Charles Schwab 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 management, supported by strategic asset allocation and alternative investment due diligence.

Krystin Sherman is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and previously at Morgan Stanley Private Bank, N.A. from 2016 to 2018. Outside of her advisory role, Sherman serves as the school board president for Montessori Science Academy in New Palestine, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Tyler Merkel is the Resident Director and Wealth Management Advisor at Merrill. He has been with Merrill since 2015, focusing on a relationship-driven approach to wealth management. In his role, Tyler is authorized to manage client portfolios on a discretionary basis, offering services that include a blend of individual stocks and bonds, model portfolios, and carefully selected third-party investment strategies. Tyler holds the Certified Investment Management Analyst® (CIMA®) designation as well as the CERTIFIED FINANCIAL PLANNER® (CFP) certification. He is a graduate of Ball State University, where he earned a bachelor's degree with distinction and competed for four years on the men's golf program. Tyler's areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and portfolio management services, among others. Outside of his professional work, Tyler supports his church and maintains a connection to Ball State University and its men's golf program. He lives just south of Indianapolis with his wife, Tara, and their three children. His personal interests include baseball, basketball, billiards, chess, fishing, football, golfing, running, spending time with his family, and woodworking.

Christopher Brooke is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Merrill since 1991 and has also worked at Bank of America, NA since 2009. Outside of advisory work, he operates a small family farm that grows and sells pumpkins and hay, and he is an author, publisher, and speaker through his sole proprietorship, WealthShift Publishing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jonathan Callaway is a financial advisor with Robert W. Baird & Co. in Indianapolis, Indiana, holding a Series 63 designation and bringing 30 years of industry experience. Before joining Baird in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2018. Outside of his advisory role, he owns a parcel delivery service, CC Express, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations by providing tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Jonathan Bostrom is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate strategies, supported by firm-approved planning tools and investment modeling techniques.

Brad Polo is a CFP®-credentialed financial advisor with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Jaicomo is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes roles at JP Morgan Chase Bank, Wolfrum and Company, Huntleigh Securities Corporation, and Noyes Advisors LLC. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Larry Mcdonald is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and 43 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside his advisory work, he is involved in commercial real estate ownership in Indianapolis. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes written recommendations and annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Aaron Austin is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise, The Prudential Insurance Company of America, Charles Schwab, and Austin Financial Strategies. He is also an associate financial advisor involved in trading and research at Khepri Partners LLC. 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 options including specialized services like business-owner transition planning and divorce planning. The firm combines advisory services with multiple financial product offerings and referral channels.

Douglas Macomber is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and 29 years of industry experience. His prior roles include positions with DWS Distributors, Inc. and Raymond James Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering various advisory programs and investment strategies supported by a national network of over 23,000 financial advisors and 15,000 branch offices.

Derek Moon is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2005. Charles Schwab & Co., Inc. serves a large client base, 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 advisory options, utilizing multi-asset model portfolios and alternative investments, supported by a large-scale, integrated operational structure.

Michael Gorin is a CFP® professional with 11 years of industry experience, currently affiliated with Mass Mutual Investors Services in Indianapolis, IN. He has been with Mass Mutual and its subsidiaries since 2014. Outside of his advisory role, he serves as Vice President on the board of the Phi Delta Theta fraternity, contributing to the development of fraternity policies. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements supported by proprietary software and educational seminars.

Heather Schmidt is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Primerica Advisors since 2006 and has worked with Primerica Financial Services since 2003. In addition to her advisory role, she has engaged in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and uses independent due diligence to select third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Alicia Smith is a Series 66-credentialed financial advisor with 21 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2009, based in Indianapolis, IN. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Jaimie Shrieve is a financial advisor at UBS Financial Services with 16 years of industry experience. Prior to joining UBS in 2021, Jaimie worked at Indie Asset Partners, BKD Wealth Advisors, and J.P. Morgan Securities and Chase Bank. Jaimie holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Joel Rietveld is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018 and was previously affiliated with Northwestern Mutual Wealth Management Company and related entities from 2016 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while keeping them separate.