Heather Schmidt is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors since 2006 and with Primerica Financial Services since 2003. Outside of advisory work, she has been involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports service with custodial and trade execution through Pershing and BNY Mellon Advisors.

Edgar Rivera is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Charles Schwab, Rivera worked in retail and staffing sectors and spent multiple years in full-time education. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a blend of non-discretionary advisory services and access to discretionary investment portfolios, supported by a comprehensive operational structure and due diligence resources.

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 at Thrivent Investment Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Northwestern Mutual Wealth Management and BOK Financial Securities. He has been with Thrivent Financial and Thrivent Investment Management since 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and business continuation. The firm combines holistic, goal-based analysis with managed-account programs under a consolidated billing option, while maintaining planning and asset management as separate services.

Kevin Chapman is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Citigroup Global Markets from 1999 to 2009 and at Morgan Stanley since 2009, including the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and Corporate Financial Planning agreements.

Mickealin Cassell is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Enterprise in 2024, Cassell worked at J.P. Morgan Securities for 12 years and Chase Investment Services Corp. for 7 years, among other firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, leveraging portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.

Raymond Mark is a CFP® with 20 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. Prior to that, he worked with Invest Financial Corporation and Financial Plans & Strategies, Inc. He is also involved in operating several businesses, including tax and bookkeeping services through M Accounting Group LLC and consulting services via Mark Consulting, LLC. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Elidia Alvarez Rojas is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Wells Fargo in various roles since 2005. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Michael Gilpatrick is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Capital Client Group, Inc., Capital Group/American Funds Distributors, Inc., Commonwealth Credit Union, Schwans Consumer Brands, and the University of Louisville. Raymond James & Associates is a large, dually registered 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, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

George Garrison is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2000. Outside of his advisory work, he has been involved with Mudsock Brewing Company since 2013 and works as an independent contractor charging electric scooters. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and other managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach with strategic asset allocation and alternative investments.

Samuel Lowe is a financial advisor at Edward Jones in Brownsburg, IN, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked with the American Red Cross and MSD Decatur Township, and he has served in the Indiana Army National Guard since 2002. Outside of advising, he serves on the board of Rock Steady Boxing of Brownsburg, a nonprofit supporting individuals with Parkinson’s disease. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branches.

Janice Cope is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal and third-party managers.

Anna Bannister is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has prior work experience including roles at Johnson & Johnson and Butler University. Anna has also worked in community and recreational organizations such as the YMCA and Whitmoor Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and investment products.

Brian Elliott is an Investment Consultant currently working at Fidelity Investments since 2025. He previously served as an Investment Officer at The National Bank of Indianapolis from 2024 to 2025 and worked as a Financial Advisor at Morgan Stanley from 2020 to 2023. Brian engages closely with clients to understand their financial goals and develop strategies that align with their priorities. He emphasizes partnership in financial planning, providing ongoing guidance to help clients make informed decisions. Outside of his professional work, Brian's interests include family activities, fitness, gardening, golf, outdoor adventures, and traveling.

Carrie Ryan is a CFP® with 41 years of industry experience, currently serving at Wells Fargo Advisors Financial Network LLC since 2011. Based in Indianapolis, IN, she participates as an investment committee member for the Indiana Historical Society. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu for clients meeting a net-worth threshold, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Mandy Cothron is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 1999, totaling 27 years at the firm. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies developed by internal teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Metzinger is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Indianapolis, IN. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets solutions alongside tailored investment advice.

Matthew Pyle is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2016. Based in Indianapolis, IN, he is part of a large team of advisors serving a broad client base. Charles Schwab & Co., Inc. primarily serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Victoria Pietras is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Her background includes roles at Anthem, Inc. and a position at Indiana University. She also has experience outside finance, having worked at CK Designs Hair Salon. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management with separately managed accounts, and municipal advisory services.