John Elder is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses. He has one year of industry experience with prior roles at OneAmerica Securities and American United Life. Outside of advisory work, he is involved in non-variable insurance sales focusing on fixed life and fixed annuities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive financial planning and investment services through a broad menu of planning options tailored to clients meeting a net-worth threshold. The firm uses proprietary research and tools to develop client recommendations delivered through discretionary meetings and summary letters.

Josef Hess Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Indianapolis, IN. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a comprehensive investment approach without providing individual security recommendations in standalone planning.

G Butler is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2010, following prior roles at Merrill and Morgan Stanley. Outside of his advisory work, he is involved with the Helen Wells Agency as a model. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, utilizing both proprietary and third-party strategies, and supports its large network of advisors with advanced operational and research tools.

Mark Sherman is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Cetera and its affiliated entities since 2025 and previously worked with Avantax from 2017 to 2025. Sherman is also involved as a board member of the Special Olympics of Indiana. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and supervisory arrangements.

Jerry Mc Mullen is a financial advisor at Merrill with 44 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2014, concurrently working at Bank of America, N.A. since 2015. 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 individual and institutional clients.

James Martin is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, Merrill, and Edward Jones. Outside of his advisory role, he serves as a business consultant for Origyn Sports. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering traditional and complex investment strategies.

Lisa Lacayo is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney for ten years before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Thompson is a financial advisor with RBC Capital Markets in Indianapolis, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets since 2014 and also works with City National Bank since 2018. Outside of his advisory role, Thompson serves on the board of the Indy Sports Foundation and acts as a sports broadcaster for Indiana University football on ESPN Radio. He is also a director of the Sigma Nu White Star Education Endowment and coaches high school football at Guerin Catholic High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with portfolio management, financial planning, custody, and brokerage services. The firm offers customizable advisory programs and integrates both in-house and third-party investment managers, providing options for tax management, rebalancing, and responsible investing.

Nathaniel Turner is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked at Signator Investors, Inc. from 2016 to 2018 before joining OSAIC in 2018. Outside of advising, he is a freelance writer, author, and public speaker on topics related to parenting and humanity, and serves on the board of The League of Extraordinary Parent, a nonprofit focused on providing educational resources for parents. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios while supporting multiple advisory platforms and transition programs.

Austin Green is a financial advisor at Morgan Stanley in Indianapolis, holding a Series 66 license and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he worked at Home Bank, Meijer, and spent seven years with the Center Grove School System. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market outlook models.

Matthew Crispin is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he serves as a basketball referee for the Indiana High School Athletic Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

David Gruesser is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that incorporates firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Joseph Olexa is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2017. Prior to his advisory career, he was affiliated with Indiana University for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Georganne Brown is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning through its network of Financial Advisors and specialized groups. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques without providing individual security recommendations as part of standalone financial plans.

Steve Spelde is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work includes positions at Foresters Financial Services and Foresters Advisory Services. He is also the owner of Steve Spelde Financial LLC for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Scott Erkfitz is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Noblesville, Indiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and third-party data to provide tailored recommendations through a collaborative advisory process.

Edward Villanyi is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 2009 to 2022. Outside of his advisory role, Villanyi serves as a board member of the Geist Lake Coalition, coordinating education and stewardship activities for the lake. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Deann Lehman is a financial advisor with LPL Financial operating out of Fishers, IN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James Financial and Edward Jones. She is also involved with the Linton Civitan Club, a community organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, with a broad platform that includes both advisory and non-advisory financial services.

James Ruthrauff is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has contributed over 30 years of experience supporting accomplished families. His work focuses on simplifying and coordinating complex financial lives, helping clients make informed decisions during key opportunities and transitions, and ensuring that wealth management supports both long-term goals and current lifestyles. Through Kahn, Ruthrauff & Associates, he collaborates with a dedicated team and works alongside CPAs, attorneys, and other advisors to provide integrated and thorough planning. Mr. Ruthrauff specializes in areas including college education planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from Indiana Wesleyan University and a Master's Degree from the University of Florida. He is a member of the Economic Club of Michiana and has completed additional coursework at Yale University related to asset allocation, ethics, and investment management. Outside of his professional activities, James resides in Granger with his wife Jeannie. He is involved in the South Bend community, participating in cultural arts and supporting local charitable organizations such as Habitat for Humanity. His personal interests include biking, boating, skiing, tournament waterskiing, cycling, golf, CrossFit, and playing guitar.

Austin Krutzsch is a financial advisor with Mass Mutual Investors Services in Indianapolis, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2015. Mass Mutual Investors Services, a subsidiary of MassMutual, is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs, including divorce and estate-settlement planning, and conducts educational seminars.