David Campbell Jr. is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Daniel Hamilton is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to this, he worked at TEKsystems for three years. He is involved in community and nonprofit activities, including serving as Marketing Chair for the Walk to End Alzheimer's in Indianapolis, an advisory board member for Best Buddies Indiana, and a board member of the Indianapolis Rotary Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Lynn Macabee is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

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 Wealth Management in Indianapolis, IN, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2019, she worked for Fifith Third Securities for 15 years and had a brief period of unemployment in 2019. Outside of her advisory role, she designs and makes beaded jewelry and works as a skin care and nutrition consultant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools.

Amanda Richmond is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at J.P. Morgan Securities, the Department of Financial Institutions, and PNC Bank. Outside of her advisory work, she is a notary in Indiana and is involved with Isageniz LLC, a healthcare company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and services with both discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Ryan Rossman is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory services with brokerage, distribution, and investment management capabilities.

John Heinzinger is a CFP® professional affiliated with LPL Financial, with 15 years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves at CUNA Brokerage Services, Inc. and Teachers Credit Union since 2013. Outside of finance, he is the secretary of Artisan Masterpiece, Inc., a for-profit business established in 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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 11 years of industry experience. He holds a Series 66 designation and has previously worked at First Merchants Private Wealth Advisors, Cetera, and First Merchants Bank. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Rita McCluskey is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has spent her entire career. She began her tenure at Merrill in 1993, initially focusing on estate planning by identifying the need for various types of trusts and advising clients on the most suitable options for their situations. In 2000, she transitioned to the financial advisor role, serving high-net-worth families with a holistic and realistic approach. Rita is part of The McCluskey Group, emphasizing long-term financial decision consequences and managing investment risk through targeted allocations. Her work includes reviewing wills, powers of attorney, and providing Social Security analyses. Rita holds a CERTIFIED FINANCIAL PLANNER4 certification awarded by the Certified Financial Board of Standards, Inc., and a Bachelor's Degree from Marian University. Her 30-year career experience encompasses corporate executive services, education planning, executive and equity compensation, legacy and philanthropic planning, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. She serves a nationwide clientele of senior-level executives, small business owners, engineers, and scientists, focusing on maintaining long-term relationships with a select circle of families. Outside her professional work, Rita is involved in community organizations including Conner Prairie and Hendricks Live. She enjoys camping, cooking, golfing, running, swimming, traveling, yoga, and spending time with her family.

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 with 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. Brummett is also involved as an agent with Westpoint Financial Group and is a member of The Crossroads Group, LLC, which provides financial services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. The firm structures financial planning as annual, collaborative relationships using firm-approved tools to analyze client goals and delivers written recommendations, typically without investment discretion.