Kevin Chapman is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1999. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process using approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Mickealin Cassell is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining LPL Enterprise in 2024, Cassell worked for J.P. Morgan Securities for 12 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio programs, and a range of brokerage and insurance products through an integrated platform.

Raymond Mark is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2015. He also owns and operates several businesses, including an accounting firm providing tax, payroll, and bookkeeping services, and a consulting practice focused on accounting and management administration. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment implementation options through multiple platforms and employs both proprietary and unaffiliated model strategies tailored to client objectives.

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, Wells Fargo Clearing, and Wells Fargo Advisors. She is based in Indianapolis, IN. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 with Edward Jones in Brownsburg, IN, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously held roles with the American Red Cross, MSD Decatur Township, Woodline Adventures, and has served in the Indiana Army National Guard since 2002. Outside of his advisory work, he serves on the board of directors for Rock Steady Boxing of Brownsburg, a nonprofit supporting individuals with Parkinson's disease. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, affiliated services such as a trust company, and its fiduciary standard in advisory services.

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.

Mason Whitted is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. Prior to joining Wells Fargo Advisors, he worked at Ameriprise for three years and has experience in insurance and education roles. Wells Fargo Advisors Financial Network 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 a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.

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.

Kyle Storms is a Series 66 licensed financial advisor with Edward Jones, bringing one year of industry experience. His prior roles include positions at Storage Solutions, Inc., First Internet Bank of Indiana, KeyBank N.A., Crown Equipment Corporation, and a long tenure at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Morris Hancock is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2002, he has provided financial guidance focused on helping families, corporate executives, and business owners develop and implement personalized financial plans. His approach emphasizes tax-efficient strategies tailored to meet clients' goals, particularly in areas such as executive compensation, concentrated stock strategies, estate planning, multigenerational wealth transfer, and life transitions including retirement and divorce. Hancock also serves clients in areas including college education planning, legacy planning, retirement income, and LGBT wealth planning. Hancock holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Chartered Retirement Planning Counselor (CRPC®) designation, and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from Indiana University/Purdue University at Indianapolis. He leads a multigenerational team dedicated to the prudent stewardship of client wealth and delivering personalized service to multiple generations of families. Outside of his professional role, Hancock is a devoted father of three sons. He enjoys outdoor activities such as boating, football, golfing, hiking, hunting, tennis, as well as music and photography. He values being of service to others in all areas of his life and aims to positively impact those he interacts with both professionally and personally.

John Mills is a Financial Consultant currently working with Fidelity Investments since 2022. In this role, he partners with clients to develop customized financial plans tailored to their unique goals and needs. John emphasizes collaboration with clients to ensure ongoing progress toward their financial objectives and aims to build lasting relationships through trust and dedicated service. Prior to his current position, John held several roles in the financial advisory field including Associate Wealth Advisor at Schwab Wealth Advisory from 2021 to 2022, Associate Financial Consultant at Charles Schwab from 2019 to 2021, and participated in the Financial Consultant Academy Cohort at Charles Schwab between 2017 and 2019. He also gained early experience as a Financial Advisor intern at Edward Jones in 2016. Outside of his professional work, John engages in activities such as family activities, hiking, music, spending time with pets, traveling, and volunteering.

Wanda Pabon is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2019, also working at JPMorgan Chase Bank since 2016. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brielle Forler is a financial advisor at Fidelity with two years of industry experience. She holds the Series 66 designation and has previous work experience at Democracy Federal Credit Union and several other financial institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies supported by oversight controls and the use of advanced technologies such as AI and machine learning.