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.

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.

Peyton Gentry is a Financial Advisor with the Payne & Mencias Group at Merrill. He joined the group in May 2020 and provides expertise in all areas of wealth management, working to cater to the personalized needs of each client. Peyton helps clients develop strategic plans for long-term wealth management, focusing on areas such as education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Peyton graduated from the Kelley School of Business at Indiana University Bloomington with a bachelor's degree in Finance, specifically focused on Wealth Management. He earned the CERTIFIED FINANCIAL PLANNER® certification in 2021 and holds the Personal Investment Advisor (PIA) designation. He maintains a strong focus on continuing education to support his practice. Outside of his professional role, Peyton is actively involved in several community organizations, including the Dubois County Community Foundation, Heart of Jasper, Jasper High School Girls Soccer, Mentors for Youth, and the Young Professional Network of Southern Indiana (YPNSI). Peyton resides in Jasper, Indiana, and enjoys activities such as hunting, fishing, basketball, camping, football, golfing, pickleball, soccer, and volleyball. He values community involvement and volunteerism, having logged over 300 volunteer hours between 2023 and 2025.

Jessica Norris is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as a power of attorney for a family member. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shena Jackson Ridley is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2018, following a three-year tenure at Anthem BCBS. Based in Indianapolis, IN, she provides advisory services within Charles Schwab’s extensive platform. 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 offers a combination of non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and centralized operational infrastructure.

Lindsey Lankford is a financial advisor at Morgan Stanley with eight years of industry experience. Prior to joining Morgan Stanley in 2024, Lindsey worked at Wells Fargo Clearing and Merrill. She holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, supporting clients in implementation and updates while generally acting in an advisory capacity.

Toshua Phillips is a Series 66-licensed financial advisor with Merrill, based in Fishers, IN, and has two years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Raymond James & Associates and several other financial and related firms. Outside of his advisory role, he is also active as a real estate agent with Keller Williams Realty. 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 individuals, high-net-worth clients, and institutional investors.

James Brocke is a CFP® and Series 63 licensed advisor with Mass Mutual Investors Services in Indianapolis, IN, bringing 58 years of industry experience. He has been with Mass Mutual since 1985 and previously operated his own firm, James C. Brocke CFP, LLC, from 2002 to 2016. In addition to his advisory role, he is licensed as a life and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative, goal-oriented financial planning using firm-approved analytical tools and provides specialized event-driven planning programs.

Michael Lawrence is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Prudential Insurance Company of America, Pruco Securities, J.P. Morgan Securities, Chase Investment Services, and Charles Schwab. He has been with LPL Enterprise since 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Zachary Miskovic is a financial advisor with Thrivent Investment Management in Carmel, IN, holding Series 65 and Series 63 licenses and having four years of industry experience. Prior to joining Thrivent, he worked at Northwestern Mutual and Berkshire Hathaway Home Service Indiana Realty. Outside of finance, he is involved in youth hockey coaching, serving as director of coaching and player development at HSE High School and as an assistant and skills coach at Brebeuf High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Christine Konvolinka is a financial advisor at OSAIC in Indianapolis, IN, with 30 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked previously at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of her advisory work, she serves as president of the Ohio State Alumni Club of Greater Indianapolis, a volunteer role involving event planning and member communication. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization strategies and is noted for its scale, complex affiliate network, and private-equity ownership.

Brent Edwards is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2025, he worked for 20 years at Huntington Investment Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting.

India Elliott is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 66 credentials and having nine years of industry experience. Her career includes roles at Charles Schwab, Fidelity Investments, Northwestern Mutual, and MassMutual, among others. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Adam Claerbout is a CFP® professional with 16 years of experience, currently affiliated with Mass Mutual Investors Services in Indianapolis, IN. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. In addition to his advisory work, Claerbout is involved with Purdue University, where he has been active since 2008. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships utilizing firm-approved analytical tools and delivers written recommendations across various investment categories.

Gabriella Clark is a Series 66 licensed financial advisor at Morgan Stanley in Indianapolis, IN, with one year of industry experience. Prior to joining Morgan Stanley in 2025, she held various roles in the retail and service sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and market modeling techniques.

Bart Shambaugh is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Edward Jones, and Brownsburg Community School Corporation. Outside of his advisory role, he is involved as an artist and musician with the Brownsburg High School Show Choirs Band. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Joseph Matis is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2012, and previously at Merrill from 2007 to 2012. He is based in Indianapolis, IN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and manages approximately $2.74 trillion in client assets.

Michael Grassmyer is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Niemczura Wealth Management Group and Raymond James Financial Services, as well as The Capital Group Companies. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Robert Shaw is a financial advisor with LPL Financial in Carmel, Indiana, holding a Series 66 designation and 17 years of industry experience. He previously worked at Lincoln Investment for 14 years and at Langdon Shaw Associates for one year. Shaw serves as Treasurer on the Board of Directors for the Sugarbush Hill Homeowners Association and is a board member and secretary for NeuroHope of Indiana, a nonprofit focused on rehabilitation and wellness. 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 a range of advisory and brokerage services with access to model portfolios, third-party management, and various institutional platforms.