Darcey Keller is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Edelman Financial Engines in Indianapolis, having previously worked at Financial Engines Advisors L.L.C. and OneAmerica. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Bradley Graden is a financial advisor with Equitable Advisors in Carmel, IN. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Central Noble Community School Corporation, the Community Foundation of Noble County, and The Campbell & Fetter Bank. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual-registered model that emphasizes program sponsors and endorsed TAMPs.

Kyle Lewis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. Before joining Morgan Stanley, he worked at Uber and CVS Health. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses as part of its financial planning process.

David Granson is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and having 11 years of industry experience. He previously worked with Kestra Advisory, Cornerstone Financial Advisors, and CFD Investments. Outside of his advisory role, he serves on the finance committee of Sacred Heart of Jesus Church in Cicero, Indiana. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

William Bush is a financial advisor at Charles Schwab with 29 years of industry experience. He has been with Charles Schwab since 1996 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he serves as the Music Minister at White Rock Fellowship Church in Noblesville, IN. Charles Schwab 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 offers comprehensive custody, brokerage, and cash-sweep services.

Lee Sells is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019. Prior to this, he was employed with Saint Leo University and the Hernando County School District. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of wrap fee, managed-account, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides investment guidance through multi-asset model portfolios and alternative investment options.

Mackenzie Tice is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, Tice held roles at Adesa, Metal Exteriors, Boiler Financial Track, Torrid, and Purdue University. Tice also manages an advisory business through TGG Operations LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and social security claiming options.

Dustin Dake is a CFP® professional with 18 years of experience in the financial services industry. He has been with Edward Jones since 2016 and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Dustin operates out of Carmel, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Tyler Wolfe is a financial advisor with Charles Schwab in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has nine years of industry experience, including a year as a self-employed advisor prior to joining Schwab in 2017. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab provides mostly non-discretionary investment guidance combined with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custody and execution.

Kyle Schau is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. He is also involved with LHD Benefits, where he performs retirement administration duties. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual investors, retirement plans, institutions, and charitable organizations through a wide range of advisory programs and financial planning services.

Kristi Grimm is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated firm since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

John Kennedy Jr. is a financial advisor at Stifel with 45 years of industry experience. He has held positions at Stifel since 2017 and previously worked for City Securities Corporation for 36 years. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses, with clients retaining discretion over implementation.

James Hart is a financial advisor with Raymond James & Associates in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2011. 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 clientele including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paloma Aguayo is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at several firms, including FHLBI, Cooke Financial Group, Charles Schwab, Bank of America, Merrill, and previously held a position at Indiana University East. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Joshua Corrie is a financial advisor with Charles Schwab in Indianapolis, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Schwab in 2019, he worked at Cunningham Agency, FFL Mile High, LA Fitness, and Target. Outside of financial advising, he is the CEO and founder of Break The System LLC, a retail business focused on sales, branding, social media content, marketing, and shipping. Charles Schwab 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 offers multi-asset model portfolios supported by due diligence from its Financial Research center.

Thomas Davis is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Stifel in 2017, he worked at City Securities Corporation for 19 years. Outside of his advisory role, he is president and owner of Davis Minerals Inc., a company that leases mineral interests to oil and gas exploration firms. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jennifer Taylor is a Series 66 licensed financial advisor with Edward Jones in Noblesville, IN. She has 11 years of experience with Edward Jones and a total of 8 years in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Shaina Keck is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has four years of industry experience, including prior roles at Northwestern Mutual and Stonecrest Group. Outside of advisory work, she is involved as a bartender at Nigh Brew Pub. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to multiple investment and insurance products through an integrated platform.

Scott Kellar is a financial advisor at Charles Schwab in Indianapolis, IN, with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019. Prior to that, he had roles at Boomers Fireworks, Ollies Bargain Outlet, and Toys R Us. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers multi-asset model portfolios along with alternative investment options.

Nicholas Rohrer is a CFP®-designated financial advisor with Edward Jones, based in Indianapolis, IN. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.