Christopher Howard is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with eight years of industry experience. His career includes multiple tenures at Edward Jones and a period at Schwab Wealth Advisory. Prior to his advisory roles, he worked at IUPUI for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Richard Grimes is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS in 2021, he worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2013 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Jason Murdock is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Tanner Ottinger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized strategies focused on education planning, employee financial health, personal retirement planning, special needs planning strategies, and retirement income. His approach emphasizes aligning financial plans with each individual’s unique perspectives and priorities, aiming to simplify the complexities associated with wealth management. Tanner holds a Bachelor's Degree from Indiana University and maintains professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). He and The Ottinger Group are committed to guiding clients through the retirement planning process with tailored strategies designed to achieve financial security and a worry-free retirement. Outside of his professional work, Tanner has interests that include cooking, gardening, hiking, rock climbing, running marathons, swimming, traveling, and spending time with his family.

Anastacia Yoannides Young is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. In addition to her advisory role, she serves on the board of Race to Remember, a nonprofit that organizes a 5K race to raise funds for Alzheimer’s research, where she acts as treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and fiduciary solutions.

David McGaughey is the Resident Director at Merrill's office in Lafayette, Indiana. He began his career in the financial services industry in 1985 and joined Merrill in 1993. David holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and the Personal Investment Advisor designation. David's expertise includes asset management, financial strategies, estate planning services, family wealth management strategies, personal retirement planning, and retirement income. He earned his bachelor's degree in Agricultural Economics from Purdue University in 1984. He serves on the boards of North Central Health Services Inc. and the Northwest Indiana Chapter of the National Football Foundation and has been involved with the Community Foundation of Greater Lafayette. David has also participated with organizations such as Big Brothers/Big Sisters of Greater Lafayette and Lafayette Daybreak Rotary. He lives in Lafayette with his wife, Anita, and they have three daughters and three grandchildren.

Sarah Morgan is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at Merrill from 2011 to 2017 before joining UBS in 2017. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brian Collins is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at The National Bank of Indianapolis and Wells Fargo Clearing. Outside of advising, he owns and manages the finances and inventory of a vending machine business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions combined with integrated brokerage, custody, and alternative investment services.

Jonathan Jacoby is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation as well as Series 63, 65, and 66 licenses. His prior experience includes roles at Star Financial Bank and Cetera Investment Services. Outside of his advisory work, he serves as a board member of Jacoby Agency, Inc. and mentors at The Crossing, an alternative learning center. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supporting both discretionary and non-discretionary arrangements.

Joseph Olexa Jr. is a financial advisor at Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the Finance Committee for Holy Spirit at Geist Catholic Church in Fishers, Indiana. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to model outcomes, serving clients through both direct and corporate financial planning agreements.

Florence Brown is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Mass Mutual Investors Services and its affiliate WestPoint Financial Group since 2005. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and a range of investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements and offers asset management, wrap programs, and educational seminars.

Mark Jakubovie is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. Based in Indianapolis, IN, he focuses on wealth management within a large institutional firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Joseph Pich is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2018. His prior roles include internships and part-time positions during college. 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 affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Andrew Thomas is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. Prior to joining Cetera in 2024, he worked at Edward Jones from 2019 to 2024 and was employed at Lowe's Inc Regional Distribution Center from 2014 to 2019. Outside of his advisory work, he owns and operates an online collectibles business called Hoosier Daddies Collectibles LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Jacob Kaufman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at the same firm from 2023 to 2024. Before joining Fidelity Investments, Jacob worked as a Financial Advisor and Financial Advisor in Training at The Tranel Financial Group between 2022 and 2023. As a Certified Financial Planner®, Jacob focuses on providing personalized financial strategies through a collaborative process. He aims to support clients' long-term financial well-being by offering education and guidance in navigating complex financial matters. Outside of his professional work, Jacob's interests include camping, family activities, fitness, pets, reading, and traveling.

Benjamin McElwee is a financial advisor with LPL Financial in Noblesville, Indiana, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to LPL Financial, he worked at Equitable Advisors for three years and has held various positions including roles outside the financial industry. He provides investment advisory services through Independent Advisor Alliance, a separate registered investment advisor firm. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cory Kennedy is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, all with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

David Coburn is a financial advisor with Osaic Wealth who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Osaic Services, Inc. In addition to his advisory work, he is president and owner of Coburn & Associates, a corporation focused on the sale of fixed insurance products. Osaic Wealth 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’s investment approach incorporates model-based asset allocation and portfolio optimization with various managed account options and third-party money manager programs.

Rachel Valenti is a financial advisor at Stifel with a Series 66 designation and no prior experience in the industry. Before joining Stifel in 2026, she spent several years in various roles at Ford Motor Company and Ford Motor Credit Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and guidance for asset allocation, retirement, insurance, and estate planning.

Cooper Feeney is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Charles Schwab, where he has held various roles since 2020, including positions at Charles Schwab Premier Bank and Charles Schwab Bank in Indianapolis, IN. Prior to Schwab, Feeney worked at The Bridgewater Club LLC and American Eagle Outfitters Inc. Outside of his financial advisory work, he was affiliated with Woodstock Country Club for five years. 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 management, supported by multi-asset model portfolios, alternative investment due diligence, and an integrated operational structure.