Clinton Gruettert is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, working with MassMutual entities since 2009. In addition to his advisory role, he serves as Chair of the Investment Committee for the nonprofit Dance Kaleidoscope, overseeing its endowment portfolio. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses collaborative, annual planning engagements supported by firm-approved analytical tools, serving clients ranging from high-net-worth individuals to employer-sponsored programs.

Julie Renzi is a financial advisor at Merrill in Indianapolis, IN, with 29 years of industry experience. She has held her current role at Merrill Lynch, Pierce, Fenner & Smith since 2000. Renzi holds Series 63 and Series 65 designations. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies managed by internal and third-party teams.

John Heiden is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves a large client base consisting mainly 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 offers a mix of non-discretionary and discretionary investment options, using multi-asset model portfolios and centralized operational support.

Shellee Pietras is a CFP® professional with 21 years of industry experience, currently with Cetera since 2021. Her prior roles include positions at VOYA Financial Advisors and Promise Advisory Group. She serves as a board member of the Franklin Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Camille Green is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she held roles at Anew Hospice, Keen Resources, Dycora Transitional Health, and Golden LivingCenters. Outside of her advisory role, she is involved with Anew Hospice. 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 on a range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Peter Schueth is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he co-owns SCHUETH ENTERPRISES, INC., a family business involved in consulting, real estate sales, and resale of antiques. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sean Hayes is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following two years at Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm’s distinctive features include registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic and AI-driven methodologies in its investment process.

Kyle Adams is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Milwaukee Tool for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Evan Moore is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at BMO Financial Group and has experience in other fields including landscape solutions and academia. 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 broad range of advisory and investment services through a large network of financial advisors and branch offices.

Clinton Good is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Charles Schwab since 1999. 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 both non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized custody and order-routing systems.

Lynda Schmutte is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Merrill Lynch since 2006. 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 model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Natalie Pei is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 17 years of industry experience. She has been with Cetera since 2019 and previously worked at Foresters Financial Services and Airbnb. Outside of financial advising, she is involved in modeling and works as a music DJ. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform that includes both affiliated and third-party investment options.

Robert Ahlgrim is a financial advisor with Ameriprise in Indianapolis, IN. He holds the Series 66 designation and has been with Ameriprise since 2025. Prior to joining Ameriprise, he studied at Purdue University and has work experience in retail and food service. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports through a centralized consulting team.

Vincent McMahon is a financial advisor with Edelman Financial Engines in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at TMFS Advisors, LLC. McMahon serves as a director and treasurer on the Lockerbie Terrace Board, overseeing the board’s financial matters. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Logan Creager is a financial professional at Cetera with 15 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked at Charles Schwab in various roles from 2010 to 2024. He is also involved with Brunette & Associates and operates Artistic Strategies, both financial services businesses. Cetera is an SEC-registered adviser that delivers services through a large network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party managers, managing over $256 billion in assets.

Travis Feuerbach is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he founded and directs the U.S. Angler's Choice Tournament Trails Inc., a fishing tournament organization. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Adam Faust is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brett Nanna is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at New York Life Insurance Company, Eagle Strategies (NY Life), Guardian Life Insurance Company, and Park Avenue Securities. In addition to his advisory work, he is also engaged in outside insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by firm-approved software tools and offers specialized programs including divorce and estate-settlement planning.

Nathan Weddle is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in First Heartland Wealth Management LLC. 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, institutional and pension plans, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional consulting services.

Kirsten Robinson is a financial advisor with RBC Capital Markets in Indianapolis, holding Series 63 and Series 65 licenses and 19 years of industry experience. She previously worked at UBS Financial Services from 2007 to 2022 before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that offer portfolio management, financial planning, and brokerage services. The firm employs tailored investment strategies using a combination of in-house and third-party managers, supported by a broad range of integrated capital-markets and lending capabilities.