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.

Daniel Haynes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior work includes 15 years at OneAmerica Securities and American United Life before joining J.P. Morgan in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Paul Johnson is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 53 years of industry experience. He has been with UBS since 1990. Outside of his advisory role, he operates a small grain farm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor solutions based on proprietary research and model-based asset allocations.

Larry Riley Jr. is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2007, following a brief tenure at Edward Jones. Outside of his advisory role, Riley teaches a business class for the Brownsburg Community School System. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using various portfolio strategies and operational tools.

Jason Nortell is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Hoosier Lottery and United Parcel Service. Nortell is based in Indianapolis, IN. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Frank Becherer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, IN, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. He is the owner of Frank Becherer LLC and Legacy Wealth Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and offers specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Karl Houck is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and 66 licenses and has been with Charles Schwab since 1996. Outside of his advisory role, he is involved in managing rental properties. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with a centralized and integrated operational structure.

Ronald Schneider III is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Indiana University’s Kelley School of Business. Outside of his advisory role, he is involved in tennis coaching and serves on the investment committee for the United States Tennis Association Midwest Section. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Matthew Rydell is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at Park Avenue Securities, Guardian Life Insurance Company, and Tooke and Associates Northwestern Mutual. Outside the financial industry, he is owner and board member of Game Time Amusements, a coin-operated amusements business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized programs such as divorce and estate-settlement planning.

Samantha Mcevoy is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 66 and Series 63 licenses and having eight years of industry experience. She has worked at Charles Schwab since 2018, with prior roles at Melting Pot and Dave and Buster's. 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 options, utilizing multi-asset model portfolios and alternative investments within a large, integrated operational structure.

Drew Dimond is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for nearly two decades, along with earlier roles at Osaic FA, Inc. and KeyBanc Capital Markets Inc. His outside activities include managing a business entity for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with a broad range of investment strategies and technology tools while maintaining extensive non-advisory financial services and oversight of substantial discretionary assets.

Carlos Ramirez is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. Outside of his advisory role, Ramirez owns and manages two businesses: Investment Holdings, LLC, a holding company for purchased businesses, and Prime Finders, LLC, an e-commerce store. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.