Victoria Pietras is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Her background includes roles at Anthem, Inc. and a position at Indiana University. She also has experience outside finance, having worked at CK Designs Hair Salon. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management with separately managed accounts, and municipal advisory services.

Kyle Storms is a Series 66 licensed financial advisor with Edward Jones, bringing one year of industry experience. His prior roles include positions at Storage Solutions, Inc., First Internet Bank of Indiana, KeyBank N.A., Crown Equipment Corporation, and a long tenure at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

Wanda Pabon is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2019, also working at JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

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® with 58 years of industry experience, currently affiliated with Mass Mutual Investors Services in Indianapolis, IN. He has worked at Mass Mutual Investors Services since 1985 and has operated his own advisory firm, James C. Brocke CFP, LLC, since 2002. In addition to his advisory work, he has served as a life and health insurance agent since 1995. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser 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 engagements using firm-approved analytical tools and delivers written recommendations, while implementation of investment strategies is optional.

Michael Lawrence is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and J.P. Morgan Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through both advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

Zachary Miskovic is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Northwestern Mutual and Berkshire Hathaway Home Service Indiana Realty. Outside of finance, he is involved in youth hockey coaching and player development for high school teams in Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning without portfolio management or institutional advisory services.

Christine Konvolinka is a financial advisor at Osaic Wealth, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Osaic since 2018, having previously been with Signator Investors, Inc. from 2016 to 2018. She serves as president of the Ohio State Alumni Club of Greater Indianapolis. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs firm-provided asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client needs.

Brent Edwards is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining J.P. Morgan Securities in 2025, he spent 20 years at Huntington Investment Company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

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 the Series 66 designation and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Edward Jones. Outside of his advisory role, he has been involved as an artist and musician with the Brownsburg High School Show Choirs Band. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of financial products via an integrated platform.

Joseph Matis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and having 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.