Rebecca Moncivaez is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2002 and at Bank of America, N.A. since 2019. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Brunette is a financial advisor with Cetera, holding the CFP® and ChFC® designations and bringing 50 years of industry experience. His career includes roles at First Allied Advisory Services, First Allied Securities, and leading his own firm, Brunette & Associates. Outside of advisory work, he is involved in educational ventures such as operating a Mathnasium franchise. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports advisors with a range of program structures and investment models, managing over $256 billion in assets across more than 10,000 advisors.

Andres Nunez is a financial advisor with Charles Schwab, holding Series 63 and 65 licenses and three years of industry experience. He has been with Charles Schwab & Co., Inc. since 2018 and previously worked at Sherwin-Williams and Indiana University. 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Bradley Hulse is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he serves as a trustee involved in property management activities. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and investment strategies.

Makenzie Brown is a financial advisor at Charles Schwab with five years of industry experience. She holds the Series 66 and Series 63 designations. Outside of her advisory role, she writes and teaches choreography for the North Clay Middle School Cadet Corps. Charles Schwab serves a large client base, 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 provides both non-discretionary and discretionary investment options supported by integrated advisory, brokerage, and custody services.

Mary Smith is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Merrill since 2014 and previously held positions at Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and Stifel Nicolaus. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 and third-party managers.

Joshua Masariu is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 25 years of industry experience and has been with Raymond James since 2013. He serves as a non-compensated advisory board member for Redux. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Derek Mac Farlane is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Thurston Springer and has experience in education with Butler University and Zionsville Community Schools. Mac Farlane is also registered as an insurance agent with multiple life insurance providers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Brian Arnold is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Charles Schwab since 2013 and was previously with Schwab Private Client Investment Advisory, Inc. from 2016 to 2019. Outside of his advisory role, he is a member of Happy Homes, LLC, a property management company that owns and manages its own rental properties without outside investments. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions. The firm provides integrated brokerage, advisory, and custody services supported by multi-asset model portfolios and access to alternative investments.

Benjamin Godden is a financial advisor with Ameriprise in Indianapolis, holding a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he has held various roles in financial advising and related fields, including positions at Shepherd Financial and Davenport University. He is also involved in managing his own advisory business through Jung Consulting LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Gregg Goodrich is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Scottrade, TD Ameritrade, and Charles Schwab Bank. 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 offers a combination of non-discretionary advisory and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational services.

Edmon Rowell III is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he works as a freelance musician. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Clayton Haisley is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously spent 10 years at Charles Schwab before joining Wells Fargo in 2025. Outside of his advisory role, he serves as an arbitrator in Washington, DC, and is the vice-president of a homeowners association in Richmond, IN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Komalpreet Kaur is a financial advisor at UBS Financial Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Merrill, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its global platform.

Austin Bunch is a Financial Consultant at Fidelity Investments, where he focuses on providing a holistic planning experience for clients. He emphasizes risk-adjusted return, goal-based investing, and tax-efficient investing in his approach. Austin works closely with clients to understand their goals and concerns, developing engagement strategies tailored to their unique planning needs. His professional experience includes roles as a Planning Consultant at Fidelity Investments from 2021 to 2022 and various positions at Charles Schwab, including Associate Private Client Advisor in 2021, Associate Financial Consultant from 2019 to 2021, and Stock Broker from 2018 to 2019. Outside of his professional work, Austin's personal interests include hiking, movies, parenthood, pets, and running.

Anthony Iacobucci is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Raymond James since 2015. 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, charitable organizations, and governmental entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jose Fourquet is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory role, he serves as an advisory board member for Packfiles, a technology company based in Tampa Bay, and is on the board of directors for Tampa Bay Wave, a business accelerator. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Low is a financial advisor with LPL Financial in Greenfield, Indiana. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including previous work at Money Concepts Capital Corp. Low operates an investment-related business under the name Forty Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Christopher Ulsomer is a financial advisor at Charles Schwab with 28 years of industry experience. His tenure at Schwab includes roles at Charles Schwab & Co., Inc. since 1997, Schwab Private Client Investment Advisory from 2016 to 2022, and Charles Schwab Bank, SSB since 2022. He holds the Series 63 and Series 66 credentials and is based in Indianapolis, IN. 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 a multi-asset model portfolio approach and a formal alternative investment due diligence process.

Jason Guffey is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Connectivity Source and in the restaurant industry with Pizza King and Pizza Hut of Fort Wayne. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.