John O'Malley is a financial advisor at Morgan Stanley in Indianapolis, Indiana, holding a Series 66 designation with five years of industry experience. His career includes roles at GEM Realty Capital, Inc. and RSM US LLP before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to create plans but generally does not provide individual security recommendations as part of standalone planning.

Mason Adams is a CFP® with two years of industry experience, currently affiliated with Cetera in Carmel, IN. He has worked at several firms including Forvis and Meijer before joining Cetera in 2024. In addition to his advisory role, he is involved with Prosperity Advisors, a financial services business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Larry Marietta is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has a background operating his own accounting and tax firm, Marietta Financial Services, Inc., and serves as a board member of the Indiana Tax Practitioner Association. Additionally, he is involved with The Chalkguy Foundation, a nonprofit that donates Lego sets to children in hospitals. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. The firm serves individual and institutional clients through diverse portfolio management and financial planning services, offering a range of program structures including both discretionary and non-discretionary accounts.

Beth Boylan is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Avalon Wealth Advisory, BKD Wealth Advisors, Schwab Wealth Advisory, and Charles Schwab. Boylan is currently based in Indianapolis, IN. 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 employs a structured financial planning process supported by firm-approved tools and third-party modeling.

Fermon Owens is a financial advisor with LPL Enterprise in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, JP Morgan Securities LLC, JP Morgan Chase Bank, and MSI Financial Services. Owens was also involved with Oasis Of Hope Baptist Church from 2019 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering services such as financial planning, access to external asset managers, and a Model Wealth Portfolios wrap program.

Conrad Gregor is a Private Wealth Advisor with Gregor Private Wealth Group at Merrill Private Wealth Management. He joined Merrill in 2020 and participates in the Bank of America / Merrill Training Program, focusing on relationship management and goals-based wealth planning. His role includes serving an elite and limited circle of successful entrepreneurs, venture capitalists, investors, C-suite executives, sports professionals, and generations of wealthy families. Conrad is part of Merrill's Sports and Entertainment Program, managing client relationships with professional athletes and business owners, and also serves millennial clients and the next generation of client families. Before joining Merrill, Conrad had a career as a professional baseball player with several Major League Baseball organizations. He also founded a private baseball and fitness academy aimed at helping young athletes and adults achieve their personal wellness goals and objectives. Conrad's approach is informed by his experience as a business owner and former professional athlete, enabling him to relate well to many clients. His expertise areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, and tax minimization. Conrad holds a bachelor's degree in Finance and Entrepreneurship from Vanderbilt University, where he earned numerous accolades in their baseball program. He carries multiple professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He currently resides in Westfield, Indiana with his family. His personal interests include baseball, basketball, fishing, football, golfing, music, running, softball, spending time with his family, and traveling.

Jacob Martin is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. He holds the ChFC® designation and has 12 years of industry experience, having worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2013. 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, estates, charitable organizations, and employers. The firm offers a variety of programs including wrap and money-manager services and educational seminars.

Michael Dunn is a CFP® professional with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Ronald Blue Trust and Charles Schwab. He also serves as an investment advisor representative for Cornerstone Financial Advisory in Indianapolis. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent Financial Professionals who tailor strategies across multiple custody platforms and investment approaches.

Joseph Stoutner is a financial advisor with Ameriprise Financial Services, Inc. in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2004. Outside of his advisory role, Stoutner serves as Treasurer for the nonprofit Wabash College Inc. and is Vice President of NexGen, a nonprofit organization in Indianapolis. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to deliver tax-efficient, income-focused recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Johnston Jr. is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2012. Johnston is also the owner of Johnston & Company, P.C., a tax preparation business he has operated since 1998. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Siobhan Minch is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 as part of its financial planning process.

Jess Degabriele is a financial advisor with LPL Financial in Carmel, Indiana, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining LPL in 2014, Degabriele worked at Cardinal Capital Management for two years. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a combination of discretionary and non-discretionary strategies and various operational tools.

Cheri Jones is a financial advisor at Stifel with 24 years of industry experience. She has held positions at Stifel since 2017 and previously worked at City Securities Corporation from 2009 to 2017. Jones holds Series 63 and Series 66 licenses and serves clients from Zionsville, Indiana. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

Andrea Blassaras is a financial advisor at Stifel with 18 years of industry experience. She has held roles at Stifel since 2017 and previously worked at City Securities Corporation from 2006 to 2017. Andrea holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and provides episodic fee-based financial planning, with clients maintaining discretion over implementation.

Joshua Plank is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and offering 23 years of industry experience. He has worked with MML Investors Services and MassMutual since 2005 and has been involved with Westpoint Financial since 2002. Outside of advisory work, he is engaged in sales activities related to health services through Westpoint Financial Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented financial planning using firm-approved tools.

James Burney is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. since 2002. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients generally retaining discretion over implementation.

Evan Sturges is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co since 2017. Prior to that, he was with Trustwave Holdings Inc. for two years. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Lance Lyday is a CFP® professional with 35 years of industry experience, currently serving at Raymond James & Associates since 2018. His prior experience includes 18 years at LPL Financial and over three decades as a self-employed advisor. He is also a member and Chair of the Investment Committee for the Archdiocese of Central and Southern Indiana’s Finance Council. Raymond James & Associates is a large, nationally supported 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 and consulting with a range of portfolio management styles and affiliated research resources.

Nathaniel Robinson is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has nine years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2016. Outside of his advisory role, he is co-owner of Peanut Montessori LLC, an education-related business where he assists with administrative tasks. Charles Schwab & Co., Inc. serves a large client base including 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 and discretionary investment approaches supported by multi-asset model portfolios and a centralized operational structure.

Lynsey Hazelwood is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Schwab, she worked at ReJoyce Financial and held several roles outside of finance, including positions at Club Esprit, Tupelo Honey, Hooters, and Yard House. 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, offering a combination of non-discretionary and discretionary investment advisory options supported by a multi-asset model portfolio approach.