Thomas Curran is a CFP® professional with 36 years of industry experience, currently serving at Raymond James & Associates since 2013. He is based in Carmel, IN, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Curran serves as a board member and Finance Committee head for Ben's Ranch Foundation, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services with a range of portfolio management options.

Joseph Cramer Jr. is a CFP® professional with 15 years of industry experience, currently serving at Cetera since 2023. His prior experience includes roles at Minnesota Life Insurance Company and Securian Financial Services, each for 12 years, and operating Shoemaker Financial since 2015. He is involved in fixed insurance sales through Shoemaker Financial and also conducts financial services under Healy Financial. Cetera Investment Advisers LLC is an SEC-registered adviser offering a range of portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with diverse program structures and a multi-manager investment platform.

Charles Freund II is a CFP® professional with 29 years of experience in the financial services industry. He has been with LPL Financial since 2002. Freund also holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. His other business activities include serving as an independent agent selling group health plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Thomas Foster is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following eight years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Thomas Lord is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019. Prior to that, he was employed at Genesys Telecommunications and Interactive Intelligence Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lorna Nicol is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. 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 focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

William Pfadt is a financial advisor with LPL Financial in Indianapolis, IN, holding the CFP®, ChFC®, and Series 63 designations. He has 36 years of industry experience, including prior roles at OneAmerica Securities, Inc., ON Investment Management CO, and National Planning Corporation. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jill White is a financial advisor at Merrill with 38 years of industry experience. She has held roles at Merrill since 2006 and previously worked at UBS Financial Services from 2003 to 2006. She holds Series 63 and Series 66 designations and is based in Indianapolis, IN. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Jacob Conn is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group and PVA Wealth Advisors. Outside of his advisory role, he works as a contract driver for DoorDash during his free time. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations that integrate with clients’ broader financial plans.

Jill Barkley is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. She worked at Stifel Nicolaus & Co. Inc. for 20 years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Vanessa Breen is a financial advisor at Merrill with Series 63 and 65 credentials and 31 years of industry experience. She has worked at Merrill since 1993 and has also been with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Coons is a financial advisor at Edward Jones in Carmel, IN, holding CFP® and Series 66 credentials with 14 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., JPMorgan Securities LLC, TD Ameritrade, and an earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Nicole Hobson is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has been with MML Investors Services LLC and MassMutual Life Insurance Co. since 2014. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses analytical tools and collaborative planning approaches to deliver investment recommendations and offers various event-driven planning programs.

Gregory Flynn is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the CFP® and Series 66 designations. His work history includes positions at Edward Jones from 2016 to 2018 and at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes an ESG eligibility framework within a program supported by centralized due diligence and affiliated portfolio services.

Bradley Sabelhaus is a financial advisor with Edward Jones in Brownsburg, Indiana, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with Edward Jones for his entire career since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide array of advisory programs and investment solutions with a nationwide network of financial advisors and branch offices.

Brian Denny is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Prior to joining Fidelity Investments, Brian served as an Options Support Manager at Robinhood from 2021 to 2022. His professional experience includes leadership roles that emphasize team development and client-focused financial planning. Brian's approach centers on collaboration and support to achieve organizational and client goals. Outside of his professional responsibilities, Brian enjoys family activities, social events with friends, hiking, running, and traveling.

David Campbell Jr. is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2010. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Daniel Hamilton is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to this, he worked at TEKsystems for three years. He is involved in community and nonprofit activities, including serving as Marketing Chair for the Walk to End Alzheimer's in Indianapolis, an advisory board member for Best Buddies Indiana, and a board member of the Indianapolis Rotary Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Lynn Macabee is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Macabee worked for A. G. Edwards & Sons, Inc. for ten years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Holzbach is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Investment Advisory, as well as E*Trade Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct engagements and corporate financial planning agreements.