Robert Nash II is a financial advisor with Cambridge Investment Research Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2009. Outside of his advisory role, Nash owns a consulting business and participates in referral activities related to estate planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management and platform arrangements tailored to client objectives.

Matthew Klink is a financial professional based in Indianapolis, IN, with five years of industry experience. He holds a Series 66 designation and is currently affiliated with Cetera. Klink has been involved with multiple financial services entities, including Klink Wealth Management LLC, Artistic Strategies, and Artistry Wealth. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets and supports more than 10,000 advisors and approximately 800,000 clients.

Paul Keaton is a financial advisor at Morgan Stanley in Indianapolis, IN, with 5 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley since 2019, following roles at US Tech, Major, Lindsey & Africa, Trustpoint, and Compliance DS. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model potential outcomes.

Nolan Schloneger is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Barnes & Thornburg LLP and Indiana University Robert H. McKinney School of Law. Nolan has also worked in banking and consulting roles early in his career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Foster is a Series 66-licensed financial advisor with Thrivent Investment Management in Greenwood, Indiana. He has one year of industry experience and previously worked for Indiana Connections Academy for 12 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various financial topics. The firm’s approach separates planning from implementation and managed-account services, offering clients a consolidated billing option called “WealthPlan.”

Jennifer Mills is a Series 66 licensed financial advisor with Merrill in Indianapolis, Indiana, with nine years of industry experience. She has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Tucker is a financial advisor with Ameriprise in Noblesville, IN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is involved in business ownership through TLT Management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies.

Rhonda Denzio is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds a Series 66 designation. She has worked at Raymond James since 2008 and operates a separate business, Denzio's To Go, since 2012. 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 tailored financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Adrienne Hart is a financial advisor with UBS Financial Services in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at Merrill since 2004 and spent ten years at Bank of America prior to joining UBS in 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Connor Dispennett is a Planning Consultant with experience in financial services and client relationship management. He has worked in various roles including Relationship Manager and Financial Representative at Fidelity Investments from 2021 to 2024, and Prospecting Manager at State Farm Insurance from 2019 to 2021. Connor focuses on understanding the unique goals and ambitions of the families he works with to provide tailored financial planning support. He emphasizes building strong client relationships and assisting clients throughout their financial journeys. Outside of his professional work, Connor has personal interests that include baseball, canoeing, concerts, hiking, and movies.

John Penola is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, Penola worked at Sprint Corporation and Stryker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alexandra Parrish is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Securities America Advisors and The Spectrum Financial Group, where she was involved in insurance sales. Outside of her advisory role, she has been a sales representative for Mary Kay Inc. since 2012 and participates as a preferred member and director for Melaleuca The Wellness Company. OSAIC serves a wide range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools and risk assessments to create diversified portfolios that can be managed on either a discretionary or non-discretionary basis.

Morgan Pietras is a Series 66 licensed advisor with three years of industry experience, currently with Cetera. Prior to joining Cetera, Pietras has held roles at Promise Advisory Group and has experience in life, health, and annuities insurance sales. 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.

Caryn Wilkinson is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she owns a photography business specializing in family portraits. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering financial planning and advisory services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment programs.

Kristin Maki is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC since 2008 and JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Teia Stapleton is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked for City Securities Corporation for 17 years before joining Stifel in 2017. Teia serves on the board of a local homeowners association, participates in a mentoring network for women, and is involved with Pink Ribbon Connection, a nonprofit supporting breast cancer survivors. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services grounded in proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Ryan Mc Cormack is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to his advisory career, he was affiliated with Purdue University for four years. 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 model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jacob Moynihan is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and over 15 years of professional experience. Prior to joining Ameriprise in 2025, he spent 15 years working with Seton Catholic Schools. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports tailored to income sources and withdrawal strategies.

Vicki Stovall is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a general partner and bookkeeper for a commercial and residential properties business and works as a consultant for a commercial sign shop. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Chad Kaufman is a financial advisor with Raymond James Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2020 and is the owner of Stonecrest Group LLC, where he manages operations and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary advisory services supported by analytical tools and a network of affiliated advisors.