Jason Nortell is a financial advisor with Equitable Advisors in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at the Hoosier Lottery and United Parcel Service. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, tailoring services through a documented client intake process and offering both advisory and brokerage channels.

Frank Becherer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, IN, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. He is the owner of Frank Becherer LLC and Legacy Wealth Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and offers specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Karl Houck is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and 66 licenses and has been with Charles Schwab since 1996. Outside of his advisory role, he is involved in managing rental properties. 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. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with a centralized and integrated operational structure.

Ronald Schneider III is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Indiana University’s Kelley School of Business. Outside of his advisory role, he is involved in tennis coaching and serves on the investment committee for the United States Tennis Association Midwest Section. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Matthew Rydell is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at Park Avenue Securities, Guardian Life Insurance Company, and Tooke and Associates Northwestern Mutual. Outside the financial industry, he is owner and board member of Game Time Amusements, a coin-operated amusements business. Mass Mutual Investors Services 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 collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized programs such as divorce and estate-settlement planning.

Samantha Mcevoy is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2018. Prior to that, she had roles at Melting Pot and Dave and Buster's. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios, alternative investments, and a centralized operational structure.

Drew Dimond is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he spent nearly two decades at Cambridge Investment Research Advisors. His other activities include involvement with a tax and investment-related business entity and longstanding engagement in non-variable insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources to support diversified investment strategies.

Carlos Ramirez is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. Outside of his advisory role, Ramirez owns and manages two businesses: Investment Holdings, LLC, a holding company for purchased businesses, and Prime Finders, LLC, an e-commerce store. 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. 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 teams and third-party managers.

Stephanie Doane is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Timothy Mauntel is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to his current role, he served nine years with the Department of Defense. He is also an alternate member of the Greencastle Board of Zoning Appeals. Mass Mutual Investors Services, LLC 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 a range of programs including wrap accounts and educational seminars.

Andrea Whitican is a CFP® professional with 20 years of industry experience, currently working at Mass Mutual Investors Services since 2017. She previously worked at METLIFE Securities Inc from 2009 to 2017 and has also been an agent licensed to sell life, health, and property & casualty insurance since 2016. Andrea is based in Indianapolis, IN. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning relationships using firm-approved analytical tools and offers specialized event-driven planning programs alongside its investment advisory services.

Jay Gagne is a financial advisor at Raymond James Financial Services Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Outside of his advisory work, he manages multiple rental real estate properties and is involved in lending personal bridge loans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and supports a broad network of advisors with services that include municipal and public finance advisory capabilities.

Noah Marley is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity, his work history includes positions at General Motors, DoorDash, and Kokomo School Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves in advisory roles for multiple registered funds.

Michael Goelz is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market simulations.

Todd Guthrie is a CFP®-certified financial advisor with 29 years of industry experience, currently working at LPL Financial since 2006. Based in Indianapolis, IN, he has maintained a long tenure with the firm, which was formerly known as LINSCO/Private Ledger Corp. Outside of his advisory role, he operates Guthrie Financial Group and occasionally sells fixed annuities and fixed life insurance through outside brokerage arrangements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse financial planning and advisory services through a national network of representatives, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

James Roederer is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He serves on the Investment Committee for the Central Indiana Community Foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and the use of advanced planning tools such as Monte Carlo simulations, with a focus on advisory services rather than individual security recommendations.

Kamara Sanchez is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. Prior to joining J.P. Morgan, Sanchez worked at Charles Schwab and JPMorgan Chase Bank, N.A. Outside of her advisory role, she is involved in two entrepreneurial ventures: StreetCleats, a sportswear company that produces slip-on cleat sleeves, and Side Tree, a marketing business focused on web development and design for gig-workers and small businesses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary programs where clients retain final decision-making authority.

Chinedu Ufio is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Deutsche Bank, Ernst & Young, the State of Indiana, and Indiana University’s Kelley School of Business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Amy Blumer is a financial advisor with Edward Jones in Indianapolis, IN. She holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 15 years at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Alexander Haboush III is a CFP® with 30 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Co. since 1996. Outside of his advisory work, he is involved as a partner in an investment partnership that allows diversification of retirement accounts into real estate holdings. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk-based portfolio construction with access to various investment vehicles and third-party money managers.