Jess Degabriele is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 34 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. His prior experience includes 18 years at LPL Financial, LLC and over 29 years with Harbour Wealth Partners, Inc., alongside self-employment since 1989. He is a member and Chair of the Investment Committee on the Finance Council for the Archdiocese of Central and Southern Indiana. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and affiliated research.

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 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at ReJoyce Financial, LLC and several service industry companies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated custody and brokerage services, and multi-asset model portfolios.

Lisa Lauria is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 29 years of industry experience. Her prior work includes roles at Charles Schwab and Thurston Springer Advisors. MassMutual 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 ongoing financial planning, asset management, and educational programs, emphasizing collaborative, annual planning engagements.

Letha Scolley is a financial advisor at Edward Jones in Carmel, IN, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014 and also has a long-standing role at BP Construction Company, Inc. since 1998. 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

John Stollmeyer is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2010. Outside of his advisory role, he partners in and helps organize ELITE Soccer Training in Fishers, IN, where he teaches soccer skills to children. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, charitable organizations, and public entities. The firm offers financial planning and investment consulting across a range of portfolio management styles, supplementing advice with firm research and model manager options.

Tyler Lien is a financial advisor at Edward Jones in Indianapolis, IN with two years of industry experience. He holds a Series 66 designation and joined Edward Jones in 2024. Prior to his current role, his background includes positions in various fields such as education and delivery services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Aubree Reed is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. She has worked at Fidelity Investments since 2023 and held prior roles at Charles Schwab, among other positions. Fidelity's Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios, and maintains a formal advisory role to multiple registered investment companies.

Matthew Weaver is a CFP® professional with five years of industry experience, currently serving as a financial advisor at OSAIC. His work history includes positions at Commonwealth Financial Network and Resource Planning Group. Outside of his advisory role, Weaver is a professional ultimate frisbee player for the Indianapolis Alleycats. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to third-party managers to construct diversified portfolios tailored to client needs.

Randall Tarter is a CFP® with 27 years of industry experience currently serving at Edward Jones. His prior experience includes roles at LPL Financial and CUNA Brokerage Services, Inc., as well as at Everwise Credit Union. He holds Series 63 and Series 66 licenses. 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 and investment solutions under a fiduciary standard.

Jeremy Sassanella is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Park Avenue Securities, and Guardian Life Insurance. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with sales of various financial products including insurance.

Manish Krishnamaneni is a Financial Advisor at Merrill Lynch Wealth Management. He provides investing advice and access to banking and lending services through Bank of America. Manish works with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Manish earned his Bachelor's Degree from Indiana University/Purdue University at Indianapolis.

Maria Rodriguez Velazquez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and The Huntington National Bank, among other related entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Jordan Be Miller is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and various organizations in Indiana, including Indiana University and local government departments. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.