Nicholas Beets is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Charles Schwab since 2014. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

John Williams is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Raymond James and its affiliates since 2008. Williams is involved with Executive Financial Planning Group, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and investment consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Joy is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Valic Financial Advisors for 14 years and Agia for four years. Additionally, he serves as president of John Joy Insurance, a non-variable insurance business. LPL Enterprise 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, access to model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.

David Webb is a CFP® with 12 years of industry experience, currently affiliated with Charles Schwab in Indianapolis, IN. He has held roles at Charles Schwab since 2012, including positions at Schwab Private Client Investment Advisory and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Douglas Stine is a financial advisor with RBC Capital Markets based in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at RBC Capital Markets since 2015 and at City National Bank since 2019. Stine serves on the Board of Directors for Indiana Orange Baseball, a youth baseball organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

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 financial professional with one year of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked at Forvis, Meijer, DoorDash, and Kroger. Mason is also involved with Prosperity Advisors in a financial services capacity. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Larry Marietta is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has operated his own accounting and tax firm, Marietta Financial Services, Inc., since 2003 and serves as a board member of the Indiana Tax Practitioner Association. Marietta is also involved with The ChalkGuy Foundation, a nonprofit that donates Lego sets to children in hospitals. Cetera Investment Advisers LLC provides a multi-manager platform offering portfolio management, financial planning, and retirement services to a broad client base including individuals, plans, and institutional accounts. The firm supports advisors with access to affiliated and third-party model portfolios, and administers over $256 billion in assets through a network of more than 10,000 advisors.

Beth Boylan is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Avalon Wealth Advisory, and BKD Wealth Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that incorporate firm-approved tools and investment modeling techniques.

Fermon Owens is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at JP Morgan Securities, LLC, JP Morgan Chase Bank, N.A., and The Prudential Insurance Company of America. He has also been involved with Oasis Of Hope Baptist Church. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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 with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also has experience with Citigroup Global Markets dating back to 1995. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.