Thomas Muzechuk is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at Jpmorgan Chase Bank, N.A. and Wachovia Securities Financial Network, Inc. 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 an ESG eligibility framework to guide investment recommendations.

Alex Stirn is a financial advisor with LPL Financial, holding a Series 66 designation. He has one year of industry experience, with prior roles at Indiana Farm Bureau Insurance and Fox Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and diverse portfolio strategies.

Jack Perry Jr. is a CFP® professional with over 41 years of industry experience, currently advising at LPL Financial since 2015. He serves as a volunteer alumni advisor for Delta Tau Delta at Indiana University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of representatives.

Thomas Russell is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for 20 years prior to joining Wells Fargo Advisors in 2025. Outside of advising, he has a business ownership role with Stratim Group, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, specializing in areas such as retirement, risk management, and business-owner transition planning. The firm combines advisory services with various financial products and offers tailored planning using its proprietary research and tools.

Kelly Cavanaugh is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments, Prudential Insurance Company of America, Fifth Third Bank, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement various investment strategies.

Ann Graef is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for nine years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets services.

Kevin Mckay is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2012 to 2025. He serves on the Board of Directors for the Allen County Courthouse Preservation Trust. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services requiring specific advisor credentials.

Luke Walthall is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to entering the financial industry, he spent four years working at Chick-fil-A and seven years in full-time education. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from Schwab Center for Financial Research.

Nicholas Meyer is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He previously worked at Charles Schwab for 10 years and The Leaders Group Inc for 2 years. Outside of his advisory work, he is involved with Mack Financial as a Qualified Plan Administrator and in sales and investment-related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of financial planning and investment services that include specialized planning for business owners, sports and entertainment professionals, and other niche areas. Advisors use Wells Fargo’s research and tools to develop tailored recommendations delivered through client meetings and summary letters.

Nathalie Mastouri is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and market modeling techniques.

Courtney Willey is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 15 years of industry experience. She has worked at Cetera and related entities since 2019 and previously spent time with Foresters Financial Services. Outside of her advisory role, Willey was the owner of C & S Country Treats for 17 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures.

Marland Villanueva is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 23 years of experience in the financial services industry, providing comprehensive wealth management services to corporate, institutional, and individual clients. Since joining Merrill Lynch in 2004, Marland has focused on developing personalized financial strategies to help clients pursue their long-term goals. Marland holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning CounselorSM (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science in Accounting, with high distinction, from Indiana University in Bloomington and a Master of Business Administration from the University of North Carolina at Chapel Hill. Prior to Merrill Lynch, he worked as a management consultant for Deloitte and as a financial analyst with Eli Lilly and Company. Residing in Avon, Indiana, Marland lives with his wife Tanya and their two children. He is actively involved in his community, serving as a lay elder at his church and having previously served on the board of the Hendricks County Community Foundation.

Donald Schofield is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2005. Outside of his advisory work, he is involved in archery hunting and photography through Arrow One LLC, serves as president and tennis instructor at Next Level Tennis, and has held the position of past president on the board of the Indiana Bowhunter Association. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Rachel Brown is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and its use of multi-asset model portfolios and alternative investment due diligence.

Emma Schiefer is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previously worked at Blue & Co, LLC, Clear Creek Fisheries, LLC, and Purdue University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of advisors and branch offices.

Timothy Hansen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James since 2007. Outside of his advisory role, he serves as a director of the Indianapolis Symphonic Choir, a nonprofit organization, and participates on the finance committee of Plainfield United Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning, investment consulting, and institutional advisory services through a range of portfolio management styles and affiliated research.

Zion Baker is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab, he worked at Indiana Members Credit Union and held various roles at CVS Pharmacy and Indiana University. 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 offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Mark Langley is a financial advisor with Edward Jones in Indianapolis, IN, holding Series 63, 65, and 66 licenses. He has 29 years of industry experience, including 27 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Angela Grabovsky is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated firms since 1998. Outside of her advisory role, she is involved in various business activities including insurance brokering, tax preparation, business consulting, and ownership interests in real estate and an auto repair shop. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate non-discretionary recommendations through a centralized consulting team.

Kevin Clasen is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding CFP® and Series 63 designations and bringing 32 years of industry experience. He has been with MassMutual and its affiliate West Point Financial Group since 2005. Outside his advisory role, Clasen is involved with The Crossroads Group, LLC, a financial services firm, where he serves as a member. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.