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.

Hunter Ashlock is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and one year of industry experience. Before joining Edward Jones in 2026, he worked at Charles Schwab & Co., Inc. for two years and RCM Wealth Advisors for one year. He has a background that includes several years of full-time education and experience with Youche Country Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Daniel Lutocka is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2015, including three years with Schw Private Client Investment Advisory, Inc. Charles Schwab & Co., Inc. serves a large client base, 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 mix of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized custody and operational support.

William Fuentes Torres is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, personal retirement planning, and retirement income. In his role, he focuses on connecting clients to tailored plans that align with their unique ambitions, helping them pursue personal goals such as funding education, securing retirement lifestyles, and managing long-term family objectives. William brings a bilingual approach to his practice, fluent in both English and Spanish, which enables him to support the local Hispanic community with financial and retirement guidance. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). William completed his high school education at Carmen Belen Veiga. Outside of his professional work, William enjoys spending time with his wife Marian and their two children. His personal interests include cooking, exploring different cultures and their cuisines, basketball, adventure sports, hiking, scuba diving, and engaging in discussions on history, military, and economics.

Theodore Burgoon is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He is based in Brownsburg, IN. Outside of his advisory role, he and his wife manage an Airbnb property through an LLC. 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 advisory and investment solutions supported by a nationwide network of financial advisors and branches.

Ronald Mencias is a Wealth Management Advisor and Managing Director of the Payne & Mencias Group at Merrill Lynch Wealth Management. He has worked at Merrill for over 20 years and is a born and raised Indiana native. Ronald provides financial advisory services focusing on areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a bachelor's degree in accounting from the University of Notre Dame and an MBA in Finance from Butler University. Ronald holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® designation. He has been recognized multiple times, including rankings on Forbes' "Best-in-State Wealth Management Teams" list from 2023 to 2026, Forbes' "Best-in-State Wealth Advisors" list from 2018 to 2025, Forbes' "America's Top Wealth Management Teams High Net Worth" list from 2022 to 2025, Barron's "Top 1,200 Financial Advisors" for sixteen consecutive years from 2010 through 2025, and On Wall Street's "Top 40 Advisors Under 40" listing in 2013, 2014, and 2015. Ronald resides in Carmel, Indiana, with his wife and two children. His personal interests include spending time with his family, tennis, traveling, and yoga.

Tammy Schmaltz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide advisor network.

Caroline Mason is a financial advisor at Fidelity with 20 years of industry experience. She holds a Series 66 designation and has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with formal advisory and oversight roles.

Thomas Welch is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for seven years. Outside of his advisory role, he serves on the endowment committee of North United Methodist Church and is active as a freelance singer. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling.

Ross Perkins is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Ameriprise in 2020. Outside of his advisory role, Perkins owns and manages a manufactured home community and farmland intended for development as a land lease community. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Bryson Wittler is a Series 66-registered financial advisor at Robert W. Baird & Co. in Indianapolis, with one year of industry experience. His prior work includes roles in diverse sectors such as brewing, music, and event management. Baird’s Private Wealth Management team serves individuals, corporate clients, pensions, and charitable organizations, providing services like financial planning, portfolio management, and custody. The firm employs a combination of manager-traded and model-traded strategies, supported by internal research and advanced tools, and reported approximately $394 billion in regulatory assets under management as of the end of 2025.

Mary Bell is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, following five years at Elements Financial. Outside of her advisory role, she authors a weekly personal blog about her experiences as a Christian. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor network and comprehensive services, including discretionary and non-discretionary strategies as well as affiliated trust and lending options.

Maddox Krocker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and based in Indianapolis, IN. His career includes roles at Cetera Advisors LLC and Artistic Strategies, alongside experience with Northwestern Mutual Wealth Management Company and Randall Lehman. Prior to entering financial services, he had involvement in education and pest management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management and access to a variety of program options and third-party managers.

Brett Rogers is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Charles Schwab since 2010. 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 guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

James Willbrand is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Pacific Investment Management Company LLC and PIMCO Investments LLC for 14 years. He is a silent partner and investor in a bar/restaurant establishment and a firearms-related LLC that holds patents for magazines and gun sights. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Aaron Olson is a CFP® professional with nine years of industry experience. He is currently affiliated with Cetera and Goldcrescent Wealth Management, where he serves as owner and financial professional. His prior experience includes roles at Guardian Life Insurance Company, Edward Jones, and Bank of America Merrill Lynch. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering diverse investment solutions across discretionary and non-discretionary programs.