Andrea Loucks is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Charles Schwab since 2013. 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 and discretionary investment options, delivering guidance via multi-asset model portfolios and centralized operational support.

James Schillaci is a financial advisor at UBS Financial Services with 34 years of industry experience. He has held roles at Bank of America and Merrill prior to joining UBS in 2017. His credentials include the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, 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 strategies to client goals.

Scott Corman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to his current role, he held various positions including work with Hope College and Gazelle Sports. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a non-discretionary program where clients retain final decision authority.

Timothy Flick is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2012. He has held leadership roles outside of his advisory work, including as church elder at Fortville Christian Church and president of Let's Plan to Thrive, LLC, a financial education enterprise. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management approaches and platform options.

Leonid Grabovsky is a financial advisor with Ameriprise in Carmel, IN, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as co-president on the board of Hasten Hebrew Academy and owns a real estate company focused on providing rental housing for disabled individuals. Ameriprise offers specialized retirement-income planning services for clients typically holding at least $1 million in investable assets, combining research-driven recommendations with tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

David Gent is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory work, Gent is a musician who performs as a paid soloist at various events and has authored and published a non-financial book. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides a wide range of financial services through a large network of affiliated advisers, utilizing various asset-allocation tools and investment management platforms.

Matthew Pittman is a financial advisor at Charles Schwab with 27 years of industry experience. He has worked at Charles Schwab since 1999 and was previously with optionsXpress from 2014 to 2017. He holds Series 63 and Series 66 registrations. 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 and discretionary investment solutions supported by centralized custody and a formal alternative-investment program.

Hunter Todd is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at Connie Mortensen State Farm and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its advisory role to registered investment companies, use of AI and algorithmic methods in research, and formal governance procedures.

Cherie Becker is a financial advisor with Merrill based in Indianapolis, IN. She holds the Series 66 designation and has 21 years of industry experience. She has been with Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Roth is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 credential and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile, utilizing in-house and third-party investment managers.

Tracy Walton is a financial advisor with Merrill in Indianapolis, IN, holding a Series 63 designation and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional entities.

Joseph Kaiser is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 credentials and with 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Kaiser & Associates, a legal entity used to manage office administrative expenses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored retirement-income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Kristin Ash is a financial advisor at Ameriprise in Indianapolis, IN, holding a Series 66 designation. She has been with Ameriprise since 2025, following a year at Globe Life Liberty National. Prior to her career in finance, Ash spent several years as a stay-at-home mom and worked with Color Street. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and collaborative implementation with clients and their advisors.

Andrew Nemetz is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including New York Life Insurance Company, Fisher Investments, Robinhood Financial, and Charles Schwab. Nemetz is based in Indianapolis, IN. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management options, financial planning, and access to third-party managers through a multi-manager platform.

Aaron Hacker is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2018 and previously at Charles Schwab from 2014 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models, serving approximately $2.74 trillion in client assets.

Justin Flatter is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Ameriprise and its related entities since 2016. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice while offering a broad range of advisory, brokerage, and insurance solutions.

Kristen Highfield is a financial advisor with Ameriprise in Carmel, Indiana, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering tailored recommendation reports focused on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a large institutional framework offering a broad range of advisory, brokerage, and insurance solutions.

Jami Wolsiefer is a financial advisor with Osaic Wealth Inc, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Elements Financial FCU, LPL Financial, Bank of America, and Merrill. She also serves as an administrative registered assistant for two investment-related LLCs, performing client service and administrative duties. Osaic Wealth Inc serves a diverse client base including individual investors, institutions, and charitable organizations, offering brokerage, investment advisory, and financial planning services. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios across a range of asset classes and supports multiple advisory platforms and third-party managed account solutions.

Paul Clodfelter is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory work, he officiates high school football and basketball games and teaches at the Center Grove School District. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a broad network of advisors and offers brokerage, investment advisory, financial planning, and retirement consulting services. The firm uses a variety of asset-allocation tools and managed-account platforms to construct diversified portfolios across multiple asset classes.

Candice Cristy is a Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2014. She has held various roles within the company, progressing from Financial Representative to her current position since 2019. Her professional focus is on helping clients work toward their financial goals through thorough and ethical planning. Candice's experience encompasses a range of financial consulting roles within Fidelity Investments, allowing her to develop expertise in investment consulting and financial representation. She emphasizes understanding what is important to her clients and their families to provide tailored financial advice. Outside of her professional work, Candice has personal interests that include art, painting, family activities, and traveling.