Drue Anderson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 26 years of industry experience. Prior to joining J.P. Morgan in 2018, Anderson worked at Citigroup Global Markets for 11 years. Outside of advisory work, Anderson is the owner of Tribal Creative Group LLC, a publishing venture focused on authoring books, including an upcoming work titled "Truth & Tribalism," which explores social group dynamics and decision-making. 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. The firm’s offerings include asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis.

Michael Wright is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and Charles Schwab firms since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Ryan Gravelin is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2016 and previously worked at Enterprise Holdings from 2013 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Matthew Williams is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he worked in hospitality and independently produced a documentary exploring street outreach programs for people experiencing homelessness. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

Darrin Ottinger is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. In this role, he leads a team focused on assisting clients with comprehensive wealth management, including financial, retirement, trust, and estate planning. With 33 years of experience in the wealth management business, Darrin and his team uphold Merrill’s fiduciary responsibility to prioritize client interests. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Darrin earned a Bachelor’s Degree from Indiana University and a High School Diploma from Frankfort High School. He is also committed to community involvement, dedicating time to volunteer with local organizations in alignment with Merrill’s tradition of service.

Andrew Smith is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at Edelman Financial Engines and its predecessor firms since 2016, with prior experience at TMFS Advisors, LLC. Smith serves as a board member and executive committee member of the Better Business Bureau of Central Indiana. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

James Pike is a financial advisor with Ameriprise in Fishers, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, he is the creator and manager of a mobile app business and serves as Treasurer on the Board of Directors for the Central Indiana Association of Collaborative Professionals. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeremy Decatur is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at Charles Schwab & Co., Inc. for the majority of his career, with previous roles at Global Atlantic Financial Group and Insite Managed Solutions. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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, offering multi-asset model portfolios and alternative investment options supported by Schwab’s research.

Jamie Sanders is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Jamie works closely with business partners to utilize available resources effectively, aiming to earn and maintain clients' trust within the Private Wealth Management team. Jamie has been with Fidelity Investments since 2007, beginning as a Mutual Fund Trader. From 2009 to 2021, Jamie served as a Senior Relationship Manager, followed by a position as Wealth Management Service Specialist II from 2021 to 2024 before assuming the current role in 2024. Outside of professional responsibilities, Jamie has interests in baseball, concerts, football, movies, and music.

Linda Mulcahy is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she owns and operates Prime Thyme Meals, a catering service specializing in small dinner parties and weekend events. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Peter Emigh is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 63 designation and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Emigh is also the owner of Argos Financial Group, Inc., a financial advisory business. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing firm-approved tools to deliver annual, collaborative financial planning engagements.

Brian Schuman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He advises High Net Worth and emerging High Net Worth clients, focusing on retirement income planning, portfolio development, liability management, tax minimization, and asset preservation. His client focus areas include college education planning, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brian joined Merrill in 2007. Before that, he served as a Financial Advisor for Wachovia Securities for 10 years and worked for a decade as an associate at The Tom Lange Company. He holds the Chartered Retirement Planning Counselor (CRPC) designation, the CERTIFIED FINANCIAL PLANNER (CFP) certification, and the Personal Investment Advisor (PIA) designation. Brian graduated from Purdue University with a bachelor's degree in Agriculture Economics. He has been named to the Forbes "Best-in-State Wealth Advisors" list from 2019 through 2023. Brian resides in Carmel with his family and volunteers with Gleaners Food Bank.

Gary Zent is a financial advisor with LPL Financial in Fishers, Indiana, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, Zent operates Zent Bookkeeping Services, providing tax preparation and accounting services, and markets Medicare supplement and related health insurance products through Gary Zent Senior Health Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from various sources.

John Cech is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Ameriprise Financial Services since 2021 and previously spent 12 years at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.