Tyler Lien is a financial advisor at Edward Jones in Indianapolis, IN with two years of industry experience. He holds a Series 66 designation and joined Edward Jones in 2024. Prior to his current role, his background includes positions in various fields such as education and delivery services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Aubree Reed is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Her work history includes roles at Fidelity Investments and Charles Schwab. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers model portfolios, fund advisory, and manages multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Randall Tarter is a CFP® with 27 years of industry experience currently serving at Edward Jones. His prior experience includes roles at LPL Financial and CUNA Brokerage Services, Inc., as well as at Everwise Credit Union. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Jeremy Sassanella is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Park Avenue Securities, and Guardian Life Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust, insurance, and lending services.

Manish Krishnamaneni is a Financial Advisor at Merrill Lynch Wealth Management. He provides investing advice and access to banking and lending services through Bank of America. Manish works with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Manish earned his Bachelor's Degree from Indiana University/Purdue University at Indianapolis.

Maria Rodriguez Velazquez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked with JPMorgan Chase Bank, The Huntington National Bank, and associated investment companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Jordan Be Miller is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and various organizations in Indiana, including Indiana University and local government departments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Haley Guthrie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. She previously worked at Charles Schwab for six years and has held various roles including positions outside finance such as cashier at a retail clothing store. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

John Ludwig is a financial advisor with LPL Financial in Carmel, Indiana, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including prior roles at Raymond James Financial Services and Geneos Wealth Management. Ludwig is also involved in the sale of fixed life, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers comprehensive advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Lisa Caputo is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market models.

John Franz is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining RBC in 2017, he worked at City Securities Corporation for 13 years and briefly at several firms including Noyes Advisors LLC and Stifel Nicolaus & Co Inc. He serves on the Board of Directors for JoJo's Jumpstart Foundation, which provides scholarships for graduating high school students. RBC Wealth Management serves a broad client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a mix of in-house and third-party investment managers and emphasizes customizable strategies aligned with clients’ risk profiles.

Diane South is a financial advisor at Stifel in Indianapolis, IN, with 24 years of industry experience. She holds Series 63 and Series 66 designations and worked at City Securities Corporation from 2002 to 2017 before joining Stifel, where she has been since 2017. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses that serve as a basis for client decisions.

Christopher Keen is a financial advisor at LPL Financial with 30 years of industry experience. He has held roles at LPL Financial since 2014 and previously worked at Raymond James & Associates from 2008 to 2014. Outside of advising, he is a co-owner of an interior design consulting business, SDK Design Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Roderick Sogocio is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Charles Schwab since 1997. 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 models with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Raymond Mark is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with LPL Financial since 2009 and operates Elements Wealth Management, a DBA related to his LPL business. Prior to LPL, he held positions at Chase Investment Services Corp. and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Kenneth Williams II is a CFP® with 19 years of industry experience, currently serving at Charles Schwab. He has been with Charles Schwab & Co., Inc. since 2007 and Charles Schwab Bank, SSB since 2013. Outside of his advisory role, he is the president and owner of a real estate business focused on small rental properties. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational support.

Roxanna Hendricks is a financial advisor at Morgan Stanley in Indianapolis, holding a Series 66 designation with three years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at American Family Insurance from 2015 to 2017. Outside of her advisory role, she is involved in estate-related activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies as part of its financial planning process.

Daniel Sweeney is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at optionsXpress, Inc. and was involved in a brewery business for seven years. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services through an integrated platform that combines brokerage, advisory, custody, and cash-sweep capabilities.

Jose Lusende is a financial advisor with Edward Jones in Fishers, IN, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at George P. Stuart Printing Co. dba Indianapolis Recorder Newspaper and Martin University. Outside of his advisory role, he is co-founder and partner of Phenix Consulting Group, a consulting firm aiming to build bridges between the USA and Africa, and he serves as an adjunct faculty member at the University of Indianapolis teaching in the School of Education. He is also an advisory board member for the Lawrence Township Schools’ McKenzie Center for Innovation and Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a large network of financial advisors and branch offices nationwide.

Alan Molnar is a financial advisor with Charles Schwab in Indianapolis, IN, holding a Series 66 designation and 20 years of industry experience. His prior work includes five years at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. He has been with Charles Schwab and Charles Schwab Bank since 2021. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized custody and operational infrastructure.