Evan Moore is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following a year at BMO Financial Group. He is based in Plainfield, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Clinton Good is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Charles Schwab since 1999. 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 both non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized custody and order-routing systems.

Lynda Schmutte is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Merrill Lynch since 2006. Merrill, along 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 strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Robert Ahlgrim is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Purdue University and The Home Depot. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes collaborative, non-discretionary implementation supported by proprietary research and algorithmic tools, with enrollment limited to clients meeting specific asset requirements.

Zachary Ochsenschlager is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Bank of America, N.A., and has experience in multiple roles outside the financial sector, including time at Arizona State University and ownership of a retail business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad client base.

Brett Nanna is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at New York Life Insurance Company, Eagle Strategies (NY Life), Guardian Life Insurance Company, and Park Avenue Securities. In addition to his advisory work, he is also engaged in outside insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by firm-approved software tools and offers specialized programs including divorce and estate-settlement planning.

Nathan Weddle is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in First Heartland Wealth Management LLC. Raymond James & Associates 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, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional consulting services.

Kirsten Robinson is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for six years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Robert Nash II is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He has held positions at Cambridge since 2009 and previously worked at Citigroup Global Markets for 11 years. Outside of his advisory role, Nash owns a consulting business and is involved in offering referrals for basic estate planning through Legal Shield. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.

Paul Keaton is a financial advisor at Morgan Stanley in Indianapolis, IN, with 5 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley since 2019, following roles at US Tech, Major, Lindsey & Africa, Trustpoint, and Compliance DS. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model potential outcomes.

Nolan Schloneger is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Barnes & Thornburg LLP and Indiana University Robert H. McKinney School of Law. Nolan has also worked in banking and consulting roles early in his career. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Mills is a Series 66 licensed financial advisor with Merrill in Indianapolis, Indiana, with nine years of industry experience. She has been with Merrill since 2016. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Tucker is a financial advisor with Ameriprise in Noblesville, IN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is involved in business ownership through TLT Management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies.

Connor Dispennett is a Planning Consultant with experience in financial services and client relationship management. He has worked in various roles including Relationship Manager and Financial Representative at Fidelity Investments from 2021 to 2024, and Prospecting Manager at State Farm Insurance from 2019 to 2021. Connor focuses on understanding the unique goals and ambitions of the families he works with to provide tailored financial planning support. He emphasizes building strong client relationships and assisting clients throughout their financial journeys. Outside of his professional work, Connor has personal interests that include baseball, canoeing, concerts, hiking, and movies.

Alan Pumphrey is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Carmel, Indiana. 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 a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Matthew Kahn is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill since 1993, focusing on strategies that assist high net-worth families and business owners in pursuing their financial goals while addressing the complexities of wealth management. He holds several professional designations, including Certified Private Wealth Advisor® (CPWA), earned in 2017, and Certified Plan Fiduciary Advisor® (CPFA), awarded in January 2019. Matthew's expertise spans family wealth management strategies, services for endowments, foundations, and non-profits, retirement income planning, and portfolio management, among other areas. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for eight consecutive years through 2026 and as a member of the Kahn, Ruthrauff & Associates team included on Forbes' "Best-in-State Wealth Management Teams" list from 2023 through 2026. He holds a Bachelor's degree from Indiana University. Matthew is actively involved in his community, serving on several boards and committees such as the Civic Center Board of Managers, Downtown South Bend Inc, and the South Bend Civic Theatre. His community involvement also includes participation with Stanley Clark School, South Bend Venue Parks and Arts, and Wellfield Botanical Gardens. Outside of work, Matthew enjoys golfing, reading, skiing, surfing, tennis, and spending time with his family.

John Penola is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, Penola worked at Sprint Corporation and Stryker. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alexandra Parrish is a financial advisor at OSAIC with six years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Securities America Advisors and The Spectrum Financial Group, Inc. Outside of her advisory role, she is a sales representative for Mary Kay Inc. and a preferred member and director for Melaleuca The Wellness Company. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Caryn Wilkinson is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory work, she owns a photography business specializing in family portraits. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kristin Maki is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and 28 years of industry experience. She has worked at JPMorgan Securities LLC since 2008, including time at J.P. Morgan Securities Inc., JPMorgan Chase Bank NA, and Banc One Securities Corporation earlier in her career. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence, using forward-looking market assumptions and may incorporate an ESG eligibility framework.