Brent Gramman is a financial advisor at Ameriprise in Indianapolis, Indiana, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2018, previously spending six years at Axa Advisors, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Brett Esselburn is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities and American United Life from 2014 to 2022. Brett is based in Zionsville, IN. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that includes client intake processes to tailor services and provides both advisory and brokerage/insurance channels.

Jonathon Wenzel is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2017. Prior to joining Schwab, he worked briefly at Total Quality Logistics. Charles Schwab 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 mix of non-discretionary and discretionary investment solutions, supported by its scale and integrated operational structure.

Marc Pyatt is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and with 15 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Jaiden Patel is a Series 66 licensed financial advisor with LPL Enterprise in Indianapolis, IN. He has been with LPL Enterprise since 2026 and has prior experience in entrepreneurial ventures including operating Tsunami Express Car Wash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage services.

Russell Puntenney is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Charles Schwab since 2015 and previously worked at CollegeHumor from 2013 to 2017. 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, using multi-asset model portfolios and due diligence on alternative investments.

Jordan Bradley is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has been involved with Shipley's Tavern and has held various roles at Hanover College. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party strategists, along with integrated financial product offerings including insurance.

Megan Ewing is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch Pierce Fenner Smith, Inc. since 2000 and at RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to client risk profiles using both in-house and third-party managers.

Nichole Vanasdal is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and having eight years of industry experience. She has worked at Charles Schwab since 2017 and previously at Team Enterprises from 2015 to 2017. 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 guidance supported by multi-asset model portfolios and a centralized operational structure.

Danielle Couture is a financial advisor at MassMutual Investors Services with six years of industry experience. She holds the Series 66 designation and has worked at MassMutual Investors Services and MassMutual Life Insurance Co since 2019. Prior to that, she was with Financial Planning Solutions, LLC and Bryant University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without investment discretion.

Connor Schmok is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2018 and brings over a decade of experience in the financial industry. Connor focuses on helping families achieve their financial goals through personalized wealth management strategies, emphasizing connecting all aspects of a client's financial life to prioritize the goals that matter most. His expertise includes college education planning, family wealth management strategies, retirement planning, socially responsible investing, individual and corporate investment strategy, tax minimization, and retirement income. Connor holds a Bachelor's Degree from Purdue University and holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as Personal Investment Advisor (PIA) credentials. Connor resides in Westfield, Indiana, with his wife, their son, and two Labradors. He is involved in community organizations such as the 500 Festival, Boys and Girls Club, Children's Bureau, Inc, Global Ambassadors for Children, and Habitat for Humanity. Outside of work, Connor enjoys outdoor activities including camping, fishing, football, golfing, hunting, pickleball, reading, skiing, and traveling.

Jeffrey Zenger is a Series 66 licensed financial advisor with Wells Fargo Advisors in Indianapolis, IN, bringing three years of industry experience. His prior roles include positions at Ameriprise, The Zacher Company, and The Bradley Company. Outside of financial advising, he coaches individual marathon runners through his remote coaching business, Run Free Training. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services that include cash-flow, retirement, education, and specialized planning areas. The firm combines tailored recommendations with various financial product offerings and planning tools to meet clients’ diverse needs.

Donald Uhrin is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has been affiliated with Mass Mutual and its related entities since 1980. Uhrin operates his own firm, Donald J. Uhrin, LLC, and serves as Vice President on the board of a local homeowners association. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm‑approved analytical tools and offering various educational programs.

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.