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.

Kendrick Tunstall is a CFP® with 18 years of industry experience, currently serving at Edward Jones in Indianapolis, IN since 2008. His outside activities include ownership of real estate and short-term rental businesses and participation on the finance committee of 1st Baptist Church North Indianapolis. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a wide range of investment advisory programs and affiliated services, supported by a nationwide network of financial advisors and branch offices.

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.

Ethan Starkey is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he held positions at Knowledge Services and KHI Solutions. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Yocum is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2025, he worked at Everwise Credit Union (LPL), Bankers Life, and owned Long Range Stables, an equine boarding and training business in Danville, Indiana, where he continues to manage horse boarding and lessons. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment solutions.

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.

Jeffrey Kirkhoff is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Raymond James since 1999 and has been involved with Roney & Co. since 1994. Outside of his advisory work, he serves as an assistant girls basketball coach at Whiteland High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and pension plans. The firm offers financial planning and investment consulting services with tailored, generally non-discretionary advice supported by a range of portfolio management styles and affiliated research.

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.

Jeffrey Seagrave is a financial advisor with Primerica Advisors in Indianapolis, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of his advisory role, he is involved in the sale of home security and automation products through referrals and mortgage loan products aligned with affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs a model-driven investment approach supported by third-party asset managers and oversees approximately $15.5 billion in assets under management across nearly 3,700 advisors.

Logan Sheley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services through both non-discretionary and discretionary investment approaches. The firm integrates brokerage, custody, and advisory services with access to multi-asset model portfolios and alternative investments.

Semaj Sanford is a Financial Consultant currently working at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and was a Private Client Advisor at JPMorgan Chase from 2019 to 2023. His approach to financial consulting is highly personalized, focusing on collaborating closely with clients to develop plans that align their wealth with their specific goals. He emphasizes regular meetings to ensure that financial strategies remain adaptable to changes in clients' circumstances or objectives.

Richard Hinesley is a CFP® with 25 years of industry experience, currently with Raymond James & Associates. He previously spent 10 years at The Huntington Investment Company before joining Raymond James in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Nathan Cropp is a financial advisor with Edward Jones in Indianapolis, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2009. 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 under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Howard is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with eight years of industry experience. His career includes multiple tenures at Edward Jones and a period at Schwab Wealth Advisory. Prior to his advisory roles, he worked at IUPUI for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Richard Grimes is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS in 2021, he worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2013 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Jason Murdock is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Tanner Ottinger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized strategies focused on education planning, employee financial health, personal retirement planning, special needs planning strategies, and retirement income. His approach emphasizes aligning financial plans with each individual’s unique perspectives and priorities, aiming to simplify the complexities associated with wealth management. Tanner holds a Bachelor's Degree from Indiana University and maintains professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). He and The Ottinger Group are committed to guiding clients through the retirement planning process with tailored strategies designed to achieve financial security and a worry-free retirement. Outside of his professional work, Tanner has interests that include cooking, gardening, hiking, rock climbing, running marathons, swimming, traveling, and spending time with his family.

John Reuter Jr. is a financial advisor with Raymond James & Associates in Indianapolis, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2005. 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, and charitable organizations—and offers financial planning and consulting through various programs, emphasizing non-discretionary relationships and a range of portfolio management styles.