Rebecca Hiestand is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 23 years of industry experience. She worked at Raymond James Financial Services, Inc. from 2002 to 2018 before joining Charles Schwab in 2019. Outside of her advisory role, she serves as a paid judge for high school gymnastics meets in various Indiana schools. Charles Schwab & Co., Inc. serves a large client base, 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 discretionary separately managed accounts and offers a range of multi-asset investment guidance and alternative investment options.

Katie Kern is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. She has been with Equitable and its affiliates since 2019 and has prior work experience at TMC Transportation and Rinehart Farm, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

David Waite Jr. is a financial advisor with LPL Financial based in Indianapolis, IN, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at Equity Services, Inc. for 17 years and has been associated with National Life of Vermont since 2002. His other business activities include serving as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and incorporates technology tools to support research and operations.

Braxton Barton is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Prudential Insurance Company of America since 2016 and was with Pruco Securities, LLC from 2016 to 2024 before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

G. Cisternino is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, American Funds, and Capital Client Group, Inc. He volunteers as a bartender at the Noblesville VFW. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs and strategies.

Lance Turner is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2005 and previously worked for J.J.B. Hilliard, W.L. Lyons, LLC from 1999 to 2005. Turner is also a partner in First Heartland Wealth Management LLC, a non-investment-related business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by in-house research and a range of portfolio management styles.

John Murphy is a financial advisor with Fidelity in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Alphastar Capital Management, The Assurance Group, and Bankers Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering disciplined portfolio construction through a blend of fundamental research, quantitative analysis, and systematic methodologies. The firm is notable for its advisory roles to registered investment companies, use of algorithmic and AI-driven research, and its model portfolio delivery to intermediary platforms.

Christopher Weymouth is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he serves as a school bus driver for Lawrence Township Transportation in Indianapolis. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust custody and insurance services.

Eric Wasson is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Financial Engines Advisors L.L.C., The Mutual Fund Store, Hefty Wealth Partners, LPL Financial, and TD Ameritrade. Wasson is based in Indianapolis, IN. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios, long-term orientation, and fiduciary standards under ERISA.

Joseph King is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, his background includes roles in education, customer service, and gig economy positions. 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, offering both non-discretionary advice and access to discretionary separately managed accounts.

Kevin Mc Mullen is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Merrill since 1994 and also at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as treasurer for a homeowners association and volunteers as a committee member involved in budget and investment review at Our Lady of Mount Carmel Catholic Church. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachary Magee is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he provides insurance services independent of Guardian. Mass Mutual Investors Services operates as 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 programs, utilizing firm-approved analytical tools to support goal-based planning.

Michael Piechocki is a financial advisor at Cetera with over 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera and Voya Financial Advisors. Outside of his advisory work, he serves as secretary of a fraternal lodge involved in fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party managers.

Elizabeth Wertz is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked with Elements Financial Federal Credit Union, The Hostetter Team at Everhart Studio, Elevate Indy, Keep Indianapolis Beautiful, and Growing Places Indy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

Luke Sommers is a financial advisor at Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses with 15 years of industry experience. His career includes roles at Kokomo Tribune and PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based recommendations and utilizing outsourced portfolio management and custodial support.

Bryan Baker is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise since 2016, first at Ameriprise Financial Services, Inc. before transitioning to Ameriprise Financial Services, LLC in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a structured investment framework.

Mark Langdon is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He worked at Merrill from 2010 to 2013 before joining LPL Financial in 2013. Langdon also operates Langdon Financial Group LLC, an investment-related business connected to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Matthew Baltera is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Raymond James & Associates, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and utilizes its Global Investment Committee’s return estimates and simulations to model financial outcomes.

Amanda Bishop is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and its services include a broad range of retail and institutional offerings.

Steven Schenck is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing personalized investment guidance. Steven earned a Bachelor's Degree from Indiana University/Purdue University at Indianapolis. His educational background supports his role in delivering wealth management services to clients.