Caleb Quick is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. He is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to develop tailored plans.

Brad Sottong is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with various entities within the JP Morgan organization since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael Gilbert is a financial advisor at LPL Financial in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. Prior to his advisory roles, he worked for Milliken & Company for 17 years in engineering services management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

April Ghory is a financial advisor at Morgan Stanley in Indianapolis, Indiana, with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved with Park Lane Jewelry as a stylist and partner. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery conversations and advanced modeling tools.

Cole Mc Cardel is a CFP® professional with eight years of industry experience, currently serving at Raymond James & Associates since 2018. His prior experience includes a role at Deloitte for one year and five years at Michigan State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Thaddeus Eckerle is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Joseph Pietras is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. His prior work includes roles at KPMG LLP and 21st Amendment Wine & Spirits. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology to support client advice.

Bradley Witkowski is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to his current role, he worked at Fairway Independent Mortgage Company, Hoosier Air Transport, and Angies List. 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 advisory relationships with access to discretionary separately managed accounts, offering a multi-asset investment approach supported by centralized custody and operational resources.

Brendon Harbron is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and City National Bank. Outside of his advisory role, Harbron is actively involved in the entertainment sector as a board member and owner of multiple escape room businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies utilizing a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Thomas Svenstrup is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Charles Schwab since 2017 and Ameriprise Financial Services from 2008 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 using multi-asset model portfolios and centralized custody and order-routing arrangements.

Gabriel Fernandez Freitez is a financial advisor at Fidelity with a Series 66 designation and experience beginning in 2023. His prior roles include positions at JP Morgan Chase and BMO Bank, as well as running Freitez Spark Clean from 2020 to 2023. He is based in Carmel, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm serves both retail and institutional investors and holds distinctive credentials such as CFTC registration and advisory roles for multiple registered investment companies.

Brian Montgomery is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base primarily made up 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 relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research and alternative investment due diligence.

Philip Van Deusen is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Charles Schwab in 2020, he spent five years working at Big Red Liquor. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and a formal alternative-investment process.

Stephen Anderson is a financial advisor with Charles Schwab in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has 31 years of industry experience, including 20 years at Charles Schwab. 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 using multi-asset model portfolios and provides centralized custody and advisory capabilities across a large client base.

Jeffrey Watson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes long tenures at Avantax and 1st Global Advisors, as well as operating WealthCare Financial Group LLC since 1997. In addition to his advisory work, he provides tax preparation services as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporations, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers across multiple program structures.

Andy Kelley is a Financial Consultant currently working at Fidelity Investments since 2024. He has accumulated extensive experience in financial services through previous roles including Investment Executive at Fifth Third Securities from 2020 to 2024, and Financial Advisor at Edward Jones Investments from 2016 to 2020. Over the past nine years, Andy has worked with many clients in various situations, focusing on understanding financial planning and individual client needs. His approach involves partnering with clients to create, implement, and monitor financial plans aimed at helping them achieve their definitions of financial wellbeing and success. Outside of his professional work, Andy has personal interests in cars, family activities, golf, parenthood, and traveling.

Darby Handford is a Planning Consultant at Fidelity Investments, a position held since 2024. In this role, Darby focuses on building genuine relationships with clients to understand their financial goals and develop personalized strategies. Prior to joining Fidelity Investments, Darby gained experience at Munder Financial, where they served as an Investment Services Manager from 2023 to 2024. Before that, Darby worked as an Investment Operations Associate from 2021 to 2022 and as an Insurance Operations Associate in 2021. Outside of work, Darby enjoys hiking, outdoor adventures, spending time with pets, practicing Pilates, reading, and playing soccer.

Matthew Burke is a CFP® professional with 35 years of industry experience. He is currently affiliated with OSAIC Wealth Inc and also manages Resource Planning Group, LLC, a private entity that facilitates securities, advisory, and insurance business. In addition to his advisory work, Burke serves as a board member for Faithful Shepherd Ministries, a nonprofit counseling service. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management options supported by advanced asset-allocation tools and third-party solutions.

Caleb Ulery is a financial advisor with Equitable Advisors in Carmel, IN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at STS Packaging, Door Dash, and Indiana University, among others. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Andrew Fiega is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has previously worked at Royal Alliance Associates, INC. and SII John Hancock. Outside of his advisory role, he is involved in a sports card collectibles business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.