Joseph Pich is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2018. His prior roles include internships and part-time positions during college. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Andrew Thomas is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. Prior to joining Cetera in 2024, he worked at Edward Jones from 2019 to 2024 and was employed at Lowe's Inc Regional Distribution Center from 2014 to 2019. Outside of his advisory work, he owns and operates an online collectibles business called Hoosier Daddies Collectibles LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Jacob Kaufman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at the same firm from 2023 to 2024. Before joining Fidelity Investments, Jacob worked as a Financial Advisor and Financial Advisor in Training at The Tranel Financial Group between 2022 and 2023. As a Certified Financial Planner®, Jacob focuses on providing personalized financial strategies through a collaborative process. He aims to support clients' long-term financial well-being by offering education and guidance in navigating complex financial matters. Outside of his professional work, Jacob's interests include camping, family activities, fitness, pets, reading, and traveling.

Benjamin McElwee is a financial advisor with LPL Financial in Noblesville, Indiana, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to LPL Financial, he worked at Equitable Advisors for three years and has held various positions including roles outside the financial industry. He provides investment advisory services through Independent Advisor Alliance, a separate registered investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cory Kennedy is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Charles Schwab since 2016. 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 multi-asset model portfolios and a formal alternative-investment process.

David Coburn is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, and American General Securities. He is also the president and owner of Coburn & Associates, a firm involved in the sale of fixed insurance products. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across a broad range of investment types.

Cooper Feeney is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Charles Schwab, where he has held various roles since 2020, including positions at Charles Schwab Premier Bank and Charles Schwab Bank in Indianapolis, IN. Prior to Schwab, Feeney worked at The Bridgewater Club LLC and American Eagle Outfitters Inc. Outside of his financial advisory work, he was affiliated with Woodstock Country Club for five years. 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 management, supported by multi-asset model portfolios, alternative investment due diligence, and an integrated operational structure.

Craig Replogle is a CFP®-designated financial advisor with Robert W. Baird & Co. Inc., where he has worked since 2011. He has 19 years of industry experience and holds a Series 66 license. Outside of his advisory role, he is a financial partner and LLC member of French Repo LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client objectives.

Michael Fish is a Senior Financial Advisor specializing in wealth management within Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to clients' individual goals, aiming to adapt to evolving market conditions. Michael leverages investment insights from Merrill and financial solutions from Bank of America to support his clients' wealth management needs. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Indiana University School of Business. Michael is also engaged in community activities, dedicating time to volunteer with local organizations, reflecting the Merrill tradition of community involvement.

Scott Luc is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading the Cate Brunton Luc Group. He specializes in goals-based wealth management for affluent families, accomplished executives, and successful business owners. Scott's approach focuses on providing exceptional service, customized advice, and disciplined investing to help clients achieve their financial objectives. Scott's professional expertise encompasses areas such as corporate benefits, executive compensation, equity compensation services, family wealth management, legacy planning, philanthropic planning, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Certified Private Wealth Advisor® (CPWA®) designation, and the Personal Investment Advisor (PIA) credential. Scott graduated from Butler University with a Bachelor's degree in Finance. He is involved in the community through his service with the United Way of Central Indiana and the Booth Tarkington Civic Theatre. Additionally, he maintains connections with the Sigma Chi Fraternity, Rho Chapter.

Andrew Pianko is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Charles Schwab in Indianapolis, IN. He has been associated with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2014. Outside of his advisory work, he is involved with Circle City Athletics, where he has been active since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by strategic asset allocation and due diligence on alternative investments.

Bethany Youngs is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials, bringing 13 years of industry experience. Her previous roles include positions at JP Morgan Securities, Fifth Third Bank, BMO Harris Financial Advisors, Bank of America, and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated services.

Steven Coons is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 11 years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash-sweep services on a large scale with centralized operations.

Vincent Catania is a CFP® professional with 38 years of experience in the financial services industry. He has been with LPL Financial since 2006, following earlier roles at Waterstone Financial Group and Quantum Financial Services. Outside of his advisory role, he acts as a co-trustee for a family trust and is involved in the sale of life and disability insurance policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party management.

Yvonne Baird is a financial advisor with Edward Jones in Zionsville, IN, holding a Series 66 designation. She has over 23 years of industry experience, including long-term roles at The Farmers Bank and First Farmers Bank & Trust before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a large nationwide network of advisors and branch offices.

Melanie Moore is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Ameriprise since 2007. Outside of her advisory role, she works as an independent beauty consultant selling Mary Kay products. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Marybeth Walker is a CFP® professional with 31 years of experience in the financial services industry. She currently works at Morgan Stanley and previously spent 19 years at UBS Financial Services. Outside of her advisory role, she serves on the board of directors for the Phoenix Theater, a nonprofit organization focused on theatre and cultural arts in Indianapolis. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning and offering various investment and planning services through its extensive advisor network.

Joseph Richardson is a financial advisor with LPL Enterprise based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at W & S Brokerage Services, Western & Southern Life, and Growth MVMT, as well as military service in the United States Army Reserve. Richardson also operated Richardson Auto Sales for ten years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and various insurance and trust services through affiliated entities.

Michael Viele is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Brokers International and Kilroys on Kirkwood. Outside of finance, he works as an independent contractor delivering food for DoorDash. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ann Kitchel is a financial advisor at RBC Capital Markets with 17 years of industry experience and holds a Series 66 credential. Her prior work includes positions at Merrill from 2009 to 2015 and City National Bank from 2019 to 2023. Outside of her advisory role, she has engaged occasionally in modeling jobs around the Midwest and is an independent consultant selling Rodan & Fields skincare products. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with a range of portfolio management and financial planning services.