Christopher Keen is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, Keen co-owns an interior design consulting business, SDK Design Services, Inc. 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 various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources along with both discretionary and non-discretionary management options.

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 18 years of industry experience. He has worked at LPL Financial since 2009 and has been involved with Elements Wealth Management since 2015. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and utilizes research from LPL Research and third-party subadvisors.

Kenneth Williams II is a CFP® professional with 18 years of industry experience, currently with Charles Schwab in Indianapolis, IN. He has been with Charles Schwab & Co., Inc. since 2007 and Charles Schwab Bank, SSB since 2013. Outside of his advisory role, he owns a small real estate business focused on single and small multifamily rental properties. 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 options, leveraging multi-asset model portfolios and a centralized operational structure.

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.

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.

Jose Lusende is a financial advisor with Edward Jones in Fishers, IN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at George P. Stuart Printing Co. and Martin University. Lusende is a co-founder and partner of Phenix Consulting Group, LLC, a consulting firm focused on building connections between the USA and Africa, and serves as an adjunct faculty member at the University of Indianapolis teaching "Teaching in a Diverse Society." He also serves on the advisory board for the McKenzie Center for Innovation and Technology within Lawrence Township Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary portfolio management strategies along with affiliated mutual funds and trust services.

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 in Carmel, IN, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America. He also has experience outside finance, including working at Chicago's Pizza and involvement with Mount Pleasant Christian Church. 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, supported by a centralized operational structure and multi-asset model portfolios.

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.

Jack Harlos is a Certified Financial Planner (CFP®) with 34 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation from 2009 to 2017. Outside of his advisory role, he serves as a board member of RL Turner Construction and is involved with the finance committee at Ulen Country Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

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.

Richard Grimes is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody services.

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.

Anastacia Yoannides Young is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. In addition to her advisory role, she serves on the board of Race to Remember, a nonprofit that organizes a 5K race to raise funds for Alzheimer’s research, where she acts as treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and fiduciary solutions.

Sarah Morgan is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at Merrill from 2011 to 2017 before joining UBS in 2017. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brian Collins is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at The National Bank of Indianapolis and Enterprise Leasing. Outside of his advisory role, he owns and manages inventory and finances for a vending machine business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to affiliated discretionary managed accounts within an integrated brokerage and custody platform.

Jonathan Jacoby is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation as well as Series 63, 65, and 66 licenses. His prior experience includes roles at Star Financial Bank and Cetera Investment Services. Outside of his advisory work, he serves as a board member of Jacoby Agency, Inc. and mentors at The Crossing, an alternative learning center. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supporting both discretionary and non-discretionary arrangements.