Teia Stapleton is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked for City Securities Corporation for 17 years before joining Stifel in 2017. Teia serves on the board of a local homeowners association, participates in a mentoring network for women, and is involved with Pink Ribbon Connection, a nonprofit supporting breast cancer survivors. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services grounded in proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Ryan Mc Cormack is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to his advisory career, he was affiliated with Purdue University for four years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Stephanie Heinze is a Financial Advisor at Merrill Lynch Wealth Management in South Bend, Indiana. She is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor™ with over nine years of experience. Stephanie works with individuals, families, and business owners to develop personalized, goal-based wealth management strategies that focus on growing, protecting, and transferring wealth across generations. In her role, Stephanie specializes in designing and implementing customized retirement plans for business owners, aligning their business growth with employee financial well-being. She holds licenses in both investments and insurance, enabling a comprehensive approach that includes retirement planning, education funding, risk management, and legacy strategies. Prior to joining financial services, Stephanie served five years in the U.S. Army, including a tour in Iraq. Stephanie earned her bachelor's degree from Central Michigan University and her MBA from Auburn University. She lives in St. Joseph, Michigan with her two children and participates in community service through her active membership in the Women's Service League.

Jacob Moynihan is a financial advisor at Ameriprise in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2025, he worked for 15 years at Seton Catholic Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Miguel Rellita is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Charles Schwab, Aerotek, Amazon, and service in the Army. 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, offering both non-discretionary and discretionary investment guidance via multi-asset model portfolios and a formal alternative-investment onboarding process.

Vicki Stovall is a financial advisor with Wells Fargo Clearing in Indianapolis, holding a Series 63 designation and 37 years of industry experience. She previously worked at Merrill from 2009 to 2010 before joining Wells Fargo Clearing in 2016. Outside of her advisory work, she serves as a general partner and bookkeeper for a commercial and residential properties business and acts as a consultant for a commercial sign shop. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Chad Kaufman is a financial advisor with Raymond James Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2020 and is the owner of Stonecrest Group LLC, where he manages operations and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary advisory services supported by analytical tools and a network of affiliated advisors.

Thomas Muzechuk is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, Wachovia Securities Financial Network, and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Jack Perry Jr. is a CFP®-certified financial advisor with LPL Financial, based in Zionsville, IN, and has 41 years of industry experience. He previously worked at City Securities Corporation and Raymond James & Associates. Perry also serves as a volunteer alumni advisor for Delta Tau Delta at Indiana University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a range of advisor tools and extensive non-advisory financial services.

Corey Norman is a CFP® professional with 15 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Norman also serves as a financial advisor for MarketShare Financial, where he is involved in the sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, employing model-based asset allocation and portfolio optimization techniques supported by various analytical tools.

Luke Walthall is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 registrations and two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for one year each, and spent four years at Chick-fil-A. 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, using multi-asset model portfolios and a centralized operational structure.

Nathalie Mastouri is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and market modeling techniques.

Marland Villanueva is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 23 years of experience in the financial services industry, providing comprehensive wealth management services to corporate, institutional, and individual clients. Since joining Merrill Lynch in 2004, Marland has focused on developing personalized financial strategies to help clients pursue their long-term goals. Marland holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning CounselorSM (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science in Accounting, with high distinction, from Indiana University in Bloomington and a Master of Business Administration from the University of North Carolina at Chapel Hill. Prior to Merrill Lynch, he worked as a management consultant for Deloitte and as a financial analyst with Eli Lilly and Company. Residing in Avon, Indiana, Marland lives with his wife Tanya and their two children. He is actively involved in his community, serving as a lay elder at his church and having previously served on the board of the Hendricks County Community Foundation.

Jeffrey Sebree is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at T. Rowe Price and Lester Sales. Outside of finance, he was involved with Hoosier Heritage Farm for six years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing guidance based on forward-looking market assumptions and probabilistic modeling.

Donald Schofield is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2005. Outside of his advisory work, he is involved in archery hunting and photography through Arrow One LLC, serves as president and tennis instructor at Next Level Tennis, and has held the position of past president on the board of the Indiana Bowhunter Association. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Rachel Brown is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Charles Schwab since 2007. 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 advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and its use of multi-asset model portfolios and alternative investment due diligence.

Aaron Lanteigne is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Aaron serves on the board of Indy Christian Sports Fellowship, an organization focused on supporting individuals through sports and fellowship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics without discretionary trading authority. The firm emphasizes holistic planning and allows clients to combine planning with managed-account services under a consolidated billing option called "WealthPlan."

Nikola Mandic is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. He has been with Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2021. Charles Schwab & Co., Inc. serves 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized operational and supervisory infrastructure.

Douglas Ferry is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns DP Ferry Financial, Inc., dedicating time to this investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Zion Baker is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab, he worked at Indiana Members Credit Union and held various roles at CVS Pharmacy and Indiana University. 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 and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.