Kyle Grayson is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 35 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for 16 years. Outside of his advisory work, he is president of Donkeymonkey and is involved with several business entities including Piggybank, LLC, and The Electric Amish. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and various portfolio management technologies.

Susan Ramey is a financial advisor at Raymond James & Associates with 24 years of industry experience. She has been with Raymond James & Associates since 2009 and holds the Series 63 and Series 66 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

Carson Tipton is a financial advisor at Charles Schwab with Series 66 and Series 63 designations and one year of industry experience. His work history includes roles at Charles Schwab & Co., Inc., King Jugg, Uber, DoorDash, Crew Carwash, Kroger, and Hacienda Vieja. 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 along with centrally integrated custody, brokerage, and advisory services.

Kathryn Coleman is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She has worked with various Raymond James affiliates since 2008. Outside of her advisory role, she assists as a client associate and financial advisor support at Covert Wealth Management Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Craig Clements is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to that, he was affiliated with Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies between 2014 and 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

William Perry is a financial advisor with Charles Schwab in Indianapolis, IN, holding CFP®, Series 63, and Series 65 designations and 15 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016. Perry is also the president and sole owner of Puma Palace LLC, a leasing business unrelated to investments. 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 guidance and access to discretionary separately managed accounts using multi-asset model portfolios and alternative investment options, supported by its integrated operational structure and extensive client base.

John Elder is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at OneAmerica Securities and American United Life and served in roles at Butler University and Saint Anthony High School. He is also involved in non-variable insurance sales including fixed life and fixed annuities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing proprietary research and tools, with an advisory approach integrated with multiple financial product channels.

Julia Phillips is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at J.P. Morgan Securities in Indianapolis, IN. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2015. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Josef Hess Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1993. He holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and models to assist clients.

G Butler is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is also engaged as a model with the Helen Wells Agency in Indianapolis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management supported by research and model portfolios.

Jerry Mc Mullen is a financial advisor at Merrill with 44 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2014, concurrently working at Bank of America, N.A. since 2015. Merrill, together 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 for individual and institutional clients.

James Martin is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, Merrill, and Edward Jones. Outside of his advisory role, he serves as a business consultant for Origyn Sports. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering traditional and complex investment strategies.

John Wright is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. He has worked at Charles Schwab since 2012 and was previously with Schwab Private Client Invest Advisory Inc from 2015 to 2019. Outside of his advisory role, Wright offers math tutoring services on a self-employed basis. 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 provides a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing services.

Lisa Lacayo is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney for ten years before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Hamm is a CFP® and Series 66–registered financial advisor with Edward Jones in Indianapolis, IN, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Daniel Thompson is a financial advisor with RBC Capital Markets in Indianapolis, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets since 2014 and also works with City National Bank since 2018. Outside of his advisory role, Thompson serves on the board of the Indy Sports Foundation and acts as a sports broadcaster for Indiana University football on ESPN Radio. He is also a director of the Sigma Nu White Star Education Endowment and coaches high school football at Guerin Catholic High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with portfolio management, financial planning, custody, and brokerage services. The firm offers customizable advisory programs and integrates both in-house and third-party investment managers, providing options for tax management, rebalancing, and responsible investing.

Timothy Stout is a financial advisor with Edward Jones in Mooresville, Indiana, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at TIAA, Voya Financial, Corebridge, and Valic Financial Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Jason Spilbeler is a CFA® charterholder and holds a Series 66 license with 19 years of experience at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. He is based in Indianapolis, IN. Outside of his advisory role, Spilbeler serves as Treasurer and Finance Committee Chair on the Board of Trustees for the Indianapolis Zoo and participates on the Investment Committee for the Goodwill of Central and Southern Indiana Foundation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary investment decisions.

Nathaniel Turner is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked at Signator Investors, Inc. from 2016 to 2018 before joining OSAIC in 2018. Outside of advising, he is a freelance writer, author, and public speaker on topics related to parenting and humanity, and serves on the board of The League of Extraordinary Parent, a nonprofit focused on providing educational resources for parents. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios while supporting multiple advisory platforms and transition programs.

Pushpak Peddi is a financial advisor with Merrill in Indianapolis, IN, holding Series 65 and Series 63 credentials. He has two years of industry experience, with prior roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.