Michael Gilbert is a financial advisor at LPL Financial in Indianapolis, Indiana, holding a Series 66 designation with two years of industry experience. Prior to his current roles at LPL Financial and Blue Chip Wealth Management, LLC, he worked at Milliken & Company for a combined 17 years in engineering services management. 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, third-party asset management, and institutional platforms.

April Ghory is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliate entities since 2008. Outside of her advisory role, she is involved with Park Lane Jewelry as a stylist and partner in a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

Donald Vick is a financial advisor with J.P. Morgan Securities based in Indianapolis, IN, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at Thrivent Financial, DoorDash, and preaching positions at local churches. Outside of his financial career, he serves as a preacher, conducting sermons and gospel seminars. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG eligibility considerations.

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 with Charles Schwab holding Series 66 and 63 licenses and two years of industry experience. He has previously worked at Fairway Independent Mortgage Company, Hoosier Air Transport, and Angies List. Charles Schwab & Co., Inc. serves a large client base of 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 with multi-asset model portfolios and a formal alternative-investment platform.

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 at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2020. Prior to that, he spent five years at Big Red Liquor. 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 offers a client relationship model that combines primarily non-discretionary advisory recommendations with access to discretionary separately managed accounts and employs a multi-asset strategic asset allocation approach.

Stephen Anderson is a financial advisor with Charles Schwab based in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has 31 years of industry experience, including seven years at UBS Financial Services before joining Schwab in 2006. 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 offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

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.

Rebecca Laks is a Market Leader at Fidelity Investments, a role she has held since 2026. In this position, she leads and inspires teams to deliver client experiences and drive consistent outcomes. She focuses on talent development, operational excellence, and fostering an inclusive, collaborative culture to support both associates and clients in realizing their financial goals. Her tenure at Fidelity Investments began in 2020, where she progressed through several leadership roles, including VP Branch Leader from 2023 to 2026 and Assistant Branch Leader from 2022 to 2023. Prior to joining Fidelity, Ms. Laks worked at Merrill Lynch from 2015 to 2020, serving as Client Associate, Registered Client Associate, and Financial Advisor. Throughout her career, Ms. Laks has gained experience in investment consulting, financial advising, and branch leadership, developing expertise in team leadership and client service within the financial services industry.

Edward Valdettaro is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2005. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Connor Ryan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career as an intern at Merrill following his time as a two-time captain of the football team at Ball State University. Since starting as a financial advisor in 2014, Connor has focused on business development and building trusted relationships with his clients, utilizing the firm's resources to deliver a comprehensive client experience. Connor holds a Bachelor's degree in Financial Planning from Ball State University and the Chartered Financial Consultant (ChFC) designation. His expertise includes corporate benefits, executive compensation, family wealth management, retirement planning, philanthropic planning, and portfolio management services. He is committed to serving public and private executives, business owners, and leaders, aiming to align financial strategies with their life goals. Outside of his professional work, Connor is involved with community organizations such as Habitat For Humanity, Ball State University, Make-a-Wish, and Soles4Souls. He enjoys adventure sports, fishing, football, hiking, reading, running, skiing, traveling, and spending time with his family. He resides in Indianapolis with his wife.

Matthew Burke is a CFP® with 35 years of experience in the financial services industry. He is currently affiliated with Osaic Wealth Inc. and has held previous positions at Resource Planning Group, Commonwealth Financial Network, and Cambridge Investment Research Advisors. Burke serves as a board member of Faithful Shepherd Ministries, a nonprofit counseling service. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform providing brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment programs delivered through affiliated broker-dealer and RIA relationships.

Diane Imel is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2016, also affiliated with Bank of America since 2021. Outside of her advisory role, she teaches financial management courses through nonprofit organizations, including Financial Peace University at Faith Church and Habitat for Humanity, where she also provides financial coaching to families. 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 individuals, high-net-worth clients, and institutional investors.