Thomas Meltzer Jr. is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 63 designation and 36 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs supported by structured planning tools and investment modeling.

Patrick Gothard is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill, he held roles at Boston Beer Corporation, MML Investors Services, Westpoint Financial Group, and MassMutual Life Insurance Company. Outside of his financial career, he was involved with Walt's Other Pub and the Zeta Chapter of Phi Gamma Delta during his time at Indiana University Bloomington. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Kurtock is a financial advisor with Equitable Advisors in Carmel, Indiana. He holds the Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, he worked at Cardinal Integrated Systems and Pooch Palace Resorts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match them with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Connor Wagoner is a financial professional at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual and APEX Wealth Services LLC. His background includes roles supporting client services and financial planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a nationwide network of independent advisors. The firm operates a multi-manager platform, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.

Eric Mc Clurg is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Muncie Novelty Co., Inc. He is based in Indianapolis, IN. 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 various institutional investors.

Andrea Kobliska is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelley Maguire is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BMO Harris Financial Advisors and BMO Harris Bank. Outside of her advisory role, she is an Associate Financial Advisor at TGG Operations, LLC. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Samuel Biel is a financial advisor at Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to his clients' financial goals and changing market conditions. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Samuel holds a Bachelor's Degree from Purdue University System and a Master's Degree from the University of South Florida. He holds the Professional Investment Advisor (PIA) designation. He is involved in professional organizations such as APA Billiards and BMW Club. Outside of his professional role, Samuel participates in community activities including volunteering with the 4-H organization. His personal interests include billiards, fishing, photography, reading, and spending time with his family.

Freddie Crandall is a financial advisor with Morgan Stanley in Champaign, IL, holding CFP®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. In addition to his advisory role, Mr. Crandall is involved in managing rental properties and real estate ventures. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market simulations to support client financial planning.

Thomas Gowin is a financial advisor with Robert Baird & Co. in Indianapolis, IN, holding Series 63 and Series 65 designations and 22 years of industry experience. His career includes roles at J.J. B. Hilliard, W.L. Lyons, LLC, OneAmerica Securities, Inc., and Bedel Financial Consulting Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and specialized managed account programs, supported by internal research and ongoing manager monitoring.

Michael Zick is a Certified Financial Planner (CFP®) with over 26 years of experience in the financial industry. He is currently with J.P. Morgan Securities in Indianapolis, where he has worked since 2021, having held previous roles at PNC Financial Services and Banc One Securities Corporation. Outside of his advisory work, he serves on the investment committee for the Indiana State Museum and Historical Sites. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, supporting clients who retain final decision-making authority.

Steve Stevens is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with MML Investors Services Inc and MassMutual Life Insurance Company since 2014. Outside of his advisory role, Stevens serves as a board member for Easter Seals Crossroads and provides life and business coaching through his consulting firm. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and structured annual planning engagements.

Steven Stapleton is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and over 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs, including tailored financial planning, supported by structured discovery processes and firm-approved tools.

Quinlan Parient is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, holding Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Schwab, Quinlan held various roles outside the financial industry, including positions in retail and food service. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Deborah Smogor is a Series 66-licensed financial advisor with Merrill in Indianapolis, Indiana, with 10 years of industry experience. She has worked at Merrill and its affiliate Bank of America, N.A. since 2015 and 2016, respectively. Outside her advisory role, she serves as a board member and committee member for the YWCA North Central and South Bend organizations, focusing on initiatives related to domestic violence awareness and women’s empowerment. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Matthew Sherman is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Charles Schwab in 2019, he worked at Assured Partners, Home Depot Inc., and Lowe's. 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 supported by multi-asset model portfolios and due diligence on alternative investments.

Amy Rice is a financial advisor with Robert W. Baird & Co. in Greenwood, IN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at OneAmerica Securities, American United Life, Lincoln Investment LLC, and City Securities Corporation. Outside of her advisory work, she owns a lawn and landscaping business, Mow & More by Greg, LLC. The DDK Group at Robert W. Baird serves individuals, corporations, pensions, and charitable organizations with services such as financial planning, portfolio management, and custody and brokerage solutions. The firm employs a combination of manager-traded and model-traded strategies along with tax management and direct indexing, supported by internal research and strategic partnerships.

Jill Wright is a financial advisor with Equitable Advisors holding a Series 66 designation and has less than one year of industry experience. Her prior work includes positions at Capital Group and Charles Schwab. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Shawna Ballard is a financial advisor with Ameriprise in Greenwood, IN, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its related entities since 2001. Outside of her advisory role, she owns and manages a consulting business, DS Ballard and Associates. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Steven Rastrelli is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at PNC Investments for nine years. Outside of his advisory work, he has been involved with Boy Scout Troop 96 since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.