Joseph Olexa Jr. is a financial advisor at Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the Finance Committee for Holy Spirit at Geist Catholic Church in Fishers, Indiana. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to model outcomes, serving clients through both direct and corporate financial planning agreements.

Florence Brown is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Mass Mutual Investors Services and its affiliate WestPoint Financial Group since 2005. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and a range of investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements and offers asset management, wrap programs, and educational seminars.

Mark Jakubovie is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Joseph Pich is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2018. His prior roles include internships and part-time positions during college. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Andrew Thomas is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. Prior to joining Cetera in 2024, he worked at Edward Jones from 2019 to 2024 and was employed at Lowe's Inc Regional Distribution Center from 2014 to 2019. Outside of his advisory work, he owns and operates an online collectibles business called Hoosier Daddies Collectibles LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Jacob Kaufman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at the same firm from 2023 to 2024. Before joining Fidelity Investments, Jacob worked as a Financial Advisor and Financial Advisor in Training at The Tranel Financial Group between 2022 and 2023. As a Certified Financial Planner®, Jacob focuses on providing personalized financial strategies through a collaborative process. He aims to support clients' long-term financial well-being by offering education and guidance in navigating complex financial matters. Outside of his professional work, Jacob's interests include camping, family activities, fitness, pets, reading, and traveling.

Benjamin Mcelwee is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at LPL Financial and Equitable Advisors. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides asset management, financial planning, retirement plan consulting, and other advisory services through a network of 219 representatives, utilizing model portfolios, sub-advisors, and technology platforms.

Cory Kennedy is a financial advisor at Charles Schwab & Co., Inc. in Indianapolis, IN, with nine years of industry experience. He holds the Series 66 and Series 63 designations and has been with Charles Schwab since 2016. 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 offers a mix of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, using multi-asset model portfolios and research from the Schwab Center for Financial Research.

Cooper Feeney is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Charles Schwab, where he has held various roles since 2020, including positions at Charles Schwab Premier Bank and Charles Schwab Bank in Indianapolis, IN. Prior to Schwab, Feeney worked at The Bridgewater Club LLC and American Eagle Outfitters Inc. Outside of his financial advisory work, he was affiliated with Woodstock Country Club for five years. 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, supported by multi-asset model portfolios, alternative investment due diligence, and an integrated operational structure.

Craig Replogle is a CFP®-designated financial advisor with Robert W. Baird & Co. Inc., where he has worked since 2011. He has 19 years of industry experience and holds a Series 66 license. Outside of his advisory role, he is a financial partner and LLC member of French Repo LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client objectives.

Michael Fish is a Senior Financial Advisor specializing in wealth management within Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to clients' individual goals, aiming to adapt to evolving market conditions. Michael leverages investment insights from Merrill and financial solutions from Bank of America to support his clients' wealth management needs. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Indiana University School of Business. Michael is also engaged in community activities, dedicating time to volunteer with local organizations, reflecting the Merrill tradition of community involvement.

Scott Luc is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading the Cate Brunton Luc Group. He specializes in goals-based wealth management for affluent families, accomplished executives, and successful business owners. Scott's approach focuses on providing exceptional service, customized advice, and disciplined investing to help clients achieve their financial objectives. Scott's professional expertise encompasses areas such as corporate benefits, executive compensation, equity compensation services, family wealth management, legacy planning, philanthropic planning, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Certified Private Wealth Advisor® (CPWA®) designation, and the Personal Investment Advisor (PIA) credential. Scott graduated from Butler University with a Bachelor's degree in Finance. He is involved in the community through his service with the United Way of Central Indiana and the Booth Tarkington Civic Theatre. Additionally, he maintains connections with the Sigma Chi Fraternity, Rho Chapter.

Andrew Pianko is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Charles Schwab in Indianapolis, IN. He has been associated with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2014. Outside of his advisory work, he is involved with Circle City Athletics, where he has been active since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by strategic asset allocation and due diligence on alternative investments.

Bethany Youngs is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at JPMorgan Securities, BMO Harris Financial Advisors, Bank of America, Merrill, and Fifth Third Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers a range of financial planning, asset management, and brokerage products, utilizing an integrated platform that combines adviser programs with active sales of other financial products.

Steven Coons is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Coons has been with Charles Schwab since 2015. 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 options, supported by multi-asset model portfolios and research from its Schwab Center for Financial Research.

Vincent Catania is a CFP® with 38 years of industry experience, currently serving at LPL Financial since 2006. He holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Outside of his advisory role, he acts as a co-trustee for a family trust and is involved in the sale of life and disability insurance policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Yvonne Baird is a financial advisor with Edward Jones in Zionsville, IN, holding a Series 66 designation. She has over 23 years of industry experience, including long-term roles at The Farmers Bank and First Farmers Bank & Trust before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a large nationwide network of advisors and branch offices.

Melanie Moore is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Ameriprise since 2007. Outside of her advisory role, she works as an independent beauty consultant selling Mary Kay products. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Marybeth Walker is a CFP® professional with 31 years of experience in the financial services industry. She currently works at Morgan Stanley and previously spent 19 years at UBS Financial Services. Outside of her advisory role, she serves on the board of directors for the Phoenix Theater, a nonprofit organization focused on theatre and cultural arts in Indianapolis. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning and offering various investment and planning services through its extensive advisor network.

Joseph Richardson is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at W & S Brokerage Services, Western & Southern Life, and Growth MVMT, alongside military service in the United States Army Reserve. Outside of finance, Richardson has experience in the automotive sales industry through Richardson Auto Sales. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with insurance offerings through an affiliated agency.