Pushpak Peddi is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Bank of America, N.A., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Green is a financial advisor based in Indianapolis, IN, currently with Morgan Stanley. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked at Home Bank and Meijer, and spent seven years with the Center Grove School System. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools as part of its financial planning process.

Matthew Crispin is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he serves as a basketball referee for the Indiana High School Athletic Association. 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, including tailored financial planning supported by firm-approved tools and a structured discovery process.

David Gruesser is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that incorporates firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Joseph Olexa is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2017. Prior to his advisory career, he was affiliated with Indiana University for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Matthew Lerch is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. Before joining LPL Financial in 2018, he worked at Cetera and First Merchants Bank. Outside of finance, he operates Lerch Lawncare, a lawn care business he has managed since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a range of investment strategies supported by technology and research tools.

Georganne Brown is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning through its network of Financial Advisors and specialized groups. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques without providing individual security recommendations as part of standalone financial plans.

Steve Spelde is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work includes positions at Foresters Financial Services and Foresters Advisory Services. He is also the owner of Steve Spelde Financial LLC for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Edward Villanyi is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 2009 to 2022. Outside of his advisory role, Villanyi serves as a board member of the Geist Lake Coalition, coordinating education and stewardship activities for the lake. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Deann Lehman is a financial advisor with LPL Financial operating out of Fishers, IN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James Financial and Edward Jones. She is also involved with the Linton Civitan Club, a community organization. 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 financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, with a broad platform that includes both advisory and non-advisory financial services.

James Ruthrauff is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 30 years of experience in assisting accomplished families with managing their financial lives. He leads Kahn, Ruthrauff & Associates, working with a select group of clients to provide integrated financial planning and guidance. His approach emphasizes clarity and coordination, collaborating closely with other professionals such as CPAs and attorneys to ensure comprehensive management of financial matters. Jim's expertise includes financial strategies tailored for individuals, families, and business owners, addressing goals like pursuing financial security, retirement planning, college education planning, portfolio management, and small business strategies. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Indiana Wesleyan University and a Master of Business Administration from the University of Florida. Additionally, he completed specialized coursework through Yale University focused on asset allocation, ethics, risk and performance measurement, investment objectives, and due diligence. Outside of his professional role, James Ruthrauff lives in Granger with his wife Jeannie. He is involved in the Economic Club of Michiana and contributes to community efforts such as Habitat for Humanity. His personal interests include biking, boating, and skiing.

Austin Krutzsch is a financial advisor with Mass Mutual Investors Services in Indianapolis, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2015. Mass Mutual Investors Services, a subsidiary of MassMutual, is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs, including divorce and estate-settlement planning, and conducts educational seminars.

Ryan Dwyer is a financial advisor with Edward Jones in Carmel, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He joined Edward Jones in 2018 after working at E*TRADE Capital Management LLC and E*Trade Securities LLC from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jamie Engle is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial and Uvest Financial Services Group. She is based in Indianapolis, IN. Cetera Investment Advisers is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers, operating a multi-manager platform with various program options and custodial arrangements.

William Powers is a financial advisor with Thrivent Investment Management in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a wide range of financial planning topics, with clients able to integrate planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Ryan Gravelin is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana. He holds Series 63 and Series 66 licenses and has nine years of industry experience, all with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment-management entities.

Daniel Woodhouse is a CFP® professional affiliated with LPL Financial, bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and has held roles at Teachers Credit Union and CUNA Brokerage Services, Inc. since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management.

Matthew Williams is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he worked in hospitality and independently produced a documentary exploring street outreach programs for people experiencing homelessness. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

Darrin Ottinger is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. In this role, he leads a team focused on assisting clients with comprehensive wealth management, including financial, retirement, trust, and estate planning. With 33 years of experience in the wealth management business, Darrin and his team uphold Merrill’s fiduciary responsibility to prioritize client interests. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Darrin earned a Bachelor’s Degree from Indiana University and a High School Diploma from Frankfort High School. He is also committed to community involvement, dedicating time to volunteer with local organizations in alignment with Merrill’s tradition of service.

Andrew Smith is a CFP®-designated financial advisor with 24 years of industry experience, currently with Edelman Financial Engines in Indianapolis, IN. His prior roles include positions at The Mutual Fund Store and multiple Financial Engines entities dating back to 2002. He serves as a board member and executive committee member of the Better Business Bureau of Central Indiana. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary, committee-driven modeling process with planner delivery and online tools, offering both discretionary and non-discretionary advice across a broad range of account types.