Kenneth Sendelweck is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2012. Outside of his advisory role, he serves as a director on the finance and investment committees of Memorial Hospital and Health Care Center and is a committee member on the finance commission for Precious Blood Church. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies supported by internal and third-party managers.

Cassi Patterson is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation with 19 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Morgan Keegan & Company, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory solutions with other financial products.

Scott Troutman is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, he appeared in a local plumbing commercial in a non-compensated capacity. UBS Financial Services serves individual, corporate, and institutional clients through a combination of 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 offers a broad array of capital markets and advisory solutions.

Jeffrey Avagian is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and brings over 31 years of experience in the financial services industry. Jeffrey specializes in cash flow management, retirement and estate planning services, college planning, and tax minimization strategies. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Jeffrey holds a Chartered Retirement Planning Counselor (CRPC) designation and Personal Investment Advisor (PIA) certification. He earned a bachelor's degree in Public Financial Administration from Indiana University Bloomington and a master's degree in Business Administration from Baldwin-Wallace College. Jeff applies a personalized approach, working with clients one-on-one to develop financial strategies tailored to their long-term goals. Outside of his professional responsibilities, Jeffrey follows Merrill's tradition of community involvement and volunteers with organizations in his community. He enjoys boating, skiing, and spending time with his wife, Krista, and their three daughters, residing in Carmel, Indiana.

Patrick Rickman is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Fifth Third and has a background that includes four years at Lewis University. 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 a centralized operational structure.

Joseph Knoth is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2013. Outside of his financial career, he was involved with Hoyt's Carpet Cleaning from 2010 to 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes to develop written recommendations tailored to client goals.

Ellen Zawacki is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Capital Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a range of investment strategies.

Tophel Secuskie IV serves as Resident Director at Merrill, where he applies a personalized approach to wealth management. He focuses on understanding the diverse aspects of each client's financial situation and utilizes Merrill's resources to develop integrated financial strategies aimed at helping clients pursue their goals. His client focus areas include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, and socially responsible investing among others. Tophel began his career in financial services with Merrill in 2018. He directs asset allocation, sector diversification, and security and fund selection within The Dorman Vickers Group, a team with over 100 years of combined experience. He holds a Bachelor's Degree from DePauw University and has earned the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute™ at the University of Chicago Booth School of Business, along with other professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Rockville, Indiana, Tophel lives with his wife and two children. He is involved in his community through activities such as coaching for Parke Heritage High School varsity football and volunteering with the Rockville Youth League and Parke County Community Foundation grants. His personal interests include baseball, biking, boating, fishing, football, hiking, hunting, soccer, spending time with family, and traveling.

David Robertson is a financial advisor with Charles Schwab in Indianapolis, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab, he worked in education and operates two photography studios specializing in sports and general photography. He is also the owner and creator of Algebra Awesomeness, an educational resource provider. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated custody and brokerage services.

Hayden Mills is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked in real estate investment services and held academic roles at the University of Tennessee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tim Meister is a CFP®-certified financial advisor with Ameriprise in Noblesville, IN, bringing 45 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Adam Humphrey is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to this, he held roles at PolyOne, Grace Church, Springhill Camps, Indiana University, AroundCampus Group, and ESG Security. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lauren Johnson is a financial advisor at Charles Schwab with one year of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2019, including roles at Charles Schwab Premier Bank and Charles Schwab Bank. Prior to joining Schwab, she spent four years at First Financial Bank. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Anthony Jung is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Outside of his advisory role, he is involved in independent insurance brokering and operates Jung Consulting LLC, which manages his Ameriprise franchise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendations supported by research, modeling, and tax-efficiency analysis, primarily for clients with Ameriprise-managed accounts.

David Brechbuhl is a financial advisor with Cetera in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Cetera and affiliated entities since 2015. Outside of his advisory role, he serves as an Honorary Consul for Switzerland for the state of Indiana and is a board member and development committee member at the Central Indiana Police Foundation. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and approximately 800,000 clients. The firm offers a range of investment and retirement solutions including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Kerrie Coe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Cetera and Cetera Investment Services for over a decade before joining Wells Fargo Clearing. Outside of her advisory role, she has full ownership of Kentucky Sycamore Properties LLC, a residential property holding company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven process based on modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than many institutional advisers.

Shelby Utterback is a financial advisor with LPL Enterprise, holding a Series 66 license and based in Indianapolis, IN. Shelby has no prior industry experience and has been with LPL Enterprise since 2026. Outside of advising, Shelby is involved in the dental field, with recent work history at several dental practices and the IU Dental School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Stephen Harris is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He owns and operates a book reselling business, Inspired Minds Group, and participates in weekly discussions related to this venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated services, supported by a large national network of advisors and branch offices.

Andrew Tiplick is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005 and holds the Series 63 designation. He is based in Indianapolis, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a written Recommendation Report and ongoing advice, using proprietary research and algorithmic tools.

Courtney Lockwood is a financial advisor at Charles Schwab with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, 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 advice alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.