Oguzhan Yesinnar is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017, also affiliated with JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies including ESG considerations.

Andrew Campbell is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Charles Schwab in various capacities since 2014, including roles at Charles Schwab Bank, SSB and Schwab Private Client Investment Advisory, Inc. He is based in Indianapolis, IN. 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, supported by centralized operational and supervisory structures.

Brett Brooks is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Ameriprise in Westfield, IN, where he has worked since 2026. Prior to Ameriprise, he was with The Huntington Investment Company for 16 years and Edward Jones for three years. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

William Dobbs is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Dobbs is involved in multiple charitable and community organizations, including serving as a board member of the Feed the Bird Foundation and holding an appointed government position with Ball State University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Barbara Obrochta is a financial advisor with Merrill in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has worked at Merrill since 1992 and has been with Bank of America, N.A. since 2016. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Davis Luckew is a financial advisor at OSAIC with a Series 66 credential and one year of experience. His previous roles include positions at Schlafer Wealth Management and Indiana University. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and the use of various discretionary and third-party strategies.

Evan Espinoza is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, with prior experience in education and retail sectors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools, focusing on advisory services without individual security recommendations in standalone plans.

Mark Zehrung is a financial advisor with Charles Schwab in Indianapolis, holding Series 66 and Series 63 licenses with 17 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2014. Outside of his advisory role, he is also an artist who creates artwork for display in galleries and potential sale. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational resources.

Gordon Homes Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 44 years of industry experience, including 40 years at MetLife Securities, Inc. He also serves as president of Homes Development, LLC, and holds nonprofit board roles including Treasurer of Independence Academy and member of the Indiana ABLE Board. Mass Mutual Investors Services, LLC 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 collaborative annual planning engagements using firm-approved software and tools, with optional implementation through brokerage or insurance arrangements.

Nicholas Mc Gill is a financial advisor at Osaic with Series 66 credentials and one year of industry experience. Prior to joining Osaic, he worked at The Spectrum Financial Group and Nexstar Broadcasting. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisory-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, supported by advanced tools and third-party manager integration.

Kendra Battershell is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1993. Outside of her advisory role, she contributes to her community through part-time customer service work at a local YMCA in Fort Wayne, Indiana. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Todd Machowiak is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 66 designation and has previously worked at optionsXpress, Inc. and FINRA. He is based in Indianapolis, IN. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

Thomas Hedrick is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Cetera since 2019 and owns Hedrick Wealth Management. Outside of advisory work, he is involved in real estate through Magnolia Lane Properties, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Andrew Spears is a Series 66 licensed financial advisor with Raymond James & Associates, based in Carmel, Indiana. He has eight years of industry experience, including prior work with LPL Financial and Ball State University. Outside of advisory work, Spears owns Kendra's Camera Photography, a small business involved in administrative operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services supported by a diverse range of investment strategies and affiliated research.

Ryan Hiatt is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent seven years with Mainscape, Inc. in Noblesville, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Speckman is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual Investment Management. Outside of his advisory work, he serves as a soccer referee. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved tools to provide annual, collaborative financial planning engagements that emphasize investment categories and strategies.

Clayton Witt is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2013, including two years at Schwab Private Client Investment Advisory, Inc. Witt is a partner in Riparian Retreat Stables LLC, an investment venture involving partial ownership of race horses alongside immediate family members. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and alternative investment services across a large client base.

Ryan Stockman is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2022, progressing through various positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Ryan worked as a Financial Services Specialist at Charles Schwab from 2020 to 2022. Ryan's professional focus is on helping clients and families develop comprehensive financial plans to achieve their retirement and other financial goals. He utilizes the tools, technology, and resources available at Fidelity to support his clients. He is known for his commitment to understanding what is important to his clients and their families. Outside of his professional work, Ryan is interested in fitness, socializing with friends, music, and traveling.

Jenny Feller is a Planning Consultant at Fidelity Investments, where she has been part of the Indianapolis planning team since 2021. In this role, she assists clients in building and maintaining their financial profiles, providing clarity, and developing personalized financial roadmaps to help achieve their goals. Prior to this position, she served as a Relationship Manager at Fidelity Investments from 2017 to 2021. Jenny's career in finance began in the banking industry, where she worked for 17 years. Her previous roles include Licensed Financial Consultant at PNC Bank from 2008 to 2017, Licensed Banker at National City Bank from 2005 to 2008, Branch Manager at National City Bank from 2003 to 2004, and Management Trainee at National City Bank from 2001 to 2003. Outside of her professional work, Jenny has interests in art, fitness, food, pets, photography, and reading.

Jonathan Owens is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and The Prudential Insurance Company of America. Owens is based in Indianapolis, IN. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.