Larry Haler is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 66 designation and 17 years of industry experience, all with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to individuals and institutions, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements with employers.

Matthew Bose is a financial advisor with LPL Financial, holding a Series 66 credential and 24 years of industry experience. His career includes nearly two decades at Waddell & Reed Inc and various insurance carriers, as well as operating his own advisory business, Matthew E Bose. He has also been involved in business entities related to investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Joshua Witkowski is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory, Inc., Charles Schwab Bank, SSB, and Charles Schwab since 2016. 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 integrates non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investments program.

Kurtis Wagner is a financial advisor at Raymond James & Associates in Carmel, IN. He holds a Series 66 designation and began his career in the financial industry in 2025. His prior experience includes roles in retail, education, and food service. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Paul Dietz is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2017, following a decade at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Richard Sulewski is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Blake Horner is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Merrill, Uber, and Meijer. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services through a select group of Wealth Advisors on a non-discretionary basis.

James Abels is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities, Inc. from 2015 to 2017. He is also affiliated with Mass Mutual Life Insurance Company since 2016. 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, using firm-approved software to develop collaborative, annual planning relationships.

Jeffrey Roach is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He previously worked for Cambridge Investment Research Advisors, INC for 17 years before joining LPL Financial in 2023. Outside of his advisory role, Roach is involved in real estate brokerage and mortgage services, and he participates in the Smart Vestor Pro program affiliated with Dave Ramsey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios and research from multiple sources.

Claire Burke is a financial advisor at Osaic with a Series 66 designation and recently started her career in the industry. Her prior work includes roles at Resource Planning Group and The Sixpence, as well as experience outside finance with Creating Joyful Moments and Culvers. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, using various tools such as asset-allocation software and automated rebalancing to build portfolios across multiple asset classes.

Mark Hayes is a CFP® and Series 66-registered financial advisor with LPL Financial, bringing 18 years of industry experience. He previously worked at Plan Intelligence, LLC for five years and has been with LPL Financial since 2014. Hayes serves on the Michigan State Alumni Association Board. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations. The firm provides a wide range of financial planning and advisory services, leveraging a variety of programs and research resources.

Debra Powell is a financial advisor with Stifel in Zionsville, Indiana, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. She has been with Stifel since 2017, following a three-year tenure at City Securities Corporation. Powell also serves as a notary public in Indiana, providing notarization services related to her work at Stifel. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and advisory services alongside fee-based financial planning. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to assist client decision-making.

Joseph Gautier is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 65 and Series 63 designations and 11 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2014 to 2025 before joining MassMutual in 2025. MassMutual Investors Services 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 annual, collaborative financial planning engagements using firm-approved analytical tools and provides various specialized planning programs, including recently added Divorce Planning services.

Lubasi Katundu is a financial advisor at Charles Schwab with two years of industry experience. Prior to joining Schwab in 2023, he worked for First National Bank Zambia Limited for ten years. Outside of his advisory role, he has been involved with Kohl's Ecommerce Fulfillment Center and the Indiana University School of Nursing. Charles Schwab serves a large client base, 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 advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jacob Statz is a CFP®-designated financial advisor with 21 years of industry experience, currently with Stifel since 2023. He previously worked at Bank of America and Merrill from 2015 to 2023. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Scott Dieterle is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked with Charles Schwab and its affiliates since 1999, including roles at Charles Schwab Bank, SSB and Optionsxpress, Inc. 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 combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services within a centralized operational model.

Guy Gage is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of advisory work, he is involved with a family farm. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jakob Lennon is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. Prior to his current role, he has held various positions including independent contractor work with Door Dash. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and utilizes multiple sponsored programs and endorsed third-party managers to deliver both advisory and brokerage solutions.

Dustin Hunt is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2019, progressing from Financial Consultant 1 to Financial Consultant before assuming his current role in 2024. His approach centers on understanding clients' goals, priorities, and vision for the future to co-create personalized strategies that balance growth and risk. He focuses on providing clarity and guidance to help clients make informed decisions for both short-term needs and long-term aspirations. Outside of work, Dustin enjoys family activities, fitness, football, social events with friends, golf, and traveling.

Michael Ohara is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Valeo Financial Advisors, Castle Investment Advisors, Stifel Nicolaus & Co Inc, Bridge International, and Kovitz Investment Group Partners, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.