Luke Sommers is a financial advisor with Primerica Advisors in Indianapolis, IN. He holds the Series 65 and Series 63 licenses and has 15 years of industry experience. His prior experience includes a role at the Kokomo Tribune in 2017 and long-term positions with PFS Investments Inc. and Primerica Financial Services. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, delivering advisory services through model-driven recommendations.

Bryan Baker is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise since 2016, first at Ameriprise Financial Services, Inc. before transitioning to Ameriprise Financial Services, LLC in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a structured investment framework.

Mark Langdon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management options supported by in-house and third-party research.

Matthew Baltera is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and bringing nine years of industry experience. His prior work includes roles at Raymond James & Associates and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery processes.

Amanda Bishop is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and its services include a broad range of retail and institutional offerings.

David Brown is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. His previous positions include roles at Prudential Insurance Company of America, Mutual of Omaha, and Regions Bank. Outside of his advisory work, he serves as a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides a range of discretionary and non-discretionary portfolio management and financial planning services, utilizing model portfolios, third-party managers, and customized strategies across various account structures.

Steven Schenck is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing personalized investment guidance. Steven earned a Bachelor's Degree from Indiana University/Purdue University at Indianapolis. His educational background supports his role in delivering wealth management services to clients.

Kameron Troxell is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at multiple divisions of J.P. Morgan since 2015, with prior experience at Uber. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Thomas Meltzer Jr. is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 63 designation and 36 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs supported by structured planning tools and investment modeling.

Patrick Gothard is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Boston Beer Corporation, MML Investors Services, Westpoint Financial Group, and MassMutual Life Insurance Company. Outside of finance, he has experience working at Walt's Other Pub and has been involved with the Zeta Chapter of Phi Gamma Delta. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Kurtock is a financial advisor with Equitable Advisors in Carmel, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cardinal Integrated Systems and Pooch Palace Resorts, as well as work with AI Innovations and teaching experience at Fishers High School and Purdue University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional investors, 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, utilizing program sponsors and endorsed TAMPs to deliver both advisory and brokerage solutions.

Connor Wagoner is a financial professional at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual and APEX Wealth Services LLC. His background includes roles supporting client services and financial planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a nationwide network of independent advisors. The firm operates a multi-manager platform, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.

Eric Mc Clurg is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Muncie Novelty Co., Inc. He is based in Indianapolis, IN. 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, and various institutional investors.

Andrea Kobliska is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelley Maguire is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BMO Harris Financial Advisors and BMO Harris Bank. Outside of her advisory role, she is an Associate Financial Advisor at TGG Operations, LLC. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Samuel Biel is a financial advisor at Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to his clients' financial goals and changing market conditions. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Samuel holds a Bachelor's Degree from Purdue University System and a Master's Degree from the University of South Florida. He holds the Professional Investment Advisor (PIA) designation. He is involved in professional organizations such as APA Billiards and BMW Club. Outside of his professional role, Samuel participates in community activities including volunteering with the 4-H organization. His personal interests include billiards, fishing, photography, reading, and spending time with his family.

Alex Shrewsbury is a CFP® professional with three years of industry experience. He has been with Edward Jones since 2022 and previously worked at Ahead LLC from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Freddie Crandall is a financial advisor with Morgan Stanley in Champaign, IL, holding CFP®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. In addition to his advisory role, Mr. Crandall is involved in managing rental properties and real estate ventures. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market simulations to support client financial planning.

Thomas Gowin is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019 and J.J. B. Hilliard, W.L. Lyons, LLC since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection, internal research, and advanced portfolio management tools.

Michael Zick is a CFP® with 25 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at PNC Financial Services and PNC Investments. He serves on the investment committee of the Indiana State Museum and Historical Sites. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.