Matthew Lerch is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Cetera and First Merchants Bank before joining LPL Financial in 2018. Outside of his advisory role, he operates Lerch Lawncare, a business he has managed since 2015. 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 with discretionary and non-discretionary management options supported by LPL Research and third-party providers.

Georganne Brown is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials with 25 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

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 Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with LPL Financial in Fishers, IN. Her prior experience includes tenures at Edward Jones and Raymond James Financial. She is also involved in community service through the Linton Civitan Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources across discretionary and non-discretionary management approaches.

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.”

Drue Anderson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 26 years of industry experience. Prior to joining J.P. Morgan in 2018, Anderson worked at Citigroup Global Markets for 11 years. Outside of advisory work, Anderson is the owner of Tribal Creative Group LLC, a publishing venture focused on authoring books, including an upcoming work titled "Truth & Tribalism," which explores social group dynamics and decision-making. 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 an ESG eligibility framework. The firm’s offerings include asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis.

Ryan Gravelin is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2016 and previously worked at Enterprise Holdings from 2013 to 2016. J.P. Morgan Securities LLC 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, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Daniel Woodhouse is a financial advisor with LPL Financial, holding the CFP® designation and several securities licenses, with 28 years of industry experience. He has worked at LPL Financial since 2022 and has been affiliated with Teachers Credit Union and Cuna Brokerage Services since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

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®-certified financial advisor with 24 years of industry experience. He has worked at Edelman Financial Engines and its predecessor firms since 2016, with prior experience at TMFS Advisors, LLC. Smith 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 utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

James Pike is a financial advisor with Ameriprise in Fishers, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, he is the creator and manager of a mobile app business and serves as Treasurer on the Board of Directors for the Central Indiana Association of Collaborative Professionals. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeremy Decatur is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at Charles Schwab & Co., Inc. for the majority of his career, with previous roles at Global Atlantic Financial Group and Insite Managed Solutions. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by Schwab’s research.

Jamie Sanders is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Jamie works closely with business partners to utilize available resources effectively, aiming to earn and maintain clients' trust within the Private Wealth Management team. Jamie has been with Fidelity Investments since 2007, beginning as a Mutual Fund Trader. From 2009 to 2021, Jamie served as a Senior Relationship Manager, followed by a position as Wealth Management Service Specialist II from 2021 to 2024 before assuming the current role in 2024. Outside of professional responsibilities, Jamie has interests in baseball, concerts, football, movies, and music.

Linda Mulcahy is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she owns and operates Prime Thyme Meals, a catering service specializing in small dinner parties and weekend events. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Peter Emigh is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 63 designation and over 32 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. Emigh is also the owner of Argos Financial Group, Inc., a financial advisory business. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing firm-approved tools to deliver annual, collaborative financial planning engagements.