Deborah Smogor is a Series 66-licensed financial advisor with Merrill in Indianapolis, Indiana, with 10 years of industry experience. She has worked at Merrill and its affiliate Bank of America, N.A. since 2015 and 2016, respectively. Outside her advisory role, she serves as a board member and committee member for the YWCA North Central and South Bend organizations, focusing on initiatives related to domestic violence awareness and women’s empowerment. 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, and various institutional investors.

Matthew Sherman is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Charles Schwab in 2019, he worked at Assured Partners, Home Depot Inc., and Lowe's. 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 due diligence on alternative investments.

Amy Rice is a financial advisor with Robert W. Baird & Co. in Greenwood, IN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at OneAmerica Securities, American United Life, Lincoln Investment LLC, and City Securities Corporation. Outside of her advisory work, she owns a lawn and landscaping business, Mow & More by Greg, LLC. The DDK Group at Robert W. Baird serves individuals, corporations, pensions, and charitable organizations with services such as financial planning, portfolio management, and custody and brokerage solutions. The firm employs a combination of manager-traded and model-traded strategies along with tax management and direct indexing, supported by internal research and strategic partnerships.

Scott Razzino is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc., Endress and Hauser, Primerica Financial Services, Caterpillar Reman, and Trane Technologies. Outside of advisory services, he is involved in sales of loan products, home security, automation, and other home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by unaffiliated asset managers.

Jill Wright is a financial advisor with Equitable Advisors holding a Series 66 designation and has less than one year of industry experience. Her prior work includes positions at Capital Group and Charles Schwab. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Shawna Ballard is a financial advisor with Ameriprise in Greenwood, IN, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its related entities since 2001. Outside of her advisory role, she owns and manages a consulting business, DS Ballard and Associates. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Steven Rastrelli is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at PNC Investments for nine years. Outside of his advisory work, he has been involved with Boy Scout Troop 96 since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Robert Milligan is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with Cetera Advisors LLC since 2013. Milligan serves on the advisory board of the Plainfield Chamber of Commerce and is involved with the Plainfield United Methodist Church as chairperson and endowment committee member. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through various program platforms and third-party managers.

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.