James Fleming is a financial advisor with Edward Jones in Fishers, Indiana, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Brady O'Connor is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms including Securities America Advisors, Inc. and Equity Services, Inc. O'Connor also serves as an attorney in fact for a family member, managing financial and medical decisions. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Brent Mannix is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2002 and at Bank of America since 2009. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Klausner is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. He has worked at Morgan Stanley since 2017, including five years with Morgan Stanley Private Bank, N.A. Prior to that, he was employed at Janus Distributors LLC and Janus Management Holdings Corp. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment models to support its advisory process.

Michael Bullick is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Edward Jones, First Farmers Bank and Trust, and Raymond James Financial Services. Bullick is also involved with Asbury Country Church, where he has served since 2005. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services.

Heidi Hutchison is a financial advisor with Merrill in Indianapolis, IN, holding Series 63, Series 65, and Series 66 licenses and over 31 years of industry experience. Her prior roles include positions at David A. Noyes, Wells Fargo Clearing, and Coinbase Capital Markets Corp. Hutchison has worked with Merrill since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jeffrey Valler is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Primerica Advisors, he worked with Primerica Financial Services and has also held positions with Uber, DoorDash, and Lyft. He is involved in sales of investment-related and home-related products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, focusing primarily on advisory services for individual investors rather than institutional clients.

Benjamin Hoeing is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Ameriprise and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory advice with other financial products and referral channels.

Laura Nordyke is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. She previously worked for BMO Harris Financial Advisors, Inc. for eight years before joining LPL Financial in 2021. Outside of her advisory role, she provides bookkeeping and marketing support for a family-operated handyman business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by tools such as machine learning for operational and research assistance.

Patrick Turner is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, he worked at Northpointe Bank and held various roles focused on full-time education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, delivering investment advice through multi-asset model portfolios and a centralized operational structure.

Lauren Doodeman is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its related entity since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Jennifer Holland serves as the Resident Director of the Zionsville, Indiana branch office of Merrill and is a Financial Advisor with The Smith Ryan Group. In her role, she works closely with a select number of families, providing a holistic and customized wealth management approach that integrates clients’ goals and objectives into consolidated plans. This approach supports long-lasting relationships and generational wealth management. Jennifer began her career with Merrill in 1999 after earning a bachelor's degree from Indiana University. Her client focus areas include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and is a member of the National Association of Women Business Owners (NAWBO). Based in Noblesville, Indiana, Jennifer lives with her husband, two sons, and their dogs. Outside of her professional responsibilities, she enjoys cooking, gardening, ice hockey, reading, soccer, and spending time with her family.

Kevin Dolen is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise Financial Services where he has worked since 2001 across various Ameriprise divisions. He holds Series 63 and Series 66 registrations. Outside of financial advisory, he is involved in a chain of comic book stores, Downtown Comics, Inc., and serves on the board of the Sigma Alpha Epsilon Social Fraternity. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research and algorithmic tools within a defined investment framework.

Nicholas Van Fossen is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at SNVF Capital and Boyd Gaming, as well as a period of full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized custody and operational infrastructure.

Steven Warner is a financial advisor with Stifel in Anderson, Indiana, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Judd Cromer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Money Concepts Capital Corp, and his own firm, Cromer & Company. He is also a member of the Knights of Columbus, volunteering with the nonprofit in Indianapolis. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and it offers financial planning, access to asset managers, and participation in wrap programs.

Kelly Cropp is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Zore is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Bank of America and Merrill. Outside of his advisory role, he is employed with Tommy Bahama, assisting customers with clothing needs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Stephan Hodge is a financial advisor with LPL Financial in Carmel, IN, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and City Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad network of advisors with diverse investment strategies.

John Ohnemus is a financial advisor with Wells Fargo Clearing in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He previously worked for Prudential Equity Group, LLC for 10 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.