Jennifer Ervin is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at Sanctuary Securities, Inc. and Sanctuary Advisors, LLC before joining Financial Engines Advisors L.L.C. in 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary management and non-discretionary advice across a range of account types.

Daun Sidor is a financial advisor at Morgan Stanley in Indianapolis, IN, holding a Series 63 designation with 27 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by its Global Investment Committee’s research and modeling tools.

Dustin Stonebraker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at First Merchants Investment Services, Cetera, and PNC Investments. Outside of finance, he co-owns Good Intentions Farm, which produces livestock and produce. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Bry Howard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Ivy Tech Community College of Indiana, Ehlen & Heldman PC, and KSM Business Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and strategies, supported by a large national network of financial advisors and branch offices.

Richard Greco is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Old National Bank and LPL Financial since 2011. Outside of financial advising, Greco is a performing musician and member of a six-piece band. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Patricia Koble is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has previously worked at PNC Bank NA and Indiana University. She serves as a volunteer member of the investment committee for the Junior League of Indianapolis, a nonprofit focused on advancing women's leadership through community action. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary, asset allocation advice supported by centralized due diligence and combines quantitative and qualitative research for customized investment recommendations.

Kyle Archer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Penguin Random House, and Nucor Steel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research to build model asset allocations and offers expanded derivatives and commodities capabilities through its regulatory registrations and affiliations.

Barton Hunter is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Hunter has ownership interests in multiple investment-related entities, including BJH Financial LLC and FHT Administrative Services LLC. 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 investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools.

Erin Robertson is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She has worked at Charles Schwab & Co. and TIAA, among other firms, and has previously held a role as an Educational Testing Service Reader. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting.

Ryan Pearman is a financial advisor with J.P. Morgan Securities in Indianapolis, holding Series 66 and Series 63 licenses with five years of industry experience. His prior work includes roles at JPMORGAN Chase Bank, Shawnee Baptist Church, and Premier Graphics of Louisville. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Joseph Huffman is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held roles at Prime CarWash, Quincy University, Denison Parking, and RBI Factory. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning across various topics without discretion over portfolio management. The firm emphasizes goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

Autumn Green is a financial advisor at Edward Jones in Greenwood, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Autumn worked in healthcare and retail sectors including Columbus Regional Health and Target. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Andrew Gleaves is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for eight years. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Julianna Morales is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. Her career includes roles at BMO Harris Financial Advisors and BMO Harris Bank, spanning over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kimberlee Fogg is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 designations and 38 years of industry experience. She has been with Merrill for 40 years and has also worked at Bank of America, N.A. for 15 years. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Ella Ohrvall is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and beginning her industry career in 2026. Her prior experience includes roles at JPMorgan Chase Bank, First Internet Bank, Heritage Environmental Services, and entrepreneurial involvement with Pizzology Restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process incorporates centralized due diligence, combining quantitative and qualitative research to build model asset allocations, and includes broader derivatives and commodities capabilities.

Carla Kavanaugh is a financial advisor with Morgan Stanley Smith Barney in Indianapolis, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating tools such as Monte Carlo simulations and Secular Return Estimates to support client outcomes.

Joseph Clagg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including Avantax Investment Services, Proequities Inc, and Mutual of America Securities. 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, model portfolios, and third-party asset management, supported by technology tools and a broad platform of financial activities.

Elizabeth Payton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates sustainability criteria within its recommendations.

Jonathan Emerick is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2014, including a prior role at Merrill in 2012. Outside of finance, he serves as a consultant for an orthodontics practice, providing minor business advice. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence with quantitative and qualitative research and incorporates ESG considerations in its recommendations.