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.

Thomas Scott is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated firms since 2019, following a four-year tenure at PNC Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual and institutional clients, offering a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or custom strategies, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

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.

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.

Gregory Rogers is a financial advisor at Edward Jones in Indianapolis, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, including over 20 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

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.

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.

Jacob Shore is a financial advisor with Edward Jones in Wanamaker, IN, holding the CFP®, ChFC®, and Series 66 designations. He has 19 years of industry experience, including over 20 years with Edward Jones. Outside of his advisory role, he is a member of Cornerstone Wealth LLC, an Indianapolis-based LLC. 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 advisory programs and maintains one of the largest retail advisor and branch networks in the industry, managing approximately $1.01 trillion in assets.

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.

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.

Nolan Kramer is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Jpmorgan Chase Bank, N.A., and academic involvement with Indiana University Bloomington. 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. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework.

Madison Mc Ewen is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining the firm, Madison held various roles outside the financial sector, including positions at Olive Garden and Indiana University Residential Programs & Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Reisert is a CFP® and holds a Series 66 license, with 15 years of experience as a financial advisor at Edward Jones in Greenwood, IN. He has been with Edward Jones since 2011. Outside of his advisory role, Reisert is involved in agricultural real estate and assists with farming decisions through Reisert LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.