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.

Heather Rushing is a financial advisor with Edward Jones in Mooresville, IN, holding a Series 66 designation and having nine years of industry experience. She has been with Edward Jones since 2017, previously working at Oasis Outsourcing and briefly in homemaking. Outside of her advisory role, her family is involved in an automotive restoration business, Indy Autowerks, located in Brownsburg, IN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

William Witte is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked with Investment Centers of America and Ameriprise Financial Services. Outside of advising, Witte owns a tax preparation service and serves as president and owner of a waste treatment facility. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its advisors with research and technology tools.

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.

Matthew Koehling is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers a range of financial planning, consulting, and municipal advisory services.

Travis Ehlen is a CFP® professional with 13 years of industry experience, currently advising at Cetera. He has previously worked with Avantax Advisory Services and 1st Global Advisors Inc. Ehlen also owns a CPA practice, Ehlen Heldman & Co., where he is involved in tax projections and wealth management operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and customized strategies.

Mwanza Katotola is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Merrill in 2025, Mwanza worked at Bank of America and Charles Schwab. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Stucky is an investment advisor representative at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, SSN Advisory, and Mass Mutual Investors Services. He is a member and treasurer of the Hazelwood Community Association. OSAIC Wealth serves a broad client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and offers multiple program options, including advisor-managed wrap portfolios, UMA strategies, and retirement plan consulting.

Jaime Morphet is a financial advisor with LPL Financial in Avon, Indiana, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with BMO Bank NA since 2016 and BMO Harris Bank from 2005 to 2016. 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.