Paul Larkin is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at TD Securities and Osaic FA, Inc. He is based in Indianapolis, IN. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Harper is a Series 66-licensed financial advisor with LPL Financial in Plainfield, Indiana, and has 27 years of industry experience. Before joining LPL Financial in 2009, he worked at Citigroup Global Markets and Merrill. Outside of his advisory role, Harper coaches multiple youth sports teams in Plainfield Community School Corporation, including girls basketball, football, and baseball. 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 financial planning and portfolio management services through a large network of investment adviser representatives.

Camille Bice is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. Her recent work history includes roles at JPMorgan Chase Bank, N.A., and Valeo Financial Advisors, LLC, as well as academic positions at the University of Notre Dame. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and offers broader derivatives and commodities capabilities through affiliated entities.

Austin Hofsommer is a financial advisor with Edward Jones in Avon, IN, holding a Series 66 credential and seven years of industry experience. He has been with Edward Jones since 2018. Outside of his advisory role, he serves as an elder at Our Fathers House church in Indianapolis, where he participates in leadership, Bible studies, and occasional preaching. 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 programs and investment solutions through a nationwide network of financial advisors and branch offices.

Todd Camden is a financial advisor with Cetera in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. He has previously worked at Merrill and Empower Financial Services, among other firms. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Sydney Weiner is a Series 66–registered financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, Weiner was involved with the Indiana House Republicans and Symphony Care Network. 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 within a non-discretionary advisory framework.

Amanda Davis is a Series 66 licensed financial advisor at Thrivent Investment Management with two years of industry experience. She has been with Thrivent and its affiliates since 2024, following a nine-year tenure at Forte' Sports Medicine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without managing discretionary accounts. The firm offers planning in areas such as retirement, tax, estate, and special needs, and allows clients to combine these services with managed accounts under a consolidated billing option.

Lucas Bruggeman is a financial advisor at Stifel with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following two years at City Securities Corporation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Yusuf Thomas is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. He previously worked at Charles Schwab & Co., Inc. for two years and has experience in home care and facility services. 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, retirement plans, corporations, and charitable organizations.

Richard Pflueger is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

James Kemmerer is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Matthew Mark is a financial advisor at Wells Fargo Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served in the US Space Force since 2021 and attended the US Air Force Academy from 2017 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Thomas Coleman is a Series 66-licensed financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at Park Avenue Securities and Guardian Life Insurance Company. He also serves as Project King Director with Bloom Project, Inc., a nonprofit organization based in Indianapolis. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides diverse investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Michael Coats is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2012. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations in its recommendations.

Clint Blackburn is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and with nine years of industry experience. He is the owner and partner of Blackbear Capital LLC, a personal investment company he manages jointly with his wife. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework.

Marcus Burns is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at LPL Financial LLC, BMO Harris Bank, PNC Investments, and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning. The firm’s approach integrates investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and asset allocation guidance.

Lynnette Hanes is a financial advisor with J.P. Morgan Securities based in Indianapolis, IN, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. She has been with J.P. Morgan Securities since 2006 and has worked with JPMorgan Chase Bank, N.A. since 1978. 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 searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Travis Blessing is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes 11 years at PNC Private Bank and eight years at Merrill. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining extensive advisory services with a broad range of non-advisory financial activities.

Joseph Drury is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Drury serves on the Board of Directors for the National Guard Association of Indiana. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Robertson is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and IMBB Investment Advisors. 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 financial planning and investment management services delivered through a broad network of investment adviser representatives.