Mwanza Katotola is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill, Katotola worked at Bank of America, N.A. 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 investment strategies for individuals and institutional clients.

Jason Stucky is a financial advisor at Osaic Wealth, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Outside of his advisory role, he serves as a member and treasurer of the Hazelwood Community Association. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.

Jaime Morphet is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at BMO Bank NA and BMO Harris Bank, where he has been employed since 2005. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Paul Larkin is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He previously worked for TD Securities (formerly Cowen and Company LLC) for 11 years before joining J.P. Morgan in 2026. He holds Series 66 and Series 65 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Michael Harper is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. He has worked at LPL Financial since 2009, following five years at Citigroup Global Markets and five years at Merrill. Outside of his advisory work, Harper coaches girls basketball, football, and baseball for the Plainfield Community School Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Tina Williams is a Series 66-licensed financial advisor with Edward Jones in Indianapolis, IN, where she has worked since 2009, totaling 17 years of industry experience. She practices at one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a broad range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, fiduciary standard, and integrated services beyond traditional advisory capabilities.

Camille Bice is a Series 66-registered financial advisor with J.P. Morgan Securities in Indianapolis, IN. She has one year of industry experience and has held roles at JPMorgan Chase Bank and Valeo Financial Advisors. Camille was also affiliated with the University of Notre Dame during 2024 to 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Zackary Bell is a financial advisor at Edelman Financial Engines in Indianapolis, IN, holding a Series 65 credential with less than one year of industry experience. His prior work experience includes roles at Harvest Investment Services and positions outside finance in retail and education. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term orientation.

Bryan Epperson is a financial advisor with Raymond James & Associates, holding the Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Raymond James & Associates since 2016, following prior roles at J.J.B. Hilliard, W.L. Lyons, LLC and Merrill. Outside of his advisory work, he serves as a board member of his local homeowners association. Raymond James & Associates is a 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 financial advisor at J.P. Morgan Securities with two years of industry experience. They hold a Series 66 designation and have prior work experience with Indiana House Republicans and Symphony Care Network. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Amanda Davis is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Indianapolis, IN. She has two years of experience with Thrivent Investment Management and prior experience at Forte' Sports Medicine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics without discretionary trading authority and offers a consolidated billing option combining planning and managed-account services.

Lucas Bruggeman is a financial advisor with Stifel in Indianapolis, Indiana, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and was previously with City Securities Corporation from 2014 to 2016. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance, and provides both fee-based financial planning and recommendations of third-party advisers.

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.

Delane Sayler is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent since 2002. Outside of his advisory role, he serves on the school board of Zion Lutheran School, where he participates in governance and budget planning. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining separate service delivery.

Michael Coats is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.