Martin Spicer is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and has one year of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2012. 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 non-discretionary advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Kim Stevenson is a financial advisor at Edward Jones with 28 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of her advisory role, she is a certified pickleball coach based in Indianapolis, IN. 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 supported by a nationwide network of more than 23,700 financial advisors.

Krystin Sherman is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and previously at Morgan Stanley Private Bank, N.A. from 2016 to 2018. Outside of her advisory role, Sherman serves as the school board president for Montessori Science Academy in New Palestine, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

James Evans is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1996. 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, pension plans, and charitable organizations, offering financial planning and consulting with a non-discretionary approach supported by a wide range of portfolio management styles and affiliated research.

Gregory Heldman is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Cetera and previously worked at Avantax and 1ST Global Advisors. Outside of his advisory work, he serves as president of the Toastmasters Greenwood Woodman Club, focusing on membership growth and education. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager investment approach.

Randolph Davis is a financial advisor with Primerica Advisors in Avon, IN, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1982. Outside of his advisory role, he owns BD Farms LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Sarah Barnhart is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at Barnes & Noble for eight years and at Indiana University Purdue University Indianapolis for five years. She holds a Series 66 designation. 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 managed solutions and separately managed accounts, and reported approximately $1.01 trillion in assets under management.

Michael Coffman is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with OSAIC since 2023 and previously spent 14 years at SagePoint Financial, Inc. Outside of his advisory role, Coffman operates an independent insurance sales sole proprietorship and owns MARC Financial, Inc., which he uses for tax purposes related to his insurance and investment commissions. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by a model-based investment process and offers multiple platforms including discretionary and third-party managed accounts.

Michael Gilpatrick is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Capital Client Group, Inc., Capital Group/American Funds Distributors, Inc., Commonwealth Credit Union, Schwans Consumer Brands, and the University of Louisville. 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 municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Benjamin Pendill is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and operates his own practice, Brody J Wealth Management. Pendill also serves as Treasurer and Secretary on the board of the Kendrick Foundation, a nonprofit organization involved in scholarship approvals and grant funding. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using tailored analytical tools and offering non-discretionary advisory programs. The firm supports a broad client base that includes high-net-worth individuals, pension plans, corporations, and charitable organizations.

Robert Beck is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge since 2016. Prior to that, he was with Timpe & Timpe Financial Advisory Services and CS Capital Management. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple account platforms.

John Kaiser is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2013, serving both on the advisory team and as co-owner of Kaiser and Associates LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines research, algorithmic tools, and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Nicholas Rebman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. He holds Series 63 and Series 65 designations. 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 advisory approach combines quantitative screens and qualitative research to develop model asset allocations, focusing on non-discretionary written asset allocation advice, investment manager selection, and customized performance reporting.

Gabriella Clark is a Series 66 licensed financial advisor at Morgan Stanley in Indianapolis, IN, with one year of industry experience. Prior to joining Morgan Stanley in 2025, she held various roles in the retail and service sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and market modeling techniques.

Joseph Matis is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2012, and previously at Merrill from 2007 to 2012. He is based in Indianapolis, IN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and manages approximately $2.74 trillion in client assets.

Michael Carlson is a CFP® professional with 15 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera and Cetera Wealth Services, LLC since 2013 and operates his own business under the name Carlson Wealth Advisors. In addition to financial advising, he is also licensed as an insurance agent offering life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC provides a multi-manager platform serving individual, corporate, charitable, and institutional clients across the United States. The firm offers a range of advisory services including portfolio management, financial planning, and retirement services, with access to various investment strategies and third-party managers.

Henry Clifton is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Edward Jones and previously worked at Charles Schwab, Merrill, Bank of America, and Massachusetts Met Life. Clifton has held multiple roles within Edward Jones over his career. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Jason Nortell is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Hoosier Lottery and United Parcel Service. Nortell is based in Indianapolis, IN. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mikel Kamphues is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. for 16 years before joining J.P. Morgan Securities. Outside of his advisory role, he is a partner in a real estate LLC that holds rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with both quantitative and qualitative research and may incorporate an ESG framework.

Sarah Eder is a financial advisor with Raymond James & Associates who holds Series 65 and Series 66 designations and has 22 years of industry experience. Her prior experience includes roles at Merrill, BMO Harris Financial Advisors, M&I Investment Management Corp., M&I Financial Advisors, and Ameriprise. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and proprietary research.