Alexander Haboush III is a CFP® professional with 30 years of industry experience, currently associated with OSAIC. His work history includes roles at Royal Alliance Associates, John Hancock Mutual Life Insurance Co., and Signator Investors, Inc. Outside of his advisory work, he has been involved with the Bloomington Parks Department for three decades. OSAIC serves a diverse clientele including retail and institutional investors, offering a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and various managed account strategies.

William Fuentes Torres is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, personal retirement planning, and retirement income. In his role, he focuses on connecting clients to tailored plans that align with their unique ambitions, helping them pursue personal goals such as funding education, securing retirement lifestyles, and managing long-term family objectives. William brings a bilingual approach to his practice, fluent in both English and Spanish, which enables him to support the local Hispanic community with financial and retirement guidance. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). William completed his high school education at Carmen Belen Veiga. Outside of his professional work, William enjoys spending time with his wife Marian and their two children. His personal interests include cooking, exploring different cultures and their cuisines, basketball, adventure sports, hiking, scuba diving, and engaging in discussions on history, military, and economics.

Theodore Burgoon is a CFP® professional with 14 years of experience, all with Edward Jones in Brownsburg, IN. He holds a Series 66 license and has been with Edward Jones since 2012. Outside of his advisory role, he co-owns an Airbnb business through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs. The firm is notable for its extensive retail advisor network and affiliated capabilities such as a trust company, mutual funds, and securities-based lending.

Douglas Ehlen is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Cetera and has previously worked at Avantax and 1ST Global Advisors. He is also a principal at Ehlen Heldman & Company, which focuses on tax, accounting, and wealth services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures.

Laura Ehlen is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 license and has worked at several firms, including Avantax Investment Services and EHC Wealth Advisors LLC. Outside of advising, she operates Laura E. Ehlen Fitness, where she educates clients on nutrition, activity, and mental coaching to support healthier lifestyles. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Lawrence Moran III is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and joined LPL Enterprise in 2024. He is involved in insurance services through Liberty Mutual and Comparion Agency as well as in non-variable health insurance sales with the Sorg-Moran Agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment portfolios and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Brandi Greenleaf Barnes is a Series 66-licensed financial advisor with Raymond James & Associates in Indianapolis, IN, where she has worked for five years. Prior to joining Raymond James, she spent five years with the Crohn's & Colitis Foundation. Barnes is also an author contributing to the VIP Center for Business Women. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Bennett Ely is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked with JPMorgan Chase Bank, NA, Prosperity Advisors, and Cooke Financial Group. He is based in Indianapolis, IN. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Zachary Ashby is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise, Ashby worked at several firms including Huntington National Bank, J.P. Morgan Securities, and Fifth Third Securities. Ameriprise Financial Services serves individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Perry is a financial advisor with Osaic Wealth in Indianapolis, IN, holding a Series 66 credential and six years of industry experience. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services, Inc. and Ascension Health. Outside of his advisory role, Perry is a co-owner of Perry Financial Group, where he is involved in insurance sales and tax preparation. Osaic Wealth serves a diverse 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 process focuses on model-based asset allocation and portfolio optimization, providing a range of managed account strategies and access to alternative investments via third-party platforms.

Kyle Lewis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. Before joining Morgan Stanley, he worked at Uber and CVS Health. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses as part of its financial planning process.

Michael Matchett is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 66, Series 65, and Series 63 licenses. He has seven years of industry experience, including roles at Financial Enhancement Group and CNO Financial Group prior to joining J.P. Morgan. 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. The firm’s advisory process incorporates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Curtis Mc Clure is a financial advisor with Edward Jones in Greenwood, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which have been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Travis Gilliam is a financial advisor with LPL Financial in Greenwood, IN, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at PNC, Crowe Wealth Management, Merrill, and Natcity Investments. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and extensive non-advisory financial activities.

Eric Randel is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is based in Plainfield, Indiana. Outside of his advisory role, he owns a rental business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Greg Johnson is a financial advisor with Thrivent Investment Management in Greenwood, IN, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked at Cummins for 26 years. He serves as a board member for Transformational Living Ministries, a Christ-centered recovery house providing support for individuals recovering from substance abuse. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and comprehensive planning without discretionary trading authority.

Jason Rudder is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He focuses on building long-term relationships with clients to provide financial planning tailored to their unique goals and life stories. His approach emphasizes trust, clear communication, and consistency to help clients make informed financial decisions. Jason has experience in various roles within the financial services industry. Prior to his current role, he worked as a Workplace Financial Consultant at Fidelity Investments from 2021 to 2026. He also served as an Investment Advisor Representative at Regal Investment Advisors in 2020 and as a Registered Representative at Western Southern Life Insurance from 2019 to 2020. His personal interests include comedy, social events with friends, parenthood, sailing, and swimming.

David Tidd is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2012 and at JPMorgan Chase Bank, NA since 2007, following an earlier role at Ameriprise from 2004 to 2007. He holds the Series 66 designation. 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 program emphasizes 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.

James Mccallister is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1996 and serves as a Primerica Life Insurance PFSU Instructor for Indiana. In addition to his advisory role, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers an operational model based on tiered wrap fees and independent manager oversight.

Kyle Bennett is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously worked at PepsiCo and Indiana University. Bennett serves on the board of HVAF of Indiana, a nonprofit organization, where he chairs the Investment Committee. 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.