Katherine Free is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Protiviti and Deloitte & Touche LLP. She owns and operates KMF Financial LLC, an investment-related practice based in Indianapolis. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through financial advisors.

Andrew Gaston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Primerica and its affiliated firms since 1986, including a long tenure at Primerica Financial Services Home Mortgage Inc. Gaston also engages in the sale of home security and automation products through part-time referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Brandon Blumenhorst is a financial advisor with J.P. Morgan Securities based in Indianapolis, Indiana. He holds a Series 66 designation and has nine years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at Edward Jones from 2016 to 2019. 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 screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and leveraging a range of derivatives and commodities capabilities.

Michael Gilbert is a financial advisor at LPL Financial in Indianapolis, Indiana, holding a Series 66 designation with two years of industry experience. Prior to his current roles at LPL Financial and Blue Chip Wealth Management, LLC, he worked at Milliken & Company for a combined 17 years in engineering services management. 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 portfolio programs, third-party asset management, and institutional platforms.

Donald Ivey III is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work experience includes roles at MSD of Decatur Township and LGSTX Distribution Services, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Bryan Denbo is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Corey Cordray is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including J.P. Morgan Securities and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Vincent Viveros is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Morgan Stanley. Outside of his advisory role, he serves as a board member for EcoGrains, a company focused on sustainable aviation fuel production, and holds leadership positions with the Ivy Tech Foundation and the Escala Foundation, both nonprofit organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research with a focus on written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

Matthew Tedford is a financial advisor with Fidelity, holding Series 63 and 66 designations and bringing 20 years of industry experience. He has been with Fidelity and its affiliates since 2005, including a seven-year tenure at Fidelity Personal and Workplace Advisors and his current role beginning in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and offers specialized services including fund advisory and model portfolio delivery using systematic methodologies.

William Perry is a financial advisor with Charles Schwab in Indianapolis, IN, holding CFP®, Series 63, and Series 65 designations and 15 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016. Perry is also the president and sole owner of Puma Palace LLC, a leasing business unrelated to investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary guidance and access to discretionary separately managed accounts using multi-asset model portfolios and alternative investment options, supported by its integrated operational structure and extensive client base.

Julia Phillips is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Phillips has been with JPMorgan Chase Bank, N.A. and affiliated entities since 2011, including over a decade at J.P. Morgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process involves centralized due diligence combining quantitative and qualitative research and may incorporate ESG criteria in client recommendations.

John Hamm is a CFP® and Series 66–registered financial advisor with Edward Jones in Indianapolis, IN, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Timothy Stout is a financial advisor at Edward Jones in Mooresville, IN, with 29 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior work includes roles at Valic Financial Advisors, Corebridge, Voya Financial, OneAmerica Securities, and Tiaa. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Dicken is a CFP® professional affiliated with Wells Fargo Advisors in Indianapolis, IN, with two years of industry experience. His prior roles include positions at Savant Wealth Management and Citizens Energy Group. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and divorce planning, using proprietary research and tools to develop tailored recommendations.

Jason Spilbeler is a CFA® charterholder with 19 years of experience at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in Indianapolis, IN. He serves as Treasurer and chairs the Finance Committee on the Board of Trustees for the Indianapolis Zoo and is a member of the Investment Committee for Goodwill of Central and Southern Indiana Foundation. 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 reporting within a non-discretionary framework.

Matthew Lerch is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. Before joining LPL Financial in 2018, he worked at Cetera and First Merchants Bank. Outside of finance, he operates Lerch Lawncare, a lawn care business he has managed since 2015. 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 various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a range of investment strategies supported by technology and research tools.

William Powers is a financial advisor with Thrivent Investment Management in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a wide range of financial planning topics, with clients able to integrate planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Daniel Woodhouse is a CFP® professional affiliated with LPL Financial, bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and has held roles at Teachers Credit Union and CUNA Brokerage Services, Inc. since 1999. 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, and access to third-party asset management.

Charles Williams Jr. is a financial advisor with Equitable Advisors in Indianapolis, Indiana. He holds the Series 63 and Series 66 designations and has 34 years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and Axa Advisors. Williams serves as Membership Committee Chair for The Antelope Club in Indianapolis. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to offer a range of investment solutions tailored to client needs.

Brett Perks is a financial advisor with Thrivent Investment Management in Greenwood, IN, holding Series 63, 65, and 66 designations and with 28 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management Inc. since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm separates planning from managed-account services and does not provide portfolio management or institutional adviser selection.