Catherine Quinn is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at SagePoint Financial, Inc. and Franciscan Health. Quinn serves on the board of directors for Beech Grove Building Corporation, advising on property acquisition and renovation for the city of Beech Grove, Indiana. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.

John Coffman is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for 24 years. Outside his advisory role, he is president of Coffman Wealth Management LLC and has small ownership interests in local business ventures, including a golf course and a realty company. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, multi-advisor platform, and complex affiliate network.

Michael Anthony is a CFP® and ChFC® credentialed advisor with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. His prior experience includes roles at Chase Investment Services Corp., Banc One Securities Corporation, and Equitable Advisors. 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 integrates quantitative and qualitative research and uses forward-looking capital market assumptions to develop model asset allocations.

Bradley Hunckler is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at The Huntington Investment Company and The Huntington National Bank. Hunckler is based in Indianapolis, IN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement planning advice through a written Recommendation Report, focusing on dependable income sources and tax-aware withdrawal strategies.

J. Daniel Philpott is a Series 66-licensed financial advisor at J.P. Morgan Securities with 17 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as Fifth Third Securities. He is currently 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative analysis supported by a centralized due diligence team and incorporates an ESG eligibility framework where applicable.

Michael Kolis is a financial advisor at Ameriprise with six years of industry experience. His previous roles include positions at The Huntington Investment Company, KeyBank, and JPMorgan Securities LLC. Outside of finance, he has worked with Amazon Flex and at Upper Limits Rock Climbing Gym. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

James Kaiser is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been associated with AIG American General Life Insurance Company for over two decades. Kaiser serves on the Monroe Township Advisory Board and operates an independent insurance sales business focused on term life insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting a wide range of strategies and third-party manager selections.

Paul Cox is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Charles Schwab since 1995 and Charles Schwab Bank, SSB since 2017, both based in Indianapolis, IN. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options within an integrated operational platform.

Jason Hull is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has previously worked at firms including Charles Schwab, Merrill, JPMorgan Chase, and Huntington Investment Company. Outside of his advisory work, he owns several rental properties in the Indianapolis area. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a combination of investment research, third-party data, and algorithmic tools to provide tailored recommendations.

Daniel Gillin is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves as an at-large member of the parish council for St. Jude Catholic Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning focused on a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Timothy Martin is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of his financial career, he performs as a general partner in a barbershop quartet named Late Shift Quartet. 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 program focuses on non-discretionary, 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.

Jennifer Ayers is a financial advisor with J.P. Morgan Securities in Plainfield, Indiana, holding Series 63 and Series 66 designations and 28 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. 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. Their advisory approach integrates quantitative and qualitative research to develop model asset allocations and offers access to derivatives and commodities capabilities through affiliated entities.

Brandon Sholtis is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 registrations and nine years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory role, he is the owner of Sholtis Properties LLC, a real estate business focused on managing rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include an ESG eligibility framework.

David Cotton is a financial advisor with LPL Financial in Indianapolis, Indiana, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2016, after previous roles at United Capital Financial Advisors and CS Capital Management Inc. 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 broad range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Jasmin White is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 65 and Series 66 designations and has worked at various J.P. Morgan entities since 2014. Outside of her advisory role, she is the sole proprietor of an event planning and interior design business and serves on the boards of the Be Nimble Foundation and the Indianapolis Cultural Trail, where she holds leadership positions related to finance and investment. 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 combines quantitative and qualitative research in its advisory process and offers specialized derivatives and commodities capabilities.

Edward Ochoa is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise in Greenwood, IN. He has worked at Ameriprise and affiliated entities since 1990 and had a brief tenure at LPL Financial in 2019. Outside of his advisory role, he plays bass guitar in a band. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations primarily for clients with substantial investable assets.

Thomas Perry is a CFP® professional with six years of industry experience. He currently works at Osaic and previously spent five years at American Portfolios Financial Services, Inc. Outside of advising, Perry is involved as a partner in an insurance business focusing on life and health products and operates a tax preparation sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activities, and complex affiliate network.

Jill Minkner is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank from 2014 to 2026. Outside of her advisory work, she owns a retail business selling products on Amazon and rents out her pool through the Swimply app. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

James Allen is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Allen holds a Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analyses.

Eric Nicholson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2006 and joined Merrill in 2014. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He focuses on developing customized strategies to help individuals and families preserve and grow their accumulated wealth. Eric divides his time between the Indianapolis and Terre Haute offices. He is a graduate of Indiana University with a bachelor's degree in Economics. His client focus areas include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Eric enjoys golfing, playing softball, spending time with his family, and traveling. He lives on the south side of Indianapolis with his wife, Cheryl, and their three daughters.