Joseph Matis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2012 and previously spent 18 years with Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes a structured financial planning process and manages approximately $2.74 trillion in client assets.

Mary Jovanovich is a financial advisor at Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials with 26 years of industry experience. She has been with Charles Schwab since 2007. Outside of her advisory role, she is involved in nonprofit governance, serving as Chair of the Strategic Fundraising Committee for Dress For Success Indianapolis and as Secretary for the Breathe Foundation, which focuses on mind and body wellness. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and maintains a centralized operational structure across its programs.

James Angelopoulos is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 66 licenses. Outside of his advisory work, he is involved as a contractor with The Super Patch Company, a health and wellness direct sales business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process combines quantitative and qualitative research with forward‑looking capital market assumptions and incorporates ESG eligibility frameworks where applicable.

Grant Forrer is a financial advisor at Thrivent Investment Management in Indianapolis, IN, holding a Series 66 designation. He has been with Thrivent and its related entities since 2026. His prior experience includes roles at Founders Mosaic, DePauw University, Home Depot, Neese Farms, and Hamilton Heights School Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on a broad range of financial planning topics. The firm offers goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Donald Clarkston is a financial advisor at Edward Jones in Greenwood, IN, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors.

Benjamin Sparks is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to his financial services career, he was employed at FedEx Ground for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Zachary Fox is a Series 66-credentialed financial advisor with nine years of industry experience. He currently works at LPL Financial and previously spent five years with Edward Jones and two years at Pascal Engineering. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

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.

John Francis Evans is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with OSAIC Wealth, Inc and previously worked at LPL Financial and Elements Financial Credit Union. Evans served in the United States Navy for seven years prior to his financial career. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing both discretionary and advisor-managed strategies.

Graig Huber is a financial advisor with Ameriprise in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with Huber & Associates, LLC, a minor administrative business entity. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Scott Mings is a financial advisor with Raymond James & Associates in Greenwood, IN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he is also an author. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.”