John Francis Evans is a CFP® professional with seven years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and has previously worked at LPL Financial, Elements Financial Credit Union, and served in the United States Navy. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated financial services and employs various investment tools and third-party solutions to construct and manage client portfolios.

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®, ChFC®, and holds a Series 66 license with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

J. Daniel Philpott is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank from 2009 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis where clients retain final decision-making authority.

James Kaiser is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Kaiser also serves as a member of the Monroe Township Advisory Board, a position he has held for over 35 years. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisers. The firm employs a range of investment strategies using asset-allocation tools and automated rebalancing, offering both discretionary and non-discretionary portfolio management alongside access to third-party managers and wrap programs.

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.

Sharron Regan is a financial advisor at Ameriprise with 13 years of industry experience. She has been with Ameriprise since 2015 and holds Series 63 and Series 66 designations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, employing a centralized consulting team to provide non-discretionary, research-driven recommendations. The firm combines various analytical methods and emphasizes tax-efficient strategies while primarily focusing on assets managed within Ameriprise accounts.

Daniel Gillin is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016, following a brief period at Tokio Marine. Gillin serves as an at-large member of the parish council at St. Jude Catholic Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions through its WealthPlan program while maintaining separate planning and portfolio management services.

Blake Bartling is a financial advisor at Edward Jones in Franklin, IN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Timothy Martin is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. Outside of his advisory role, he is a general partner and performer in a barbershop quartet called Late Shift Quartet. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Steven Gipson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Douglas Stewart is a financial advisor with Raymond James & Associates in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is the owner of DWS Venture Investments, LLC, a business venture started in 2020. Raymond James & Associates is a dually registered broker-dealer and 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 advisory services that combine various portfolio management styles with firm research and model manager options.

Justin Wirey is a financial advisor at LPL Enterprise with four years of industry experience and holds the Series 66 designation. Before joining LPL Enterprise in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, model portfolio programs, and access to third-party asset management through an integrated platform combining advisory and brokerage services.

Brandon Sholtis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory role, he is the owner and partner of Sholtis Properties LLC, a small real estate business focused on managing rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

David Cotton is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management with support from various research and model portfolio resources.

Jasmin White is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at various J.P. Morgan entities since 2014. Outside of her advisory role, she operates an event planning and interior design business. She also serves on the boards of two Indianapolis-based nonprofits—the Be Nimble Foundation, focusing on developing a diverse tech ecosystem, and the Indianapolis Cultural Trail, a linear park and public space—holding leadership positions including Chair of the Board and Treasurer respectively. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates ESG criteria in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Erik Weiss is a CFP® professional with 20 years of industry experience, currently affiliated with Raymond James & Associates. He has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, with a combined tenure of over a decade at these firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management strategies.

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 financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services, Inc. Perry is also a partner at Perry Financial Group, where he is involved in selling life and health insurance, and operates a sole proprietorship as a tax preparer. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage, investment advisory services, and utilizes various asset-allocation and portfolio management tools across discretionary and non-discretionary accounts.