Jeremiah Rader is a CFP®-certified financial advisor with six years of industry experience. He is currently with LPL Financial, having joined in 2023, and previously worked at Ameriprise and Securities America, Inc. He operates Rader Financial Services as a DBA for his LPL business. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Hannah Edmonds is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Johnson & Johnson and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Heather Swartzell is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2014, following positions at Charles Schwab and JPMorgan Chase Bank. Outside of her advisory role, she serves on the board of Coburn Place, a transitional housing organization for survivors of intimate partner violence, where she acts as Treasurer and participates on the finance committee. 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 program focuses on non-discretionary 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.

David Humes is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at LPL Financial and previously held positions at Edward Jones and Waddell & Reed. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Perry is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation with two years of industry experience. He is the owner of Beuford Capital Partners LLC, a personal investment company that purchases tax liens, operated with minimal weekly commitment. Prior to his current role, Perry has worked at Morgan Stanley and Oxford Financial Group. 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 to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision authority.

Linda Nolting is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2009 and also serves as an officer and secretary at Advanced Property Management, Inc., a business she has been involved with since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Justin Clapp is a CFP®-credentialed financial advisor at Edward Jones with three years of industry experience. He previously worked at Nationwide Investment Services Corporation, Total Wealth Planning, LLC, Ronald Blue Trust, and Charles Schwab & Co., Inc. He is based in Indianapolis, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jorge Hernandez is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at The Huntington Investment Company, Merrill, Bank of America, JPMorgan Chase Bank, and Charles Schwab. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Sean Stuczynski is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Parkland Securities for 16 years. He is also the owner and president of Campbell Street Wealth Management in Indianapolis and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Tenille Redwine is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, UBS Financial Services, and Assurance IQ. Outside of her advisory work, she coaches volleyball for youth ages 8 to 18. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered investment company adviser and utilizes AI-driven tools in portfolio management.

Laura Taylor is a Series 66 licensed advisor with J.P. Morgan Securities in Indianapolis, IN, and has one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank and Denham Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting with a focus on systematic due diligence and a range of investment strategies.

Ronald Rader is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. In addition to his advisory work, he operates Rader & Rader CPAs, a tax preparation and accounting firm established in 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Sybrand Vermeulen is a financial advisor at Edward Jones in Plainfield, IN, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Modern Woodmen of America, Liberty Mutual, and Endress+Hauser. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Nicholas Yeend is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Guardian Life Insurance Company, Horizon Planning Group, and several firms in the Indianapolis area. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mitchell Anderson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. He has worked at Thrivent and its related entities since 2020 and previously held positions at Ball State University, Center Grove High School, and Vincennes University. 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 without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Caroline Condra is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., PSP Capital, and Inherent Group. 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 through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

James Cavitt is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2015, totaling 11 years of industry experience. He is based in Plainfield, IN, and his work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

Patrick Schubach is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 66, Series 63, and Series 65 designations and bringing 18 years of industry experience. His prior experience includes roles at Huntington National Bank and The Huntington Investment Company from 2007 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice. The firm's approach combines proprietary research, third-party data, and algorithmic tools to support tax-aware withdrawal strategies and dependable income planning.

Jessica Swonder is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has held various roles at J.P. Morgan Securities, JPMorgan Chase Bank, Cetera Investment Services, Regions Bank, and Randstad Technologies. 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 with a non-discretionary approach.

Jessica Quigley is a financial advisor with Edward Jones in Danville, IN, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2015 and previously worked for Danville Community School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers various advisory programs and investment strategies under a fiduciary standard.