Joni Kisner is a financial advisor at Edward Jones with a Series 66 designation and over six years of experience, including prior work with the Danville Community School Corporation. She has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kelly Cropp is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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 a Series 66 credential and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of financial planning, asset management access, and insurance-related services.

George Giles is a financial advisor with Edward Jones in Brownsburg, IN. He holds the Series 66 designation and began his career in 2025. Prior to joining Edward Jones, he held positions at Republic Airways, Eli Lilly & Company, L.M Henderson & Co., Allison Transmission, Marian University, and Brownsburg School Systems. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

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.

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 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.

Paul Watko is a Series 66-credentialed advisor with over 21 years of industry experience. He has worked at LPL Financial since 2015 and also conducts investment-related activities through Eminent Wealth Strategies. His prior roles include positions at M HOLDINGS SECURITIES, Inc. and Mack Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Robert Stark Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and over 31 years of industry experience. His prior experience includes 13 years at Cetera before joining Ameriprise in 2013. Outside of his advisory role, he operates a tax preparation business as a certified public accountant. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on tax-aware withdrawal strategies and dependable income sources. The firm's approach integrates proprietary investment research and third-party data, with recommendations implemented on a non-discretionary basis.

Mark Kirkhoff is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2001. 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, institutions, and municipal entities, and offers financial planning, investment consulting, and specialized municipal advisory services.

Lorna Nicol is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. 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 non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.