Nicholas Yeend is a financial advisor with J.P. Morgan Securities in Indianapolis, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, Brammer & Yeend CPAs, Horizon Planning Group, and Guardian Life Insurance Company. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.”

Brandon Knop is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at multiple firms including Promise Advisory Group and BKD, LLP. Outside of his advisory role, he is an independent contractor for DoorDash and owns Door2Door Financial, LLC, a financial services business. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Caroline Condra is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

James Cavitt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2018 and with J.P. Morgan Securities LLC since 2015. 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Robert Parke is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Chad Stevens is a financial advisor with Edward Jones in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and worked previously at Comcast Spotlight for 20 years. 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, offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Jessica Swonder is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Cetera Investment Services LLC, Regions Bank, and multiple positions within JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

John Reuter III is a financial advisor with Raymond James & Associates in Indianapolis, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2013. 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 wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jeffrey Gantz is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at Raymond James Financial and Bsh Financial. Outside of advising, he is a self-employed musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management supported by proprietary and third-party research.

Elizabeth Madison is a CFP® and holds a Series 66 license, with five years of industry experience. She currently works with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan, she was self-employed at WagLabs for three years and worked at Valeo Financial Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

John Meyer is a financial advisor with Cetera in Indianapolis, IN, holding Series 66 and Series 63 credentials and 13 years of industry experience. He has previously worked at J.P. Morgan Securities and JPMorgan Chase NA. Outside of his advisory role, Meyer serves as the board president of Riley Cheer Guild, where he helps run meetings and promote the organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and oversight.

William O'Neal is a financial advisor with Edward Jones in Mooresville, IN, holding Series 66 and Series 63 registrations and bringing 10 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Northwestern Mutual, as well as work at Purdue University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and specialized services such as tax-efficient investing and overlay management.

Anna Brouwer is a Financial Advisor at Merrill Lynch Wealth Management, where she employs a service-focused approach to assist clients in organizing their financial lives, prioritizing goals, implementing strategies, and reviewing progress. Since joining Merrill in 2021, Anna has specialized in areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. Her career began in 2000 within the banking and lending industry, providing her with extensive experience prior to her transition to Merrill. Anna holds a Bachelor's Degree in History from Purdue University and carries the Personal Investment Advisor (PIA) designation. She also participates in the Indianapolis Symphony Orchestra Association. Anna resides in Fishers with her German Shepherd, Delta. Her personal interests include antiquing, cooking, gardening, interior decorating, knitting and crocheting, reading, spending time with her family, playing table tennis, traveling, and watching movies.

Dustin Broadwater is a CFP® with nine years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at TD Ameritrade and Charles Schwab. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Meredith Kroger is a financial advisor with Edward Jones in Greenwood, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at ProEquities, Inc. and Protective Life from 2005 to 2017. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Coffman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and with 21 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years. He is involved in community service as a member of the St. Barnabas Finance Committee, where he reviews and provides input on church and school financial matters. OSAIC Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations, through an extensive network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Gregg Noyan is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has worked at JPMORGAN Chase Bank, N.A. since 2006. Outside of his advisory role, he and his wife formed an LLC to hold a second residence for personal use. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lucius Hamilton IV is a CFP® professional with 11 years of industry experience, currently serving at J.P. Morgan Securities since 2023. Prior to this, he worked eight years at Thurston Springer Miller Herd & Titak, Inc. He holds the Series 66 designation. J.P. Morgan Securities LLC 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 applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.

Jacob Clough is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He worked at Charles Schwab from 2014 to 2017 before joining Morgan Stanley, where he has been since 2017. Outside of his advisory role, he serves as a successor trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured, tools-driven financial planning process.