Thomas Coleman is a Series 66 licensed financial advisor with LPL Financial, based in Indianapolis, IN. He has one year of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Bloom Project, Inc. as a Project King Director. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research to support discretionary and non-discretionary management.

Demetrios Geroulis is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading the Geroulis, Foote, and Associates team in Indianapolis, Indiana. Since 2001, he has worked with individuals, families, business owners, and corporate executives to develop wealth management strategies tailored to their investment and retirement planning needs. His approach focuses on building enduring client relationships based on trust and providing personalized financial and investment advice to help clients pursue both short- and long-term financial goals. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Demetrios earned his high school diploma from Center Grove High School and a bachelor's degree from Indiana University. Fluent in English and Greek, he participates in professional and community organizations such as the Amberleigh Place Homeowners Association and the American Hellenic Educational Progressive Association (AHEPA), and volunteers with Brebeuf Jesuit College Preparatory High School and Holy Trinity Greek Orthodox Cathedral. Outside of his professional work, Demetrios enjoys basketball, boating, camping, cooking, fishing, football, hiking, soccer, traveling, and spending time with his wife, Carrie, and their two children, Alex and Elena, in Fishers, Indiana.

Michael Coats is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2012. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Eric Payne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1999 and leads a team with more than 200 years of combined experience. Eric and his team specialize in providing affluent families with services including tax minimization strategies, cash flow management, retirement planning, and estate planning. Eric holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a bachelor's degree in business administration with a focus on accounting from Butler University. His areas of client focus include college education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and values-based investing, as well as wealth management for women. Outside of his professional life, Eric and his wife Leah have four children and reside in Carmel, Indiana. He enjoys basketball, golfing, music, spending time with his family, tennis, and watching movies.

Mark Wilcoxen is a financial advisor with Equitable Advisors in Carmel, Indiana, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2016. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Clint Blackburn is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, holding a Series 66 designation and nine years of industry experience. Prior to his current role, he worked at Fitzmark, Inc. and has been associated with various J.P. Morgan entities since 2017. He is also a partner in Blackbear Capital LLC, a personal investment company he co-owns with his wife. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm's services are delivered on a non-discretionary basis, with clients maintaining final decision-making authority.

Cathleen Rodriguez is a financial advisor at Merrill in Indianapolis, IN, holding a Series 66 designation with 13 years of industry experience. She has been with Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Cassandra Bogaards is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. She previously worked at Elements Financial and Horizon Bank before joining LPL Financial in 2018. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

John Gresehover is a financial advisor at Edward Jones in Indianapolis, holding the CFP® and Series 66 designations with eight years of industry experience. He worked at Federated Mutual Insurance Company from 2004 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Lynnette Hanes is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has been with J.P. Morgan Securities since 2006, also maintaining a long tenure with JPMorgan Chase Bank, N.A. since 1978. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Chau Morris is a financial advisor with Merrill in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Merrill since 2011, totaling 15 years at the firm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers for a variety of individual and institutional investors.

Travis Blessing is a financial advisor at LPL Financial with seven years of industry experience. He previously worked for PNC Private Bank for eleven years before joining LPL Financial. He holds Series 63 and Series 65 registrations. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Jennifer Miller is a financial advisor with Ameriprise in Lebanon, Indiana, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficient strategies to deliver written recommendation reports through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Nicholas Plavchak is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including Axa Advisors and Johnson Brothers of IN. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Joy Eslaire is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Outside of her advisory role, she serves as successor power of attorney for a non-investment-related entity in Manchester, Tennessee. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Woodruff is a financial advisor with Equitable Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Axa Advisors, Thrivent Financial, and Primerica. Outside of his advisory work, he was involved with Janell Enterprises for five years. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, delivering solutions through program sponsors and third-party managers.

Matthew Postell is a financial advisor with LPL Financial in Zionsville, IN, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at firms such as Fidelity Brokerage Services, JP Morgan Securities, and TD Ameritrade Investment Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and supporting diversified investment strategies.

Joseph Drury is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Drury serves on the Board of Directors for the National Guard Association of Indiana. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kevin Clemson is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Burnham Gibson Wealth Advisors, Equitable Advisors, USI Securities, MMC Securities, Mercer, and American Funds Distributors/Capital Group. He serves as a co-trustee on his parents’ irrevocable family trust. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Matthew Howard is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies tailored to each client’s specific goals, employing a goals-based approach to planning. His expertise includes divorce transition planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. Matt joined Merrill Lynch Wealth Management in 2019, bringing experience that includes a seven-year professional basketball career in Europe and Israel. He holds dual bachelor's degrees in Finance and Management Information Systems from Butler University, where he was a three-time Academic All-American basketball player. He holds FINRA Series 7 and 66 registrations and the CERTIFIED FINANCIAL PLANNER (CFP) designation, along with the Personal Investment Advisor (PIA) credential. Outside his professional role, Matt is actively involved in community organizations such as A Kid Again, Butler University, First Baptist Athletics, Genesis Church, and WYSI Youth Sports. He resides in the Northern Indianapolis and Westfield area with his wife and three young sons, and he enjoys coaching youth sports and spending time with his family. His personal interests include basketball, football, running, volleyball, table tennis, cooking, and traveling.