John Meyer is a financial advisor at Cetera with 13 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Cetera since 2024, following prior roles at Regions Bank and J.P. Morgan Securities. Outside of his advisory work, Meyer serves as the board president of the Riley Cheer Guild, where he helps run meetings and promote the organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to third-party money managers and a range of program options.

William O'Neal is a financial advisor at Edward Jones in Mooresville, IN, holding Series 66 and Series 63 licenses with 10 years of industry experience. Prior to joining Edward Jones in 2018, he worked at JP Morgan Securities and JP Morgan Chase Bank for one year, and spent three years at Northwestern Mutual-related companies. He also has a background at Purdue University. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices and offers various advisory programs and investment solutions under a fiduciary standard.

Jay Barclay is a Certified Financial Planner® with 27 years of industry experience. He is currently with Osaic Wealth, having joined in 2024, and previously worked at Securities America Advisors and other financial services firms. Outside of advising, he serves on the board of the Brendonwood Historic District Foundation and is also involved in photography, creating and selling photo books and photos online. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, allowing advisors to implement customized strategies using various managed account options and third-party managers.

Rebecca Stockman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and based in Indianapolis, IN. She has one year of industry experience, including prior roles at Northwestern Mutual, Kilroy's, and Exactus Advisors. Her background also includes work in education and hospitality. 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 ranging from individuals and high-net-worth clients to institutional and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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.

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 licenses and bringing 21 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He is involved in community finance as a member of the St. Barnabas Finance Committee, where he reviews and provides feedback on church and school financial matters. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with tools such as risk-tolerance questionnaires and portfolio optimization, supporting discretionary and third-party managed strategies.

Gregg Noyan is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 65 and Series 63 licenses and bringing 16 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 is a partner in an LLC formed for the purpose of purchasing a vacation property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliated entities.

Lucius Hamilton IV is a CFP® professional with 11 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He previously worked at Thurston Springer Miller Herd & Titak, Inc. for eight years and has been with J.P. Morgan entities since 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm emphasizes a combination of quantitative and qualitative research to develop model asset allocations and offers advanced derivatives and commodities capabilities.

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.

Michelle Simandle is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Thurston Springer Financial, David A. Noyes & Co., and American Alternative Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including fund-of-funds and model portfolios.

Emmanuel Harris is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at Linsco/Private Ledger Corp., Woodbury Financial Services Inc., OSAIC, and his own firm, Harris & Associates. Outside of his advisory work, he is involved in tax preparation and accounting services through Harris and Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced operational tools.

Zachary Schroer is a financial advisor with LPL Financial in New Palestine, Indiana, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at several firms including Raymond James & Associates and Charles Schwab before joining LPL Financial in 2009. Schroer also serves as a FINRA arbitrator, occasionally working on arbitration cases as an identity expert. 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 range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party subadvisors, supported by advanced tools for operational and research purposes.

Liam Smith is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Richard Beachler is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. His prior roles include positions at Scottrade, Inc. and TD Ameritrade Services Co., Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a written asset allocation advice program. The firm combines quantitative screening and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Arby Babaian is a Series 66-credentialed financial advisor with Thrivent Investment Management and has been in the industry since 2026. Prior to joining Thrivent, he held positions at Health Plan One, Adt, and EHealth among others. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without discretionary trading authority, with the option to combine planning with managed-account programs under a consolidated billing approach.

Andrew Ashcraft is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for nine years with Perry Township Schools. Outside of his advisory role, he provides monthly golf lessons to a junior golfer and is involved with the Franklin Township Civic League and the Christmas In Wanamaker nonprofit as a planning board volunteer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bart Trumpey is a financial advisor at Edward Jones in Indianapolis, IN, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Albert Rahman is a financial advisor with Ameriprise in Martinsville, Indiana, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in owning and managing several commercial real estate properties and operates a business entity, Albert D. Rahman FP, Inc. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with advisors like Rahman.

David Byers is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked with LPL Financial since 2010, following prior roles at NRP Advisors, Inc. and Merrill. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and a broad suite of research and operational tools.