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.

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.”

Brandon Knop is a financial advisor with Cetera in Greenwood, IN, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked with firms including BKD, LLP and OneAmerica Securities. Outside of financial advising, he works as an independent contractor for DoorDash. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through multiple program platforms and third-party managers.

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.

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 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.

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 CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial. His prior roles include long tenures at Raymond James Financial and Citigroup Global Markets. Outside of his advisory work, he is also a self-employed musician. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Elizabeth Madison is a CFP®-certified financial advisor at J.P. Morgan Securities with five years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023 and previously operated a self-employed business, WagLabs, from 2020 to 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 searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research, with capabilities that include futures and security-based swap dealer registrations.

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.

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.