Richard Pflueger is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.

James Kemmerer is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 66 designation and previously worked at 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 emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Matthew Mark is a financial advisor at Wells Fargo Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served in the US Space Force since 2021 and attended the US Air Force Academy from 2017 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Thomas Coleman is a Series 66-licensed financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at Park Avenue Securities and Guardian Life Insurance Company. He also serves as Project King Director with Bloom Project, Inc., a nonprofit organization based in Indianapolis. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides diverse investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Delane Sayler is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent since 2002. Outside of his advisory role, he serves on the school board of Zion Lutheran School, where he participates in governance and budget planning. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining separate service delivery.

Brandon Smith is a financial advisor with Edward Jones in Greenfield, IN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Coats is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations in its recommendations.

Jonathan Moles is a CFP® professional with 26 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Valic Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Clint Blackburn is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and with nine years of industry experience. He is the owner and partner of Blackbear Capital LLC, a personal investment company he manages jointly with his wife. J.P. Morgan Securities offers 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 select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework.

Marcus Burns is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at LPL Financial LLC, BMO Harris Bank, PNC Investments, and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning. The firm’s approach integrates investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and asset allocation guidance.

Steven Billet is a financial advisor with Cambridge Investment Research Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials. He has 52 years of industry experience, including roles at Lincoln Financial Securities and Life of Virginia. Outside of advising, he operates an independent insurance agency and is a notary public. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers a range of platform and third-party advisory options.

Lynnette Hanes is a financial advisor with J.P. Morgan Securities based in Indianapolis, IN, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. She has been with J.P. Morgan Securities since 2006 and has worked with JPMorgan Chase Bank, N.A. since 1978. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Grant Lee is a financial advisor with Edward Jones in Greenfield, IN, holding the Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He also has experience at the University of Kentucky and in other varied roles outside finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets.

Eric Rogers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory duties, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Travis Blessing is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes 11 years at PNC Private Bank and eight years at Merrill. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining extensive advisory services with a broad range of non-advisory financial activities.

Nicholas Martin is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Schwab in 2019, he worked at Geodis USA and ATI Physical Therapy and was involved with Dupage County Hounds Baseball. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios supported by Schwab’s in-house research and alternative investment offerings.

Seth Wilson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones. He has previously worked at Ameriprise Financial Services, Bank of America, and Merrill Lynch. Outside of his advisory role, he is a co-owner and president of West Port Brands, an e-commerce business specializing in household goods. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated financial products through a large network of advisors and branch offices nationwide.

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.

William Robertson is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and IMBB Investment Advisors. 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 financial planning and investment management services delivered through a broad network of investment adviser representatives.

Jeffrey Cleckner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Edward Jones, Northwestern Mutual, and Waddell & Reed. He has also served as a baseball coach with Indiana Arsenal Baseball. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory platform that includes financial planning, model portfolios, and institutional programs.