Grant Johnson is a financial advisor with Ameriprise in Lebanon, Indiana, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is employed by TGG Operations, LLC, a franchise advisory business. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jonathan Weed is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and operates B Happy Peanut Butter, a business selling homemade family peanut butter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools aligned with firm guidelines.

Joseph Perry is a financial advisor with OSAIC in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Ascension Health, and the Indiana Primary Healthcare Association. Outside of his advisory work, he is a part-owner of Perry Financial Group, where he is involved in insurance sales and tax preparation. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing a range of integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Bradley Graden is a financial advisor with Equitable Advisors in Carmel, IN. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Central Noble Community School Corporation, the Community Foundation of Noble County, and The Campbell & Fetter Bank. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual-registered model that emphasizes program sponsors and endorsed TAMPs.

Kyle Lewis is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. Before joining Morgan Stanley, he worked at Uber and CVS Health. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses as part of its financial planning process.

Michael Matchett is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 66, 65, and 63 designations and seven years of industry experience. His prior roles include positions at Financial Enhancement Group, The Just Company, Triad Advisors LLC, and CNO Financial Group. 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 to inform its recommendations.

David Granson is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and having 11 years of industry experience. He previously worked with Kestra Advisory, Cornerstone Financial Advisors, and CFD Investments. Outside of his advisory role, he serves on the finance committee of Sacred Heart of Jesus Church in Cicero, Indiana. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Mackenzie Tice is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, Tice held roles at Adesa, Metal Exteriors, Boiler Financial Track, Torrid, and Purdue University. Tice also manages an advisory business through TGG Operations LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and social security claiming options.

Dustin Dake is a CFP® professional with 18 years of experience in the financial services industry. He has been with Edward Jones since 2016 and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Dustin operates out of Carmel, IN. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Kyle Schau is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. He is also involved with LHD Benefits, where he performs retirement administration duties. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual investors, retirement plans, institutions, and charitable organizations through a wide range of advisory programs and financial planning services.

Adam Wiese is a financial advisor at Edward Jones in Greenwood, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he operated two LLCs, Agent Adam and The HandleBar, from 2019 to 2024. He has also worked in educational roles at Perry Meridian High School and Walsh University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

John Kennedy Jr. is a financial advisor at Stifel with 45 years of industry experience. He has held positions at Stifel since 2017 and previously worked for City Securities Corporation for 36 years. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses, with clients retaining discretion over implementation.

Curtis Mc Clure is a financial advisor with Edward Jones in Greenwood, IN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which have been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Paloma Aguayo is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at several firms, including FHLBI, Cooke Financial Group, Charles Schwab, Bank of America, Merrill, and previously held a position at Indiana University East. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Thomas Davis is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Stifel in 2017, he worked at City Securities Corporation for 19 years. Outside of his advisory role, he is president and owner of Davis Minerals Inc., a company that leases mineral interests to oil and gas exploration firms. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Travis Gilliam is a financial advisor with LPL Financial in Greenwood, Indiana. He holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at PNC for 15 years. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Rebecca Moncivaez is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2002 and at Bank of America, N.A. since 2019. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bradley Hulse is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he serves as a trustee involved in property management activities. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and investment strategies.

Eric Randel is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is based in Plainfield, Indiana. Outside of his advisory role, he owns a rental business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary Smith is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Merrill since 2014 and previously held positions at Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and Stifel Nicolaus. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.