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.

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.

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.

Bryan Greene is a financial advisor at Edward Jones in Avon, Indiana, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked for Republic Airways from 2015 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Bricker is a financial advisor at Charles Schwab with 29 years of industry experience. He has been with Charles Schwab since 2005 and held a self-employed advisory role from 2005 to 2017. He holds Series 63 and Series 66 licenses. 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 offers both non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and alternative investment due diligence.

Owen Litzelman is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at BMO Bank and work related to investment services under the name BMO Investment Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a large network of advisors.

Nathan Bubash is a CFP® and holds a Series 66 license, working with Charles Schwab since 2017 and with eight years of industry experience. Prior to his current role, he was affiliated with Indiana Wesleyan University from 2013 to 2017. He is based in Indianapolis, IN. Charles Schwab & Co., Inc. serves a large client base including 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 client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios, strategic asset allocation, and alternative investment due diligence in its investment approach.

Amy Elam is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Charles Schwab since 2006. Outside of her advisory role, she serves as a board member for Tri-West Dollars for Scholars, a nonprofit organization supporting scholarship fundraising efforts. Charles Schwab & Co., Inc. serves 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 utilizes a client relationship model that combines primarily non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Amy Sullivan is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Merrill from 2011 to 2020 before joining Morgan Stanley Smith Barney LLC, where she has been employed since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning services that use firm-approved tools and models to support client decision-making.

Curtis Mallery is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs and strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jacob Miller is a financial advisor with Charles Schwab & Co., Inc. in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Charles Schwab, he worked in various roles at companies including RNR Tire Express and State Farm. Charles Schwab & Co., Inc. serves 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investments screening.

Craig Blanton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He has been with Primerica Advisors since 2013 and has also worked with Primerica Financial Services since 2012. Outside of advisory services, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Blake Coomer is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 credentials and having two years of industry experience. Prior to joining Charles Schwab, he worked in various roles at Northwestern Mutual and has entrepreneurial experience as a personal trainer with BC Flex Fitness LLC. He provides fitness instruction and workout programming outside of his advisory role. Charles Schwab serves 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a centralized operational structure.

Jonathan Mareachen is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab, he worked for the State of Indiana Department of Natural Resources for twelve years. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services. The firm combines non-discretionary and discretionary investment management through its integrated platform and multi-asset model portfolios.

Gerald Poore is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and its investment management arm since 2008. Outside of his advisory role, he manages commercial real estate used for office and business purposes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm allows clients to combine these planning services with managed accounts under a consolidated billing option while keeping the two services separate.