Fermon Owens is a financial advisor with LPL Enterprise in Indianapolis, Indiana, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, JP Morgan Securities LLC, JP Morgan Chase Bank, and MSI Financial Services. Owens was also involved with Oasis Of Hope Baptist Church from 2019 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering services such as financial planning, access to external asset managers, and a Model Wealth Portfolios wrap program.

Jacob Martin is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. He holds the ChFC® designation and has 12 years of industry experience, having worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2013. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a variety of programs including wrap and money-manager services and educational seminars.

Michael Dunn is a CFP® professional with eight years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Ronald Blue Trust and Charles Schwab. Based in Indianapolis, IN, he also serves as an Investment Advisor Representative for Cornerstone Financial Advisory, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad platform network and proprietary model strategies.

John Johnston Jr. is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2012. Johnston is also the owner of Johnston & Company, P.C., a tax preparation business he has operated since 1998. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joshua Plank is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and offering 23 years of industry experience. He has worked with MML Investors Services and MassMutual since 2005 and has been involved with Westpoint Financial since 2002. Outside of advisory work, he is engaged in sales activities related to health services through Westpoint Financial Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented financial planning using firm-approved tools.

Lisa Lauria is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 29 years of industry experience. Her prior work includes roles at Charles Schwab and Thurston Springer Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, emphasizing collaborative, annual planning engagements.

Letha Scolley is a financial advisor at Edward Jones in Carmel, IN, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014 and also has a long-standing role at BP Construction Company, Inc. since 1998. 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Tyler Lien is a financial advisor at Edward Jones in Indianapolis, IN with two years of industry experience. He holds a Series 66 designation and joined Edward Jones in 2024. Prior to his current role, his background includes positions in various fields such as education and delivery services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Matthew Weaver is a CFP® with five years of industry experience, currently affiliated with OSAIC. He has held roles at Resource Planning Group and Commonwealth Financial Network, and has experience in insurance sales. Outside of his advisory work, he is a professional ultimate frisbee player with the Indianapolis Alleycats. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a variety of brokerage and advisory services. The firm employs a model-based investment approach that includes portfolio optimization and utilizes multiple program platforms and third-party managers.

Jeremy Sassanella is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Park Avenue Securities, and Guardian Life Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust, insurance, and lending services.

Maria Rodriguez Velazquez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked with JPMorgan Chase Bank, The Huntington National Bank, and associated investment companies. 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 within a non-discretionary advisory program.

John Franz is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining RBC in 2017, he worked at City Securities Corporation for 13 years and briefly at several firms including Noyes Advisors LLC and Stifel Nicolaus & Co Inc. He serves on the Board of Directors for JoJo's Jumpstart Foundation, which provides scholarships for graduating high school students. RBC Wealth Management serves a broad client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a mix of in-house and third-party investment managers and emphasizes customizable strategies aligned with clients’ risk profiles.

Kristopher Aschbrenner is a Series 66 licensed financial advisor with Edward Jones in Anderson, Indiana, bringing three years of industry experience. Prior to joining Edward Jones, he spent nine years with West Central School Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Raymond Mark is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with LPL Financial since 2009 and operates Elements Wealth Management, a DBA related to his LPL business. Prior to LPL, he held positions at Chase Investment Services Corp. and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Ethan Starkey is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he held positions at Knowledge Services and KHI Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jose Lusende is a financial advisor with Edward Jones in Fishers, IN, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at George P. Stuart Printing Co. dba Indianapolis Recorder Newspaper and Martin University. Outside of his advisory role, he is co-founder and partner of Phenix Consulting Group, a consulting firm aiming to build bridges between the USA and Africa, and he serves as an adjunct faculty member at the University of Indianapolis teaching in the School of Education. He is also an advisory board member for the Lawrence Township Schools’ McKenzie Center for Innovation and Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a large network of financial advisors and branch offices nationwide.

Jeffrey Seagrave is a financial advisor with Primerica Advisors in Indianapolis, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of his advisory role, he is involved in the sale of home security and automation products through referrals and mortgage loan products aligned with affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs a model-driven investment approach supported by third-party asset managers and oversees approximately $15.5 billion in assets under management across nearly 3,700 advisors.

Christopher Howard is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with eight years of industry experience. His career includes multiple tenures at Edward Jones and a period at Schwab Wealth Advisory. Prior to his advisory roles, he worked at IUPUI for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Richard Grimes is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS in 2021, he worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2013 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Jason Murdock is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.