Greg Johnson is a financial advisor with Thrivent Investment Management in Greenwood, IN, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked at Cummins for 26 years. He serves as a board member for Transformational Living Ministries, a Christ-centered recovery house providing support for individuals recovering from substance abuse. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and comprehensive planning without discretionary trading authority.

Jose Fourquet is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory role, he serves as an advisory board member for Packfiles, a technology company based in Tampa Bay, and is on the board of directors for Tampa Bay Wave, a business accelerator. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Tidd is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA. since 2007. He holds the Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Mccallister is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1996 and serves as a Primerica Life Insurance PFSU Instructor for Indiana. In addition to his advisory role, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers an operational model based on tiered wrap fees and independent manager oversight.

Paul Daniels is a Series 66-licensed financial advisor with Morgan Stanley in Indianapolis, IN, bringing 23 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves individual and institutional clients, providing a broad range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Lawrence Turow is a Series 66-licensed financial advisor with Ameriprise in Indianapolis, IN, and has 15 years of industry experience. He previously worked at MetLife Securities and Ameriprise Financial Services, Inc. Turow serves as Treasurer and Board Member of the Jewish Federation of Greater Indianapolis and holds leadership roles in business consulting and financial planning through outside ventures. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations primarily through its centralized consulting team.

Kyle Bennett is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and seven years of industry experience. He has held roles at JPMorgan Chase Bank and PepsiCo and currently serves as Investment Committee Chair and board member at HVAF of Indiana, a nonprofit organization. Bennett is also involved in a family LLC for real estate investments. J.P. Morgan Securities 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. The firm delivers non-discretionary services through a select group of Wealth Advisors.

Joshua Miller is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Katherine Free is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Protiviti and Deloitte & Touche LLP. She owns and operates KMF Financial LLC, an investment-related practice based in Indianapolis. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through financial advisors.

Christopher Tharp is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 66 designation and having 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and currently works at Morgan Stanley Private Bank, N.A. Tharp is a silent partner investor in Overcome Sports Inc, a sports apparel business that sells products through Amazon. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and models outcomes with methods such as Monte Carlo simulations.

James Gray is a Senior Financial Advisor with Evolve Wealth Management, an advisory team within Merrill Lynch Wealth Management. In this role, he provides financial advisory services to a diverse client base. His expertise includes working closely with young professionals, non-profit organizations, and multi-generational families to align their financial goals with their values. His approach involves developing tailored financial strategies that help clients live the lifestyles they envision within their means. James focuses on personalized planning to help clients clarify their current financial position, establish goals, and bridge gaps with purposeful strategies. His practice emphasizes using financial planning not only for wealth accumulation but also as a tool for living a more fulfilled life. James holds a Bachelor's Degree from the University of North Carolina and maintains Personal Investment Advisor (PIA) designation. He holds Series 7 and 66 registrations through FINRA and is committed to providing advice rooted in discipline, transparency, and a client-first mindset.

Suzanne Marshall is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 designations and 41 years of industry experience. She has worked at Stifel since 2017, with prior roles at City Securities Corporation and Sanctuary Advisors LLC. Outside of her advisory work, she serves as treasurer and board member for Pet Friendly Services of Indiana, a nonprofit providing low-cost spay/neuter services, and is a board member of The Rotary Club of Indianapolis. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment research and probabilistic modeling to inform asset allocation and financial planning.

Mark Mcdonald is a CFP® and holds a Series 66 license with 25 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2021 and previously spent 12 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Indianapolis, IN. 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 through written recommendation reports and ongoing advice, utilizing investment research, third-party data, and algorithmic tools.

Andrew Gaston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Primerica and its affiliated firms since 1986, including a long tenure at Primerica Financial Services Home Mortgage Inc. Gaston also engages in the sale of home security and automation products through part-time referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Stamper is a financial advisor with Morgan Stanley in Indianapolis, Indiana. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Stamper has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and research.

John Whitaker is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for 27 years. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Brandon Blumenhorst is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2019 and previously spent two years at Edward Jones. J.P. Morgan Securities 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 guide investment recommendations.

Jonathan Hicks is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. He previously worked at Periculum Capital Company, LLC and Lazard. Outside of his advisory work, he is involved in a trust-related business based in Carmel, Indiana. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include estate planning and employer-sponsored financial planning agreements.

Justin Long is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Impact Financial Group and Long & Associates. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, primarily for clients maintaining a meaningful portion of assets in Ameriprise-managed accounts.

Alan Hendrickson is a financial advisor with Ameriprise Financial Services, holding ChFC® and Series 63 credentials and bringing 48 years of industry experience. His career includes long-term roles at Ameritas entities and ownership of Hendrickson Financial Group and Alan Hendrickson & Associates. Outside of finance, he serves as president of a family farm corporation and is a guitar player in the Hang Nine Band. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.