Quentin Sampson is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Charles Schwab since 2014. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house financial research and due diligence on alternative investments.

Daniel Gandolph is a financial advisor with LPL Financial in Greenwood, Indiana, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has managed Gandolph Financial Services, LLC since 2015 and has been with LPL Financial since 2009. Gandolph also sells life, disability, and long-term care insurance, including some fixed annuities. 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 advisory and brokerage services supported by proprietary research and technology, with a platform that includes model portfolios, third-party asset management, and institutional solutions.

Scott Garrigus is a financial advisor at Edelman Financial Engines with 18 years of industry experience and holds the Series 66 designation. He has worked at various firms including PNC Investments and Edward Jones prior to joining his current firm. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Philip Kostaroff is a CFP® professional with 22 years of industry experience. He has worked at OSAIC since 2018 and previously spent 14 years at John Hancock. Kostaroff is also involved in managing his own investment and insurance business activities under Foresight Financial Management, LLC, and serves as president of PAK Financial Planning LLC. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm supports individual investors, retirement plans, charities, and corporate clients with a broad selection of investment programs and third-party manager options.

Carter Bonecutter is a Series 66-licensed financial advisor with J.P. Morgan Securities in Indianapolis, IN, and has three years of industry experience. He is also the owner of Threaded Glory, LLC, a retail business that sells vintage-style clothing online. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Phillip Hogan is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with several firms, including Fifth Third Bank, Teachers Credit Union, and Foundations Investment Advisors. Hogan is also involved with Indiana Members Credit Union, offering investment products and services through LPL Financial. 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 provides a wide range of financial planning and investment management services, utilizing both proprietary research and third-party strategies.

Emily Begeman is a financial advisor with Charles Schwab, holding a CFP® designation along with Series 63 and Series 66 licenses. She has 11 years of industry experience and has worked at various Schwab entities as well as firms such as AW Securities, Allworth Financial, and Sheaff Brock Investment Advisors. 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 discretionary separately managed accounts, offering multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Christopher Oconnell is a financial advisor at Charles Schwab in Indianapolis, IN, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2011. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Kyle Hoerr is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, NA, and served on the Kelley School of Business Department of Business Law and Ethics. 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 combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Brian Kowalevsky is a financial advisor at Morgan Stanley with 23 years of industry experience. His work history includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2003 to 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Chase Alexander is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses. Prior to Schwab, he worked in various roles including positions at Dicks Sporting Goods and Sherwin Williams. 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 supported by comprehensive research and alternative investment options.

Matthew Bosler is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation. He joined Edward Jones in 2026 after 13 years with 3M Company. 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 advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kent Preston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is the owner of KLP Group LLC, a non-investment-related business established to manage a Primerica office lease. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated model portfolios rather than institutional pension or profit-sharing plan management.

Martin Spicer is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and has one year of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Kim Stevenson is a financial advisor at Edward Jones with 28 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of her advisory role, she is a certified pickleball coach based in Indianapolis, 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 advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Andrew Huck is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2006, with a brief tenure at optionsXpress, Inc. in 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 provides a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Matthew Tielker is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Financial Center First Credit Union, CUNA Brokerage Services, Valic Financial Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. 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 advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with research and technology tools.

Jeffrey Ritter is a financial advisor with OSAIC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He worked at Signator Investors, Inc. for 29 years before joining OSAIC in 2018. Ritter also operates Foresight Financial Management, LLC, which conducts investment and insurance business. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and private-equity ownership.

Ilya Sedun is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Charles Schwab since 2014. Outside of advisory work, he is involved in real estate investment activities in the Indianapolis area, including serving as a silent partner in property investments and managing bookkeeping for those ventures. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services with a focus on multi-asset model portfolios and integrated operational support.

Noah Hummel is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Schwab in 2022, he worked at Crew Carwash and Sonoco Products Company and attended Purdue University. 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 and discretionary investment management, supported by strategic asset allocation and alternative investment due diligence.