Elizabeth Correll is a CFP® certificant with 29 years of experience in financial advisory services. She currently works at Ameriprise and has held positions at Legacy Wealth Partners LLC, Correll Wealth Management LLC, Raymond James Financial Services, and David A. Noyes & Company. Correll serves on the finance committee of Kids’ Voice of Indiana and is treasurer of the Central Indiana Association of Collaborative Professionals. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines research, third-party data, and algorithmic tools to generate customized recommendations and ongoing advice.

Denise Holder is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She has previously worked at Sanctuary Advisors, LLC and David A. Noyes & Company. Outside of her advisory role, she is president of Swaggerman Productions, Inc., a loan-out company representing her son's acting income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Larry Haler is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2008. He holds the Series 66 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Kurtis Wagner is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has a diverse work background including roles at Walmart, YMCA, and Mission BBQ prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and a range of portfolio management styles.

Paul Dietz is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2017, following a decade at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Richard Sulewski is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Grant Forrer is a financial advisor at Thrivent Investment Management in Indianapolis, IN, holding a Series 66 designation. He has been with Thrivent and its related entities since 2026. His prior experience includes roles at Founders Mosaic, DePauw University, Home Depot, Neese Farms, and Hamilton Heights School Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on a broad range of financial planning topics. The firm offers goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Benjamin Sparks is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to his financial services career, he was employed at FedEx Ground for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeffrey Roach is a financial advisor with LPL Financial in Carmel, IN, holding a Series 63 designation and having 37 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 17 years and held positions at Guardian Life and Osaic FA, Inc. Roach is also a licensed real estate broker and participates in the Smart Vestor Pro program by Dave Ramsey. 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, asset management programs, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and technology tools.

Catherine Quinn is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at SagePoint Financial, Inc. and Franciscan Health. Quinn serves on the board of directors for Beech Grove Building Corporation, advising on property acquisition and renovation for the city of Beech Grove, Indiana. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.

Jacob Statz is a CFP®-designated financial advisor with 21 years of industry experience, currently with Stifel since 2023. He previously worked at Bank of America and Merrill from 2015 to 2023. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Brandon Mayo is a financial advisor with Edward Jones in Brownsburg, IN, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Guy Gage is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of advisory work, he is involved with a family farm. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Coffman is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for 24 years. Outside his advisory role, he is president of Coffman Wealth Management LLC and has small ownership interests in local business ventures, including a golf course and a realty company. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, multi-advisor platform, and complex affiliate network.

Michael Anthony is a CFP® and ChFC® credentialed advisor with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. His prior experience includes roles at Chase Investment Services Corp., Banc One Securities Corporation, and Equitable Advisors. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and uses forward-looking capital market assumptions to develop model asset allocations.

William Dobbs is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Dobbs is involved in multiple charitable and community organizations, including serving as a board member of the Feed the Bird Foundation and holding an appointed government position with Ball State University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Barbara Obrochta is a financial advisor with Merrill in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has worked at Merrill since 1992 and has been with Bank of America, N.A. since 2016. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Bradley Hunckler is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at The Huntington Investment Company and The Huntington National Bank. Hunckler 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 that provides ongoing retirement planning advice through a written Recommendation Report, focusing on dependable income sources and tax-aware withdrawal strategies.

Evan Espinoza is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, with prior experience in education and retail sectors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools, focusing on advisory services without individual security recommendations in standalone plans.

J. Daniel Philpott is a Series 66-licensed financial advisor at J.P. Morgan Securities with 17 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as Fifth Third Securities. He is currently based in Indianapolis, IN. 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. The firm’s advisory process combines quantitative and qualitative analysis supported by a centralized due diligence team and incorporates an ESG eligibility framework where applicable.